Client Relationship Lead

Contoural; United States; Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health and dental

Paid time off

401(k) matching

Job summary

Contoural seeks an exceptionally organized Client Relationship Lead to support, retain, and expand relationships with enterprise clients. You’ll manage 50+ accounts, assemble proposals, and coordinate renewals and expansions with senior management.

The role emphasizes expanding existing client relationships, cross-selling Contoural services, and avoiding lost opportunities. Remote US-based with some travel as needed.

Qualifications

• 3–5 years in client success, sales support, or related roles in professional services.
• Experience selling strategic consulting or legal services is a plus.
• Ability to manage 50+ accounts with attention to detail.

Responsibilities

• Manage a portfolio of existing clients with visibility across 50+ accounts.
• Organize client check-ins and ensure follow-up actions.
• Identify new needs and opportunities from client conversations.
• Connect client needs with Contoural services and senior staff.
• Develop opportunities within existing accounts and coordinate next steps.
• Track meetings, proposals, decisions, and actions to prevent stalls.
• Coordinate complex proposals and ensure timely completion.
• Review documents for accuracy and professional presentation.
• Maintain HubSpot records of contacts, activities, and pipelines.
• Prepare management reports on activity, renewals, and opportunities.
• Collaborate with delivery team and executives on client work.
• Support marketing and events participation and follow-up.

Skills

Client relationship management

Sales support experience

Portfolio management

Proposal and document assembly

Editing and proofreading

CRM usage (HubSpot)

Cross-functional coordination

Tools

Excel

Word

PowerPoint

PDF tooling

Microsoft 365

Job description

Contoural is seeking an exceptionally organized, hardworking, and detail-oriented Client Relationship Lead to support, retain, and expand relationships with and upsell into existing enterprise clients. This individual will work with more than 50 client accounts, identify possible new opportunities, maintain detailed agreement information, assemble and review complex proposals and client documents, coordinate client follow-up, and ensure that opportunities and commitments do not fall through the cracks. This position represents an unparalleled opportunity to learn and participate in strategic sales opportunities, engage and interact with clients’ senior leadership, and be part of a team that is on the cutting edge of legal, compliance, AI, and IT.

This role also has an important client-growth component. The Client Relationship Lead will learn Contoural’s services, participate in conversations with senior client stakeholders, listen for emerging needs, explain relevant services in clear and plainspoken language, and work with the delivery team and senior management to advance additional opportunities within existing accounts.

This is not a cold-calling or high-volume prospecting role. It is a hands‑on individual-contributor position centered on existing clients, disciplined follow-through, proposal and agreement quality, account coordination, and expansion of established client relationships. You will be working at the cutting edge of legal, compliance, AI, and technology with senior leaders at global corporations, small to medium enterprises, public sector organizations and nonprofits.

Here are some of the things you will work on

• Manage a portfolio of existing clients. Maintain visibility across more than 50 corporate, public sector and non-profit client accounts, including key contacts, current and past projects, agreements, renewal dates, open questions, commitments, opportunities, and next actions.
• Keep client relationships active. Organize regular client check-ins, coordinate participation by Contoural senior management and consultants, prepare agendas, document action items, and ensure that promised follow-up occurs.
• Identify additional client needs. Listen during client and delivery-team conversations for new challenges, upcoming initiatives, policy refreshes, project expansions, and other needs that Contoural may be able to address, bringing in senior Contoural members as needed.
• Connect client needs with Contoural services. Learn Contoural’s information governance, records management, privacy, and AI governance services and explain relevant offerings in clear, practical, plainspoken language. Prior information governance experience is not required.
• Develop opportunities within existing accounts. Turn identified client needs into defined opportunities, engage the appropriate internal experts, coordinate next steps, and maintain momentum from initial discussion through a clear decision.
• Drive opportunity follow-through. Track meetings, presentations, questions, proposals, decisions, and next actions. Proactively follow up with clients and internal team members so opportunities do not stall or disappear.
• Coordinate complex proposals. Assemble proposals using input from consultants and senior management, manage multiple contributors and versions, confirm that all requested elements are included, and ensure that proposals are completed on time.
• Review documents for accuracy and quality. Edit and proofread proposals, presentations, statements of work, change orders, pricing schedules, and other client materials for completeness, consistency, accuracy, clarity, formatting, and professional presentation.
• Manage agreements and renewals. Track MSAs, SOWs, change orders, amendments, signatures, expiration dates, renewal requirements, outstanding questions, and approval status. Ensure that agreement-related actions are completed before deadlines.
• Coordinate the proposal and agreement process. Manage the movement of documents among clients, consultants, senior management, finance, and other stakeholders. Maintain version control and ensure that everyone is working from the correct information.
• Maintain accurate HubSpot records. Keep client contacts, activities, agreements, opportunities, pipeline stages, projected timing, next actions, and supporting information current in HubSpot.
• Create visibility for management. Prepare regular reports on client activity, agreement status, renewals, open proposals, follow‑on opportunities, stalled items, upcoming deadlines, and actions requiring senior‑management involvement.
• Work closely with the delivery team. Meet with consultants to understand what clients are experiencing, identify potential follow‑on work, coordinate introductions, and bring the appropriate subject‑matter experts into client discussions.
• Keep clients informed and engaged. Share relevant Contoural white papers, webinars, service updates, and other useful content based on each client’s interests and needs. This supports the posting’s existing emphasis on keeping clients engaged with new content and follow‑on offerings.
• Support client presentations. Coordinate and help prepare presentations about new services and potential projects, schedule the appropriate participants, organize supporting materials, and track resulting questions and actions.
• Manage many simultaneous priorities. Balance routine account maintenance, urgent agreement questions, proposal deadlines, renewal dates, client requests, and developing opportunities without losing track of details.
• Improve account‑management processes. Help create and refine templates, checklists, dashboards, naming conventions, tracking practices, and other tools that make client, agreement, proposal, and opportunity management more reliable.
• Support selected marketing and event activities. Participate in several trade shows or company events each year, help staff the Contoural booth, capture prospect and client information, and ensure that post‑event follow‑up is completed.

Where will you work

This is a fully remote position based in the United States. You will need to travel occasionally to conferences and company meetings, for an average of four trips per year.

Qualified candidates are likely to come from the following backgrounds

• Client success manager working in consulting also involved in sales
• Paralegal involved in business development
• Account manager as part of high technology consulting team

About you

The ideal candidate:

• Has 3 to 5 years of experience as a client success manager or equivalent position working for a consulting company, legal services provider or the professional services group in a high technology company (excluding healthcare).
• Has 3 years experience selling strategic consulting or legal services.
• Personable and viewed by customers or clients as a valuable resource.
• Has developed master service agreements and statements of work.
• Has exceptional editing, proofreading, document‑assembly, and quality‑control skills.
• Can manage a portfolio of more than 50 accounts without losing track of details, deadlines, renewals, or next actions.
• Is comfortable working with complex proposals, agreements, pricing information, presentations, and spreadsheets.
• Can manage multiple active transactions and priorities concurrently.
• Listens carefully for client needs and can connect those needs to potential services.
• Can learn complex information governance, AI readiness and privacy services and explain them in practical, straightforward language.
• Comfortable learning and using technology, including CRM, AI and other sales management and productivity tools.
• Is commercially aware and comfortable helping advance opportunities, without needing to be a traditional salesperson.
• Communicates professionally with executives, clients, consultants, and internal management.
• Is highly responsive, self‑directed, and effective in a remote working environment.
• Consistently follows through until an issue, document, agreement, or opportunity reaches a clear resolution.

Some specific skills areas you should have

• Direct experience working with Fortune 500 companies.
• Direct experience developing and managing consulting statements of work.
• Demonstrated editing and proofreading skills.
• Proficient knowledge and use of Excel, Word, PowerPoint and PDF software programs, as well as Microsoft 365, including Outlook.
• Ability to assemble complex proposals with Word and Excel.
• Organized and detail oriented.
• Ability to work at least 40 hours a week during standard working hours Monday through Friday.

In addition, desired skills include

• Experience working in legal services, compliance, privacy and IT groups.
• Experience working in HubSpot or other CRMs.

Pay and benefits

The on-target earnings for this position are from $65,000 to $85,000 per year, consisting of a $55,000 to $75,000 base salary and a $10,000 annual target bonus, paid quarterly at $2,500 per quarter based on achievement of agreed performance objectives. Additional upside may be available for overachievement. Contoural provides a full range of benefits including health and dental, paid time off and 401K matching.

All employment opportunities at Contoural are listed LinkedIn and all communications use the domain Contoural.com.