Project Coordination/Administrative Support

Profitable Ideas Exchange•Bozeman, MT

1d•Hybrid

About The Position

PIE is a leading business development partner for professional services firms, creating global connections with a distinctly human touch. We provide excellent service for our clients and partners and pride ourselves on delivering the lagniappe (the little extra in a baker’s dozen!). The work we do every day is fascinating - we drive meaningful, intimate conversations among leaders in business, non-profits, and non-government organizations looking to solve their most pressing challenges and learn from peers. Our mission is to make the world smaller and smarter by connecting powerful minds. Our people are the heart of our business and culture. We are an inclusive, employee-owned company. We come from all over the country and across the state of Montana. We are a community of unique individuals with many lived experiences: former legislators, ski racers, movie producers, Peace Corp volunteers, marketing leaders, and teachers. We are a team of curious self-starters who love to learn. Our culture of belonging invites all our unique experiences to the table, where we innovate, problem-solve, and share a passion for doing great work while living full lives. We work as a team to support each other’s passions and ambitions, both in and out of work. In addition to offering competitive benefits, PIE values and invests in its employees’ health and well-being. We are committed to ongoing education, career development, and training. To nourish our culture and build relationships, PIE holds several annual company gatherings/outings. PIE cares about the communities we live in: we participate in events and programs to strengthen our commitment to inclusivity, engaging in community outreach and volunteering with organizations that support the Gallatin Valley. PIE’s commitment to Equal Employment Opportunity: PIE is committed to creating an equitable, inclusive, diverse and sustainable work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, marital status, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, political affiliation, or veteran status. We believe that corporations’ bad behavior disproportionately hurts the most marginalized people in society — including people of color, women, and LGBTQ+ people. We believe efforts to make our company more diverse, equitable, and inclusive are central to the success of our business. We strongly encourage applications from people with these identities or who are members of other marginalized communities. Position Description: Project Coordinators (PC) provide administrative support for PIE projects and are critical to member engagement and client success, ensuring information is accurate and deadlines are met. A PC is a can-do partner with a keen eye for detail and hunger for data accuracy. They provide logistical and scheduling support to project teams. This role is primarily focused on building and maintaining PIE’s executive roundtable communities for C-level executives on a global scale. While most of the PC’s work supports the delivery of peer communities, the role may also include assignments across PIE’s other client service offerings, such as business development training programs or client advisory boards. In addition, Project Coordinators are responsible for driving membership growth by directly sourcing and reaching out to prospective executive community members, developing tailored outreach strategies, and crafting communications that successfully convert target executives into engaged participants. This role is adaptive, requiring the ability to pivot between priorities and/or changing business needs. As you grow in the role, the expectation is that you engage with client stakeholders as part of the team-based management style adopted at PIE. Project Coordinators may engage with CFOs, COOs, and CMOs, among other functions from companies such as Coca-Cola, Amazon, John Deere, Pfizer, Oracle, and Goldman Sachs daily. PIE works on behalf of the world’s most renowned professional service firms including Accenture, Boston Consulting Group, IBM, and KPMG.

Requirements

Motivated individuals who embrace responsibility
Keen eye for detail
Ability to manage multiple projects simultaneously
Perform well under pressure
Efficient, highly organized, proactive, and adaptable
Eager to learn and improve organizational efficiency
Enjoy working autonomously
Not afraid to pick up the phone and call an executive office anywhere in the world
Strong verbal and written communication skills
Ability to communicate professionally with senior executives and internal teams
Comfortable managing multiple deadlines and shifting priorities across several projects
Collaborative spirit
Solution-oriented mindset
Willingness to contribute to client and internal initiatives

Nice To Haves

Proficiency in Microsoft Office (Excel, Word, Outlook)
Proficiency in Salesforce
Experience with Microsoft 365 platforms

Responsibilities

Provide project-centric support to our PIE consultants across multiple projects, stakeholders, and responsibilities
Research and source executive contact information
Build and maintain membership of PIE communities by recruiting executives via phone and email outreach
Communicate with C-suite executives worldwide and their offices to schedule appointments
Manage logistics for virtual client roundtables, training programs, and live events
Maintain an accurate and detailed database of client information via Salesforce CRM software, Microsoft Power BI, and Microsoft Excel spreadsheets
Participate in client calls and provide project/membership updates
Communicate effectively and efficiently with project teams, client teams, and community members to build strong client relationships, drive community engagement, and meet client expectations
Create and prepare presentation decks, reports, and documents for external distribution to clients, members, and internal operating teams
Contribute to internal initiatives with a solutions-oriented approach (e.g. research projects, company culture and team building, internal training sessions)
Assist with follow-up to secure sales meetings as needed
Other duties and responsibilities as assigned