Client Relations Coordinator

CU Strategic Planning; United States; On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

Job summary

A credit union consulting firm in the United States seeks a Client Relations Coordinator to manage client data, support grant applications, and ensure data integrity. You will interact with clients and ensure accurate data handling while collaborating on team projects. Ideal candidates should have strong organizational skills, a degree or equivalent experience, and be proficient in Microsoft Office and CRM systems. A comprehensive benefits package is included.

Qualifications

• Understanding of key financial concepts relevant to credit unions.
• Comfortable managing multiple data streams.
• Can maintain strict confidentiality of sensitive client information.

Responsibilities

• Collect and manage client data for consulting projects.
• Serve as a post-sales contact for clients.
• Perform quality reviews of client-submitted data.
• Compile data for CDFI grant applications.
• Edit and audit grant applications for accuracy.

Skills

Highly organized

Detail-oriented

Proactive

Clear communication

Solution-oriented

Professionalism

Education

Bachelor’s or associate degree, or equivalent experience

Tools

Microsoft Office

Salesforce

Job description

Client Relations Coordinator

This role sits at the intersection of client experience, data integrity and mission impact. The work you do directly supports grants, certifications and strategic initiatives that help credit unions better serve their members and communities. Strong data and well‑managed processes make that impact possible — and that’s where you come in.

Who We Are

CU Strategic Planning is a 100% employee‑owned company on a mission to unlock opportunities for credit unions to change lives and uplift communities. We partner with credit unions of all sizes to increase the impact of their loans and services, helping them better serve their members and deliver meaningful, measurable outcomes.

Our work is purpose‑driven, but our culture is people‑centered. We believe strong results come from trust, collaboration, accountability and a genuine commitment to each other and the communities we serve. We value curiosity, clarity and continuous improvement—and we create space for our associates to contribute ideas, grow their skills and do meaningful work that matters.

If you’re passionate about purpose‑driven work and want to contribute to a mission that truly makes a difference, we’d love to hear from you.

Why You'll Love Working Here

• You want to work with a team that is competent, confident, passionate and focused on achieving big goals.
• You want to work on a product and deliver services that have the potential to help millions of people.
• You want to have a voice and be part of an employee‑owned organization.
• You want to be part of a fun, healthy and collaborative work culture.
• You want to work at a company that will provide an opportunity to grow, stretch and take your career to the next level.

What You'll Do

Data Collection & Client Support

• Collect, review and manage client data in support of consulting projects, grants, certifications, reporting and strategic initiatives
• Serve as a post‑sales point of contact for clients, answering questions or connecting them with the right subject matter expert
• Perform initial quality reviews of client‑submitted data to ensure accuracy, completeness and clarity
• Maintain organized, intuitive file structures that support efficient data collection and retrieval
• Identify opportunities to improve and streamline data collection processes

Grant, Certification & Reporting Support

• Compile and input client data to support CDFI grant applications and related grant processes
• Assist with CDFI certification by preparing forms, financials and narrative content
• Facilitate grant and reporting submissions, including uploading finalized materials into systems such as the CDFI Fund’s Award Management Information System
• Edit and audit grant applications and reports to ensure accuracy, consistency and readability
• Generate reports using Salesforce‑based data collection tools and support year‑round preparation efforts

Team & Organizational Support

• Collaborate on broader CU Strategic Planning projects and priorities as needed
• Help manage team calendars, client reminders and data timelines
• Lead portions of weekly team meetings and support onboarding and training of new team members
• Act as an ambassador for the organization, building positive relationships with clients and internal partners

What We're Looking For

• A bachelor’s or associate degree, or equivalent experience
• Understanding of or interest in key financial concepts relevant to credit unions
• Highly organized, detail‑oriented and comfortable managing multiple data streams
• Can maintain strict confidentiality of sensitive client information
• Is proactive, solution‑oriented, and able to work independently
• Is proficient in Microsoft Office and Salesforce (or similar CRM systems)
• Communicates clearly and confidently with clients, including in high‑pressure situations
• Brings professionalism, diplomacy and a collaborative mindset to their work

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Administrative

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Tuition assistance
• Disability insurance