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Mid-level role in metro with moderate brand recognition and non-niche responsibilities.
Project and client management broadly transferable, but ESG/Private Equity domain experience adds specificity.
Explicit 4+ years and Private Equity/ESG client experience increases candidate filtering.
Provide day-to-day support to Global Client Success Managers (CSMs) including coordinating client onboarding and kick-off calls, managing project timelines, and maintaining project tracking tools.
Ensure efficient coordination and alignment of all client engagement and delivery aspects, including preparing client presentations and proposals.
Manage client queries related to ESG products, support sales functions for ESG, coordinate new portfolio company setups in ESG Portal, and prepare dashboards to monitor prospect progress.
Bachelor’s degree required; degree in Sustainability, ESG, or Business Administration is advantageous.
4+ years experience in client support or ESG operations, preferably in Private Equity services with international/high-profile clients.
Advanced Microsoft Office skills (Excel, PowerPoint, Word) required.
Work Experience Required: Minimum 4 years in relevant client support/ESG operational roles.
Experienced in managing multiple projects simultaneously with strong project management and coordination skills.
Able to work independently and collaboratively across global teams and diverse stakeholders.
Skilled at stakeholder engagement to influence and build rapport, aligned with driving positive ESG impact.