Wall Street Prep

Wall Street Prep

Client Program Coordinator

Newton, Massachusetts · Full-time

Sponsorship not specifiedDetected 30 days ago
Account ManagementBusiness DevelopmentNegotiationExcelLogisticsCustomer SupportAccount RetentionLeadershipCommunicationOrganizational SkillsMicrosoft Office

About the role

  • The Client Program Coordinator (CPC) serves as a key member of our operations team, which supports the account management and business development teams.
  • Primary responsibilities include executing operations and logistics for our training programs, developing relationships with client accounts, which could be across corporate, public, and university verticals, and contributing to key account retention and expansion.
  • The CPC must thrive in novel, high-stakes situations that require creativity, intuition, and big-picture thinking, and will have an opportunity to work closely with senior leaders at Wall Street Prep as well as with decision-makers at top investment banks, private equity firms, and Fortune 500 Companies

Responsibilities

  • Support Client Program Managers by coordinating all logistics for live seminars (in person and/or virtual) including scheduling, being proactive with internal communications with trainers, reviewing travel bookings, and having professional client communications.
  • Take the lead in executing additional tasks related to key client accounts and the integration of users into our LMS system.
  • Assist in fulfilling client requests within Wall Street Prep's customer support desk.
  • The CPC plays a central role in helping to guide clients through our onboarding, product delivery, and renewal process to help drive revenue growth.
  • We provide clients with this hands-on, competitive edge through classroom training led by experienced industry practitioners as well as through online self-study programs designed by subject matter experts.
  • We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves.

Requirements

  • Ability to think and plan ahead without prompting
  • High degree of organizational skills and attention to detail
  • Superb ability to communicate effectively (verbally and in writing) with a team and client base that has diverse and varying communication styles.
  • Experience working with Excel and PowerPoint
  • Ability to prioritize tasks in a dynamic and ever-changing environment
  • Proven ability to work cross-functionally with operations, business development and account management teams
  • Bachelor's degree from an accredited college or university.
  • 0-2 years of experience in account management, client services, operations, media relations or public affairs. (Internships count as experience!)

Skills

  • Wall Street Prep is proud to be an equal opportunity employer.

Compensation

  • Support Client Program Managers by coordinating all logistics for live seminars (in person and/or virtual) including scheduling, being proactive with internal communications with trainers, reviewing travel bookings, and having professional client communications.
  • Take the lead in executing additional tasks related to key client accounts and the integration of users into our LMS system.
  • Coordinate planning/debrief calls with existing clients.
  • Assist with client quarterly business review sessions or other periodic check-ins
  • Work with our business development teams to provide best-in-class service to our potential future and existing key corporate client accounts.
  • Oversee and execute on logistics for our University, Public Seminars and/or virtual or live team or marketing events. This includes scheduling, coordinating calendar invites, reviewing travel booking, creating logistics docs, setting up online accounts

Benefits

  • Full benefits package including medical, dental, and vision
  • Parental leave
  • Stipend to setup home office

Company info

  • Founded in 2004, WSP seeks to bridge the gap between academia and the real world by providing our clients with the practical skills and knowledge needed to succeed in the finance sector.

Equal opportunity

  • equal opportunity employer.

Visa & Work Authorization

  • al employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally prot
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This listing is sourced directly from Wall Street Prep's careers page and normalized into a canonical job model.