Client Service Coordinator

Overview

The Client Service Coordinator plays a key role in supporting Boomer Consulting’s client communities, events, and onsite meeting operations. This role is responsible for community coordination, provides backup support for the Plaza meeting space, and serves as the Summit Conference Execution Lead for Boomer Consulting’s largest annual conference. This position is focused on execution, coordination, and delivery. The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple work streams while supporting complex events and client experiences in a fast-paced, service-oriented environment.

This is a hybrid role, with a combination of onsite and remote work. The successful candidate will have strong communication skills, the ability to work independently, and a collaborative approach to working across teams.

Community Management & Client Service Support

• Support the execution of community strategies in partnership with the Member Experience Strategist
• Execute and coordinate community member onboarding, offboarding, renewals, and benefit fulfillment
• Maintain accurate member records across internal systems
• Prepare and review agendas, presentations, and meeting materials for consistency and quality
• Coordinate meeting logistics, timelines, and follow-up actions across multiple communities
• Track and coordinate tasks, deadlines, and deliverables using Asana
• Coordinate networking events, dinners, and community activities
• Build, distribute, and analyze evaluations; summarize feedback and action items
• Track member experience KPIs, including NPS, retention, and engagement insights
• Support MS Teams communities, responding to questions and sharing information
• Ensure client and service information is consistent with branding and marketing standards
• Provide general administrative and logistical support for client service initiatives

Summit Conference Execution

• Execute on speaker logistics, including communications, deadlines, bio and headshot collection, slide submission, and travel coordination
• Execute attendee communications, including confirmations, pre-event messaging, and special accommodations
• Coordinate across internal teams to ensure materials, branding, and logistics are ready for delivery
• Serve as the onsite execution resource during Summit, managing day-of logistics, issue resolution, and event flow
• Coordinate post-event evaluations, documentation, and follow-up tasks to support continuous improvement
• Support execution of Summit sponsor ships and exhibitor logistics in coordination with Client Service team members

Plaza Meeting Space & Onsite Support

• Assist with onsite meeting setup, room configuration, and cleanup
• Coordinate onsite food and beverage for community meetings
• Provide backup support for other onsite meetings and events as needed
• Ensure printed materials, name tags, and supplies are prepared and available
• Receive training on basic AV and technology troubleshooting
• Serve as backup support for Plaza meeting space inquiries and property tours when the primary coordinator is unavailable
• Support general onsite logistics to ensure a high-quality client experience

• Bachelor’s Degree in business administration, office administration, or related field, or associate degrees with relevant experience
• Minimum of 2-3 years of Client Service or administrative assistant experience. Experience working with professional service organizations or public accounting a plus.
• Experience supporting meetings, events, or conferences preferred
• Proficiency in Microsoft Word and PowerPoint is required
• Proficiency in Google Suite required
• Proficiency in Asana preferred; experience with other project management systems considered
• Strong written and verbal communication skills

• Flexible Paid Time Off (Responsible PTO):
  Recharge when needed without worrying about limits, supporting a healthy work-life balance
• Comprehensive Health Insurance:
  Inclusive of medical, dental, and vision plans to keep you and your family covered
• 401(k) with Employer Match:
  Secure your future with a retirement plan and company contributions to support your savings goals
• Technology…