Point
CLIENT DELIVERY COORDINATOR
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Point is an Investment Data Intelligence platform helping wealth and asset managers transform fragmented investment data into a clean, governed and AI-ready strategic asset. We work with clients globally and are entering an exciting phase of growth.
We're looking for an organised, proactive and client-focused individual to become the operational heartbeat of our client delivery function.
This role sits at the centre of the business, coordinating client onboarding, support requests and delivery activity across engineering, data, reporting and AI teams. As Point grows, you'll play a key role in creating the structure, visibility and communication processes that allow us to scale successfully.
THE ROLE
As Client Delivery Coordinator, you'll help ensure clients receive a professional, responsive and consistent experience while keeping internal teams aligned and focused on priorities.
You'll work directly with founders, technical specialists and clients, helping turn complex delivery activities into clear plans, actions and outcomes.
WHAT YOU'LL DO
- Coordinate new client onboarding projects from initiation through delivery
- Manage client requests, ensuring actions are tracked, prioritised and progressed
- Provide clients with regular updates and maintain clear communication
- Coordinate work across engineering, data, reporting and AI teams
- Maintain project plans and delivery workflows in Asana
- Track milestones, dependencies, blockers and ownership
- Help improve onboarding, support and operational processes
- Leverage Microsoft Copilot and AI tools to improve reporting, communication and efficiency
- Support leadership with delivery reporting and operational visibility
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WHAT WE'RE LOOKING FOR
- Excellent organisational and project coordination skills
- Strong written and verbal communication
- Ability to manage multiple workstreams simultaneously
- High attention to detail and strong follow-through
- Comfortable working with both technical and non-technical stakeholders
- Experience in project coordination, client delivery, customer success, operations or implementation roles
- Familiarity with Asana or similar project management tools
- Experience in fintech, SaaS, technology or professional services environments is advantageous
- Interest in AI productivity tools such as Microsoft Copilot
WHO YOU ARE
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- Highly organised and proactive
- Calm under pressure and able to manage competing priorities
- Naturally collaborative and relationship-focused
- Comfortable taking ownership and driving actions to completion
- Curious, adaptable and eager to learn
- Excited by the opportunity to help build and improve processes in a growing business
WHY JOIN POINT?
- Play a key role in shaping how a fast-growing fintech delivers for its clients
- Work directly with founders and experienced industry professionals
- Gain exposure to investment technology, data, AI and enterprise delivery
- Build skills across operations, project management and client engagement
- Help create scalable processes that support the next stage of company growth
- Clear progression path towards Client Delivery Lead or Operations Lead responsibilities
- This is a high-ownership role with real client impact and an opportunity to become a central part of Point's delivery and operational leadership as the business grows.
Location
London (Hybrid – 3 days office)
Salary
£35,000–£45,000
To apply, please send your CV together with a short note explaining why this opportunity interests you.
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