Client Engagement Coordinator

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College Aid Services, LLC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2002

📚 Education

📋 Compliance

🤝 B2B

Education • Compliance • B2B

College Aid Services, LLC is a company specializing in providing strategic support and custom solutions for higher education institutions, particularly in the area of financial aid. The company offers services such as interim staffing, business process reviews, remote administrative solutions, technology solutions tailored to financial aid management, compliance with federal regulations, business intelligence analytics, and training and executive coaching. Their expertise extends to ensuring Title IV compliance, improving operational efficiency, and providing business intelligence for data-informed decision-making. College Aid Services acts as an extension of an institution's team, offering both on-site and remote assistance to enhance the performance and compliance of higher education administrative processes.

📋 Description

• Play a critical role in supporting the business development. • Serve as the operational bridge between Sales, Project Management, Consultants, and Clients by coordinating contracts, project onboarding, CRM management, lead generation activities, and sales administration. • Prepare, draft, review, and distribute client contracts, statements of work, and related engagement documents. • Coordinate contract execution and ensure all required documentation is received before project launch. • Develop consultant Scope of Work documents based on approved proposals and client agreements. • Maintain organized electronic client files and engagement documentation. • Generate CRM reports and dashboards as requested. • Research and identify prospective higher education institutions and key decision makers. • Assist with follow-up communications after conferences, webinars, and marketing campaigns. • Track pipeline activity and sales metrics. • Provide administrative support to prospective and existing clients.

🎯 Requirements

• Bachelor's degree in Business Administration, Marketing, Communications, or related field preferred. • 2–5 years of experience in sales coordination, project coordination, client services, or business development support. • Experience with CRM software (HubSpot, Zoho CRM, Salesforce, or similar). • Exceptional organizational and time management skills. • Strong attention to detail. • Excellent written and verbal communication. • Ability to prioritize multiple projects simultaneously. • Customer-service mindset. • Professional and polished demeanor. • Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint). • Experience with CRM systems. • Ability to maintain confidentiality. • Problem-solving and critical thinking skills. • Self-motivated with minimal supervision. • Comfortable learning new software and business systems.

🏖️ Benefits

• Travel expenses will be reimbursed by College Aid Services, LLC.