Source Job

US

  • Act as the first point of contact for potential claimants, managing inbound leads via phone, text, and email.
  • Conduct prompt outreach to new leads using Salesforce and ZenDesk, and guide them through the onboarding flow.
  • Identify eligible leads and maintain accurate records of interactions to meet conversion goals.

Outreach Sales CRM Communication Organization

20 jobs similar to Client Engagement Associate

Jobs ranked by similarity.

US 3w PTO

  • Work independently to handle a high volume of calls and messages, engaging new inbound leads quickly via phone, text, and email.
  • Schedule and conduct detailed phone interviews to assess case potential, qualifying and signing potential clients using a soft sales approach.
  • Manage and track prospect pipeline with lead management software, meeting staffing needs for a Wednesday-Sunday shift.

The Advocates is a growing personal injury law firm with branches across the United States. We are dedicated to representing victims of accidents with kindness and respect, and our team genuinely cares about getting the best results for our clients.

$26–$26/hr
US

  • Conduct high-volume outbound calls to introduce eligible members to Mae's maternal health and doula support services.
  • Guide interested members through the enrollment process using trust-building and motivational communication.
  • Meet daily outreach and monthly enrollment goals while accurately documenting all activity.

Mae is a venture-backed digital health company focused on improving maternal health equity through culturally-competent support. The company is mission-driven and values being solution-oriented, curious, and adaptable.

US

  • Conduct 120-200 calls per day to prior customers seeking additional capital.
  • Assist past clients with new financing applications via phone, email, and text.
  • Identify client needs and align them with appropriate product offerings.

Five Star Solutions is a fast-paced, high-growth INC 5000 company that provides financial products to business owners. It values diversity and is committed to a professional, diverse workforce.

$70,000–$120,000/yr
North America Canada

  • Manage high-volume phone calls to qualify leads and book onsite meetings for customers.
  • Maintain clean CRM records for every call, outcome, and next step.
  • Analyze personal performance data to help scale the process and book 10x more meetings.

Wonderly builds an end-to-end AI business platform for service businesses like roofers and law firms, replacing multiple tools with one system. Backed by YC and Sam Altman with a $500M+ valuation and hundreds of thousands of users, it's a fast-paced environment for high performers.

$55,000–$65,000/yr
US

  • Manage a high-volume portfolio of trial customers, prioritizing outreach and engagement to drive conversion.
  • Guide users through the complete trial experience, from initial exploration to successful subscription activation.
  • Conduct personalized product demonstrations and training sessions to increase user confidence and adoption.

The partner company is a SaaS platform provider. It operates with a distributed team and emphasizes customer-centric values.

US

  • Qualify and engage with inbound leads through calls, emails, and social media to identify decision makers.
  • Conduct research and build prospect lists to uncover new business opportunities within assigned territory.
  • Collaborate closely with Account Executives and sales leadership to manage pipelines and drive sales processes.

Mitratech builds world-class products that simplify operations for Legal, Risk, Compliance, and HR functions. With over 35 years of experience, they serve 20,000 clients globally, including 30% of the Fortune 500, and pride themselves on a diverse, inclusive culture with opportunities for growth.

US

  • Act as first point of contact for prospective homebuyers, managing online and phone inquiries to qualify leads and schedule appointments.
  • Collaborate with marketing, sales, and operations teams to enhance customer experience and drive qualified traffic to communities.
  • Maintain accurate records in CRM and provide support for digital marketing initiatives and sales team efforts.

Sekisui House U.S. builds homes under brands like SHAWOOD and Richmond American, leveraging over 60 years of global experience. With 2.6 million homes built, they foster a culture of teamwork, health, and work-life balance.

US

  • Initiate business development activities by mapping contacts and targeting key roles using tools like LinkedIn Sales Navigator and CRM.
  • Perform outbound outreach via phone, email, and LinkedIn to schedule introductory meetings for sales teams.
  • Log all interactions in CRM, provide feedback, and occasionally travel (<20%) to support trade shows and events.

CSI is a software provider that delivers digital engagement solutions for community and regional financial institutions. With a 60-year track record, the company focuses on personalized service and empowering customers to rival competitors.

US Unlimited PTO

  • Proactively engage with high-value prospects through personalized outreach and automated tools to generate interest in Stable's solutions.
  • Identify customer challenges, qualify opportunities, and pass leads to the Sales team.
  • Build and refine outbound processes, experimenting with personas, messaging, and channels to optimize the sales function.

Stable provides companies with a business address and a dashboard to manage their physical mail online, serving over 15,000+ clients like Brex and Doordash. Backed by Y Combinator and other investors, the company is at an inflection point with rapid growth and a product people love.

United States

  • Identify, engage, and qualify potential clients across target markets through proactive outreach.
  • Execute personalized outbound campaigns and build strong sales pipeline using CRM tracking.
  • Collaborate with sales and marketing teams to refine strategies and improve conversion rates.

Jobgether uses AI-powered matching to connect candidates with hiring companies. They operate a remote hiring platform. The partner company is a high-growth sales organization focused on new business opportunities.

US

  • Handle 75–100 inbound/outbound calls per day to convert warm leads and current customers into service appointments.
  • Achieve and exceed KPIs for conversion rates, upsells, cross-sells, and revenue goals.
  • Provide VIP white-glove customer service and use CRM to track interactions and schedule appointments.

Stress-Free Auto Care redefines the auto repair experience with honesty, transparency, and convenience. They are a growing, supportive team focused on reshaping the automotive service industry.

$75,000–$85,000/yr
US

  • Supervise and coach a team of Outreach Specialists to meet engagement targets.
  • Conduct call audits and manage performance metrics like schedule rate and show rate.
  • Partner with market teams and drive adoption of new AI tools.

Accompany Health is a primary, behavioral, and social care provider for patients with complex needs, offering at-home and virtual care. They are a fast-paced startup with an empathetic care team, guided by proven care models.

Americas Unlimited PTO 16w maternity 16w paternity

  • Research and identify target accounts, building a robust prospect list using various tools.
  • Initiate outreach through cold calls, emails, and social media to generate interest and qualify leads.
  • Schedule high-quality meetings between decision-makers and the sales team while maintaining accurate CRM records.

Customer.io helps over 9,000 companies send billions of automated emails, push notifications, in-app messages, and SMS using real-time behavioral data. They are a mid-sized company that values empathy, transparency, responsibility, and a little awkwardness.

Global Unlimited PTO

  • Generate qualified sales opportunities via outbound prospecting across email, cold calls, and LinkedIn.
  • Identify and qualify prospective customers by uncovering business needs and operational goals.
  • Schedule high-quality discovery meetings and transition opportunities to Account Executives.

Nash is the autonomic logistics platform that uses AI agents to unify decisioning and execution across fleets, carriers, and fulfillment networks. With over 1,000 customers across 20+ countries and backing from a16z and Y Combinator, we are building the platform for modern commerce.

Global

  • Promote immigration services through Instagram, Facebook, LinkedIn, and personal networks.
  • Reach out to potential clients for initial calls to explain services and check basic eligibility.
  • Conduct first discussions to understand client needs and refer qualified leads to the immigration team.

Green Light Immigration Inc. is a trusted immigration consulting firm helping individuals and families immigrate to Canada. They provide expert guidance and document assistance, with a committed team focused on high-quality service and clear communication.

US Unlimited PTO

  • Initiate high-volume personalized outreach via email, calls, and LinkedIn.
  • Conduct prospect research to identify and segment ideal customer profiles.
  • Schedule product demos and manage pipeline in CRM with organized tracking.

Proper AI is an AI-first accounting service for property managers and real estate operators. They combine automation, technology, and a global team of accounting experts to deliver faster, more accurate financial operations at scale.

Global

  • Execute outbound calls for cold outreach, dead lead reactivation, and conference follow-up using structured scripts.
  • Qualify leads by identifying decision-maker status, budget, authority, urgency, and need before booking meetings.
  • Log all call attempts and outcomes in Google Sheets and submit daily activity summaries via Microsoft Teams.

20four7VA is a company that provides virtual assistant and outsourcing services, rebuilding its outbound sales engine under a newly structured Growth Department. The company offers various roles, free training, constant support, and a vibrant community for independent contractors.

  • Build qualified sales pipeline through targeted prospect research, outbound calls, tailored emails, CRM management, and appointment setting.
  • Represent Extrity’s brand clearly, identify security-related pain points, and move qualified prospects toward discovery meetings and proposal opportunities.
  • Maintain accurate records in HubSpot or assigned CRM, logging all calls, emails, and follow-up tasks promptly.

Extrity Services is a professional security staffing and training company focused on hospitality-based security, de-escalation, emotional intelligence, psychological safety, and operational excellence. The company provides security professionals, consulting, training, SOP creation, and customized safety solutions for clients across various industries.

US Unlimited PTO

  • Drive lead generation through inbound and outbound sales efforts to develop a sales pipeline.
  • Build relationships with self-employed entrepreneurs, articulate Collective's value proposition, and book meetings that drive revenue.
  • Partner with the Marketing team on GTM strategies and provide insights from daily conversations with prospective members.

Collective is on a mission to redefine the way businesses-of-one work, offering an integrated platform for business incorporation, accounting, bookkeeping, tax services, and community. The company is backed by prominent investors including General Catalyst and Sound Ventures, and has been featured in major publications like Forbes and TechCrunch.