Position Summary

The Client Coordination Manager is responsible for leading the front-end onboarding process for new clients, ensuring each engagement is strategically aligned, operationally viable, and positioned for a successful transition into service delivery. This role serves as a critical bridge between Business Development, the Chief Revenue Officer (CRO), clients, and internal operational teams, overseeing the evaluation, coordination, documentation, and progression of new accounts from initial handoff through official onboarding.

As a manager-level role, the Client Coordination Manager owns the client readiness process, drives timely movement through onboarding milestones, and ensures internal resources are assigned appropriately based on client needs, specialty, and account complexity. The role requires strong judgment, cross-functional coordination, proactive client management, and the ability to maintain momentum across multiple active accounts. This position also plays an important role in safeguarding onboarding quality, ensuring complete and accurate client information, and supporting a high-touch client experience from the outset.

Key Responsibilities

Strategic Client Review and Onboarding Readiness

• Lead the review of all new client opportunities transitioned from the Business Development team.
• Partner closely with the CRO to assess each new client for strategic fit, onboarding readiness, operational feasibility, and alignment with company service criteria.
• Evaluate client structure, service model, business needs, and readiness to ensure proper onboarding decisions are made early in the process.
• Exercise sound judgment in identifying gaps, risks, or concerns that may impact onboarding success or operational execution.
• Contact clients directly when information provided is incomplete, inconsistent, or insufficient, and clarify requirements necessary to move forward.

Ownership of Client Intake and Information Capture

• Oversee the intake process from initiation through completion, ensuring clients receive the appropriate forms and instructions in a timely manner.
• Ensure all required onboarding information is collected in accordance with internal checklists, standards, and operational requirements.
• Review and validate submitted client information for completeness, accuracy, and consistency before advancing accounts.
• Capture, organize, and document critical client data in internal systems to support seamless handoff and operational execution.
• Establish a strong foundation for downstream teams by ensuring all onboarding records are comprehensive and reliable.

Internal Resource Alignment and Account Assignment

• Determine and assign the appropriate internal team members to support each client based on specialty, service needs, complexity, and organizational structure.
• Collaborate with the CRO to assign AR Account Managers in alignment with client scope and strategic account needs.
• Assign the appropriate Follow-Up Account Manager to ensure continuity, accountability, and post-handoff support.
• Ensure internal stakeholders are fully informed and properly positioned to support a smooth onboarding and implementation process.
• Serve as a central coordination point across departments to align resources and eliminate onboarding bottlenecks.

Client Relationship Management and Escalation Handling

• Act as a primary point of contact for clients during the onboarding readiness and intake stages.
• Set expectations with clients regarding process requirements, timelines, next steps, and outstanding items.
• Maintain a high standard of responsiveness, including responding to scheduling requests and client communications within one business day.
• Proactively manage follow-up with clients who are delayed, unresponsive, or in holding patterns to keep onboarding progress on track.
• Navigate sensitive or complex client situations with professionalism, urgency, and strong service orientation.

Documentation, Contract, and Entity Oversight

• Oversee the handling of onboarding-related documents and administrative requirements, including contracts, joinders, and new entity tasks.
• Ensure all required documentatio