Client Engagement Coordinator

Job Title : Client Engagement Coordinator

Location: Chicago, IL(onsite)

Duration: Long Term

Job Description:

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