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Client Engagement Manager Jobs in Indiana (NOW HIRING)

Pwc

CLM Solution Lead, Manager

Indianapolis, IN

As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive client engagement workstreams by independently solving and analyzing complex problems to develop top ...

Pwc

MDM PIM Manager

Indianapolis, IN

$99K - $232K/yr

As a Manager, you will lead business development and client engagement efforts related to product data management, securing alignment with business goals and driving innovation in product data ...

INcompass Healthcare

Medical Case Manager

Lawrenceburg, IN · On-site

$19 - $25/hr

POSITION SUMMARY The Medical Case Manager provides comprehensive case management, care coordination ... Effective communication and client engagement skills Our Benefits * Medical, Dental, and Vision ...

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All JobsClient Engagement JobsClient Engagement Manager JobsClient Engagement Manager Jobs in Indiana

Client Engagement Manager information

See Indiana salary details

$32.8K

$93.4K

$161.8K

How much do client engagement manager jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client engagement manager in Indiana is $93,370.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,700.00 and $117,000.00 per year, depending on experience, location, and employer.

Is a client engagement manager a good career?

A client engagement manager is a valuable role focused on building and maintaining client relationships, often requiring strong communication, problem-solving, and project management skills. It can offer opportunities for career growth, leadership, and industry specialization, with typical work environments in consulting, marketing, or technology sectors.

What are the key skills and qualifications needed to thrive as a client engagement manager?

To thrive as a Client Engagement Manager, you need a strong background in account management, relationship building, and understanding client needs, usually supported by a degree in business or a related field. Familiarity with CRM systems like Salesforce, project management tools, and sometimes certifications in customer success or project management are commonly required. Excellent communication, problem-solving, and negotiation skills help you stand out in managing complex client interactions. These competencies are essential for building lasting client relationships, driving customer satisfaction, and supporting business growth.

What is the difference between Client Engagement Manager vs Account Manager?

AspectClient Engagement ManagerAccount Manager
Primary FocusBuilding and maintaining client relationships, ensuring engagement and satisfactionManaging client accounts, upselling, and renewals
ResponsibilitiesDeveloping engagement strategies, coordinating with teams, enhancing client experienceHandling client requests, managing contracts, achieving sales targets
Work EnvironmentCustomer-centric, collaborative, often in service or consulting industriesSales-driven, client-focused, in various industries including tech and finance
Required SkillsCommunication, relationship management, strategic thinkingSales skills, negotiation, account management experience

While both roles involve client interaction, the Client Engagement Manager primarily focuses on fostering long-term relationships and ensuring client satisfaction, whereas the Account Manager concentrates on managing specific accounts, sales, and renewals. Understanding these differences helps in choosing the right career path or job search focus.

What is a client engagement manager?

Client Engagement Managers are professionals responsible for building and maintaining strong relationships between a company and its clients. They serve as the main point of contact, ensuring client needs are met and their expectations are managed throughout the business relationship. Their duties often include onboarding new clients, resolving issues, facilitating communication, and working with internal teams to deliver quality service. By fostering loyalty and satisfaction, Client Engagement Managers aim to maximize client retention and support business growth.

What does a client engagement manager do?

A client engagement manager is responsible for building and maintaining strong relationships with clients to ensure their needs are met and satisfaction is high. They coordinate communication between clients and internal teams, develop strategies to improve client retention, and often use customer relationship management (CRM) tools to track interactions. The role requires strong communication, problem-solving skills, and a focus on delivering value to clients throughout their engagement.

How does a client engagement manager typically collaborate with internal teams to ensure client satisfaction?

Client Engagement Managers work closely with cross-functional teams such as sales, marketing, product development, and customer support to deliver tailored solutions that meet client needs. They often act as the primary liaison, facilitating communication between clients and internal stakeholders to resolve issues quickly and proactively. Regular meetings, detailed reporting, and collaborative planning sessions are common practices to ensure everyone is aligned and that client expectations are consistently met. This collaborative environment not only helps in addressing client concerns efficiently but also fosters long-term client relationships.
What are the most commonly searched types of Client Engagement jobs in Indiana? The most popular types of Client Engagement jobs in Indiana are:
What are popular job titles related to Client Engagement Manager jobs in Indiana? For Client Engagement Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Client Engagement Manager jobs in Indiana look for? The top searched job categories for Client Engagement Manager jobs in Indiana are:
What cities in Indiana are hiring for Client Engagement Manager jobs? Cities in Indiana with the most Client Engagement Manager job openings:
Client Engagement Manager jobs near you
Infographic showing various Client Engagement Manager job openings in Indiana as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $93,370 per year, or $44.9 per hour.

Client Relations Representative - Indianapolis, IN

Sound Income Group

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 hours ago

Job description

Job Type
Full-time
Description
POSITION: Client Relations Representative
Location: Indianapolis, IN
Schedule: M-F 8:30-5pm + Local Travel
FLSA Classification: Non-Exempt
Who We Are
At Retirement Income Source, a Sound Income Group company, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
This is a sales-focused client relationship and business development role, not a traditional administrative support position.
The Client Relations Representative (CRR) serves as the first point of contact for prospective and existing clients while driving appointment generation, supporting advisor growth initiatives, and creating an exceptional client experience. This role is responsible for converting warm leads into qualified appointments, executing marketing events, supporting new client onboarding, and maintaining consistent outreach activity that contributes directly to advisor production and firm growth.
Success in this role is measured through appointment generation, client engagement, event execution, outreach activity, and overall contribution to advisor and business growth.
Key Responsibilities
Sales Development & Appointment Setting
Approximately 70% of this role is phone-based client outreach and relationship-building activity.
  • Conduct outbound follow-up with workshop attendees, seminar leads, marketing inquiries, referrals, and existing clients.
  • Generate and schedule qualified appointments for Advisors.
  • Re-engage inactive prospects, dormant leads, and appointment no-shows.
  • Maintain consistent follow-up cadences until prospects are booked, declined, or disqualified.
  • Build rapport and establish trust through professional, consultative conversations.
  • Accurately document all client interactions and activity within CRM systems.
  • Track and report key performance metrics, including outreach volume, appointments scheduled, kept appointments, and conversion outcomes.
  • Collaborate with Advisors to identify opportunities for increased client engagement and business development.

Marketing & Event Execution
In partnership with Advisors and the Marketing team:
  • Support the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.
  • Coordinate event logistics, including venue communication, RSVPs, attendee tracking, room setup, and marketing collateral.
  • Assist with attendee registration, check-in, and event-day support.
  • Conduct same-day or next-day follow-up with attendees and no-shows to maximize appointment conversion opportunities.
  • Represent the firm professionally at public-facing events and engage with prospective clients.
  • Provide event feedback, attendance reporting, and recommendations for improving event effectiveness and return on investment.

Operational Excellence
  • Maintain accurate client records and CRM data integrity.
  • Monitor and report on outreach activity and performance metrics to support business objectives.
  • Partner with Advisors and internal teams to ensure seamless client experiences.
  • Demonstrate accountability for individual performance goals and team success.

Requirements
Must-Have Qualifications
Background and Education:
  • 2+ years of experience in client service, appointment setting, inside sales, customer success, business development, hospitality, or a client-facing relationship management role.
  • Strong organizational and time-management skills with the ability to manage multiple priorities in a fast-paced environment.
  • Exceptional attention to detail, with strong organizational and time management abilities
  • Experience coordinating events, meetings, seminars, workshops, or client-facing programs preferred.
  • Ability to work independently, maintain accountability for performance goals, and consistently follow through on commitments.
  • Excellent verbal and written communication skills with a professional and confident presence.
  • Willingness to work occasional evenings in support of workshops, seminars, and client events.
  • Ability to travel locally as needed for events, workshops, and advisor support activities.

Technology Expertise:
  • CRM experience and proficiency in Microsoft Office Suite.
  • Proficiency in calendar management, ensuring advisor schedules are well-organized.
Physical & Work Environment Requirements
  • Reliable personal vehicle for local in-market travel - mileage reimbursed
  • Must be authorized to work in the U.S. without sponsorship.
  • Office-based role with routine use of telephone and email.
  • Ability to work at a desk for extended periods and lift up to 10 pounds.
Benefits
We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
  • 100% employer-covered medical benefits and HRA account
  • Dental & vision plans
  • Short and long-term disability insurance
  • PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Company-provided laptop and required technology

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.
Retirement Income Source is an E-Verify employer.
Retirement Income Source is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

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