The Daily Record · 3 weeks ago
Client Engagement Associate
United States
Full-time
Remote
Entry, Mid Level
2+ years expBest Companies Group is seeking a highly organized and detail-oriented Client Engagement Associate to support their sales team and ensure seamless execution of key projects after the sale. This role serves as the primary operational point of contact for clients, coordinating all setup tasks and managing project workflows.
Legal
Responsibilities
Serve as the post-sale project quarterback, managing all steps needed to prepare and launch select projects
Create, update, and ensure the accuracy of launch books, project workbooks, and pre-assigned employee files
Guide clients through required inputs, answer questions, and follow through on missing or incomplete information
Perform basic data cleanup of client-provided data files to ensure files are research-ready
Coordinate with internal teams to ensure smooth handoffs, resolve issues, and maintain accurate information across systems
Track recognition certification eligibility (response rates, score thresholds) and submit requests for badge creation
Maintain an outreach calendar and surface upcoming opportunities to sales reps
Support post-project follow-up scheduling and identify potential upsell or repeat-project opportunities
Identify workflow bottlenecks and partner with leadership to improve processes and reduce manual work
Qualification
Required
2–4+ years of experience in client service, project coordination, operations, or a similar role
Exceptional organizational skills, attention to detail, and ability to manage multiple active projects
Strong project management, with a proven track record of driving tasks to completion without needing reminders
Excellent written and verbal communication; able to represent BCG professionally with clients
Proficiency in Excel (cleaning, restructuring, formatting datasets)
Experience with CRM systems (HubSpot preferred) and an understanding of database logic
Comfortable working cross-functionally and exercising sound judgment on when to escalate issues
A client-service mindset with the ability to build rapport and maintain a high-quality client experience
Reliable home internet connection with minimum 50mbps up/10mbps down
Preferred
Experience with CRM systems (HubSpot preferred)
Benefits
Health, vision, dental, life, short- and long-term disability coverages
401K with a company match
Growth opportunities to build your career
Fully remote work environment
Company
The Daily Record
The Daily Record Co. has provided trusted legal and business information to Maryland readers.
11-50 employees
Funding
Current Stage
Early StageRecent News
Maryland Daily Record
2025-11-03
Maryland Daily Record
2025-11-01
Maryland Daily Record
2025-11-01
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