Client Account Specialist

ConeTec Group•Chicago, IL

10d•$50,000 - $85,000•Remote

About The Position

The Client Account Specialist will be responsible for executing and operationalizing the Client Experience program, supporting Regional Managers (RM's) with business development activities, and enhancing ConeTec’s client-facing presence across the U.S. through consistent outreach, organization, event coordination, and relationship-building. A successful candidate must have well-developed interpersonal, organizational and communication skills as well as strong problem-solving abilities.

Requirements

Degree in engineering, geology, environmental science, geophysics, marketing, communications or business.
Technical depth not required, but understanding of industry and ability to speak confidently about the business and "what we do".
0-5 years of experience
Enthusiastic, outgoing, warm and comfortable speaking and making connections
Highly organized, structured, strong follow-through
Ability to manage multiple tasks and projects
Excellent written and verbal communication skills
Self-motivated and able to work autonomously with strong follow-through
Enjoys variety: presentations, logistics, client interactions, travel, and supporting multiple teams.
Scheduling meetings, coordinating calendars, and organizing virtual or in-person events
Preparing and formatting presentations (PowerPoint)
Tracking activities and maintaining organized records
Documenting meeting notes and follow-up items

Nice To Haves

Sales, client service, or event coordination experience is a plus, but not required.
Experience in consulting, A/E/C, geotechnical, environmental, or construction industries is helpful but not mandatory
Experience with a CRM (Salesforce) a plus

Responsibilities

Track, update, and report on Regional office client activities (touchpoints, meetings, follow-ups, events).
Ensure each RM is following the Client Care cadence (quarterly touchpoints, presentations, key account reviews).
Maintain the Client Care League dashboard and update leaderboards or KPIs.
Prepare RM-specific client care summaries before quarterly or monthly BD check-ins.
Log RM BD activities (meetings, outreach, conferences, client visits) in CRM or tracking tools.
Maintain a unified U.S. BD calendar across regions.
Pull monthly BD activity reports for the leadership team.
Organize presentations for RMs to deliver to clients, including scheduling, materials prep, slide formatting, and follow-up.
Maintain a library of standard presentations (regional capability decks, service specific add-ons).
Ensure presentation materials stay brand consistent (and visually clean).
Register ConeTec and RMs for regional conferences, workshops, and association events
Coordinate booth materials, swag, banners, handouts, and shipping between marketing and local BUs
Attend select events to represent ConeTec, make contacts, and promote services at a high level
Collect leads and notes from conferences and input them into BD tracking systems.
Serve as a friendly face of ConeTec at events.
Make BD introductions, help answer general questions, and pass technical discussions to RMs, or other specialists.
Follow-up with contacts met at events, ensuring warm handoffs to RMs.
Keep RMs organized with reminders for client meetings, follow-ups, and outreach.
Support webinar logistics and attendance-building.
Work cross-functionally with marketing, operations, and BD leadership.
Energized by supporting others.
Comfortable switching from administrative tasks to client-facing environment.
Motivated by "making things happen".