Pinion · 11 hours ago
Client Agreement Specialist
United States
Full-time
Remote
Mid Level
$70K/yr - $90K/yrPinion is a Top 60 accounting and advisory firm that values collaboration and initiative. The Client Agreement Specialist will craft precise proposals and service agreements, ensuring they align with client expectations and the firm's standards.
AccountingConsultingWealth Management
Responsibilities
Design and refine proposals and service agreements, ensuring alignment with client goals and firm capabilities
Interact with client managers to understand service(s), client goals, scope of work, deliverables, timeline, partnership expectations, investment, and the team who will serve the client
Collaborate across departments to integrate insights into proposals, including pricing structures and client engagement strategies
Engage with business developers and market champions to continuously integrate and improve pricing and client value
Build relationships with stakeholders across all levels within the firm, exercising influence with integrity
Maintain a comprehensive pricing resource as a single source of truth for service valuation
Manage the lifecycle of the firm's Request for Proposal (RFP) process, ensuring timely and accurate submissions that reflect firm and client needs
Drive ongoing engagement with clients grounded in the firm’s Client Experience expectations
Utilize CRM, Microsoft Dynamics, to manage and track client agreements and pricing activities
Build and maintain strong relationships with internal teams and clients, fostering trust and ongoing engagement
Qualification
Required
Proven experience in drafting and managing proposals, service agreements, and renewals
Experience in professional services environments (e.g., financial services, consulting, legal) is highly desirable
Strong project management skills and the ability to organize information effectively
High emotional intelligence (EQ) to understand client and firm needs and foster positive interactions
Excellent negotiation and relationship-building skills, with a knack for assertive yet tactful communication
Detail-oriented with a strong focus on accuracy and efficiency in document creation
Strong communication skills and the ability to convene teams to collaborate in an effective manner
Digital literacy and proficiency in Microsoft Office
Company
Pinion
Pinion provides accounting and consulting services to the food and agriculture industries.
Founded in 1932
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Alan Grafton
Partner
Bill Penn
Partner
Company data provided by crunchbase