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ConeTec Group
Client Account SpecialistConeTec Group • Chicago, IL, United States
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Client Account Specialist

Client Account Specialist

ConeTec Group • Chicago, IL, United States
30+ days ago
Job type
  • Full-time
Job description

Client Account Specialist

ConeTec is an international full-service geo-environmental and geotechnical site characterization contractor. We offer clients superior project management and site investigation services across the globe, with a large presence in the Americas, Europe, and Australia. ConeTec is known in the industry as a great place to work. We commit to all employees that we will provide a respectful, positive, and enriching work environment. We want you to look forward to going to work every day. We reward and recognize staff for exceptional contributions to the company. Our success is a direct result of the people who work here.

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.

Required Experience & Skills

Background/Experience 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
  • 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

Administrative Skill Requirements

  • 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

Soft Skill Requirements

  • 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.

Roles, Responsibilities & Expectations

Client Experience Execution

  • 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.

Business Development (BD) Activity Tracking & Coordination

  • 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.

Client Presentation Coordination

  • 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).

Conference & Event Support

  • 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.

Light External Relationship Support

  • 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.

Internal Communication & Organization

  • 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".

Recommended Locations

  • Chicago*
  • Houston*
  • Salt Lake City
  • Virginia

As part of our dedicated focus on the health and safety of all employees, and due to the requirement that employees be able to safely complete the tasks associated with this job position, a successful candidate will be required to take a pre-employment fit for duty test, including a drug and alcohol testing, and complete a satisfactory criminal record check.

ConeTec is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other status protected by applicable law.

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Client Account Specialist • Chicago, IL, United States

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