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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
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).
