Engagement Specialist

About the Role

This is a fantastic opportunity to work as an Engagement Manager where you will support senior account leadership in the growth of learning service sales to our clients.

You will interact with stakeholders, find and convert opportunities, and report commercial results. If you are highly organized, client-focused, and have strong communication skills, this role is ideal for you.

Key Responsibilities:

• Manage key client accounts across regions and engage with client stakeholders to discover unmet needs or potential service gaps that could represent new opportunities.
• Create sales materials and tailored client presentations to support upsell or renewal opportunities.
• Lead and co-ordinate documents for RFI and RFP responses, including slide decks, rate cards, and solution overviews.
• Lead and coordinate QBR preparation and presentation and other related governance activities
• Track win/loss data and sales KPIs across the portfolio to support continuous improvement.
• Conduct preliminary research on client organization changes (e.g., new leaders, business priorities, M&A activity) that could signal opportunities.
• Collaborate with service line leaders on how to align internal solutions to unmet client needs
• Respond to routine client queries and escalate issues where needed.
• Contribute to preparation of business reviews, presentations, and reports.
• Track account metrics including SLA performance, client satisfaction, and operational KPIs.
• Support opportunity tracking and contribute to renewal preparation and upsell coordination.
• Ensure internal systems and documentation are up to date and accurate.
• Stay current on learning industry trends and client-specific developments.

Skills and Qualifications:

• Develop relationships with client stakeholders and key figures within the company.
• Pitching and presentation skills to showcase the company's capabilities.
• Clear and professional communication in both verbal and written formats.
• Strong organizational and time-management abilities.
• Analytical mindset with comfort working with data and reporting tools.
• Making commercial decisions on which opportunities will provide mutually beneficial outcomes.
• Proficient in Microsoft Office, especially PowerPoint and Excel; familiarity with CRM tools is a plus.
• Team-oriented with a service delivery mindset.
• Detail-oriented with a proactive approach to managing client needs.
• Ability to work under direction but also take initiative on smaller tasks and projects.
• High level of professionalism in external-facing communications.
• Adaptable and comfortable working in a fast-paced, global environment.

Knowledge and Experience:

• A basic understanding of learning & development concepts and corporate training models.
• Familiarity with managed learning services and learning platforms such as LMS or LXP is an advantage.
• Understanding of account management processes in a services environment.
• Awareness of client service and stakeholder communication best practices.
• Some exposure to project management or customer success tools is preferred.
• 4–8 years in account coordination, client services, project management, or operations roles.
• Experience working in or with professional services, learning, or talent development sectors.
• Demonstrated ability to support client relationships and manage operational details.
• Exposure to multi-stakeholder environments and experience handling multiple priorities.
• Experience supporting reporting, governance, or performance tracking processes.