Client Fulfillment Specialist

Job Summary

The Client Fulfillment Specialist plays a crucial role in ensuring the timely and accurate fulfillment of client deliverables across multiple departments, including customer success, editorial, and research. This role is responsible for managing the end-to-end process of client partnerships, from contract creation to the distribution of reports. The ideal candidate is highly organized, detail-oriented, and capable of managing multiple projects simultaneously in a fast-paced environment.

Essential Functions

Collaborate closely with the customer success team to ensure timely client outreach and fulfillment of partnership items, such as blogs, practice area Q&As, and profile updates.
Work directly with the editorial team to manage partnership fulfillment for various editorial projects.
Oversee all stages of the contract process, including creation, submission, and maintenance of fulfillment trackers.
Prepare and coordinate client materials for renewal and pre-release calls.
Update and maintain online aspects of partnerships, including profile pieces and advertisements.
Lead the preparation and distribution of diversity and research reports.
Communicate effectively with the team to manage expectations and follow-ups.
Regularly review and confirm client content and documentation for major projects.
Coordinate with research and customer success teams to lead follow-up on survey participation.
Assist with other client fulfillment responsibilities as needed.

Knowledge, Skills & Abilities

Ability to manage multiple projects with precision and efficiency.
Meticulous in maintaining records, trackers, and client documentation.
Capable of meeting deadlines in a fast-paced environment.
Skilled in taking initiative and working both collaboratively and independently.
Quick to learn and implement new processes, tools, and technologies.
Proven ability to manage multiple projects and meet deadlines.
Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.
Experience with CRM systems and contract management tools is a plus.
Excellent communication skills, both written and verbal.
Strong organizational skills with a keen attention to detail.

Core Competencies

Project Management: Efficiently managing multiple and overlapping tasks; coordinating project elements to ensure timely completion.
Attention to Detail: Ensuring accuracy and precision in all tasks, including contracts and client records.
Effective Communication: Maintaining regular communication with internal teams and coordinating client outreach and content fulfillment needs.
Collaboration and Independence: Seamlessly collaborating with cross-company teams while independently managing deadlines and priorities in a dynamic environment.

Key Accountabilities/Metrics

Client Deliverables: Efficient management and on-time completion of client commitments.
Project Completion: Timely delivery of major projects, including client decks, contracts, and reports.
Fulfillment Accuracy: Up-to-date and precise fulfillment trackers and client records.

Minimum Qualifications

Bachelor’s degree in Business Administration, Communications, Marketing, or a related field.
2+ years of experience in project management, client services, or a similar role.

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