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Client Engagement Manager
Client Engagement ManagerNew Hampshire Staffing • Concord, NH, US
Client Engagement Manager

Client Engagement Manager

New Hampshire Staffing • Concord, NH, US
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Client Engagement Manager

The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.

Key Responsibilities

Bid Strategy and Ownership

  • Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
  • Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
  • Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
  • Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms

Onshore Workflow Management

  • Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
  • Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
  • Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
  • Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
  • Monitor workload and capacity for the onshore team and escalate resourcing needs when required

    • Offshore Bid Support Coordination

  • Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
  • Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
  • Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
  • Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality

    • Quality, Compliance, and Governance

  • Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
  • Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
  • Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
  • Track and manage version control for all bid documents

    • Client and Stakeholder Engagement

  • Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
  • Support or lead responses to client clarifications and follow up questions related to bids
  • Coordinate and prepare materials for client presentations and orals when required
  • Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses

    • Performance Management and Continuous Improvement

  • Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
  • Identify trends and root causes that impact win rate, pricing discipline, and operational effort
  • Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
  • Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices

    • Other Duties

  • Perform other duties as assigned in support of client engagement, bid management, and operational excellence

    • Qualifications

    Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience

    Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment

    Experience in valuation, real estate, or a related advisory business strongly preferred

    Proven track record managing complex bids with multiple stakeholders and short timelines

    Experience working with offshore or shared service teams preferred

    Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business

    Skills and Competencies

    Strong project and workflow management skills with excellent attention to detail

    Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language

    Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations

    Comfortable working in a fast paced environment with competing priorities and frequent deadlines

    Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools

    Continuous improvement mindset with a focus on efficiency, quality, and margin discipline

    Success Measures

    Increased bid win rate for valuation opportunities and positive client feedback on the bid experience

    Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams

    Strong alignment between bid commitments, operational delivery, and target margins

    Effective use of offshore resources with high quality, consistent bid outputs

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    Client Engagement Manager • Concord, NH, US

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