Engagement Operations Analyst/Associate

Chatham Financial; Kennett Square (Chester County); On-site; USD 70,000 - 95,000; Full time

Job summary

Chatham Financial is seeking an Analyst or Associate to join the Client Engagement Operations team, providing global support to Relationship Managers and advisory teams across the U.S. offices and international locations.

The role is based in Denver, CO or Kennett Square, PA, focusing on revenue operations, CRM reporting, and process optimization. You will develop reports and dashboards, enable business development, manage lead routing and contracting lifecycles, and drive CRM data integrity and

Qualifications

• 2+ years of professional experience in financial services or consulting, with experience in sales operations, revenue operations, or a related function preferred.
• Strong Excel skills and data-driven decision making.
• Experience with CRM systems, reporting, and dashboards (Power BI preferred).
• Familiarity with AI tools and large language models to improve business processes.

Responsibilities

• Sales/Revenue Operations: develop CRM reports, Power BI dashboards, and AI-powered insights.
• Sales Enablement: support business development with prospect research and marketing materials.
• Lead Routing: review, qualify, and route inbound leads to Relationship Managers.
• Contracting Lifecycle: prepare proposals, contracts, and NDAs.
• Invoicing: manage SaaS subscriptions and service retainers invoicing.
• CRM Functionality: maintain data integrity and test system enhancements.
• RFP Management: coordinate responses across teams.
• Stakeholder Management: train and support Relationship Managers and advisory teams.

Skills

Excel proficiency

Power BI

CRM reporting

AI tools

Stakeholder management

Lead routing

Invoicing

Contract lifecycle

SaaS familiarity

Data analysis

Tools

Power BI

CRM software

Excel

LLMs / AI tools

Job description

Job Description

Overview

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Summary

Chatham's Client Engagement team oversees global strategic relationships with real estate, corporate, private equity, and financial institution clients. The Client Engagement Operations team empowers Relationship Managers and advisory teams by providing the tools, standardized processes, high-quality data, and operational support needed to strengthen client relationships and drive future business opportunities.

We are seeking an Analyst or Associate to join our Client Engagement Operations team, providing global support to Relationship Managers and advisory teams across our U.S. offices, as well as London, Amsterdam, Singapore, and Melbourne. This position will be based in either our Denver, CO or Kennett Square, PA office.

In this role you will

• Sales/Revenue Operations - prepare and deliver reporting and analyses by developing CRM reports, Power BI dashboards, and AI-powered agents that provide actionable insights, improve operational efficiency, and support data-driven decision-making

• Sales Enablement - support business development efforts by conducting prospect research, preparing conference and meeting materials, executing account-based marketing initiatives, and developing monthly performance and results presentations

• Lead Routing - manage inbound leads generated through website submissions by reviewing, qualifying, and routing opportunities to the appropriate Relationship Managers to ensure timely follow-up

• Contracting Lifecycle - prepare and coordinate client proposals, contracts, and non-disclosure agreements (NDAs), ensuring timely execution and adherence to established processes

• Invoicing - prepare and manage SaaS subscription and service retainer invoices, ensuring timely, accurate billing and coordination with internal stakeholders as needed

• CRM Functionality - ensure CRM data integrity, support testing and validation of system enhancements and releases, and drive adoption of CRM capabilities to maximize business value and operational efficiency

• Request for Proposal (RFP) Management - coordinate the completion of responses across Chatham teams to ensure timely, accurate, and consistent submissions

• Stakeholder Management - serve as a trusted partner to Relationship Managers and advisory teams by managing inbound support requests, delivering training sessions, and driving process enhancements

Your impact

These initiatives will strengthen the consistency and efficiency of client engagement by standardizing CRM practices, reporting, engagement processes, and presentation materials across the business. Improved governance around client ownership and closer collaboration across key internal teams will enable better coordination, clearer accountability, and more scalable operations.

For clients, this will result in a more seamless, consistent experience, higher-quality interactions, and faster delivery of solutions. Additionally, establishing a structured approach to identifying and prioritizing future industry solutions will help ensure the business continues to meet evolving client needs.

Contributors to your success

• 2+ years of professional experience in financial services or consulting, with experience in sales operations, revenue operations, or a related function preferred
• Service-oriented mindset with a strong commitment to contributing to our stakeholder's success
• Ability to manage multiple competing priorities in a fast-paced environment
• Technology-forward thinker with a demonstrated ability to quickly learn new systems
• Advanced proficiency in Microsoft Excel
• Hands-on experience leveraging large language models (LLMs) and AI tools to improve business processes and operational efficiency
• Critical thinking with the ability to read and comprehend complex information quickly
• Attention to detail but also an ability to synthesize information with a high-level perspective

About Chatham Financial

Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help you reduce risk and seize opportunity. With decades of capital markets strategy, execution, monitoring, and performance expertise, we serve as an unwavering advocate for your best interests and your innovation partner. Our technology platform unifies data across assets, debt, and derivatives, giving you unmatched agility, transparency, and insight.

It’s clear ahead.

Our commitment is to carry that light forward in every partnership, every solution, and every market we serve.

We help guide the way-giving clients the insight and momentum to move forward with confidence, no matter what lies ahead.