Client Delivery Coordinator

Sagency

Fargo ND

Interim Full-Time

ABOUT SAGENCY

Sagency is a strategic advisory and leadership development firm. We work with organizations navigating growth transition and complex leadership challenges. Our work is relational rigorous and built around client trust.

The Client Delivery Coordinator keeps that work moving. This is an interim full-time role supporting our advisory leadership development and executive search practices during a planned leave of absence. The role is operational at its core: you coordinate communicate prepare track and follow through so that advisors can focus on client work and nothing slips.

The right person for this role is organized responsive and comfortable working in a fast-moving environment with multiple active projects. You execute well from clear direction work proactively within defined parameters and bring a professional presence to every client interaction.

This role reports directly to theOperations Managerand works closely with Sagency practice advisors on a day-to-day basis.

WHAT YOU WILL DO

Client Delivery & Project Coordination

You keep active engagements organized and on track.

• Maintain project timelines milestones and action trackers across multiple engagements.

• Partner with advisors on scheduling documentation and follow-through.

• Serve as the operational point of contact for clients on logistical and scheduling matters.

• Monitor project progress and surface issues early so nothing stalls.

• Support preparation for client sessions including agendas and materials assembly.

Scheduling and Meeting Logistics

You handle the coordination that makes client meetings and events run smoothly.

• Manage calendars invitations virtual links and meetinglogisticsfor client sessions.

• Coordinatelogisticsfor workshops retreats and debrief sessions.

• Prepare and organize materials such as printed workbooks slide decks and session supplies.

• Communicate clearly with clientcontactsso expectations and details are understood in advance.

• Capture and distribute key follow-ups and next steps after major sessions.

Documents Templates and Materials

You work from established Sagencytemplatesto produce clean professional deliverables.

• Assemble and format client-facing documents and packets based on advisor direction.
• Use existing Sagency templates for proposals agendas reports and related materials.
• Manage file organization so materials are easy tolocateand current.
• All deliverables follow Sagency standards. Custom or off-template work goes to theOperations Manager.

Assessment and Survey Coordination

You manage the mechanics ofassessmentsso the process runs cleanly for clients and advisors.

• Set up and administer surveys and assessments using established platforms and advisor-provided instructions.
• Coordinate timelines track participation and manage platformlogistics.
• Assistwith report formatting and slide summaries based on advisor or analyst input.
• Maintain confidentiality and accuracy throughout the process.

Internal Communication & Follow-Through

You close loops and keep the team aligned across active projects.

• Monitor action items deadlines and open commitments across engagements.
• Communicate clearly with advisors collaborators and client contacts.
• Escalate unclear situations orstalleditems to theOperations Managerpromptly.
• Keep responsibilities and next steps visible and tracked.

SKILLS & TRAITS FOR SUCCESS

Written Communication - Clear accurate drafting and formatting of client- and advisor-facing materials

Service Orientation - Responsive helpful and professional with both internal advisors and external clients

Digital Fluency - Comfortable with Microsoft Office Google Workspace Zoom/Teams and digital survey platforms

Detail-Oriented Execution - Maintains accuracy and polish across all deliverables and templates

Collaboration - Works well with multiple advisors personalities and roles; adapts as needed

Learning Mindset - Curious receptive to feedback and quick to get up to speed on new tools and processes

PRACTICAL DETAILS

Duration: early to mid-July 2026 to approx. mid-December 2026

Reports to theOperations Manager

Works closely with Sagency practice advisors and client contacts

Remote-friendly with occasional in-person requirements for client events or sessions

THE SEARCH

Sagencyconsultants will review and evaluate all interested parties to help the hiring team review a final group for consideration.

The search will be conducted in a professional manner and all potential candidates will be given consideration. Candidate conversations and information will be handled with great discretion and an equal-opportunity employer.

If after reviewing this Opportunity Profile you believe your experience capabilities and passion align with the mission of the organization and the requirements of this role we welcome your interest. The application and selection process will proceed as follows:

Step 1: Submit Your Application

Complete the online application and upload your resume.

Applications will be accepted on a rolling basis until the position is filled.

Step 2: Initial Interview

Qualified candidates may first be contacted for a brief phone conversation followed by a 60-minute video interview with a Sagency Executive Search Consultant.

Step 3: Leadership Interview

Top candidates will be invited to participate in an extended interview.

Thank you for your time and interest in this role.