Client Engagement Administrator

Consultant & Thought Partner | Focused on Gender Dynamics in the Workplace & advancing Servant Leadership

Path builders is growing, and our sales process needs consistent, proactive support so our senior executives can stay focused on relationship-building, high-stakes conversations, and closing next steps. This role owns the “between the meetings” work—scheduling, follow-up, client context, and social posting operations—so momentum never stalls.

The Mission

Make it easy for prospects and clients to move forward with Path builders by owning calendar flow, post-meeting follow-up, and client-ready preparation—with a personal touch and high attention to detail.

Reporting

Reports to the Head of Operations. Partners closely with the CEO and Senior Leaders.

Core Responsibilities

• Own the CEO and Senior Leaders calendars with accuracy, judgment, and responsiveness.
• Schedule, confirm, and coordinate sales meetings and follow-ups across time zones and stakeholders.
• Build strong working relationships with client EAs and key points of contact.
• Anticipate conflicts early and propose solutions that keep commitments clean and realistic.
• Run a tight meeting cadence: agendas/links ready, logistics confirmed, and clear handoffs to the right internal owner.

• Drive timely follow-up after sales conversations, including sending appropriate materials and next steps.
• Keep the pipeline moving by tracking what’s promised, what’s pending, and what should happen next.
• Draft correspondence for senior executive review so messages are accurate, on-brand, and client-ready.

• Prepare concise meeting briefs: client background, prior interactions, and relevant news/context.
• Maintain a working knowledge of key accounts so we show up prepared and personal (names right, details right, context carried forward).
• Maintain meeting documentation and CRM updates aligned to team workflows.
• Capture notes and action items in a way that is searchable, organized, and easy for others to pick up.
• Create clean internal handoffs so nothing gets lost between meetings, owners, and next steps.

• Maintain the social posting calendar (scheduling and posting approved content).
• Keep the CEO on task for writing deadlines and posting windows.
• Coordinate inputs so posts go out on time and reflect complete brand alignment (without owning creative or strategy).

• Build and refine checklists, templates, and repeatable processes that reduce friction and increase quality.
• Spot patterns (what’s slowing us down, what keeps getting missed) and propose practical improvements.
• Use tools thoughtfully and steward company resources with care.

What Success Looks Like

In the First 90 Days

• Owns calendars confidently and proactively, without needing constant direction.
• Takes follow-up correspondence off senior executives’ plates and keeps next steps moving.
• Learns client names, organizations, and context quickly, with a personal-touch mindset.
• Demonstrates poise and professionalism with client EAs and senior stakeholders.
• Shows strong attention to detail, dependable preparation, and clear internal handoffs.

At 12 Months

• Becomes the go-to for client context and “what’s next” across active opportunities.
• Engages in pipeline rhythm by proactively identifying meetings that need to happen and ensuring they do.
• Juggles volume calmly, with hustle, follow-through, and steady judgment.
• Improves systems over time so the process gets easier, cleaner, and more consistent.

What We’re Looking For

• Proactive ownership. You do not wait to be asked; you see the next step and take action.
• Client experience instincts. You sweat the details that create trust: names right, context carried forward, and a personal touch.
• Strong work ethic and hustle. You move quickly, follow through, and take pride in getting it done.
• Preparedness and accountability. You keep commitments, close loops, and show up ready.
• Process comfort. You embrace checklists, templates, and systems because processes create the magic.
• Clear communication. You write well, ask smart questions, and make clean handoffs with teammates.
• Confidentiality. You handle sensitive information with care and good judgment.
• Continuous improvement mindset. You’re curious, you learn fast, and you look for ways to streamline work.
• Tool fluency. Comfort working in a CRM and adopting new tools quickly.

Nice To Have

• Experience supporting senior executives in a fast-moving environment.
• Experience coordinating with client EAs and external stakeholders.
• Familiarity with social scheduling tools (posting and calendar management).

• Entry level

• Full-time

• Business Consulting and Services

Referrals increase your chances of interviewing at PATHBUILDERS by 2x

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