Client Engagement Consultant

Responsibilities

• Build strong relationships with enterprise clients and key stakeholders across active accounts
• Proactively engage with clients to support adoption, engagement, and long-term success
• Act as a trusted advisor for client workflows, best practices, and platform usage
• Conduct regular client check-ins, onboarding sessions, and workflow reviews
• Support strategic client engagements throughout the customer lifecycle
• Lead onboarding and implementation planning for strategic clients
• Understand client objectives, deal structures, and operational workflows
• Recommend scalable and efficient platform workflows aligned to client requirements
• Cook up internally with Sales, Product, Engineering, and Client Services teams where needed
• Help clients achieve value quickly and efficiently following go-live
• Partner closely with Sales teams during client engagements and strategic opportunities
• Support workflow discussions and platform positioning during client meetings and presentations
• Provide consultative guidance around client onboarding, adoption, and user engagement
• Identify opportunities to strengthen overall client experience and long-term retention
• Collect and structure client feedback, workflow challenges, and enhancement requests
• Act as a voice of the client internally across Product and Client Services discussions
• Help identify recurring client pain points, adoption trends, and improvement opportunities
• Contribute to improving onboarding approaches, operational workflows, and overall client experience standards

Job requirements

• Bachelor’s degree or equivalent professional experience
• Minimum 5 years of experience in customer success, client engagement, solutions consulting, enterprise SaaS, virtual data rooms, or other strategic client-facing technology roles
• Proven ability to operate independently and build trusted relationships with enterprise clients and senior stakeholders
• Experience leading onboarding, adoption, workflow consulting, or client engagement initiatives within fast-paced SaaS or technology environments
• Strong commercial awareness and ability to understand client objectives, workflows, and business drivers
• Ability to communicate complex workflows and technology solutions clearly and confidently
• Strong organizational, project coordination, and stakeholder management skills
• Proactive, solutions-oriented mindset with strong ownership and accountability
• Ability to bring structure, ideas, and best practices to a growing function within a rapidly expanding business
• Excellent verbal and written communication skills

PREFERRED EXPERIENCE

• Experience within Virtual Data Rooms (VDR), M&A technology, legal technology, financial services, or enterprise SaaS environments
• Experience working alongside Sales, Product, Engineering, and Client Services teams
• Experience supporting enterprise onboarding and adoption initiatives
• Familiarity with workflow-based SaaS platforms and transaction-driven client environments