Role Overview:
The Client Engagement Coordinator provides essential operational and administrative support to the Business Development (BD) team, serving as the central coordination hub for client proposal activity. This role partners closely with BD leadership, marketing, firm administrative professionals, and service leaders to manage the operational and administrative components of the proposal process and support additional client growth efforts.
This position is ideal for someone who is highly organized, detail-oriented, and interested in building expertise in proposal coordination, opportunity management, and professional services business development within a CPA firm environment.
Key Responsibilities
- Serve as the primary coordination point after a proposal or client pursuit request is initiated, ensuring opportunities are logged, organized, and routed appropriately.
- Ensure intake requests are complete and ready to move forward by coordinating with stakeholders to gather required discovery information, notes, supporting documentation, and qualification details (this role supports and documents qualification; it does not make qualification decisions).
- Enter, maintain, and update opportunity details in Salesforce, ensuring clean data, required fields completed, accurate stages and statuses, and timely updates throughout the opportunity lifecycle.
- Schedule and coordinate meetings related to proposals and other client growth initiatives, including kickoffs, discovery follow-ups, internal working sessions, reviews, and debriefs.
- Prepare agendas, distribute materials, track follow-up action items, and maintain clarity around next steps.
- Maintain visibility across active pursuits and related initiatives by tracking deadlines, assignments, dependencies, and handoffs, escalating risks or gaps early.
- Support proposal development by coordinating inputs and managing version control and document organization.
- Help gather pricing inputs and supporting assumptions from the appropriate teams, and help coordinate pricing reviews and approvals with BD and service line leadership.
- Manage the proposal review process, including routing drafts for review, consolidating edits, maintaining the review schedule, and ensuring final quality checks. .
- Track proposal activity and outcomes, including win/loss status and key metrics; maintain proposal reporting and dashboards, and support regular win-rate reporting.
- Partner with administration team with Engagement Letter generation in hand with Proposal execution.
- Provide day-to-day administrative support related to various client growth initiatives as needed
- Assist with the preparation and distribution of content (presentations, proposals, internal communications, event materials, etc.)
- Maintain organized digital files, templates, credentials, and other relevant resources and coordinate updates across systems.
- Perform quality checks on proposal and related materials to ensure accuracy, consistency, and alignment with firm standards and branding.\
- Identify opportunities to streamline processes, improve templates, and enhance documentation.
- Support special projects and additional administrative or operational needs as priorities evolve
Proposal Intake, Coordination & Opportunity Management
Proposal Execution, Review & Reporting
Administrative, Operational & Marketing Support
Qualifications and Skills
- 1–3 years of administrative, coordination, or support experience (professional services preferred)
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- High attention to detail and accuracy
- Strong written and verbal communication skills
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Ability to work collaboratively and maintain confidentiality
- Exposure to marketing, communications, or project coordination
- Experience with CRM, marketing automation, or project management tools
- Familiarity with branding guidelines or proposal support
- Interest in learning marketing operations and professional services marketing
Required
Preferred
Key Attributes for Success
- Proactive, dependable, and service-oriented
- Comfortable working in a fast-paced, deadline-driven environment
- Willingness to learn and grow within the firm
- Strong follow-through and accountability
- Positive, team-first mindset
Top Skills
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries. In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
