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 the Operations Manager and 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 meeting logistics for client sessions. 

• Coordinate logistics for workshops, retreats, and debrief sessions. 

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

• Communicate clearly with client contacts so 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 Sagency templates to 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 to locate and current. 
• All deliverables follow Sagency standards. Custom or off-template work goes to the Operations Manager. 

Assessment and Survey Coordination 

You manage the mechanics of assessments, so 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 platform logistics. 
• Assist with 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 or stalled items to the Operations Manager promptly. 
• 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 the Operations Manager

·       Works closely with Sagency practice advisors and client contacts

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

THE SEARCH

Sagency consultants 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 confidentiality. Sagency is 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.