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Client Engagement Consultant
Location
United States
Posted
79 days ago
Salary
$100K - $120K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Client Engagement Consultant
#twiceasnice Recruiting
Role Description Our client in the B2B consulting space is looking for a Client Engagement Consultant – CRM to add to their remote team in the United States. In this role, you will manage a portfolio of B2B clients, lead discovery conversations, uncover business needs, and identify ways clients can get more value from their Salesforce and/or HubSpot CRM. You will clarify unclear requests, ask thoughtful follow-up questions, and translate client goals into clear next steps for internal technical teams. Our client is looking for someone with strong B2B client-facing CRM or account management experience, business acumen, and experience gathering requirements or managing client-driven projects. Hands-on Salesforce and/or HubSpot CRM experience is required, but consultative communication and business understanding outweigh technical depth. This is a great opportunity to own client relationships, identify growth opportunities within existing accounts, and make a direct impact in a small, collaborative consulting environment. Responsibilities - Manage client relationships for assigned B2B accounts as the primary point of contact - Lead recurring calls, discovery conversations, and project discussions within existing accounts - Uncover client goals, pain points, process gaps, and new growth opportunities - Translate business needs into CRM recommendations and project plans - Partner with internal CRM and technical teams to execute client solutions - Support Salesforce and/or HubSpot reporting, dashboards, and workflows - Support user setup, fields/properties, process improvements, and adoption - Create project timelines, documentation, process guides, and training materials - Lead client training sessions and support CRM adoption efforts - Monitor client CRM usage and recommend improvements to drive efficiency and growth - Manage client priorities, deadlines, scope, and internal team capacity - Stay current on CRM platform updates that may benefit clients Qualifications - 3+ years of Salesforce (Sales Cloud) OR HubSpot (Marketing/Sales Hub) experience required - 2+ years of B2B client-facing experience required - Experience managing multiple client relationships/accounts simultaneously required - Experience gathering requirements and translating needs into solutions required - Comfortable asking questions to uncover needs and identify new project opportunities required - Strong communication, organization, and problem-solving skills required Requirements - Location: must reside in the United States / must be able to work ET business hours - Salary: $100,000 - $120,000 + Project-based Commission (~5-8k annually) + Benefits - Job Type: Full-Time | Work from Home - Typical Hours: Monday – Friday, 8:00 AM – 5:00 PM ET - Travel: Less than 5% domestic travel for client or company events - Start Date: ASAP - Sponsorship is not available Benefits - Medical - Dental - Vision - 401k w/ 4% Match - Holidays - Unlimited PTO
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