Client Delivery Coordinator

Drawbridge Partners•New York, NY

21h

About The Position

The Client Delivery Coordinator is an early-career role within Drawbridge’s Client Success team. The coordinator keeps client engagements moving by gathering requirements, access, documents, and approvals from clients; coordinating the internal work required to deliver services; and tracking progress. The role works across the accounts of several Client Delivery Managers, serving as a reliable, visible point of contact and, on smaller accounts, handling day-to-day communication about dependencies and status under a Client Delivery Manager’s direction. It also provides a path to developing the skills needed to become a Client Delivery Manager. The coordinator works closely with Client Delivery Managers, Cybersecurity Consultants, Cybersecurity Solutions, Product, and Technical teams to support successful service delivery and a responsive client experience. The role supports client communications and follow-through, delivery coordination, incident and due diligence logistics, operational records and reporting, and ongoing learning. It does not lead cybersecurity incident, risk, or severity assessments; those matters are directed to the Client Delivery Manager and Cybersecurity Consultant. Success involves prompt client follow-up, timely resolution of client dependencies, accurate engagement records, early escalation of at-risk dates, positive feedback, strong 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.
Comfortable calling clients and following up repeatedly in a professional, warm manner.
Strong organizational and communication skills.
Ability to manage multiple priorities across several managers’ accounts at once.
Strong attention to detail, accountability, and an ownership mindset.
Experience 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 obtain requirements, access, documents, and approvals, and follow up until 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 due date; route questions and concerns to the appropriate person and escalate risk, severity, or dissatisfaction to the Client Delivery Manager.
Maintain engagement calendars, milestones, and delivery documentation for assigned accounts.
Gather engagement requirements and coordinate the internal work needed 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 clients.
Prepare accurate client deliverables and meeting materials 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 participants, and keeping records current.
Relay status, dates, and logistics for incidents or inquiries; direct questions about risk or severity to the Client Delivery Manager and Cybersecurity Consultant.
Keep engagement data in Salesforce and the Drawbridge Platform accurate and current, consistent with client communications.
Prepare status reports and leadership updates; ensure documentation is complete and audit ready.
Use and contribute to runbooks for common blocked scenarios and contribute to process improvement initiatives.
Flag capacity or scheduling conflicts across the Client Delivery team.
Learn Drawbridge’s services, their event calendars, and the progression of engagements from kickoff to delivery.
Pass signs of client dissatisfaction and commercial opportunities to the Client Delivery Manager.
Develop judgment about when to bring in the appropriate Drawbridge resource and build skills toward owning a client book as a Client Delivery Manager.