Client Engagement Manager

Description

• Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
• Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
• Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
• Track and manage version control for all bid documents
• Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
• Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
• Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
• Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
• Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
• Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
• Monitor workload and capacity for the onshore team and escalate resourcing needs when required
• Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
• Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
• Support or lead responses to client clarifications and follow up questions related to bids
• Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
• Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
• Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
• Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
• Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
• Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
• Coordinate and prepare materials for client presentations and orals when required
• Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
• Identify trends and root causes that impact win rate, pricing discipline, and operational effort
• Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
• Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering

Requirements

• Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
• Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
• Experience working with offshore or shared service teams preferred
• Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
• Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
• Strong alignment between bid commitments, operational delivery, and target margins
• Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
• Effective use of offshore resources with high quality, consistent bid outputs
• Experience in valuation, real estate, or a related advisory business strongly preferred
• Proven track record managing complex bids with multiple stakeholders and short timelines
• Strong project and workflow management skills with excellent attention to detail
• Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
• Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
• Comfortable working in a fast paced environment with competing priorities and frequent deadlines
• Bachelor’s degree in Business, Finance, Real Estate, or related field, or equivalent experience

Benefits

• Increased bid win rate for valuation opportunities and positive client feedback on the bid experience

Training + Development

Interview process

Visa Sponsorship

Security clearance