Talent.com
Client Engagement Manager
Client Engagement ManagerVeterans Staffing • Harrisburg, PA, US
Client Engagement Manager

Client Engagement Manager

Veterans Staffing • Harrisburg, PA, US
4 days ago
Job type
  • Full-time
Job description

Client Engagement Manager

The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.

Key Responsibilities

Bid Strategy and Ownership

  • Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
  • Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
  • Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
  • Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms

Onshore Workflow Management

  • Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
  • Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
  • Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
  • Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
  • Monitor workload and capacity for the onshore team and escalate resourcing needs when required
  • Offshore Bid Support Coordination

  • Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
  • Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
  • Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
  • Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
  • Quality, Compliance, and Governance

  • Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
  • Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
  • Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
  • Track and manage version control for all bid documents
  • Client and Stakeholder Engagement

  • Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
  • Support or lead responses to client clarifications and follow up questions related to bids
  • Coordinate and prepare materials for client presentations and orals when required
  • Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
  • Performance Management and Continuous Improvement

  • Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
  • Identify trends and root causes that impact win rate, pricing discipline, and operational effort
  • Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
  • Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
  • Other Duties

  • Perform other duties as assigned in support of client engagement, bid management, and operational excellence
  • Qualifications

    Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience. Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment. Experience in valuation, real estate, or a related advisory business strongly preferred. Proven track record managing complex bids with multiple stakeholders and short timelines. Experience working with offshore or shared service teams preferred. Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business.

    Skills and Competencies

    Strong project and workflow management skills with excellent attention to detail. Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language. Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations. Comfortable working in a fast paced environment with competing priorities and frequent deadlines. Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools. Continuous improvement mindset with a focus on efficiency, quality, and margin discipline.

    Success Measures

    Increased bid win rate for valuation opportunities and positive client feedback on the bid experience. Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams. Strong alignment between bid commitments, operational delivery, and target margins. Effective use of offshore resources with high quality, consistent bid outputs.

    Create a job alert for this search

    Client Engagement Manager • Harrisburg, PA, US

    Related jobs
    Coordinator, Community Engagement

    Coordinator, Community Engagement

    Harrisburg Area Community College • Harrisburg, PA, United States
    Full-time +1
    All applicants are required to submit the following materials : .Two Writing Samples (The samples must have been written within the last 12 months, and they must be dated. If you do not have any withi...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist - $2,250 per week

    Travel Physical Therapist - $2,250 per week

    ProKatchers • New Oxford, PA, United States
    Full-time
    ProKatchers is seeking a travel Physical Therapist for a travel job in New Oxford, Pennsylvania.Job Description & Requirements. Monday to Friday Work Experience : .Strong interpersonal and communi...Show more
    Last updated: 2 days ago • Promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Boiling Springs, Pennsylvania, US
    Full-time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show more
    Last updated: 30+ days ago • Promoted
    Client Success Associate (Entry level, Remote)

    Client Success Associate (Entry level, Remote)

    Infuse • Harrisburg, PA, US
    Remote
    Full-time
    Client Success Associate (Entry Level, Remote).We will review your application against our job requirements.We may then invite you to submit a video interview for the review of the hiring manager.A...Show more
    Last updated: 28 days ago • Promoted
    Assistant to the Manager

    Assistant to the Manager

    Aspen Dental • Selinsgrove, PA, US
    Full-time
    At Aspen Dental, we put You First, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competiti...Show more
    Last updated: 30+ days ago • Promoted
    Category Insights and Analytics Director

    Category Insights and Analytics Director

    Advantage Solutions • Harrisburg, PA, United States
    Full-time
    Category Insights and Analytics Director.Primary Posting Location : City.Primary Posting Location : State / Province.Primary Posting Location : Postal Code. Primary Posting Location : Country.Category...Show more
    Last updated: 17 days ago • Promoted
    Travel Physical Therapist - $1,543 per week

    Travel Physical Therapist - $1,543 per week

    Nationwide Therapy Group • New Oxford, PA, United States
    Full-time
    Nationwide Therapy Group is seeking a travel Physical Therapist for a travel job in New Oxford, Pennsylvania.Job Description & Requirements. NTG is committed to matching you to the right position an...Show more
    Last updated: 2 days ago • Promoted
    Travel Physical Therapist, Rehabilitation Therapy - $2,191 per week

    Travel Physical Therapist, Rehabilitation Therapy - $2,191 per week

    Go Healthcare • New Oxford, PA, United States
    Full-time
    Go Healthcare is seeking a travel Physical Therapist for a travel job in New Oxford, Pennsylvania.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subject...Show more
    Last updated: 2 days ago • Promoted
    Travel Physical Therapist, Rehabilitation Therapy - $2,130 per week

    Travel Physical Therapist, Rehabilitation Therapy - $2,130 per week

    MedPro Healthcare Allied Staffing • New Oxford, PA, United States
    Full-time
    MedPro Healthcare Allied Staffing is seeking a travel Physical Therapist for a travel job in New Oxford, Pennsylvania.Job Description & Requirements. Joint Commission-certified staffing agency, is s...Show more
    Last updated: 19 hours ago • Promoted • New!
    Travel - MRI Tech

    Travel - MRI Tech

    Titan Medical (Nebraska) • Dillsburg, PA, United States
    Full-time
    WHEN YOU WORK FOR US, WE WORK FOR YOU.With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service.From the moment you...Show more
    Last updated: 1 hour ago • Promoted • New!
    Manager, Payor Engagement- Remote

    Manager, Payor Engagement- Remote

    Sharecare • Harrisburg, PA, United States
    Remote
    Full-time
    Sharecare is the leading digital health company that helps people - no matter where they are in their health journey - unify and manage all their health in one place. Our comprehensive and data-driv...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Lines Senior Client Manager (Healthcare)

    Commercial Lines Senior Client Manager (Healthcare)

    World Insurance Associates, LLC. • Harrisburg, PA, US
    Full-time
    Quick Apply
    Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make infor...Show more
    Last updated: 17 hours ago • New!
    Director Applications Development - Care Delivery, Rev Cycle and PX Applications

    Director Applications Development - Care Delivery, Rev Cycle and PX Applications

    Delta Dental of California • Camp Hill, PA, United States
    Full-time
    This position is offered in a hybrid work model and requires candidates to be located in one of the following areas : Alpharetta, GA. Oakland or San Francisco, CA; or Camp Hill, PA.Director Applicat...Show more
    Last updated: 16 days ago • Promoted
    Client Service Manager

    Client Service Manager

    SpecialtyRx • Harrisburg, Pennsylvania, United States
    Full-time
    Quick Apply
    SpecialtyRx is a Long-Term Care pharmacy providing pharmaceutical services to long term care facilities and assisted living communities. SpecialtyRx takes pride in delivering personalized care and q...Show more
    Last updated: 30+ days ago
    Energy Advisor

    Energy Advisor

    Willdan Group, Inc. • Harrisburg, PA, United States
    Full-time
    Willdan Lighting & Electric, a division.The Energy Advisor conducts high-level energy assessments and engages customers and contractors to identify and recommend energy efficiency improvements.This...Show more
    Last updated: 21 days ago • Promoted
    Physical Therapist - Travel Contract

    Physical Therapist - Travel Contract

    Jackson Therapy Partners • Dillsburg, Pennsylvania, United States
    Full-time +1
    Setting : Outpatient Looking for a change of scenery and a chance to help others? Join Jackson Therapy Partners as a traveling Physical Therapist where you’ll help patients recover from injuries and...Show more
    Last updated: 3 days ago • Promoted
    Client Relations and Development Manager

    Client Relations and Development Manager

    PDI Health • Harrisburg, PA, US
    Full-time
    Quick Apply
    PDI Health is a premier national provider of mobile radiology services, dedicated to delivering high-quality, convenient, and reliable diagnostic imaging solutions. Our comprehensive services includ...Show more
    Last updated: 11 days ago
    Travel Physical Therapist, Rehabilitation Therapy

    Travel Physical Therapist, Rehabilitation Therapy

    Coast Medical Service • New Oxford, PA, US
    Full-time
    Coast Medical Service is seeking a travel Physical Therapist for a travel job in New Oxford, Pennsylvania.Job Description & Requirements. Coast Medical Service is a nationwide travel nursing &am...Show more
    Last updated: 1 day ago • Promoted