Client Engagement Specialist

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Client Engagement Specialist managing the front door for prospective clients at Bright!Tax. Triage leads, qualify prospects, and synthesize client insights for marketing and client success.

Posted 5/11/2026contractRemote • New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Triage and route the front door. Be the first person in the loop for everything inbound — email, website chat, voicemail, contact forms. Capture context cleanly in HubSpot and hand off to the right Engagement Specialist or CSM with enough information that the next conversation feels seamless to the client.
Qualify leads. Establish fit before our closers spend their time. A short qualification conversation — async or live — confirms what the prospect needs, whether Bright!Tax can serve it well, and where in the pipeline it belongs. When the situation is straightforward, you'll have authority to quote it yourself.
Own referral data and hygiene. Make sure every referred lead is tagged, attributed to the right source, and tracked cleanly through the pipeline. Partner with our Client Engagement Manager on the network's growth as they lead partner development; you make sure we know what's actually working.
Run voice-of-the-client outreach. Maintain a regular cadence of feedback conversations with current clients — what we did well, what almost made them choose someone else, what they tell other expats about us.
Translate patterns into intelligence. Synthesize what you hear at the front door and from clients into themes that go to Marketing (for messaging) and Client Success (for service design). Be the connective tissue between three functions that don't always have time to talk to each other.

Requirements

What you’ll need

2+ years in a client-facing role (sales, account management, customer success, or equivalent)
Strong written communication — your emails should read as warm, clear, and human
Comfort with CRM systems; HubSpot fluency strongly preferred
Available for internal meetings during morning, US EST business hours
Willingness to ramp quickly on US expat tax fundamentals — you don't need credentials, but you need to learn enough to triage and qualify with confidence.

Benefits

Comp & perks

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Applicant Tracking System Keywords

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Hard Skills & Tools

lead qualificationdata trackingfeedback synthesis

Soft Skills

written communicationclient engagementcollaborationadaptability