Client Relationship Coordinator

Client Relationship Coordinator role at Rea

3 days ago – Be among the first 25 applicants.

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. As a regional accounting and business consulting firm in Ohio, companies of all sizes consider us their trusted advisors, relying on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Managed IT Services
.

Under Rea Information Services
, our team provides Trusted IT Services and Solutions to small and medium‑size organizations that want a safe, secure, and stable technology environment. Our mission is to provide exceptional customer service while using technology to help businesses grow stronger both now and in the future.

Here at Rea we have a “People First” culture and we focus on our employees' well‑being and professional development. With over 400 professionals and offices throughout Ohio and Florida, our firm has a culture that respects a work‑life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Client Relationship Coordinator (CRC) is a primary relationship partner for assigned managed services clients. This role focuses on building trust, understanding client business goals, and ensuring clients are connected to the right technical experts to use technology effectively and securely.

The CRC does not “fix technology” directly. Instead, they own the client experience, translate business needs into actionable technical conversations, and coordinate with Rea Information Services technical teams to deliver solutions that help clients operate more efficiently, reduce risk, and plan for the future.

• Enjoys working closely with clients and internal teams
• Can understand business challenges and connect them to technology outcomes
• Is organized, proactive, and comfortable leading structured client conversations
• Wants to grow in an MSP environment without being a traditional salesperson

• Serve as the primary point of contact for assigned clients
• Build and maintain trusted client relationships through regular, proactive communication
• Understand client business goals, operating challenges, and growth plans
• Advocate for the client internally to ensure alignment between expectations and service delivery

• Coordinate engagement between clients and RIS technical experts (data services, engineering, security, service delivery)
• Ensure client questions, concerns, and initiatives are routed to the appropriate subject matter experts
• Track follow‑through on action items, recommendations, and approved initiatives
• Participate in issue escalation and resolution as a client advocate (not technical lead)

• Prepare and lead Quarterly Business Reviews (QBRs) in collaboration with technical teams
• Present service trends, risks, improvements, and upcoming opportunities in a clear, business‑focused manner
• Help clients understand cybersecurity risks, IT posture, and improvement priorities at a high level
• Assist clients with technology budgeting, roadmap discussions, and prioritization

• Monitor managed services contracts, SLAs, and renewals
• Ensure services delivered align with client needs, priorities, and agreed‑upon scope
• Partner with service delivery leadership to address service quality concerns
• Support renewals and contract changes in coordination with leadership Growth & Engagement Responsibilities
  • Identify opportunities where additional services or projects may benefit the client
  • Collaborate with Business Development and technical leaders to scope solutions
  • Assist with proposal coordination and handoff once work is approved
  • Participate in marketing efforts such as client stories, educational content, or events (optional, based on interest and aptitude)
  • Liaison between client and service delivery teams for critical client issues for multiple and/or complex accounts to review issues, risks, service level agreements
  • High level of…