Senior Client Engagement Specialist, IronSpire

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

This role provides essential support to the IronSpire team by managing both internal operations and external client needs. Responsibilities include:

• Support the IronSpire team in internal client engagement matters as well as external client needs. This includes setting up the client in internal firm platforms, drafting contracts, running reports, proposals, as well as client meeting and communications.

• Flexibility to learn multiple softwares and master Microsoft Office Suite to enable efficiencies for internal and external engagement matters.

• Ability to take on and prioritize multiples tasks, both independently and in a team environment, as well as find solutions for new issues that may arise.

• Attend proposal meetings with prospects and help draft proposals, while also maintaining internal log of sales activity and tracking progress.

• Support engagement billing process by preparing monthly pre-bills, data analysis, receipt reconciliation, spreadsheets and invoices accurately and in a timely manner. 

• Support the scheduling needs of the client engagement team and their clients, including setting quarterly client meetings and attending to create future action items with the IronSpire Team, and other ad hoc client requests.

Qualifications:

• Five years or greater administrative support and project work experience working in professional services and/or consulting firm environment is required.

• College coursework in office or business administration or equivalent experience preferred.

• Administrative background and technical competence with experience writing communications, reviewing documents for quality assurance and managing projects from start to finish.

• Ability to learn various other programs and applications as necessary and/or required.

• Knowledge of financial and accounting terminology is strongly preferred.

• User expertise with office technology equipment such as videoconferencing and multi-function devices.

• High energy level with excellent interpersonal skills, positive attitude, professional presence and exceptional customer service.

• Highly effective and polished oral and written communication skills and competency in grammar and attention to detail.

• Strong project coordination, organizational and time management skills.

• Process oriented, accurate and quality focused with the ability to handle and prioritize multiple projects and tasks to proactively respond and keep business leadership apprised of critical issues.

• Excellent analytical skills to identify and report trends and make recommendations in collaboration with others.

• Ability to handle key assignments of confidential nature, exercise a high degree of discretion and maintain highly confidential information.

• Ability to build strong working relationships at all levels, internal and/or external to the organization and respond to client service issues in a courteous and professional manner.

• Works well independently and in a team with professional presence and exceptional customer service.

• Ability to understand and strictly adhere to the brand and quality standards and procedures established by Crowe LLP.

• Demonstrate openness to new challenges and opportunities and continuous learning.

• Results and profit-oriented with the ability to balance other business consideration; capacity for rendering objective business decisions.

• Ability to function in high stress situations attributed to tight deadlines and multiple client needs or team needs.

• Desire to leverage technology to solve business problems.

• Ability to coach, teach and guide others on processes and utilize both technical and interpersonal skills to assist clients.

OTHER REQUIREMENTS

• Able to work flexible hours and schedule i