Client Engagement Specialist - Finance Transformation
City
United Kingdom
Location type
Remote
About the Role
As a Client Engagement Specialist at Tierpoint Partners, you’ll be the key bridge between our network of finance professionals and clients. You’ll coordinate project execution, maintain client alignment, and ensure measurable outcomes are delivered. This role is ideal for highly organised, client-focused professionals who thrive in dynamic, fast-paced environments.
Responsibilities
Serve as primary liaison between clients and our network of interim finance experts, ensuring seamless communication.
Coordinate project timelines, deliverables, and engagement milestones to drive successful outcomes.
Maintain accurate records of client interactions, project progress, and performance insights.
Collaborate with senior advisors, interim specialists, and analysts to align execution with client expectations.
Anticipate client needs, address challenges proactively, and safeguard high-quality delivery.
Support proposals, onboarding, and ongoing relationship management for client engagements.
Requirements
2–4 years experience in client services, account management, or project coordination.
Strong interpersonal and written/verbal communication skills.
Excellent organisational skills and attention to detail.
Proficient in project management tools (e.g., Asana, Trello, Notion, Monday.com).
Ability to manage multiple projects and priorities efficiently.
Bachelor’s degree in Business, Finance, Communications, or related field.
Nice to Have
Experience in consulting, professional services, or interim talent delivery.
Familiarity with CRM tools and client engagement platforms.
Understanding of finance team infrastructure or enterprise-level project cycles.
What We Offer
Priority Project Access – Be first to join new client engagements and high-impact transformation projects.
Early Involvement – Participate in initial client scoping calls to shape projects from the outset.
Flexible Earnings – Competitive day rates with potential profit-share opportunities on successful engagements.
Peer Network – Join a trusted network of experienced advisors and interim specialists.
Exclusive Events – Access webinars, roundtables, social gatherings, and charity initiatives.
Thought Leadership – Opportunities to contribute articles, insights, and content to raise your profile.
Networking Opportunities – Invitations to exclusive industry events and senior finance forums.
Business Development Support – Assistance in generating leads, showcasing expertise, and building your personal brand.
Skill Growth & Mentorship – Access to training, coaching, and knowledge sharing across our network.
Have a question? Get in touch!
We’re building a network of trusted finance advisors and interim specialists. Share your skills, experience, or questions — let’s explore how you can deliver impact and grow with us.
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