Client Services Coordinator, Search Practice

Client Delivery Coordinator:
Search & Leadership Development

The Discovery Group (TDG) is a boutique consulting firm dedicated to the social profit sector. We believe that social profit organizations can change the world. Our mission is to help our clients envision change, determine how to make it happen, and put the necessary tools and skills in place for success. We work with leaders who understand that enhancing the alignment between their purpose, their board of directors, and their essential partners will increase their organization’s ability to succeed.

TDG provides services to support our clients in three interrelated areas of the social profit sector:

• Board Governance & Planning
• Philanthropy and Campaigns
• Search and Leadership Development

Our purpose is to amplify positive change in the world by:

• Always learning
• Being compassionate
• Making it exceptional

You can find more about the firm at

The Discovery Group’s search practice helps organizations make better decisions and ask the right questions of themselves and their candidates. We provide the essential value of knowing the right people, having the right sector insight, and possessing the right process. To attract top talent, organizations need to be thoughtful and strategic in their people policies. The organizations with the most successful leadership transitions have stronger cultures, better revenues, excellent reputation, and attract staff and volunteers more easily – which is where we come in.

The Coordinator is an essential member of TDG’s Client Delivery Support team, with a crucial role in the administration and management of client projects and relationships. The Coordinator works specifically with the VP, Search and Leadership Development to deliver successful results to search clients and a rewarding experience to candidates.

This is an ideal role for a dedicated, organized, and detail-oriented administrative professional with an interest in HR, executive search, and/or the social profit sector.

Experience in these areas isn’t crucial, but helpful, and an enthusiasm to learn is a must.

This is a highly collaborative role in a small and close team for a proactive, curious, thoughtful, and client- and customer service-focused person.

• Providing exceptional service to, and maintaining excellent relations with, current, past, and potential TDG clients.
• Maintaining knowledge of TDG service lines and collaborating with the firmwide Client Delivery Support team.
• Organizing meeting logistics, preparing agendas, taking minutes and action items; coordinating admin activities for VP and search team.
• Maintaining excellent digital records and files in a comprehensive and orderly manner, including ongoing updates of key reference documents and templates.
• Managing project timelines within Smartsheet and ensuring data integrity in the CRM.
• Together with the VP and other TDG staff, supporting projects as varied as:
  Board reviews and planning; job description reviews; succession planning projects; conference presentations.
• Being an active contributor at Client Delivery Support team and search team meetings, planning sessions, and brainstorming.

• Drafting key documents, including but not limited to position profiles, advertising materials, reference reports, meeting agendas, candidate summaries, and project timelines for VP review.
• Following edits and review, finalizing and formatting all documents.
• Posting career ads on various sites (ie: AFP, Charity Village, etc.).
• Undertaking initial prospective candidate research.
• Entering and maintaining candidate details in a central database.
• File management of candidate application documents.
• Planning for candidate evaluations and interviews, including logistics and first drafts of questions.
• Managing interview panel logistics.

• In partnership with the Marketing & Communications Coordinator, support Search’s Linked In presence through coordinating and drafting postings, and all Opportunity Spotlight logistics.
• Ensuring any advertised TDG Opportunities are up-to-date, and working with the…