Client Engagement Associate– IT Industry

Position: Client Engagement Associate– IT Industry

Location: Westmont, IL

Status: Full-Time

Description: Sofbang is looking for an energetic Client Engagement Associate to help drive our vision in transforming customers. This role requires the passion for successful results, learning and adjusting from your failures and paying attention to the details, as you’ll be integral to all client engagement, sales and marketing related activities for Sofbang. Your inputs will make a direct impact in driving efficiencies for our team. You’ll interact regularly with many other team members.


  • Create weekly, monthly, quarterly and annual forecasts and sales reports
  • Help with basic CRM administrative tasks
  • Work with Salesforce admin team to create required reports and configurations
  • Lead the SOW and contracting process with customers
  • Coordinate with Sofbang leadership and practice leads to finalize scope and estimations (i.e. LOEs and Staffing Matrices) for SOWs
  • Manage calendar and appointments setting for VP of Client Engagement
  • Assist Client Engagement team with research on key accounts, targets and high-ranking customers, contacts and prospects
  • Perform research on key accounts, targets and high-ranking customers, contacts and prospects
  • Schedule appointments with prospective targets
  • Set up and manage a customer satisfaction program with routine CSAT surveys in order to help create a personalized customer experience
  • Schedule monthly business reviews (MBRs) with all customers and stakeholders
  • Support our partner programs (i.e. portal administration, joint GTM activities, qualifications, etc.)
  • Arrange virtual and in-person events to drive more effective client engagement

Nice To Have:

  • Liaison with Sales and Marketing teams to further nurture MQLs to convert them to SQLs
  • Be a supporting arm to the Sales and Marketing teams, where/when necessary
  • Support team to setup appointments and schedule discovery sessions
  • Work with marketing team to create more case studies, references, customer stories, etc.
  • Conduct additional persona/buyer analysis and market research, when necessary


  • Proven client engagement administration experience
  • Excellent time management skills and ability to multi-task and prioritize work
  • Proficient in MS Office, including Office365 collaboration tools
  • Attention to detail and problem solving skills
  • Excellent written and verbal communication skills
  • Strong organizational and planning skills
  • At least 3 years of experience in the field or in a related area
  • Bachelor’s Degree preferred

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