Vacancy Description
What you’ll do:
Support client and portfolio company (PortCo) needs across assigned accounts by assisting with day to day coordination and communicationWork closely with the Executive Advisor and Sales team to help tailor programs that align with client goals, providing input and logistical support.Assist with client onboarding by helping organize internal prep calls, preparing kickoff materials (e.g., slide decks, client tenant setup, emails), and supporting kickoff meetings.Follow up on post-kickoff tasks such as account setup and delivery of materials, ensuring timely completion.Help schedule regular client check-ins and quarterly service reviews (QSRs), and assist in preparing agendas and presentation materials. Monitor ComplianceAlpha (CA) data and share relevant updates or findings with the Executive Advisor ahead of client meetings.Track Level 2 survey requests and responses to...
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