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Client Delivery Coordinator

Realty Trust Group

Client Delivery Coordinator

PYA is seeking a Client Delivery Coordinator to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. The ideal candidate will support PYA's Consulting Department.

Responsibilities

  • Own and streamline administrative and production process for consulting deliverables, ensuring efficiency and quality
    • Manage and optimize new project set-up and other firm processes in Salesforce driving adoption and best practices
    • Coordinate and oversee client workflow, ensuring seamless production, review, and delivery of reports
    • Design and implement tools, templates, and processes that improve project planning and execution
    • Communicate solutions, ensuring a high level of client satisfaction
  • Lead Salesforce initiatives, integrating systems and reporting to enhance consulting and firm-wide operations
  • Gather, synthesize, and present market and industry insights to inform client strategies and special projects
  • Champion compliance in firm policies (e.g., record retention and destruction processes)
  • Drive special projects and ad hoc initiatives with autonomy and accountability

Qualifications

  • 3+ years of administrative, paralegal, paraprofessional, or client support experience with a firm or corporation preferred
  • Demonstrated ability to lead cross-functional processes and drive results independently
  • Proficiency in Microsoft Office Suite required, with emphasis in Word and Excel; Salesforce experience preferred
  • Detail-oriented work ethic with a demonstrated ability to establish priorities and meet deadlines when faced with multiple/competing tasks
  • Polished professionalism
  • Exceptional communication skills with the ability to influence stakeholders at all levels both internally and externally

PYA, a leading independent professional services firm, serves clients across the United States with expertise in consulting, accounting, audit, tax, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. PYA is also a member of HLB, the global accounting and advisory network, with affiliate firms in over 150 countries. Learn more about The PYA Way.

Why Join PYA?

  • Be part of a dynamic and collaborative team that values innovation and excellence
  • Work with industry leaders who are committed to professional growth and client success
  • Competitive compensation, comprehensive benefits, and opportunities for career advancement
Realty Trust Group
Vacancy posted 4 days ago
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