Client Delivery Coordinator

Sagency • Fargo, ND

10h • Hybrid

About The Position

Client Delivery Coordinator Sagency Fargo, ND Interim Full-Time ABOUT SAGENCY Sagency is a strategic advisory and leadership development firm. We work with organizations navigating growth, transition, and complex leadership challenges. Our work is relational, rigorous, and built around client trust. The Client Delivery Coordinator keeps that work moving. This is an interim, full-time role supporting our advisory, leadership development, and executive search practices during a planned leave of absence. The role is operational at its core: you coordinate, communicate, prepare, track, and follow through so that advisors can focus on client work and nothing slips. The right person for this role is organized, responsive, and comfortable working in a fast-moving environment with multiple active projects. You execute well from clear direction, work proactively within defined parameters, and bring a professional presence to every client interaction. This role reports directly to the Operations Manager and works closely with Sagency practice advisors on a day-to-day basis.

Requirements

• Written Communication - Clear, accurate drafting and formatting of client- and advisor-facing materials
• Service Orientation - Responsive, helpful, and professional with both internal advisors and external clients
• Digital Fluency - Comfortable with Microsoft Office, Google Workspace, Zoom/Teams, and digital survey platforms
• Detail-Oriented Execution - Maintains accuracy and polish across all deliverables and templates
• Collaboration - Works well with multiple advisors, personalities, and roles; adapts as needed
• Learning Mindset - Curious, receptive to feedback, and quick to get up to speed on new tools and processes

Responsibilities

• Client Delivery & Project Coordination: Keep active engagements organized and on track. Maintain project timelines, milestones, and action trackers across multiple engagements. Partner with advisors on scheduling, documentation, and follow-through. Serve as the operational point of contact for clients on logistical and scheduling matters. Monitor project progress and surface issues early so nothing stalls. Support preparation for client sessions, including agendas and materials assembly.
• Scheduling and Meeting Logistics: Handle the coordination that makes client meetings and events run smoothly. Manage calendars, invitations, virtual links, and meeting logistics for client sessions. Coordinate logistics for workshops, retreats, and debrief sessions. Prepare and organize materials such as printed workbooks, slide decks, and session supplies. Communicate clearly with client contacts so expectations and details are understood in advance. Capture and distribute key follow-ups and next steps after major sessions.
• Documents, Templates, and Materials: Work from established Sagency templates to produce clean, professional deliverables. Assemble and format client-facing documents and packets based on advisor direction. Use existing Sagency templates for proposals, agendas, reports, and related materials. Manage file organization so materials are easy to locate and current. All deliverables follow Sagency standards. Custom or off-template work goes to the Operations Manager.
• Assessment and Survey Coordination: Manage the mechanics of assessments, so the process runs cleanly for clients and clients and advisors. Set up and administer surveys and assessments using established platforms and advisor-provided instructions. Coordinate timelines, track participation, and manage platform logistics. Assist with report formatting and slide summaries based on advisor or analyst input. Maintain confidentiality and accuracy throughout the process.
• Internal Communication & Follow-Through: Close loops and keep the team aligned across active projects. Monitor action items, deadlines, and open commitments across engagements. Communicate clearly with advisors, collaborators, and client contacts. Escalate unclear situations or stalled items to the Operations Manager promptly. Keep responsibilities and next steps visible and tracked.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed