What are the responsibilities and job description for the Client Engagement Associate position at Bridgetower OPCO?
Description:Best Companies Group is seeking highly organized and detail-oriented Client Engagement Associate to support our sales team and ensure seamless execution of key projects after the sale. This role serves as the primary operational point of contact for clients, coordinating all setup tasks, managing project workflows, and partnering closely with internal teams.The ideal candidate is a strong project manager with excellent communication skills, high technical aptitude, and the ability to juggle multiple complex projects at once. Your work will free our sales team to spend more time with clients and less time on administrative steps.Duties Responsibilities:Serve as the post-sale project quarterback, managing all steps needed to prepare and launch select projects.Create, update, and ensure the accuracy of launch books, project workbooks, and pre-assigned employee files.Guide clients through required inputs, answer questions, and follow through on missing or incomplete information.Perform basic data cleanup of client-provided data files to ensure files are research-ready.Coordinate with internal teams to ensure smooth handoffs, resolve issues, and maintain accurate information across systems.Track recognition certification eligibility (response rates, score thresholds) and submit requests for badge creation.Maintain an outreach calendar and surface upcoming opportunities to sales reps.Support post-project follow-up scheduling and identify potential upsell or repeat-project opportunities.Identify workflow bottlenecks and partner with leadership to improve processes and reduce manual work.Skills Requirements:2–4 years of experience in client service, project coordination, operations, or a similar role.Exceptional organizational skills, attention to detail, and ability to manage multiple active projects.Strong project management, with a proven track record of driving tasks to completion without needing reminders.Excellent written and verbal communication; able to represent BCG professionally with clients.Proficiency in Excel (cleaning, restructuring, formatting datasets).Experience with CRM systems (HubSpot preferred) and an understanding of database logic.Comfortable working cross-functionally and exercising sound judgment on when to escalate issues.A client-service mindset with the ability to build rapport and maintain a high-quality client experience.What does Best Companies Group offer?Competitive salaryA competitive benefits package that includes health, vision, dental, life, short- and long-term disability coverages401K with a company matchGrowth opportunities to build your careerFully remote work environmentWho is Best Companies Group?Best Companies Group celebrates great companies across the country and globe by providing them a third-party, data-driven endorsement as a Best Place to Work. We also help all companies become a better workplace for their employees through insights, reporting, and strategies that can help create a Best Place to Work.BridgeTower Media and all subsidiaries are Equal Opportunity Employers and value diversity in our workplace.Requirements:
Salary : $25 - $26