Client Engagement Manager

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

Offshore Bid Support Coordination

Quality, Compliance, and Governance

Client and Stakeholder Engagement

Performance Management and Continuous Improvement

Other Duties

Qualifications

Education : Bachelors degree in Business, Finance, Real Estate, or related field, or equivalent experience

Experience : Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment

Preferred : Experience in valuation, real estate, or a related advisory business

Proven track record : Managing complex bids with multiple stakeholders and short timelines

Experience : Working with offshore or shared service teams preferred

Understanding : Commercial models, pricing, and margin drivers in a services or valuation business

Skills and Competencies

Project and Workflow Management : Strong project and workflow management skills with excellent attention to detail

Communication : Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language

Relationship Building : Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations

Environment : Comfortable working in a fast paced environment with competing priorities and frequent deadlines

Technology : Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools

Mindset : 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