About this role
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. Client & Prospect Liaison Coordination Coordinate introductions between prospects and advisors Facilitate communication among clients, advisors, underwriting, relationship management, marketing, and executive leadership Schedule discovery calls, presentations, underwriting calls, strategy meetings, and follow-up meetings Assist with initial client intake 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