Blue North Strategies

Customer Support

• Prepare presentations, reports, and materials for client and internal meetings using established templates and tools.
• Capture meeting outcomes by summarizing key decisions, updating action trackers, and supporting follow-up activities.
• Support project coordination by helping keep timelines, milestones, and deliverables on track alongside the Director and project team.
• Review client deliverables for completeness, accuracy, consistency, and formatting to ensure high-quality outputs.
• Provide short-term coordination support when Project Managers are away, with clear guidance and team support.
• Conduct external research and summarize insights to support client projects and internal learning.
• Develop and document processes, insights, and procedural information in clear, accessible formats.
• Contribute to client-facing and donor-facing materials (e.g., proposals, stewardship content, documentation, business rules).
• Support internal initiatives including documentation updates, process improvements, and light reporting.
• Participate in annual planning and help refine project frameworks and internal processes.
• Assist with materials for business development and client communications as needed.

Consulting Engagement Support Specialist