Client Liaison Officer VA
A senior Client Liaison Officer is the single point of contact between your business and its clients, coordinating updates, requests and issues across your internal teams, so clients always know where things stand and relationships stay strong.
- Top 1% vetted talent
- No lock-in contracts
- Replacement guarantee
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Hourly rates · No lock-in contracts
Description
A Client Liaison Officer VA acts as a central contact between your clients and internal teams, keeping requests, updates and follow-up actions organised. They can coordinate onboarding, meetings, service issues and regular progress reporting while maintaining accurate CRM records. Outsource Teams provides top 1% vetted talent with client service and relationship management experience, no lock-in contracts and a replacement guarantee.
Responsibilities
- Act as the named contact for a portfolio of clients and respond to their requests within agreed timeframes.
- Coordinate internal teams to deliver on client requests and track every action to completion.
- Provide regular status updates, meeting notes and progress reports to clients in a consistent format.
- Log all client communication and commitments in the CRM, such as HubSpot, Salesforce or Zoho.
- Resolve complaints and service issues promptly and escalate where authority or expertise is needed.
- Run onboarding for new clients, collecting documents, setting expectations and introducing key contacts.
- Schedule and prepare client meetings and reviews, including agendas and follow-up actions.
- Gather client feedback and report satisfaction, risks and opportunities to management.
- Maintain accurate client records, contracts and contact details.
Software & Tools
Requirements
- 5+ years in client services, account coordination or relationship management in a professional or service business.
- Experience with a CRM such as HubSpot, Salesforce or Zoho and with project or task tools such as Asana, Monday.com or ClickUp.
- Polished spoken and written English for professional correspondence and client calls.
- Strong organisation and follow-through, with a record of keeping multiple clients informed at once.
- Diplomatic and calm when handling complaints or delivering unwelcome news.
- Skilled in Microsoft Office or Google Workspace for reports and meeting notes.
- Reliable high-speed internet and backup power, and availability in the client's business hours.
Frequently Asked Questions
What can they manage for clients?
They can respond to requests, coordinate internal teams, provide status updates, organise meetings, resolve service issues and maintain client records.
Can they help with onboarding?
Yes. They can collect documents, set expectations, introduce key contacts and coordinate the early stages of the client relationship.
What systems can they work with?
They can use HubSpot, Salesforce, Google Workspace, Microsoft 365, Zoom and Slack, alongside platforms such as Zoho, Asana, Monday.com or ClickUp.
How experienced are the candidates?
Candidates are expected to have at least five years in client services, account coordination or relationship management within a professional or service business.
What does it cost?
Rates are listed in USD at $5 per hour for entry-level talent, $7 per hour for intermediate and $9 per hour for senior talent. There are no lock-in contracts.
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