Client Engagement Coordinator
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Job Location:
Westmont, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
Client Engagement Operations & Sales Support (Onshore)
We are seeking a detail-oriented and proactive Client Engagement Coordinator to
support client engagement operations lead management and sales execution. This
role works closely with Client Partners and cross-functional teams to help track leads
maintain pipeline visibility and ensure follow-through across client engagement
activities.
This position is ideal for someone early to mid-career who is looking to grow in sales
operations client engagement or consulting operations and who thrives in an
organized execution-focused role.
This is an onshore Chicago-based role reporting to the VP of Client Engagement with
a hybrid work model out of our Westmont IL office. Client Engagement Manager
Onsho
Core Role Purpose
Support Client Engagement operations by coordinating leads maintaining CRM
accuracy and assisting Client Partners with pipeline tracking and follow-ups.
Help ensure consistency organization and visibility across sales and client
engagement activities.
Reduce administrative and operational burden on Client Partners so they can focus on
client relationships and revenue growth.
Key Responsibilities
Lead Coordination & Pipeline Support
Assist in managing incoming leads from various sources (marketing partners
referrals events etc.).
Support lead assignment tracking and status updates within Salesforce and
HubSpot.
Work with Client Partners to:
o Track follow-ups and next steps
o Monitor pipeline movement and aging
Lead Coordination & Pipeline Support
Assist in managing incoming leads from various sources (marketing partners
referrals events etc.).
Support lead assignment tracking and status updates within Salesforce and
HubSpot.
Work with Client Partners to:
o Track follow-ups and next steps
o Monitor pipeline movement and aging
o Ensure activities and notes are properly logged
Help maintain accurate CRM data to support reporting and forecasting.
Help maintain accurate CRM data to support reporting and forecasting.
Sales Operations & Reporting Support
Assist with preparation of pipeline reports dashboards and scorecards.
Support weekly and monthly pipeline review processes.
Help identify gaps in follow-up data quality or process adherence.
Provide administrative and analytical support to sales and engagement
leadership.
Assist with preparation of pipeline reports dashboards and scorecards.
Support weekly and monthly pipeline review processes.
Help identify gaps in follow-up data quality or process adherence.
Provide administrative and analytical support to sales and engagement
leadership.
SOW &; Renewal Coordination (Support Role)
Assist with the preparation and tracking of Statements of Work (SOWs).
Help monitor renewal timelines and flag upcoming renewals.
Coordinate documentation and approvals with Sales Finance Legal and
Delivery teams.
Assist with the preparation and tracking of Statements of Work (SOWs).
Help monitor renewal timelines and flag upcoming renewals.
Coordinate documentation and approvals with Sales Finance Legal and
Delivery teams.
Pre-Sales & Proposal Support
Support proposal development pricing inputs and deal coordination.
Help gather inputs from internal teams and ensure timely submissions.
Assist with staffing models and deal documentation.
Support proposal development pricing inputs and deal coordination.
Help gather inputs from internal teams and ensure timely submissions.
Assist with staffing models and deal documentation.
RFP / RFI / RFQ Support
Assist in coordinating RFP RFI and RFQ responses.
Track deadlines inputs and submission requirements.
Help ensure responses are complete and submitted on time.
Assist in coordinating RFP RFI and RFQ responses.
Track deadlines inputs and submission requirements.
Help ensure responses are complete and submitted on time.
Salesforce Hygiene &; Process Support
Support Salesforce data hygiene by:
Support Salesforce data hygiene by:
o Updating lead and opportunity records
o Logging activities and notes
o Assisting with forecast updates
Help maintain standard sales and engagement processes.
Identify process gaps or inefficiencies and escalate opportunities for
improvement.
o Logging activities and notes
o Assisting with forecast updates
Help maintain standard sales and engagement processes.
Identify process gaps or inefficiencies and escalate opportunities for
improvement.
Cross-Functional Coordination
Act as a coordination point between Client Partners and internal teams including:
o Delivery &; Practice Leaders
o Finance Legal Talent and Operations
Help ensure information flows smoothly across teams during sales and
engagement cycles.
Act as a coordination point between Client Partners and internal teams including:
o Delivery &; Practice Leaders
o Finance Legal Talent and Operations
Help ensure information flows smoothly across teams during sales and
engagement cycles.
Required Qualifications
2-5 years of experience in sales operations client engagement account
coordination or a related role
Experience working with CRM tools (Salesforce preferred)
Strong organizational skills and attention to detail
Comfortable working with data tracking tasks and managing follow-ups
Strong written and verbal communication skills
Interest in growing a career in client engagement sales operations or consulting
Background or exposure to IT consulting technology services or B2B
environments is a plus
Local to Chicago IL with ability to work hybrid from the Westmont office
2-5 years of experience in sales operations client engagement account
coordination or a related role
Experience working with CRM tools (Salesforce preferred)
Strong organizational skills and attention to detail
Comfortable working with data tracking tasks and managing follow-ups
Strong written and verbal communication skills
Interest in growing a career in client engagement sales operations or consulting
Background or exposure to IT consulting technology services or B2B
environments is a plus
Local to Chicago IL with ability to work hybrid from the Westmont office
Key Skills
- Business Development
- Employee Orientation
- Public Health
- Account Management
- VersionOne
- Conflict Management
- Project Management
- Relationship Management
- Team Management
- Customer relationship management
- Human Resources
- Public Speaking
