[Hiring] Client Engagement & Sales Manager @Somewhere

Role Description

Our client is seeking a proactive, detail-oriented Client Engagement & Sales Manager to independently own and scale their client engagement and sales operations. This is an individual contributor role focused on functional ownership rather than managing employees.

• Manage existing client engagements—annual renewals, proposals, billing, and onboarding workflows.
• Assume greater ownership of new inbound inquiries, pipeline optimization, and sales conversion over time.

Key Responsibilities

• Existing Client Engagements & Annual Renewals:
  • Independently manage the end-to-end annual engagement renewal cycle for existing clients.
  • Draft, audit, and issue proposals and engagement contracts using approved service scopes and tiered pricing models.
  • Proactively track open proposals and run persistent follow-up sequences until agreements are executed.
  • Maintain meticulous client records, service scopes, pricing structures, billing frequencies, and renewal dates.
  • Review all pricing calculations, descriptions, and contract parameters with rigorous accuracy prior to dispatch.
• Sales Pipeline & Prospect Management:
  • Build, organize, and optimize the end-to-end sales pipeline within HubSpot and Ignition.
  • Qualify incoming leads, coordinate discovery sessions, and draft tailored proposals.
  • Re-engage stalled opportunities and run proactive follow-ups to maximize conversion rates.
  • Build dashboards and reporting metrics to monitor deal flow, pipeline velocity, and conversion benchmarks.
  • Partner with the founder to clarify technical tax questions, pricing nuances, and custom service scopes.
  • Incrementally lead discovery conversations and prospect outreach as service knowledge deepens.
• Invoicing & Payment Coordination:
  • Prepare, verify, and dispatch accurate, timely invoices across all active accounts.
  • Audit billing schedules, fee calculations, payment methods, and terms to ensure error-free billing.
  • Coordinate payment processing setup for new client accounts and renewing engagements.
  • Monitor accounts receivable, track overdue invoices, and execute professional payment collection follow-ups.
• Client Communications & Onboarding:
  • Act as a primary operational contact for routine client engagement, contract, and billing queries.
  • Draft warm, polished, and professional emails tailored to US-based business owners with minimal revision required.
  • Facilitate a seamless onboarding journey: gather required intake documents, coordinate platform setup, and manage internal operational handoffs.
• Systems & Process Optimization:
  • Master core service offerings (tax preparation, bookkeeping, fractional advisory) and critical US tax calendar deadlines.
  • Maintain clean data integrity across HubSpot, Ignition, Google Workspace, and Slack.
  • Leverage modern AI tools to streamline drafting, automate administrative friction, and elevate operational speed, while maintaining strict quality control over every output.

Qualifications

• 5+ years of relevant experience in client engagement, account management, sales operations, or client success within a professional service environment.
• Proven track record independently managing sales pipelines, renewal cycles, and client retention workflows.
• Exceptional written and verbal English communication, specifically experienced in high-touch, consultative dialogue with US-based business owners and executives.
• Flawless numerical accuracy and attention to detail, especially when handling multi-variable pricing, invoices, and legal contracts.
• Strong CRM proficiency, with hands-on experience structuring deal stages, tasks, and reports in modern platforms (e.g., HubSpot, Ignition).
• High autonomy and resourcefulness: A natural problem-solver who moves projects forward with minimal supervision.
• Full-time commitment: Ability to dedicate 40 hours per week with dedicated, reliable overlap during Pacific Time (Seattle) business hours.

Bonus Points

• Prior experience in an accounting firm, CPA practice, tax agency, or financial services firm.
• Hands-on proficiency with Ignition (IgnitionApp).
• Demonstrated capability using AI productivity tools to optimize operational workflows.

Success Roadmap

• First 30 Days (Onboard & Absorb): Master the firm's service catalog, pricing models, tech stack, and key tax deadlines.
• 60 to 90 Days (Operational Independence): Independently run the annual renewal cycle, dispatch error-free proposals, execute consistent pipeline follow-ups, and manage client onboarding workflows with minimal input.
• 3 to 6 Months (Full Functional Ownership): Completely take the reins of day-to-day engagement management, invoice operations, and pipeline tracking.

Benefits

• 100% Remote Flexibility: Work from anywhere globally with a stable internet setup while maintaining core Pacific Time business overlap.
• Paid Time Off (PTO): Generous paid vacation, personal leave, and company-observed holidays.
• Balanced Work Environment: A structured 40-hour workweek designed for sustainable productivity, with overtime kept strictly as an exception.
• Direct Access & Impact: Work hand-in-hand with the founder, playing an instrumental role in shaping the operational foundation of a scaling US firm.