Client Agreement Specialist

Overview

At Pinion, a Top 60 accounting and advisory firm, we pride ourselves on a team-oriented approach that drives exceptional service for our clients. We are excited to add a Client Agreement Specialist to our dedicated team. This role is central to crafting precise and strategic proposals and service agreements that align with client expectations and our firm s standards. Our values guide how we relate to the people we work with — collaborative, engaged, and joy-filled.

We are looking for professionals to join our team who embrace our values of:

• Collaboration:
  
  Share experiences, create growth, and innovate together.
• Exploration:
  Be tenacious and curious, discover possibilities and create solutions.
• Initiative:
  Act. Move with intention and agility, always eager to capitalize on opportunities and lead change.

You will be at the core of setting up our clients and firm for success, ensuring that every client interaction begins with a strong foundation built on well-defined proposals and agreements. This role not only allows you to influence client relationships but also enables you to shape internal practices and contribute to the firm s growth and excellence in the market.

The Client Agreement Specialist bridges client objectives with our firm s offerings, ensuring seamless integration and mutual success. Your expertise in drafting detailed agreements and proposals will guide the strategic direction of client engagements and internal processes.

• Design and refine proposals and service agreements, ensuring alignment with client goals and firm capabilities.
• Interact with client managers to understand service(s), client goals, scope of work, deliverables, timeline, partnership expectations, investment, and the team who will serve the client.
• Collaborate across departments to integrate insights into proposals, including pricing structures and client engagement strategies.
• Engage with business developers and market champions to continuously integrate and improve pricing and client value.
• Build relationships with stakeholders across all levels within the firm, exercising influence with integrity.
• Maintain a comprehensive pricing resource as a single source of truth for service valuation.
• Manage the lifecycle of the firm s Request for Proposal (RFP) process, ensuring timely and accurate submissions that reflect firm and client needs.
• Drive ongoing engagement with clients grounded in the firm s Client Experience expectations.
• Utilize CRM, Microsoft Dynamics, to manage and track client agreements and pricing activities.
• Build and maintain strong relationships with internal teams and clients, fostering trust and ongoing engagement.

• Proven experience in drafting and managing proposals, service agreements, and renewals.
• Experience in professional services environments (e.g., financial services, consulting, legal) is highly desirable.
• Strong project management skills and the ability to organize information effectively.
• High emotional intelligence (EQ) to understand client and firm needs and foster positive interactions.
• Excellent negotiation and relationship-building skills, with a knack for assertive yet tactful communication.
• Detail-oriented with a strong focus on accuracy and efficiency in document creation.
• Strong communication skills and the ability to convene teams to collaborate in an effective manner.
• Digital literacy and proficiency in Microsoft Office.

In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case.

A reasonable estimate of the current range is $70,000 - $90,000.

This position is US - Remote Eligible. The role may include occasional work at a Pinion office or attendance at offsites, as requested/required by the firm…