Client Planning Advisor

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Job Title: Client Planning Advisor
Location: East Coast USA - remote
Contract: Full-time, permanent

We are seeking to recruit a Client Planning Advisor to join our existing Client Planning team on a full-time and permanent basis. This position can be fully remote however, there will be the expectation of travel to our regional office in Virginia for onboarding and associated training.

About the role
As a Client Planning Advisor, you will play a pivotal role in ensuring the successful delivery of BSI’s audit services by managing the end-to-end scheduling process between our internal auditor pool and client availability. You will liaise with both clients and colleagues to schedule both onsite and remote appointments.

This is an extremely fast-paced environment that requires exceptional customer skills and the ability to plan and prioritize your workload.

Additional responsibilities include:

• Liaise with both external clients and internal colleagues via telephone and email.

• Schedule client appointments utilizing all available planning tools, including geographical mapping.

• Provide short- and long-term planning solutions to support monthly delivery targets and mitigate business risk.

• Ensure all administrative tasks and associated bookings are processed in a timely and accurate manner.

• Negotiate with clients in relation to diary moves to minimize changes and conflicts.

• Resolving any instances of customer dissatisfaction.

• Respond to inquiries in an effective and efficient manner.

To be successful in the role, you will possess the following:

• Bachelor’s degree in business administration, Operations Management, or a related field (or equivalent professional experience)

• 3–5 years of experience in planning, scheduling, coordination, preferably within a client-facing or service delivery environment.

• Strong background in client or stakeholder management, with evidence of resolving issues and building collaborative relationships.

• High attention to detail with a track record of accuracy in data entry, scheduling, and documentation.

• Proficiency in planning and scheduling systems, CRMs, or workflow management platforms (e.g., Workday, Salesforce, ServiceNow) is preferred.

• Additional languages such as Spanish, French or Portuguese would be desirable.

Our benefits

BSI offers a competitive total reward package, an independent and varied job in an international environment, flexible working hours, ongoing training and development with the inclusion of; 20-days annual leave, bank holidays, medical, dental, vision, and life insurance, 401(K) with company contribution, short-term and long-term disability, maternal leave, paid parental leave, paid bereavement leave, learning and development opportunities, and a wide range of flexible benefits that you can tailor to suit your lifestyle. 

The salary for this position can range from $53,550.00 - $63,000.00 USD annually; actual compensation is based on various factors, including but not limited to geographical location, the candidate’s competencies, level of experience, education, location, divisional budget and internal peer compensation comparisons.

Do you believe the world deserves excellence?

We are proud to be the business improvement company for other organizations to become more sustainable and resilient and finally to inspire trust in their products, systems, services, and the world we live in.

Headquartered in London, BSI is the world's first national standards organization with more than 100 years of experience. We are a global partner for 86,000 companies and organizations in over 193 countries, offering development, auditing, certification, and training services, including innovative software solutions and cyber security expertise for all industries: from aerospace and automotive to food, construction, energy, healthcare, IT and trade sectors. Incorporated by Royal Charter, we’re truly impartial, and home to the ultimate mark of trust, the Kitemark.

Through our unique combination of consulting, training, assurance and regulatory services we bring solid and broad knowledge to every company.

D&I Policy

BSI is committed to ensuring the diversity of our workforce reflects that of our clients and the communities in which we operate. Our goal is to create a sense of belonging for all employees by providing opportunities to develop, grow, and engage with our global organizatio