Client Engagement Manager
Description
We are seeking a structured and proactive Client Engagement Assistant to serve as a vital support pillar for our pre-sales operations and customer engagement workflows.In this role, you will manage pre-sale workstreams, coordinate cross-functional teams, and ensure every prospect receives a high-quality, professional, and well-organized discovery experience. Your primary goal is to ensure that every engagement follows a clear, structured process from initial contact to final proposal.Key Responsibilities:Customer Engagement Scoring and Prioritization: Evaluate inbound opportunities using established criteria to ensure optimal resource allocation.Process Governance and Compliance: Ensure that pre-sales and discovery processes are strictly followed across the entire team.Information Management: Create and maintain structured shared folders for all engagement files, ensuring clear version control and easy access for all stakeholders.Pre-Sales Team Coordination: Act as the central point for pre-sales activities by scheduling meetings, coordinating between technical and sales teams, and tracking deliverables to ensure deadlines are met.Risk Identification and Escalation: Identify potential customer, commercial, or technical risks early in the pre-sales phase and escalate them to the Lead with clear context.Presentation and Proposal Development: Prepare clear, client-ready presentations and proposals while maintaining consistent branding, messaging, and formatting.Quote and Commerc --- Source: jobicy - TechMagic
