Client Reporting & Engagement Coordinator - 19313

Role: Client Reporting & Engagement Coordinator (Assessments + Engagement Ops)
Priority Location: LATAM, South Africa
Working Hours: Full-time, US Eastern Standard Time
Type of contract: Independent Contractor
Type of job: Remote
Salary: $1500 - $2200
The final offer is at the client’s discretion and will depend on the candidate’s interview result, skills, and experience.

About the Role: This is a systems-driven coordination role focused on reporting and follow-through. You are responsible for making sure clients complete required steps (surveys, inputs) and that reporting is delivered accurately and on time. This is not a strategic or client advisory role. It is an execution role focused on consistency, tracking, and completion.

Key Responsibilities:

Reporting & Deliverables

• Prepare and distribute monthly client reports
• Compile and organize engagement data into clear reporting packages
• Ensure reports are accurate, complete, and delivered on time

Survey & Completion Tracking

• Track client participation in surveys and required inputs
• Monitor who has completed required steps and who has not
• Send follow-ups and reminders to drive completion

Communication & Sequences

• Manage outreach sequences (email reminders, nudges, follow-ups)
• Monitor engagement behavior (opens, responses, completions)
• Re-send or adjust communications based on activity

Systems & Process Execution

• Maintain tracking systems for reporting and engagement activity
• Ensure all follow-ups and reporting tasks are completed
• Keep workflows consistent and organized

Qualifications & Skills

Hard Skills:

• 2–4 years in coordination, operations, or support roles
• Experience managing tracking, reporting, or follow-up workflows
• Experience with email tools, spreadsheets, or CRM systems preferred
• Proficiency with email platforms / sequencing tools, Monday.com, and Microsoft Office

Soft Skills:

• Organized and highly reliable
• Strong follow-through — you close loops
• Comfortable working inside systems and tracking tools
• Detail-oriented with an eye for accuracy
• Clear and professional written communicator