Client Engagement Coordinator at rSTAR Technologies | Torre
Client Engagement Coordinator
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rSTAR Technologies

Client Engagement Coordinator

rSTAR Technologies
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Emma
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Full-time

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+ Health insurance

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Hybrid (770 Pasquinelli Drive, Westmont, IL, USA)
Posted 7 months ago

Responsibilities

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.
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