Senior Client Engagement Specialist, IronSpire

Crowe • South Bend, IN

177d • $21 - $44

About The Position

This role provides essential support to the IronSpire team by managing both internal operations and external client needs. Responsibilities include supporting the IronSpire team in internal client engagement matters as well as external client needs. This includes setting up the client in internal firm platforms, drafting contracts, running reports, proposals, as well as client meeting and communications. Flexibility to learn multiple softwares and master Microsoft Office Suite to enable efficiencies for internal and external engagement matters. Ability to take on and prioritize multiples tasks, both independently and in a team environment, as well as find solutions for new issues that may arise. Attend proposal meetings with prospects and help draft proposals, while also maintaining internal log of sales activity and tracking progress. Support engagement billing process by preparing monthly pre-bills, data analysis, receipt reconciliation, spreadsheets and invoices accurately and in a timely manner. Support the scheduling needs of the client engagement team and their clients, including setting quarterly client meetings and attending to create future action items with the IronSpire Team, and other ad hoc client requests.

Requirements

• Five years or greater administrative support and project work experience in professional services and/or consulting firm environment.
• College coursework in office or business administration or equivalent experience preferred.
• Administrative background and technical competence with experience writing communications and managing projects.
• Ability to learn various programs and applications as necessary.
• Knowledge of financial and accounting terminology is strongly preferred.
• User expertise with office technology equipment such as videoconferencing and multi-function devices.
• High energy level with excellent interpersonal skills and positive attitude.
• Highly effective oral and written communication skills with attention to detail.
• Strong project coordination, organizational, and time management skills.
• Process oriented, accurate, and quality focused.
• Excellent analytical skills to identify and report trends.
• Ability to handle confidential information with discretion.
• Ability to build strong working relationships and respond to client service issues professionally.
• Ability to function in high stress situations attributed to tight deadlines.

Nice To Haves

• Desire to leverage technology to solve business problems.
• Ability to coach, teach, and guide others on processes.

Responsibilities

• Support the IronSpire team in internal client engagement matters and external client needs.
• Set up clients in internal firm platforms, draft contracts, run reports, and proposals.
• Manage client meetings and communications.
• Learn multiple software and master Microsoft Office Suite.
• Prioritize multiple tasks independently and in a team environment.
• Attend proposal meetings and help draft proposals.
• Maintain internal log of sales activity and track progress.
• Prepare monthly pre-bills, data analysis, receipt reconciliation, spreadsheets, and invoices.
• Schedule quarterly client meetings and attend to create future action items.
• Handle ad hoc client requests.

Benefits

• Comprehensive total rewards package.
• Career coaching and guidance.
• Inclusive culture that values diversity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree