Client Planner
Listed on 2025-12-23
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Business
Client Relationship Manager, Customer Success Mgr./ CSM
Client Experience Planner Summary
The Client Experience Planner supports client and partner visit logistics at the Science & Technology Center in Norwood, MA. The Client Experience team designs and hosts outcome-focused visits at FM’s unique facilities around the world in support of strengthening relationships and business outcomes. This role ensures a seamless experience from arrival to departure for visitors. The Client Experience Planner also serves as a global subject matter expert for the online briefing management tool, and will lead the development and maintenance of global logistics processes and reporting for visitor centers and briefings across FM’s international locations.
Schedule& Location
This is a full-time on-site position in Norwood, MA. Occasional domestic travel may be required.
Client Visit Coordination- Coordinate all logistics for client, broker, and other partner visits to the FM Science & Technology Center in Norwood, MA.
- Manage catering, transportation, name badges, agendas, and other visit logistics.
- Coordinate visits with departments involved including security, EHS, food service, research, FM Approvals, FM Academy, and others.
- Consult with internal stakeholders to build customized agendas aligned with client objectives.
- Personalize visitor experiences through tailored agendas, collateral, welcome screens, and branded materials.
- Oversee ordering and stock of giveaways and other supplies for the visitor center.
- Facilitate on-site, virtual, and hybrid briefings, including welcoming guests, managing transitions, and ensuring a seamless experience.
- Serve as the global administrator and expert for Briefing Source, our briefing/visit management tool.
- Train and support global users on best practices and system functionality.
- Maintain data integrity and generate reports to support program metrics and continuous improvement.
- Develop and implement standardized logistics processes for FM’s visitor centers worldwide.
- Collaborate with regional teams to ensure consistency in briefing execution and visitor experience.
- Establish vendor relationships and service-level expectations for global support functions.
- Maintain briefing center readiness, including supplies, cleanliness, and technology.
- Coordinate with facilities, A/V, and security teams to ensure operational excellence.
- Collect and analyze feedback from clients and account teams to enhance future engagements.
- Provide backup support to other New England area visitor experiences, including the Research Campus (Rhode Island) and downtown Boston.
- Support special projects and strategic initiatives, as assigned.
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PositionClient Experience Planner
OrganizationFM
LocationNorwood, MA, United States
Salary72,
Posting Start Date12/11/2025
Date Posted12/11/2025
Requirements Required Education- Bachelor’s degree or equivalent experience.
- 3+ years in a client-facing, event coordination, or executive briefing role.
- Experience with briefing management systems (e.g., Briefing Source) strongly preferred.
- Experience in a corporate briefing center preferred.
- Strong organizational and project management skills.
- Excellent interpersonal, written, and verbal communication abilities.
- Ability to manage multiple priorities in a fast-paced, high-stakes environment.
- Proficiency in Microsoft Office Suite.
- Global mindset with experience supporting international teams or clients.
- Comfortable working independently and collaboratively across functions.
- Professional demeanor with a commitment to delivering world-class client experiences.
- Willingness to travel occasionally to support initiatives.
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