Client Delivery Coordinator

Drawbridge Partners•New York, NY

About The Position

The Client Delivery Coordinator is an early-career role within Drawbridge’s Client Success team, responsible for keeping client engagements moving and developing the skills needed to become a Client Delivery Manager. The coordinator gathers requirements, access, documents, and approvals from clients; coordinates the internal work needed to deliver services; and maintains progress across the books of several Client Delivery Managers. On smaller accounts, the coordinator may be the client’s day-to-day contact for dependencies and status, under the Client Delivery Manager’s direction. The role works closely with Client Delivery Managers, Cybersecurity Consultants, Cybersecurity Solutions, Product, and Technical teams to support successful service delivery and a responsive client experience. It involves client communication and follow-through, delivery coordination, incident and due diligence support, operational recordkeeping, and ongoing learning. The coordinator supports incident, investor due diligence, and regulatory inquiry processes by gathering information and coordinating logistics; questions about risk or severity are referred to the Client Delivery Manager and Cybersecurity Consultant. Success includes prompt acknowledgment and follow-up on client requests, timely resolution of dependencies, accurate and audit-ready engagement records, early escalation of at-risk dates, positive feedback, reliable attention to detail across multiple accounts, and demonstrated growth toward Client Delivery Manager responsibilities.

Requirements

Bachelor’s degree, preferably in Business, Technology, Cybersecurity, Finance, or a related field.
0–2 years of experience in project coordination, client success, professional services, consulting, or service delivery.
Comfort making phone calls and repeatedly following up with clients in a professional and warm manner.
Strong organizational and communication skills.
Ability to manage multiple priorities across several managers’ accounts at the same time.
Strong attention to detail, accountability, and an ownership mindset.
Experience working with business systems such as Salesforce or Microsoft Office.
Desire to develop expertise in client delivery management.

Nice To Haves

Experience supporting professional services engagements.
Exposure to cybersecurity, software as a service, consulting, or alternative investments.
Familiarity with project management methodologies and tools.
Experience using artificial intelligence tools to improve productivity, such as drafting meeting notes, summarizing client communications, and tracking follow-ups, with sound judgment about client confidentiality.

Responsibilities

Contact clients by phone and email to gather requirements, access, documents, and approvals, and follow up until items are received.
Communicate on behalf of assigned Client Delivery Managers to provide clients with a consistent team experience.
Serve as the day-to-day contact for dependencies and status on smaller accounts, under the Client Delivery Manager’s direction.
Participate in client meetings and record notes, action items, and follow-ups.
Ensure client messages are answered and requests have an owner and a date.
Route client questions and concerns to the appropriate person and escalate matters involving risk, severity, or dissatisfaction to the Client Delivery Manager.
Maintain engagement calendars, milestones, and delivery documentation for assigned accounts.
Gather requirements at engagement kickoff and coordinate internal work with Cybersecurity Consultants and Cybersecurity Solutions.
Track deadlines across multiple Client Delivery Managers’ accounts and raise at-risk dates early.
Track risks, issues, and client dependencies and escalate them before they affect the client.
Prepare client deliverables and meeting materials accurately and on time.
Participate in daily Client Delivery team stand-ups and surface blockers.
Support the Client Delivery Manager with client security incidents, investor due diligence requests, and regulatory inquiries by gathering information, scheduling appropriate people, and keeping records current.
Relay status, dates, and logistics for incidents and inquiries; refer risk or severity questions to the Client Delivery Manager and Cybersecurity Consultant.
Maintain accurate and current engagement data in Salesforce and the Drawbridge Platform.
Prepare status reports and leadership updates.
Ensure documentation is complete and audit ready.
Use and contribute to runbooks for common blocked scenarios.
Contribute to process improvement initiatives and flag capacity or scheduling conflicts across the Client Delivery team.
Learn Drawbridge’s services, service calendars, and engagement lifecycle from kickoff through delivery.
Pass signs of client dissatisfaction and commercial opportunities to the Client Delivery Manager.
Recognize the limits of personal expertise and bring in the appropriate Drawbridge resource.
Develop the skills needed to own a book of clients as a Client Delivery Manager.