Client Excellence Administrator
(fully remote, must be located in Colorado in the Denver/Boulder Metro Area)
Are you well organized, able to meet tight deadlines, and enjoy keeping many balls in the air? If so, we want to talk to you. Inovautus Consulting is growing and hiring a Client Excellence Administrator to support our clients and our team. This role works closely with the client-facing Consultants and the Leadership team to assist with organizing client projects, monitoring and updating project plans, and ensuring project deadlines are met in an efficient manner. The Client Excellence Administrator also manages the firm President’s projects and calendar as well as the project plan for specific company initiatives.
Inovautus Consulting helps public accounting firms to grow – faster and in the right direction. We develop marketing strategies, implement marketing plans, evaluate marketing efforts, perform strategic digital marketing, deliver streamlined social media services … and more. Our company is completely virtual, and we have team members throughout the US; therefore, this role is entirely remote.
Job Responsibilities
- Maintain and monitor project plans and project schedules, primarily in Teamwork system
- Organize client-related meetings to keep project teams on track to meet deadlines. Follow up as needed and communicate updates to the team.
- Perform Client set-up/offboarding
- Prepare and track client/member agreements and scopes of work
- Maintain electronic file management in SharePoint
- Prepare operational reports and scorecards
- Calendar, email management, and expense reporting for the President
- Travel booking for the President
- Operational support as requested for the business
- Special projects as assigned
Qualifications and Education Requirements
- Associates degree or higher
- of 3 years in a role related to project administration and/or professional services schedule management
Preferred Skills
- Must display extremely strong organizational skills and prioritization management skills
- Detail-oriented
- Anticipatory mindset along with innate intellectual curiosity
- Excellent communication skills, both written and verbal
- Ability to work effectively independently as well as in a team
- Advanced technology skills in word, excel, and outlook
- Technology Stack:
Critical
- Teamwork
- Harvest
- SharePoint
- Zoom
Nice to have
- Hubspot
- Keeper (Last Pass is relevant, too)
