Manage stakeholder expectations, project plans and communications, and provide status updates as needed to continuously advance service delivery
Act as the knowledge manager for the engagement team, managing internal databases and/or portals designed to facilitate global team communications and coordination of go-to-market strategy
Take complete ownership of engagement economics (e.g., hours/budgets/estimates to complete, fees, billings, Work in Process spreadsheets), proactively collaborating with relevant team members to resolve any issues that arise
Collaborate with the account team, business development and resource management teams to achieve team goals
Coordinate risk management processes, such as engagement letters, client continuance, independence, family tree, preapproval and other regulatory requirements
Skills and Attributes for Success
Minimum of 1–2 years of experience in account or project management, customer service, or a related support role
A degree in Business Administration, Marketing, Communication, or a related field is preferred
Proficiency in Microsoft Office Suite
Excellent verbal and written communication skills to interact effectively with clients and team members
Strong analytical and problem-solving abilities to address challenges proactively
High attention to detail with the ability to manage multiple tasks accurately
Strong organizational and time management skills to handle a high volume of work efficiently
Client-focused mindset with a commitment to delivering exceptional service and building long-term relationships
Collaborative team player with the ability to work effectively in a team environment