Consultant and Client Support Specialist

CorTalent - Minneapolis, MN

POSITION SUMMARY:

The Consultant & Client Support Specialist is a critical member of our client's Service Operations team and manages the day-to-day operations of the business, understanding the vision of the organization and using that information to meet and exceed consultant and client needs efficiently, consistently and effectively. The Consultant & Client Support Specialist will be responsible for managing the details that go into client engagements including pricing, contracting, engagement management, and administrative support.

COMPANY DESCRIPTION:

Our client partners with CEOs, senior executives, and high potential leaders to help individuals realize their – and their organizations’ – potential. Their unique style combines business acumen, humanistic psychology, neuroscience, and an eclectic blend of leadership insights from academic theory to historical narratives. Their success is a result of a commitment to excellence and built upon their values of contributing to a greater cause, collaboration, continuous learning, fully invested partnership, maximizing human potential, and authenticity.

POSITION DESCRIPTION:

This position is responsible for a wide variety of activities including:

Office Management

  • Own the front office experience for all clients and guests. As the first face our visitors encounter when they enter our establishment, you must be friendly, informative, and welcoming

  • Manage relationships with vendors and suppliers, including but not limited to facilities, IT, printer/copier maintenance, and manage office supply stock

  • Gracefully field and direct phone calls, inquiries, and respond to urgent needs

  • Light administrative work including proper mail distribution, depositing checks and mailing items as needed

Executive Assistance

  • Support both the CEO and Principal Consultant to ensure they have everything they need to deliver on engagements

  • Meet with the CEO and Principal Consultant regularly to understand their book of business and what needs to be scheduled, planned, created and coordinated

  • Responsible for proactively reviewing calendars, directing the Office Manager to schedule appointments and make travel arrangements for CEO and Principal Consultant as needed

  • Create tangible deliverables that go into service delivery including client-facing materials, templates, graphs, charts, PowerPoints, compiled assessment / survey results, visual elements, etc.

  • Provide administrative support for tasks such as: taking client or staff meeting notes, proofreading reports, drafting emails, inputting time into time-tracking tool and special projects as capacity permits

Engagement and Project Management

  • Oversee and execute on the operational processes that go into fulfilling client engagements including our proprietary impact measurement tool SAMM™, the contracting process, and the assessment and survey administration processes

  • Work with clients and event-site vendors to ensure consultants have everything they need at third-party sites for presentations, facilitated team sessions, speaking engagements

  • Create project plans for complex engagements detailing the timeline with specific deliverables.

Pricing and Contracting

  • Act as the primary point of contact for pricing engagements using the firm’s standard pricing worksheet and tools to calculate pricing for complex engagements

  • Calculate compensation and commissions for contracted consultants when applicable

  • Create, edit, send and manage electronic SOWs

  • Approve CEO Advisors and Adjunct Consultant billing worksheets and process for payment

Business Systems Administration

  • Salesforce – make updates to Customer Relationship Management (CRM) tool.

  • ClickTime – input new client accounts, engagements and consultants’ time into time tracking tool

  • Question Pro – create, manage, administer surveys, generate reports and analyze survey data

  • Eloomi – be administrator to our Learning Management System (LMS) tool to set up new accounts and assign work

  • Analyze procedures and problems in order to automate and improve existing processes

ACADEMIC AND PROFESSIONAL QUALIFICATIONS:

  • Bachelor’s degree required; Business, HR, Operations, Communications, or related field.

  • 2+ years professional working experience

  • Quick learner with great comfort investigating, learning, and implementing new pieces of technology

  • Exceptional written and verbal communication skills

  • Experience in a professional services environment a plus

  • Project Management experience a plus

  • Excellent verbal and written communication skills, suitable for internal and external client audiences.

  • Proficiency in Windows OS and Microsoft Office Suite is required. Highly competent with Microsoft Word, Excel and PowerPoint



Posted On: Friday, April 8, 2022



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