Client Relationship Examples Jobs in Usa

Bringing smiles is what we do at TTEC...

for you and the customer.

As a VP, Client Success working remotely or at our principal place of business in Austin, Texas, you'll be a part of bringing humanity to business.

ExperienceTTEC What You'll be Doing Reporting to the SVP, Travel, Retail & CPG, this experienced executive will lead a specialized client portfolio across retail clients representing the TTEC Engage solution set.

The VP will nurture relationships with our clients to grow a profitable book of business leveraging your passion for – and in depth understanding of the modern customer experience landscape, deep expertise in operational excellence, and building client relationships.

As a client success executive, you should stay up to date on market trends impacting your clients' industries and work to understand and anticipate their business needs to position TTEC as a value-add strategic partner to best support their objectives.

To be successful in this role, you will ensure alignment between our organization's objectives and each client's needs to maintain and deliver profitable growth in your portfolio.

You will be responsible for orchestrating TTEC teams and individuals from marketing, sales, offers and solutioning, and delivery to successfully serve clients and grow your book of business profitably.

During a Typical Day, You'll Act as a visionary for your client portfolio with an in-depth understanding of CX delivery and technology-enabled solutions.

Have full P&L responsibility and for meeting/exceeding annual financial goals while making progress on longer-term financial performance.

Lead the development of the short and long-term business strategy to include expanded digitized offerings, geo expansion and solutions that align with your clients' business needs and market trends.

Work hand in hand with offering, solutioning and delivery teams to deliver on the strategies.

Review existing client relationships to ensure best practices are in place for client management, retention, and to position us for growth Create strategy for business growth and oversight of current business within the portfolio including achieving the businesses goals for sales, business development, and delivery across TTEC Engage Build and sustain internal and external relationships and have the stature and credibility to interface at senior levels.

Collaborate closely with other client portfolio leaders to share best practices, identify synergies and business opportunities that will benefit our clients and the company growth and financial performance.

What You Bring to the Role 15 years of business leadership experience, preferably in the customer experience industry In depth knowledge of customer experience with enterprise level Retail industry clients Combine vision, strategy and tactics to systematically grow the organization and customer development goals through creativity, ethical behavior and business builder techniques.

Sophisticated understanding of the sales process, contact center operations, and financial metrics of successful service delivery while bringing a proven approach for how to optimize a large scale, distributed environment.

A problem solver with demonstrated success influencing, managing and being part of matrix organizations.

Accustomed to serving large / complex Fortune 500 clients in an extremely fast-paced environment Someone who galvanizes the team, excites the masses about one's vision / operational plan, and balances being a take-charge leader with having a collaborative approach COMPENSATION & BENEFITS The anticipated starting salary range for individuals expressing interest in this position is $170,000-$210,000.

This position is eligible to participate in a sales incentive program.

Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels.

Benefits available to eligible employees include the following: Medical, dental, and vision Tax-advantaged health care accounts Financial and income protection benefits Paid time off (PTO) and wellness time off About TTEC For nearly 40 years and counting, we've combined service design, strategic consulting, technology platforms and operations excellence to deliver experiences that captivate customers and dramatically improve the bottom line.

We help companies reduce customer effort, enable contact center employees, and continuously optimize business outcomes through digital CX transformation.

TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.

We strive to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.

We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and every individual to bring value to the table in their own unique way.

But don't take our word for it, check out some of the diversity and women in leadership awards on .

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Job Title: Client Manager, Captives

Division: Property Risks

Reports To: As per Beazley's organisation chart

Job Summary:

As a Client Manager, your primary responsibility is to develop new business with assigned large corporations, a journey from the first contact to the first transaction.

• You will excel in understanding the client risk landscape, their risk management strategy and priorities, and how Beazley's products, solutions and services can be deployed to help them reach their objectives.
• You will also demonstrate your ability to navigate the broker relationship(s), brokers being key business partners.
• Your consultative and holistic approach will help you to originate and develop new risk-financing-related business opportunities. Your focus on delivering innovative tailor-made solutions, as a superior alternative to commoditized insurance products will foster the "Customer Experience" and establish new win-win partnerships.
• Whilst you will be a first-class negotiator with the client and his/her brokers, you will also prove to be a convincing ambassador internally to obtain the buy-in of the senior management, shape, align and lead cross-functional teams for results.

Personal Skills:

• Entrepreneurial acumen - at ease in taking ownership on how to develop new business
• Excellent communicator and a skilled diplomat able to find common ground and alignment across internal (underwriting an operations teams) and external (client, brokers) boundaries to bring deals to conclusion
• Leadership - ability to motivate, stimulate and align the individual members of cross functional teams, with focus on qualitative and timely result delivery
• Consultative approach talent - excellent listener with ability to identify early potential opportunities and challenges on the marketplace
• Pragmatism / Solutions-driven - can quickly conceive realistic and practical ways to convert business opportunities into successful execution.
• Integrity and reliability - trust builder, deliver on promise, honest and transparent, always available and accessible even in adverse situations.
• Ability to simultaneously drive several transactions with different levels of maturity. Good at keeping the ball rolling, triaging and prioritizing.
• Intellectual curiosity: embrace the unknown, be ready to learn well beyond insurance and risk management, e.g. client's core business, opportunities, constraints and challenges; data & analytics new developments and applications, etc.

Professional Experience:

• Extensive proven experience of client relationship management or sales in the large corporate commercial insurance industry (insurance, broking, consulting).
• At least 2 - 3 year's experience in P&C Underwriting, preferably as a Property Underwriter
• Proficiency in capital markets instruments and corporate finance, with proven experience in engaging with CFOs and Treasurers.
• Track record of dealing with complex insurance and innovative risk financing transactions, incl. with (re)insurance captive companies and ART (alternative risk transfer) solutions.
• Broad industry network with key partners, including corporate risk managers, c-suite leaders, brokers, and insurance professionals
• Experienced in leading cross-functional teams and aligning multiple parties' interests, while always keeping the client needs at the centre.

Who We Are:

Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

Our Culture:

We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world.Employee's diversity,experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

• Be bold

• Strive for better

• Do the right thing

Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:

• Beazley RACE - Including, understanding and celebrating People of Colour

• Beazley SHE - Successful, High potential, Empowered women in insurance

• Beazley Proud - Our global LGBTQ+ community

• Beazley Wellbeing - Supporting employees with their mental wellbeing

• Beazley Families - Supporting families and parents-to-be

We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:

• Internal Pathways (helping you grow into an underwriting role)

• iLearn (our own learning & development platform)

• LinkedIn Learning

• Mentorship program

• External qualification sponsorship

• Continuing education and tuition reimbursement

• Secondment assignments

General

It is important that within all your interactions both internally and externally you adhere Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers." We also expect Beazley employees to:

• Comply with Beazley procedures, policies and regulations including the code of conduct
• Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system
• Display business ethics that uphold the interests of all our customers
• Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs
• Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management
• Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups

The Rewards

• The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
• Attractive base compensation and discretionary performance related bonus
• Competitively priced medical, dental and vision insurance
• Company paid life, and short- and long-term disability insurance
• 401(k) plan with 5% company match and immediate vesting
• 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
• Up to $700 reimbursement for home office setup
• Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
• Up to 26 weeks of fully paid parental leave
• Up to 2.5 days paid annually for volunteering at a charity of your choice
• Flexible working policy, trusting our employees to do what works best for them and their teams

Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $150,000 - $200,000 per year plus discretionary annual bonus.

Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

We are an equal opportunities employer and as such, we will make reasonable adjustments to our selection process for candidates that indicate that, owing to disability, our arrangements might otherwise disadvantage them. If you have a disability, including dyslexia or other non-visible ones, which you believe may affect your performance in selection, please advise us in good time and we'll make reasonable adjustments to our processes for you.

We are engaged on an exciting and quite rare role with a leading global law firm to recruit someone to manage one of the firms largest key accounts, this role will sit within the established key client account team and play a crucial role alongside the partners in managing this high profile client.

Given the diverse nature of the role, the position will have oversight on the client relationship work, alongside advising on billing and pricing, and other strategic initiatives such as overseeing the implementation of AI and other tools that could benefit the client relationship.

The will operate more on a project management basis to take ownership and implement all the various aspects of this role, a strong background of prior project management experience will be key, an understanding of the legal market would be advantageous but not essential.

Core duties include:

• Work with internal stakeholders and the client leadership team to design and implement a strategic client plan for the account. Ensuring the plan continues to nurture the existing relationship but also monitors the ability for new business opportunities for the firm.
• Alongside the centralized finance team, put together advice on billing, putting into place a timeline to monitor certain milestones and budgets.
• Be involved in the pricing strategy for the firm, working with pricing colleagues on matters such as; negotiation, compliance and fee arrangements.
• Oversee the development and implementation of AI and how this can be utilized to assist the client.
• Plan and develop external event opportunities to help strengthen the client relationship, ensuring this is targeted to tailored audiences and markets across the US.

If you would be interested in discussing further, please click apply or contact Ben Curle directly.

Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Relationship Manager, Commercial Banking to become a critical part of our team.

Location: San Francisco, CA

Job Responsibilities:

• Develop and manage new and existing client relationships through superior client service.
• Keep up to date with local bank competition and community involvement.
• Act as personal concierge for all commercial banking clients, anticipating their needs and exceeding expectations.
• Meet established goals by keeping up to date on all Bank products and services, and recommending appropriate products and services to each client.
• Meet clients in person or on calls, demo products available to the client, and provide assistance with product setup.
• Collect and analyze information to determine credit worthiness of prospects; present loan recommendations to the Bank’s Chief Credit Officer and loan committee(s) as appropriate.
• Establish, and negotiate when necessary, credit terms including cost, repayment method and schedule, and collateral.
• Take responsibility for processing and maintaining all loans in the portfolio (e.g., ensure loans are properly risk-rated, borrowers’ financial reporting and payments are current).
• Represent the Bank at community, networking, and trade association functions.
• Team up with internal partners to enhance the client experience, through continuous improvements.

Requirements:

• College or advanced degree in business or related field, or equivalent work experience.
• Operational knowledge of commercial banking services and regulations (e.g., credit; depository, cash management and loan products; BSA/AML).
• Knowledge of and ties to the San Francisco/Bay Area market.
• Excellent oral and written communication skills with absolute discretion.
• Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce.
• Ability to organize and prioritize amid change.
• Strong credit and analytical skills. Attention to detail is critical.
• A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively at all times.

To apply please send your resume or inquiry to Sue at

Base salary $110,000 - $160,000 with a highly competitive no cap incentive plan.

BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

Required Skills & Experience

-Previous experience supporting a large fortune 100 company

-Lead client onboarding and relationship management for strategic accounts.

-Monitor KPIs and drive continuous improvement in service performance.

-Develop and implement customer service protocols tailored to 3PL logistics.

-Serve as the primary point of contact for client escalations and service inquiries.

Job Description

Insight Global is seeking a dynamic and experienced Client Service Manager for one of their premier clients in the Columbus, OH area. This employee will lead customer engagement and service excellence at our clients brand-new 1 million square foot warehouse facility. As a key member of the leadership team, you will play a pivotal role in standing up operations, building client relationships, and ensuring seamless service delivery in a fast-paced third-party logistics (3PL) environment. This employee will be working very closely with the customers client so having experience supporting a large fortune 100 company is important in this role.

Client Engagement Coordinator

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:
• Track follow-ups and next steps
• Monitor pipeline movement and aging
• Ensure activities and notes are properly logged
• 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.

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.

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.

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.

Salesforce Hygiene & Process Support

• Support Salesforce data hygiene by:
• Updating lead and opportunity records
• Logging activities and notes
• 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:
• Delivery & Practice Leaders
• 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

Benefits

• 100% free medical insurance, including dental and vision
• 50% contribution for dependents
• 401K Option
• Paid holidays, Sick leaves, Accrued holidays etc.