Client Strategy Coordinator

About Dedicated IT

Dedicated IT is one of the fastest-growing technology service providers in healthcare. We help medical practices across the country simplify and secure their technology so they can focus on patients instead of not IT problems.

Our growth has been built on investing in people whether it'sb our clients and our team. At Dedicated IT, we believe that when our people succeed, the company succeeds. That's why we put real focus on providing the right tools, mentorship, and training to help you build a career, not just hold a job.

Working here means being part of a team that values collaboration, ownership, and growth. We're serious about delivering results for our clients, but we balance that with a culture where people enjoy coming to work, have opportunities to challenge themselves, and know their contributions matter.

Client Strategy Coordinator

Client Success Onboarding Professional Services

About the Role

We are looking for a highly organized, detail-driven Client Strategy Coordinator to support our Client Strategy (Client Success), New Client Onboarding, and Professional Services (Projects) teams. This role plays a critical behind-the-scenes role in delivering a consistent, high-quality client experience by ensuring that administrative workflows, documentation, scheduling, and quality checks are executed accurately and on time.

This is a great opportunity for someone who enjoys creating order, improving processes, and supporting client-facing teams without needing to be the loudest voice in the room. You will act as a force multiplier for leadership and technical teams by taking ownership of operational details so they can stay focused on strategy, delivery, and relationships.

The ideal candidate is proactive, organized, confident communicating with a variety of stakeholders, and comfortable managing multiple priorities in a fast-paced environment.

What You Will Do Administrative & Scheduling Support

• Support internal event coordination such as quarterly planning meetings, annual sessions, and team off-sites
• Assist with meeting agenda preparation and post-meeting follow-ups as needed

Onboarding Team Support

• Assist with execution of administrative onboarding checklists
• Ensure onboarding documentation is completed, including welcome materials, kickoff notes, and access forms
• Confirm scheduling of kickoff calls, discovery sessions, and post-onboarding check-ins

Document Control & Folder Management

• Create, organize, and maintain client and internal folder structures in SharePoint
• Ensure documentation standards and naming conventions are followed consistently
• Assist with file permissions and access coordination as needed

Billing Agreement Audits & Administrative Review

• Audit billing agreements and managed service documentation for accuracy and completeness based on established workflows
• Identify discrepancies, missing approvals, or outdated agreements and escalate appropriately

Project & Professional Services Quality Assurance

• Conduct administrative quality assurance checks on projects prior to closure
• Validate that documentation, handoff notes, and client deliverables meet internal standards

Client Coordination & Experience Support

• Support client business reviews by coordinating materials and preparing swag or client goodies
• Assist in ensuring business reviews occur on schedule and follow defined processes
• Serve as a professional point of contact for client requests requiring administrative support

Reporting & Internal Workflow Support

• Maintain trackers and reporting logs related to onboarding QA, project readiness, and business review completion
• Identify workflow bottlenecks or incomplete tasks and surface them to leadership
• Ensure recurring tasks are documented and completed using SOPs and checklists

Process & Template Management

• Assist with maintaining standardized templates for onboarding, business reviews, projects, and agreements
• Coordinate with marketing to keep client-facing materials current
• Support version control to prevent outdated documentation from being used

CRM & Ticketing System Support

• Update basic CRM records including contacts, meeting notes, and client lifecycle stages
• Perform QA checks on notes and opportunities generated from business reviews
• Create or assign non-technical internal tasks or tickets for follow-up actions

Client Experience & Quality Standards

• Conduct quality assurance checks on calls across departments as directed
• Facilitate client satisfaction follow-ups after onboarding or project completion
• Assist with tracking and documenting client concerns for leadership review

Required Skills & Competencies

• Strong organizational skills with exceptional attention to detail
• Professional written and verbal communication skills
• Ability to manage multiple priorities with minimal supervision
• Comfort working in fast-paced, deadline-driven environments
• Strong judgment and discretion when handling sensitive information
• Ability to work effectively with both technical and non-technical teams

Preferred Qualifications

• Experience in an MSP, IT services firm, or professional services environment
• Familiarity with Microsoft 365, SharePoint/OneDrive, Teams, and Excel
• Experience with PSA or CRM tools such as ConnectWise Manage, Salesforce, or HubSpot
• Background supporting onboarding teams, project teams, or client success operations

Key Internal Partnerships

• Director of Client Strategy
• vCIOs and Account Managers
• Onboarding Team (IT Advisors)
• Professional Services and Project Management

How Success Is Measured

• Timeliness and accuracy of scheduling, documentation, and follow-ups
• Reduced administrative burden on Client Strategy, Onboarding, and Projects teams
• Quality and consistency of agreement audits and QA checks
• Reliable execution and tracking of business reviews
• Positive feedback from internal stakeholders

Our Core Values

• Collaborate- Leave your ego at the door. None of us is as smart as all of us. Collaboration propels us toward our common goals in a way that benefits the company, its people, and its clients.
• Own - Take extreme ownership of your role and establish yourself as the go-to person in your position. Go above and beyond to deliver the right results: when you think sending an email is enough, pick up the phone and CALL.
• Dedicate - Model dedication, reliability, and responsibility. Rise to challenges, follow through, improve interpersonal experiences with clients, partners, and colleagues. Position yourself to be the most dedicated on your team every day.
• Empathize - See things from different angles and place yourself in others' shoes. Display genuine interest in, care and concern for our clients, partners, and colleagues in every interaction. Observe with the intent to learn and actively listen with the intent to truly hear.

Thanks for your interest in Dedicated IT!

Equal Employment Opportunity: Dedicated IT is committed to providing equal employment opportunities in all employment practices, without regard to race, color, religion, sex, national origin, citizenship status, marital status, age, veteran's status, disability, sexual orientation, or any other characteristic protected by law.