Job Description

The Pre-Engagement Coordinator supports the Pre-Engagement Managers (PEM) in the Advisor Program Management (APM) team by assisting in the coordination and execution of supplier proposals, supplier contracts, internal stakeholder management, and hiring processes. In addition, this role will also support post contracting processes including, but not limited to, invoice processing, billing issues, accurate project forecasting, and project variance resolution. This role ensures that all preparatory tasks are executed efficiently and aligned with organisational standards. The ideal candidate will possess strong organisational skills, attention to detail, and the ability to collaborate cross-functionally

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Roles and responsibilities:

• Coordinate and execute pre-engagement activities (such as confirming budget,

• supplier/candidate sourcing, finalising job descriptions, raising resource requests)
• across internal teams and supplier panels to ensure readiness for project initiation.

• Facilitate the end-to-end documentation process, including supplier Statements of Work

• (SOWs), and job descriptions, ensuring timely approvals and accuracy.

• Develop and maintain standardised briefing materials for suppliers and internal

• stakeholders to ensure consistent understanding of project scope and expectations.

• Liaise with HR, Legal, and Compliance teams to manage recruitment requirements,

• background checks, and contractual obligations for internal and external resources.

• Monitor and track onboarding progress, ensuring all resources are fully compliant and

• ready for deployment within required timelines.

• Support financial and operational governance by tracking forecasts, actuals, invoices

• and resolving discrepancies in collaboration with external suppliers, and internal
• finance and delivery teams.

• Ensure accurate and timely data entry into Salesforce CRM and project tracking

• systems, enabling visibility and reporting across the pre-engagement lifecycle.

• Act as a central point of contact for pre-engagement queries, escalating issues and

• providing guidance to internal and external stakeholders.

• Contribute to continuous improvement of pre-engagement processes, identifying

• opportunities for efficiency, standardisation, and an enhanced stakeholder experience

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Qualifications & Skills

• 2+ years of experience in PMO, administrative or coordination roles within a consulting

• firm or in a professional services environment.
• Familiarity with pre-sales or pre-engagement processes.
• Strong communication, stakeholder management and organisational skills; experience
• with vendors/suppliers is a positive.
• Ability to manage multiple tasks and deadlines.
• Attention to detail is a must.
• Must be a self-starter and be able to think out-of-the-box.
• Proficiency in Microsoft Office Suite and CRM/project management tools (Salesforce).

Education & Certifications

• Bachelor’s Degree in Business Administration, Management, or a related field (required)