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Executive Coordinator - H&CS Practice

Baltimore/Washington DC Metro Area, MD · Administrative

Hartman Executive Advisors (HEA) was founded with the vision of providing business-focused, vendor-independent consulting to mid-sized companies. As independent, trusted strategic advisors to our clients, Hartman’s mission is to create meaningful business outcomes that foster growth, greater financial returns and market dominance. By developing a deep understanding of the business challenges arising from poorly aligned technology and uncovering the transformational opportunities that result from strategically aligned technology, we set the path to advance, cultivate and leverage people, processes and systems to change and transform organizations. At Hartman, we deliver powerful business outcomes by leveraging technology strategy as a game-changer for our clients. 

The Health & Community Services Practice Executive Coordinator role is primarily responsible for supporting the Practice Lead who oversees the H&CS Practice. This is both an administrative and client-facing role. The H&CS Practice Executive Coordinator role reports directly to the Practice Lead and matrixes to the Executive Coordinator Manager. 

Responsibilities include, but are not limited to: 

  • Manage the Practice Lead’s Calendar (blocked times, travel, personal, double bookings, etc.) and communicate to team when rescheduling is needed 
  • Schedule and coordinate meetings between HEA and clients 
  • Schedule and coordinate HEA internal team meetings (PDP, BD/Prospect meetings, business plan meetings, budget review meetings, etc.) 
  • Prepare agendas for and minutes from meetings organized by the Practice Lead 
  • Book and coordinate travel when needed 
  • Schedule and coordinate client check in meetings  
  • Schedule and coordinate team check in meetings 
  • Pull together notes, documents, and other information required for Practice Lead meetings 
  • Attend weekly Resource Call Meeting, capture meeting minutes and action items and distribute  
  • Participate in and provide support regarding committee engagements and projects as assigned by the Practice Lead 
  • Schedule Variable Comp Reviews for Practice Team Members  
  • Schedule quarterly practice meetings  
  • Schedule quarterly prep sessions for the practice meeting  
  • Schedule and coordinate annual methodology review sessions  
  • Create new client Teams sites  
  • Review Proposals and Agreements; initiate DocuSign 
  • Proof work product from practice team  

Required Skills 

  • 3+ years of project coordination experience, preferably in a professional services environment 
  • Office Suite (Word, Outlook, Excel, PowerPoint) 
  • Strong verbal and written communication skills 
  • Prior experience in the usage of any or all of the following business tools are preferred 
    • Microsoft Teams 
    • SharePoint 
    • Smartsheet 
    • Kantata 
    • SurveyMonkey 
    • HubSpot 

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