We are seeking a structured and proactive Client Engagement Assistant to serve as a vital support pillar for our pre-sales operations and customer engagement workflows.
In this role, you will manage pre-sale workstreams, coordinate cross-functional teams, and ensure every prospect receives a high-quality, professional, and well-organized discovery experience. Your primary goal is to ensure that every engagement follows a clear, structured process from initial contact to final proposal.
Customer Engagement Scoring and Prioritization: Evaluate inbound opportunities using established criteria to ensure optimal resource allocation.
Process Governance and Compliance: Ensure that pre-sales and discovery processes are strictly followed across the entire team.
Information Management: Create and maintain structured shared folders...
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