EXPERIENCE : 5+ years
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 Onshore.
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.
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.
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 the ability to work hybrid from the Westmont office.
Bachelor’s degree, or related field (or equivalent experience).
Strong communication is a plus.
