Summary

The Client Operations Coordinator oversees the activity associated with business development and operations by organizing tasks, managing multiple projects, and contributing to the growth of our business through effective coordination and support.

Essential functions

Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

• Oversees and coordinates various business development projects from initiation to completion. Ensures projects are completed on time, within scope, and within budget.
• Tracks project progress and provides regular updates to stakeholders.
• Analyzes data to identify trends, opportunities, and areas for improvement
• Assists in identifying potential clients and opportunities.
• Helps with initial outreach efforts and follow-up communication.
• Maintains and updates prospect lists and manages CRM entries.
• Ensures accuracy in all aspects of business development tasks, including documentation, data entry, and reporting.
• Conducts thorough research and analysis to support decision-making processes.
• Acts as a liaison between other internal departments and external partners.
• Schedules and organizes meetings or events, prepares agendas, and takes minutes. Facilitates smooth communication flow and follows up on action items.
• Generates and maintains reports on project status, sales metrics, and other key performance indicators.
• Supports business development efforts by handling routine correspondence and other related tasks.

Work environment

Work to be performed in HORNE office setting or remotely

Physical demands

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 20 pounds at times.

Travel required

Determined by business needs, anticipated at 15% or less

Required education and experience

• Bachelor’s degree in Business Administration, Communications, or a related field, or equivalent work experience.
• Strong attention to detail and accuracy
• Excellent organizational and project management skills.
• Basic understanding of sales processes and prospecting techniques.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
• Exceptional written and verbal communication skills.
• Ability to work independently and as part of a team.
• Problem-solving skills and a proactive approach to tasks.
• Background check required

Preferred Experience

• Experience working with accounting or professional services industry
• Proficiency working with CRM platforms (HUBSPOT) and applying best practices in maintaining records
• At least 1-2 years of experience in business development, sales, or a related field

Affirmative Action/EEO statement

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.