- 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.
- 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 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.
- 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.
- Assist in coordinating RFP, RFI, and RFQ responses.
- Track deadlines, inputs, and submission requirements.
- Help ensure responses are complete and submitted on time.
- 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.
- 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 ability to work hybrid from the Westmont office
- Great entry-to-mid-level role with visibility into sales, consulting, and client engagement
- Hands-on exposure to pipeline management, proposals, and client operations
- Clear growth path into senior sales operations, engagement management, or consulting roles
- Supportive environment with strong mentorship and learning opportunities
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Client Engagement Manager - Westmont - rSTAR Technologies
Description
Client Engagement Coordinator-Manager (Mid Level)
You must have experience working with an IT Service firm.
We are seeking a detail-oriented and proactive Client Engagement Coordinator-Manager 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.
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
Sales Operations & Reporting Support
SOW & Renewal Coordination (Support Role)
Pre-Sales & Proposal Support
RFP / RFI / RFQ Support
Salesforce Hygiene & Process Support
Cross-Functional Coordination
Required Qualifications
Why This Role at rSTAR
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Client Engagement Manager
Only for registered members Westmont
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Client Engagement Manager
Only for registered members Westmont
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Client Engagement Manager
Only for registered members Westmont, IL
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Junior Client Engagement Manager
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Engagement Manager
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Engagement Manager
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Engagement Manager
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Engagement Manager
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Engagement Manager
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Engagement Manager
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Engagement Manager
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Engagement Manager
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Engagement Manager
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Engagement Manager
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Bilingual Recruiting, Onboarding, Employee Engagement Manager
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Engagement Manager
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Engagement manager
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Engagement Manager
Only for registered members Chicago, IL
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Engagement Manager
Only for registered members Chicago
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Engagement Manager
Only for registered members Chicago, IL