Customer Outreach Specialist
Skills
Account ManagementClient DevelopmentCustomer Relationship ManagementDocumentationIssue ManagementProject CoordinationProject Management
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 1 to 3 years of experience in Project Coordination PMO Client Coordination Customer Success Operations Coordination or Implementation Coordination
- Experience managing multiple priorities in a deadline-driven environment
- Strong written and verbal communication skills
- Experience working directly with clients and cross-functional business teams
- Excellent organizational skills and attention to detail
- Ability to work independently while collaborating across multiple teams
- Strong problem-solving and critical thinking skills
- Required Microsoft Excel Microsoft PowerPoint and Microsoft SharePoint
- Experience maintaining project plans action logs issue trackers or communication logs
- Preferred experience supporting enterprise clients financial services or banking experience and large-scale client initiatives
Nice to have
- Highly organized
- Detail oriented
- Proactive
- Resourceful
- Calm under pressure
- Accountable
- Dependable
Day to day
- Coordinate client outreach activities and communication schedules for a large-scale client engagement initiative.
- Partner with Relationship Managers and internal teams to deliver timely client communications and track project progress.
- Maintain detailed logs trackers and status updates while resolving issues and escalating risks to keep milestones on schedule.