About the Client
Our client is a growing professional services firm that helps businesses reach their goals through expert guidance and strategic partnerships. Their team of advisors and specialists works closely together to deliver a high-quality experience for every client. They value professionalism, responsiveness, and attention to detail in everything they do.
Why does this role exist?
The Liaison Coordinator is the main communication bridge between prospective and active clients, internal advisors, and the firm’s network of capital providers. This role exists so that every meeting is run professionally, every document is chased down, and every follow-up is tracked. The goal is that nothing slips through the cracks and executives can focus on advising clients and closing funding.
The Impact you’ll make
Client & Prospect Liaison Coordination
- Coordinate introductions between prospects and advisors
- Facilitate communication among clients, advisors, underwriting, relationship management, marketing, and executive leadership
- Schedule discovery calls, presentations, underwriting calls, strategy meetings, and follow-up meetings
- Assist with initial client intake
- Collect requested documents and information, and follow up on anything outstanding
- Send meeting confirmations and reminders
- Track outstanding action items and make sure the right personnel receive relevant information
- Escalate urgent client matters to the appropriate executive or department
- Maintain professional, timely customer service
- Investor, Lender & Funding-Source Coordination
- Coordinate communications with prospective and existing investors
- Coordinate meetings with banks, private lenders, private credit funds, family offices, private equity groups, equipment lenders, and other capital providers
- Schedule capital presentations and introductory meetings
- Coordinate information requests and track follow-up items
- Distribute and organize approved presentation materials
- Connect funding sources with the appropriate advisors or underwriting personnel
- Maintain accurate CRM records of funding-source activity
Zoom & Google Meet Management
- Create and open Zoom and Google Meet meetings, generate links, and send calendar invitations
- Verify the correct date, time, time zone, participants, and agenda
- Send confirmations and reminders
- Join important meetings early and confirm audio, video, screen sharing, and presentation capabilities work
- Admit participants from the waiting room and make sure the right advisor or executive has presenter privileges
- Have approved presentations and supporting documents ready before the meeting
- Capture approved meeting notes and action items, log follow-ups in the CRM, and schedule follow-up meetings right away
- Uphold the firm’s meeting standard: no executive-level meeting starts without the link, participants, agenda, presentation materials, and responsible personnel confirmed in advance
PowerPoint Presentation Development
- Prepare, organize, format, and maintain professional presentations, including corporate capability, client, investor, capital, lender, defense-sector capability, consortium, grant and funding, conference, marketing, webinar, executive briefing, and strategic partnership decks
- Keep fonts, layouts, logos, graphics, and messaging consistent with approved branding
- Present information concisely and professionally
- Proofread before distribution
- Name, date, version-control, and store files properly
- Have decks ready before scheduled executive presentations
Documents, Spreadsheets & Records
- Create, format, and maintain documents and spreadsheets used to track clients, documents, and action items
- Keep CRM records and tracking sheets accurate and current
Skills, Knowledge and Expertise
Required:
- Proficiency in Microsoft Word and/or Google Docs
- High energy and the ability to hold natural conversations, not read from a script
- Proven ability to pick up new tools, processes, and terminology quickly
- Hands-on experience scheduling and running meetings on Zoom and Google Mee
Your superpowers are...
- Technical
- Zoom and Google Meet setup, calendar management, and invitations
- PowerPoint formatting, branding consistency, and version control
- CRM data entry and record upkeep
- Document and spreadsheet tracking
- Experience with Signal (good to have)
- Soft skills
- Warm, confident communication with executives, lenders, and investors
- Strong follow-through and proactive follow-up
- Attention to detail and proofreading
- Sound judgment about what to escalate, and to whom
- Discretion with sensitive financial information
- Calm and organized when juggling many moving pieces
WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
You should apply if...
- You take pride in being the person who makes sure everything is ready before anyone asks
- You enjoy talking to people and can keep a conversation natural and professional
- You follow up persistently without needing a reminder
- You like learning new tools and industries, and don’t feel intimidated by finance terms
- You care about polish, from a typo-free deck to a correctly set time zone
- You see yourself as a trusted partner to leadership, not just a task-taker
- You can be trusted with confidential client and financial information
What to expect...
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
Working Hours:
- 40 hours per week
- Monday through Friday, 9:00 AM – 5:00 PM ET (Eastern Time).
Compensation:
- $7 per hour
- No benefits package included
Benefits
