Client Engagement Consultant

TransPerfect is looking for a highly motivated Client Engagement Consultant to support the continued growth of Sterling Technology, TransPerfect’s Virtual Data Room (VDR) division, across North America.

This role offers an exciting opportunity to work closely with enterprise clients, Sales, Product, and Client Services teams to deliver an exceptional client experience throughout the customer lifecycle. The successful candidate will play a key role in client onboarding, workflow consulting, platform adoption, and strategic client engagement across Sterling’s technology solutions.

The ideal candidate is commercially aware, client-focused, proactive, and confident working with senior stakeholders in a fast-paced SaaS and transaction-driven environment.

This is a senior individual contributor role with significant visibility and growth potential as Sterling continues to expand across North America.

Client Engagement & Relationship Management

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  Build strong relationships with enterprise clients and key stakeholders across active accounts

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  Proactively engage with clients to support adoption, engagement, and long-term success

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  Act as a trusted advisor for client workflows, best practices, and platform usage

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  Conduct regular client check-ins, onboarding sessions, and workflow reviews

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  Support strategic client engagements throughout the customer lifecycle

Onboarding & Workflow Consulting

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  Lead onboarding and implementation planning for strategic clients

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  Understand client objectives, deal structures, and operational workflows

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  Recommend scalable and efficient platform workflows aligned to client requirements

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  Coordinate internally with Sales, Product, Engineering, and Client Services teams where needed

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  Help clients achieve value quickly and efficiently following go-live

Sales & Commercial Collaboration

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  Partner closely with Sales teams during client engagements and strategic opportunities

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  Support workflow discussions and platform positioning during client meetings and presentations

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  Provide consultative guidance around client onboarding, adoption, and user engagement

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  Identify opportunities to strengthen overall client experience and long-term retention

Product Feedback & Client Advocacy

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  Collect and structure client feedback, workflow challenges, and enhancement requests

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  Act as a voice of the client internally across Product and Client Services discussions

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  Help identify recurring client pain points, adoption trends, and improvement opportunities

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  Contribute to improving onboarding approaches, operational workflows, and overall client experience standards

• Bachelor’s degree or equivalent professional experience

• Minimum 5 years of experience in customer success, client engagement, solutions consulting, enterprise SaaS, virtual data rooms, or other strategic client-facing technology roles

• Proven ability to operate independently and build trusted relationships with enterprise clients and senior stakeholders

• Experience leading onboarding, adoption, workflow consulting, or client engagement initiatives within fast-paced SaaS or technology environments

• Strong commercial awareness and ability to understand client objectives, workflows, and business drivers

• Ability to communicate complex workflows and technology solutions clearly and confidently

• Strong organizational, project coordination, and stakeholder management skills

• Proactive, solutions-oriented mindset with strong ownership and accountability

• Ability to bring structure, ideas, and best practices to a growing function within a rapidly expanding business

• Excellent verbal and written communication skills

• Experience within Virtual Data Rooms (VDR), M&A technology, legal technology, financial services, or enterprise SaaS environments

• Experience working alongside Sales, Product, Engineering, and Client Services teams

• Experience supporting enterprise onboarding and adoption initiatives

• Familiarity with workflow-based SaaS platforms and transaction-driven client environments

The successful candidate will:

• Build trusted relationships with clients and internal stakeholders

• Think proactively and identify opportunities to improve the client experience

• Combine commercial awareness with operational understanding

• Be comfortable engaging with senior client stakeholders and enterprise teams

• Take ownership of client outcomes and engagement

• Thrive in a fast-paced, collaborative, and client-focused environment

New York City Salary Transparency

Compensation range: $100,000 - $120,000

Benefits: Health insurance, retirement benefits, paid time off, other voluntary benefits