Client Coordinator

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 PurposeSupport 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 ResponsibilitiesLead Coordination & Pipeline SupportAssist 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 stepsMonitor pipeline movement and agingEnsure activities and notes are properly loggedHelp maintain accurate CRM data to support reporting and forecasting.Sales Operations & Reporting SupportAssist 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 SupportSupport 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 SupportAssist 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 SupportSupport Salesforce data hygiene by:Updating lead and opportunity recordsLogging activities and notesAssisting with forecast updatesHelp maintain standard sales and engagement processes.Identify process gaps or inefficiencies and escalate opportunities for improvement.Cross-Functional CoordinationAct as a coordination point between Client Partners and internal teams including:Delivery & Practice LeadersFinance, Legal, Talent, and OperationsHelp ensure information flows smoothly across teams during sales and engagement cycles.Required Qualifications2-5 years of experience in sales operations, client engagement, account coordination, or a related roleExperience working with CRM tools (Salesforce preferred)Strong organizational skills and attention to detailComfortable working with data, tracking tasks, and managing follow-upsStrong written and verbal communication skillsInterest in growing a career in client engagement, sales operations, or consultingBackground or exposure to IT consulting, technology services, or B2B environments is a plusLocal to Chicago, IL with ability to work hybrid from the Westmont officeBenefits100% free medical insurance, including dental and vision50% contribution for dependents401K OptionPaid holidays, Sick leaves, Accrued holidays etc.