CLIENT ENGAGEMENT MANAGER RESUME EXAMPLE

Updated: Aug 11, 2024 - The Client Engagement Manager focuses on developing new client relationships through strategic daily planning, prospecting, cold calling, and setting appointments, aiming to meet weekly sales metrics that contribute to annual sales and profit goals. This role involves collaborating closely with client contacts to gauge immediate and future staffing requirements, advocating for Advanced Resources as a premier staffing firm in the industry. Additionally, the manager is tasked with expanding business relationships within each client organization through referrals, managing accounts, and coordinating with internal staffing operations to align recruiting efforts with sales activities, thereby supporting the division's overall revenue and objectives.

Tips for Client Engagement Manager Skills and Responsibilities on a Resume

1. Client Engagement Manager, RiverTech Solutions, Austin, TX

Job Summary: 

  • Work with a number of the leading Pharma, Biotech and MedTech clients 
  • Support start-up organizations, and VC-funded companies in assisting with growth strategy plans. 
  • Support the practice in building connections within small biotech/MedTech and VC/PE space. 
  • Ensure RBW Consulting is first in mind when funding is received, and teams are grown.
  • Attend partnering conferences to build connections with companies and investors
  • Keep abreast of life science deals and financing news
  • Building and maintaining a network, providing the RBW team with qualified leads and meetings
  • Supporting CGO in running and developing RBW business development events
  • Build and maintain a BD pipeline
  • Network with relevant investor contacts
  • Use databases and business networks (such as LinkedIn) to source and connect with new leads
  • Identify, assess and recommend conferences/partnering events


Skills on Resume: 

  • Industry Knowledge (Hard Skills)
  • Business Development (Hard Skills)
  • Networking and Relationship Building (Soft Skills)
  • Market Research and Analysis (Hard Skills)
  • Event Management (Hard Skills)
  • Lead Generation (Hard Skills)
  • Strategic Thinking (Hard Skills)
  • Communication and Presentation Skills (Soft Skills)

2. Client Engagement Manager, Greenfield Banking, Columbus, OH

Job Summary: 

  • Planning and implementation of the engagement process.
  • Effectively communicating with the clients to understand the requirements and objectives.
  • Validating scope, conducting project kick-offs and engaging in discussions with the project team.
  • Managing vendor resource planning and addressing resource performance issues.
  • Managing and monitoring the project performance regarding project delivery, progress, economies and other aspects.
  • Managing any dispute or conflict and acting as the escalation point.
  • Making presentations and reports, including client recommendations
  • Create testing scripts and scenarios to validate the overall solution
  • Guide client testing and support phase to debug/enhancement requirements
  • Document and provide feedback to Product Management/Development teams on client feedback, any challenges, or areas of improvement
  • Present a quarterly business review to Senior and Executive Management 
  • Lead the overall Client Engagement Managers to provide coaching, create and measure against KPIs.


Skills on Resume: 

  • Project Planning and Implementation (Hard Skills)
  • Effective Communication (Soft Skills)
  • Scope Validation and Project Kick-offs (Hard Skills)
  • Vendor Resource Management (Hard Skills)
  • Project Monitoring and Performance Management (Hard Skills)
  • Conflict Resolution and Escalation Management (Soft Skills)
  • Presentation and Reporting (Hard Skills)
  • Client Testing and Feedback Management (Hard Skills)

3. Client Engagement Manager, Nova Digital Media, Raleigh, NC

Job Summary: 

  • Establishing priorities and focusing on action planning
  • Leading team from the front, with a hands-on on approach and coaching style
  • Taking all necessary steps to improve the current sell-through rate of new clients
  • Tracking individual and team progress
  • Holding regular, ongoing development meetings with individuals and teams
  • Guaranteeing the department continues to deliver the world-class service PHMG is renowned for
  • Creating an environment that delivers success
  • Ensuring additional revenue opportunities are always maximized
  • Analyzing data on sales and client retention to identify trends
  • Working seamlessly across all functions as the face of this high-profile team


Skills on Resume: 

  • Priority Setting and Action Planning (Hard Skills)
  • Leadership and Coaching (Soft Skills)
  • Sales Optimization (Hard Skills)
  • Progress Tracking (Hard Skills)
  • Development Meeting Facilitation (Soft Skills)
  • Service Excellence (Hard Skills)
  • Success Environment Creation (Soft Skills)
  • Revenue Maximization (Hard Skills)

4. Senior Client Engagement Manager, Catalyst Communications, Tampa, FL

Job Summary: 

  • Develop new prospects and interact with existing and new clients to increase sales of an organization's products and/or services.
  • Designs and recommends sales programs and sets short- and long-term sales strategies.
  • Evaluate and implement appropriate new sales techniques to increase the department's sales volume.
  • May recommend product or service enhancements to improve customer satisfaction and sales potential in various end markets.
  • Ensures projects are completed on time and within budget.
  • Acts as advisor to sales support team regarding projects, tasks, and operations related to responsible region and market.
  • Monitor client satisfaction with the team, establish trusted advisor relationships, surface potential client expansion opportunities and work with Account
  • Ensure the use of proven practices, methodologies, and tools to facilitate quality, efficiency, and customer satisfaction
  • Ensure project management processes and routines are in place
  • Facilitate engagement closed down to ensure effective client transition of IP and contribution to proven practices, success stories, and IP.


Skills on Resume: 

  • Business Development and Prospecting (Hard Skills)
  • Sales Strategy Development (Hard Skills)
  • Sales Techniques and Innovation (Hard Skills)
  • Product or Service Enhancement (Hard Skills)
  • Project Management (Hard Skills)
  • Sales Support and Advisory (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Quality Assurance and Project Management Processes (Hard Skills)

5. Client Engagement Manager, Horizon Strategies, Phoenix, AZ

Job Summary: 

  • Work with Marketing and using various inbound/outbound marketing programs and campaigns
  • Generate qualified prospects through excellent lead follow-up, mining, and nurturing.
  • Manage lead pipelines with a persistent focus to obtain, drive, and win business within service lines.
  • Be the front line for all incoming leads, work with a structured outreach approach to qualify leads and support the sales team to convert leads to opportunities.
  • Utilize internal and external data resources to conduct tactical research on organizations and contacts 
  • Help drive the number of new contacts and subsequent sales opportunities.
  • Utilize internal resources to accurately and effectively track activity and update lead, account, and opportunity information as appropriate.
  • Meet organizational goals with exceptional time management skills.
  • Promote exceptional teamwork to achieve sales growth and bookings targets.
  • Maintain strong knowledge of the organization's products and services and build interest 
  • Understand the needs of the customer and offer appropriate solutions.


Skills on Resume: 

  • Inbound and Outbound Marketing (Hard Skills)
  • Lead Generation and Nurturing (Hard Skills)
  • Pipeline Management (Hard Skills)
  • Lead Qualification and Conversion (Hard Skills)
  • Research and Data Utilization (Hard Skills)
  • Activity Tracking and Management (Hard Skills)
  • Time Management (Hard Skills)
  • Teamwork and Product Knowledge (Soft Skills)

6. Client Engagement Manager, Beacon Healthcare Systems, Madison, WI

Job Summary: 

  • Drive brand growth, attract potential customers, and increase loyalty among existing customers.
  • Give customers something meaningful beyond a sales pitch by providing real-time consultation and business insight.
  • Understand the short-term and long-term goals of the client and build a plan to identify and evaluate solutions to achieve the client’s desired outcome and ROI.
  • Collaborate with the Client Success team to satisfy customers and to ensure that loyalty and recognized value have been delivered.
  • Connect with suppliers and stakeholders to develop and deploy strategic plans to optimize the customer experience.
  • Continually educate yourself on the technology landscape and proactively share concepts and ideas with clients.
  • Update and maintain client and breach opportunity record information
  • Submit opportunity provisioning records
  • Maintain and update client-facing frequently asked questions in the team database
  • Create operational plans and reports for clients and internal team members


Skills on Resume: 

  • Strategic Brand Growth (Hard Skills)
  • Consultative Selling (Hard Skills)
  • Solution-Oriented Approach (Hard Skills)
  • Customer Success Collaboration (Soft Skills)
  • Stakeholder Engagement (Soft Skills)
  • Continuous Learning and Innovation (Hard Skills)
  • Record Management and Documentation (Hard Skills)
  • Operational Planning and Reporting (Hard Skills)

7. Client Engagement Manager, Quantum Market Research, Omaha, NE

Job Summary: 

  • Manage the relationship with Bank Guarantee Issuers ensuring they are supported throughout their onboarding to the platform
  • Maintain strong relationships with Issuers to promote quality referrals to Lygon ensuring ecosystems are built and well supported whilst encouraging back book migration
  • Deliver a truly exceptional client experience managing all ongoing enquiries including providing training to Relationship Managers and operations team and hosting product demonstrations
  • Strategically plan for and manage Proof of Concepts and Pilots with Issuers ensuring successful outcomes through the service and support provided
  • Foster a positive, proactive relationship with the Sales team, Technology and Product to ensure a seamless transition of clients to the onboarding stage
  • Demonstrate new feature requests, liaising with Product and Engineering to deliver Issuer requirements
  • Grow healthy client relationships within the portfolio through trust and transparency, providing a high level of service that fosters client loyalty
  • Managing back book migration requirements ensuring clients move their bank guarantee book from paper to digital accordingly
  • Actively support increased sales opportunities by generating client interest in building out ecosystems and identifying business opportunities for Lygon’s growth.


Skills on Resume: 

  • Relationship Management (Soft Skills)
  • Client Experience Management (Soft Skills)
  • Project Management (Hard Skills)
  • Collaboration and Communication (Soft Skills)
  • Product Knowledge and Advocacy (Hard Skills)
  • Client Relationship Growth (Soft Skills)
  • Migration Management (Hard Skills)
  • Business Development (Soft Skills)

8. Client Engagement Manager, Summit Financial Partners, Reno, NV

Job Summary: 

  • Serve as a client advocate and portfolio-level point of contact for existing clients, interacting with multiple levels within the client organization
  • Define, implement, and maintain governance for assigned portfolios utilizing best practices and client-specific standards
  • Establish, set, and track portfolio-specific metrics, for monitoring portfolio status and customer satisfaction
  • Participate in delivery activities, ensuring successful delivery of technology and services across client portfolio, with a focus on standardization and superior service
  • Manage client escalations, working with internal stakeholders and client teams to resolve
  • Develop and present client reports, presentations, and metrics
  • Facilitate and host customer quarterly business reviews reviewing current portfolio and future opportunities
  • Conduct ad hoc analyses and special projects to meet client expectations for product quality and value
  • Identify opportunities for operational efficiencies across client portfolios, while ensuring customer satisfaction
  • Partner with Business Development, to contribute to new sales activities, providing product and client knowledge to the pre-award process.
  • Elevate potential new opportunities for Business Development through the identification of follow-on work, product enhancements, or additional service offerings
  • Participate in conferences, symposiums, and other forums for professional knowledge-sharing


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Portfolio Governance (Hard Skills)
  • Metrics and Reporting (Hard Skills)
  • Service Delivery Management (Hard Skills)
  • Conflict Resolution (Soft Skills)
  • Presentation and Communication (Soft Skills)
  • Strategic Analysis (Hard Skills)
  • Business Development Support (Soft Skills)

9. Client Engagement Manager, Cedar Consulting Group, Boise, ID

Job Summary: 

  • Responsible for managing client breaches from start to finish. 
  • First point of contact for existing customers experiencing a data breach
  • Manage detailed projects from start to finish while providing an excellent client experience
  • Prepare and present complex products and pricing with quick turn-around times
  • Communicate options to clients and help them determine the best solution for their needs
  • Ensure all client materials are delivered on time and error-free
  • Respond reasonably to urgent customer events and deadlines with a level head
  • Establish a high level of organization to keep all parties focused and coordinated
  • Document and collaborate on best practices to respond to client needs and implement breach responses
  • Daily collaboration with sales, business operations, customer support and other internal departments during the implementation of breach response
  • Travel onsite to meet Reserved Response clients
  • Train operational team members on client incident response plans


Skills on Resume: 

  • Incident Management (Hard Skills)
  • Customer Relationship Management (Soft Skills)
  • Project Management (Hard Skills)
  • Product and Pricing Knowledge (Hard Skills)
  • Consultative Communication (Soft Skills)
  • Time Management and Organization (Hard Skills)
  • Calm Under Pressure (Soft Skills)
  • Documentation and Collaboration (Hard Skills)

10. Senior Client Engagement Manager, Pine Solutions, Birmingham, AL

Job Summary: 

  • Driven to become the best in the industry through association involvement, continuous learning, and networking.
  • Pursue companies that fit the Advanced Resources ideal client profile.
  • Take the time to listen and understand the client’s challenges to collaborate on the right solution for current & future business opportunities.
  • Represent Advanced Resources as the most respected staffing firm in the industry while differentiating us from competitors.
  • Expand business relationships within each client via referrals to new departments while exceeding client expectations to the degree that clients refer us to new companies.
  • Build relationships with staffing teams and communicate frequently on open orders and upcoming client needs.
  • Share professional knowledge through education, networking, events, and presentations with co-workers.
  • Develop new client relationships through effective daily planning, prospecting, cold calling and appointment setting.
  • Meet weekly sales metrics that will lead to annual personal sales and gross profit objectives.


Skills on Resume: 

  • Industry Expertise and Continuous Learning (Hard Skills)
  • Client-Centric Approach (Soft Skills)
  • Brand Representation and Competitive Differentiation (Soft Skills)
  • Business Development and Relationship Building (Soft Skills)
  • Communication and Collaboration (Soft Skills)
  • Knowledge Sharing and Thought Leadership (Soft Skills)
  • Goal Orientation and Metrics Management (Hard Skills)
  • Referral and Client Relationship Management (Soft Skills)

11. Senior Client Engagement Manager, Apex Dynamics, Charleston, SC

Job Summary: 

  • Collaborate with enterprise Account Managers to develop a strategic partnership plan with key enterprise accounts
  • Lead onshore and offshore teams comprising project coordinators, operations managers, data analysts and developers to deliver contractual product and service commitments
  • Build trusted relationships with customer executives and middle management to develop a deep understanding of customer’s business processes and challenges
  • Identify opportunities and develop business cases to apply technology solutions to improve and scale customer processes
  • Develop and refine solution offerings to key enterprise customers that include the design and delivery of custom data warehouses, reports, visualizations and applications
  • Assist in winning projects with customers to implement new solutions and automate business processes
  • Develop and refine solution offerings to key enterprise customers that include the design and delivery of custom reports, visualizations and process automation solutions.
  • Ensure profitability of any custom solutions offerings by sourcing the most cost-effective method to build and deliver high-quality customer solutions.
  • Work with offshore teams to streamline processes, maximize output and minimize costs
  • Ensure strong project management, clear communication of expectations and adherence to timelines of initiatives


Skills on Resume: 

  • Collaboration with Enterprise Account Managers (Soft Skills)
  • Leadership of Onshore and Offshore Teams (Hard Skills)
  • Building Trusted Relationships (Soft Skills)
  • Business Development and Opportunity Identification (Hard Skills)
  • Solution Design and Delivery (Hard Skills)
  • Project and Sales Support (Hard Skills)
  • Cost Management and Profitability (Hard Skills)
  • Process Optimization and Project Management (Hard Skills)

12. Senior Client Engagement Manager, Sterling Tech Innovations, Salt Lake City, UT

Job Summary: 

  • Partner with technical consultants, development, Product Management and other service and support teams 
  • Understand client requirements and create a solution based on the suite of products
  • Maintain knowledge of emerging technologies to provide solutions to solve client business problems
  • Understand client business needs, gather all requirements, and recommend best practices through direct client interaction
  • Work closely with the cross-functional teams to assemble design the technical solutions to meet the client's needs
  • Present initial timelines and set client expectations
  • Lead Kick-off calls, present project plans and review the technical solutions in detail
  • Lead/participate in client requirement gathering sessions to define and understand the overall client use case, requirements, infrastructure, pain points and existing systems
  • Recommend and implement solutions based on best practices, Intralinks product guidelines and rational sense
  • Document different artifacts about the required service or product
  • Communicate requirements and lead/coordinate with technical consultants and other service and support teams on the delivery of service or enablement of products
  • Validate the accuracy of the implemented artifacts throughout the project life cycle


Skills on Resume: 

  • Technical Consultation (Hard Skills)
  • Client Requirement Analysis (Hard Skills)
  • Emerging Technologies Awareness (Hard Skills)
  • Client Interaction and Best Practices (Soft Skills)
  • Cross-functional Collaboration (Soft Skills)
  • Project Management (Soft Skills)
  • Facilitation and Leadership (Soft Skills)
  • Documentation and Validation (Hard Skills)

13. Client Engagement Manager, Birchwood Marketing Services, Wichita, KS

Job Summary: 

  • Manage client relationships and projects, delivering value to the client and benefit to the agency
  • Develop and implement marketing plans/programs aligned with client objectives and budgets
  • Oversee and assist in the development of Client Engagement Plans and brand plans at clearly determined intervals
  • Oversee the development of work orders, creative briefs, status reports, and other written materials and ensure that they are prepared according to the processes
  • Participate in client presentations and meetings
  • Accurately forecasting workflow, anticipating financial impacts, assuring prompt and accurate billing and understanding the interaction of agency and client business goals
  • Owning the day-to-day client relationship, probing to uncover client needs, fully understanding client performance drivers and gaining loyalty by consistently delivering value
  • Anticipating client needs, consistently monitoring for challenges, and proactively leveraging agency resources to deliver breakthrough solutions
  • Translating client plans into on-time and within-budget solutions in a manner consistent with the stated goals and strategies of the project


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Project Management (Hard Skills)
  • Strategic Marketing Planning (Hard Skills)
  • Client Engagement and Brand Planning (Hard Skills)
  • Written Communication (Hard Skills)
  • Presentation Skills (Soft Skills)
  • Financial Acumen (Hard Skills)
  • Problem Solving (Soft Skills)

14. Client Engagement Manager, Elm Business Solutions, Fargo, ND

Job Summary: 

  • Create approach and project timeline for Client Integration
  • Oversee integration projects using appropriate defect tracking and status reporting tools
  • Be a main point of contact for all Client Integration questions and issues for the Bank’s several operational, technical and control areas
  • Provides the Business Development team support when promoting and selling integration services
  • Provide client ongoing production support through an agreed-upon Pilot phase
  • Develop materials such as playbooks and manuals for support teams to support Clients after normal implementation
  • Maintain proactive and positive relationships with assigned clients, correcting all issues related to the contract immediately
  • Manage all assigned employees including regular check-ins to monitor performance, recruiting efforts, employee reviews, and corrective actions
  • Actively identify and pursue growth opportunities at assigned agencies
  • Expand client footprint by proactively guiding projects and scope
  • Update the Customer Relationship Management System each week with ongoing notes about clients and employees with an emphasis on growth and business development
  • Assist in the review and processing of invoices each month


Skills on Resume: 

  • Project Management (Hard Skills)
  • Communication (Soft Skills)
  • Client Relationship Management (Soft Skills)
  • Team Leadership (Soft Skills)
  • Technical Proficiency (Hard Skills)
  • Business Development Support (Hard Skills)
  • Documentation and Training (Hard Skills)
  • Strategic Thinking (Soft Skills)

15. Client Engagement Manager, Gulfstream Design Group, Baton Rouge, LA

Job Summary: 

  • Drive the development of new client relationships through effective daily planning, prospecting, cold calling and appointment setting.
  • Meet weekly sales metrics that will lead to annual personal sales and gross profit objectives.
  • Pursue companies that fit the Advanced Resources ideal client profile.
  • Collaborate with client contacts to understand current & future staffing needs.
  • Represent Advanced Resources as the most respected staffing firm in the industry.
  • Interact with clients, consultants, and vendors regularly.
  • Continually clarify client expectations and establish goals for advancing client partnerships.
  • Expand business relationships within each client via referrals to new departments, and exceed client expectations to the degree that clients refer us to new companies.
  • Fosters positive relationships to encourage increased sales, proactively markets consultants to clients and works proactively with clients to pull orders.
  • Manage accounts and continually seek new business.
  • Work with internal staffing operations so that recruiting activities complement sales activity.
  • Build team relationships with staffing teams and communicate frequently on open orders and upcoming client needs.
  • Work with the staffing team toward meeting the overall division revenue and goals.


Skills on Resume: 

  • Sales and Prospecting Skills (Hard Skills)
  • Goal-Oriented Mindset (Soft Skills)
  • Client Relationship Management (Soft Skills)
  • Brand Representation (Hard Skills)
  • Communication Skills (Soft Skills)
  • Client Expectation Management (Soft Skills)
  • Business Development and Expansion (Hard Skills)
  • Team Collaboration (Soft Skills)