Client Engagement Coordinator
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.
Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
What you get:
Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Who is successful at BPM:
· Caring people who put others first
· Self-starters who embody the BPM entrepreneurial spirit
· Authentic individuals with a diverse point of view
· Lifelong learners with a drive to excel
· Resilient people who rise to the occasion
Role Overview:
The Client Engagement Coordinator provides essential operational and administrative support to the Business Development (BD) team, serving as the central coordination hub for client proposal activity. This role partners closely with BD leadership, marketing, firm administrative professionals, and service leaders to manage the operational and administrative components of the proposal process and support additional client growth efforts.
This position is ideal for someone who is highly organized, detail-oriented, and interested in building expertise in proposal coordination, opportunity management, and professional services business development within a CPA firm environment.
Key Responsibilities
Proposal Intake, Coordination & Opportunity Management
- Serve as the primary coordination point after a proposal or client pursuit request is initiated, ensuring opportunities are logged, organized, and routed appropriately.
- Ensure intake requests are complete and ready to move forward by coordinating with stakeholders to gather required discovery information, notes, supporting documentation, and qualification details (this role supports and documents qualification; it does not make qualification decisions).
- Enter, maintain, and update opportunity details in Salesforce, ensuring clean data, required fields completed, accurate stages and statuses, and timely updates throughout the opportunity lifecycle.
- Schedule and coordinate meetings related to proposals and other client growth initiatives, including kickoffs, discovery follow-ups, internal working sessions, reviews, and debriefs.
- Prepare agendas, distribute materials, track follow-up action items, and maintain clarity around next steps.
- Maintain visibility across active pursuits and related initiatives by tracking deadlines, assignments, dependencies, and handoffs, escalating risks or gaps early.
- Support proposal development by coordinating inputs and managing version control and document organization.
- Help gather pricing inputs and supporting assumptions from the appropriate teams, and help coordinate pricing reviews and approvals with BD and service line leadership.
- Manage the proposal review process, including routing drafts for review, consolidating edits, maintaining the review schedule, and ensuring final quality checks. .
- Track proposal activity and outcomes, including win/loss status and key metrics; maintain proposal reporting and dashboards, and support regular win-rate reporting.
- Partner with administration team with Engagement Letter generation in hand with Proposal execution.
- Provide day-to-day administrative support related to various client growth initiatives as needed
- Assist with the preparation and distribution of content (presentations, proposals, internal communications, event materials, etc.)
- Maintain organized digital files, templates, credentials, and other relevant resources and coordinate updates across systems.
- Perform quality checks on proposal and related materials to ensure accuracy, consistency, and alignment with firm standards and branding.\
- Identify opportunities to streamline processes, improve templates, and enhance documentation.
- Support special projects and additional administrative or operational needs as priorities evolve
Proposal Execution, Review & Reporting
Administrative, Operational & Marketing Support
Qualifications and Skills
Required
- 1–3 years of administrative, coordination, or support experience (professional services preferred)
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- High attention to detail and accuracy
- Strong written and verbal communication skills
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Ability to work collaboratively and maintain confidentiality
- Exposure to marketing, communications, or project coordination
- Experience with CRM, marketing automation, or project management tools
- Familiarity with branding guidelines or proposal support
- Interest in learning marketing operations and professional services marketing
Preferred