Client Partner

Apex IT is a global consulting firm that provides award-winning services to transform the customer, employee, and student experiences. Since 1997, Apex IT our Salesforce and Oracle experts have provided a full range of enterprise solutions including CRM and related applications that support sales, marketing, and service; financial reporting; HR; and Business Intelligence. As a remote company, we have top talent all over the United States and India and are continuously growing. We provide our team with a flexible work-life balance in addition to the traditional benefits.

Job Title: Client Partner

 

Classification: Exempt under the Fair Labor Standards Act (FLSA)

 

Reports to: Senior Vice President of Delivery

 

Work Location/Travel: Work is remote or on-site at client location. Percentage of travel to client sites, where the travel occurs, such as locally or in specific countries or states, and whether the travel is overnight, varies.

Job Summary:

The Client Partner manages customer engagement with the goal of proactively taking care of customers and setting expectations to eliminate or minimize escalations. If issues occur, the Client Partner responds to escalations and takes action to resolve the issue and puts processes in place to avoid similar issues in the future. The Client Partner will also be responsible for identification and closing upsell / cross-sell opportunities to grow our accounts. The Client Partner may also play an active role on projects and is staffed on projects, as needed. They play a crucial role in building strong and lasting relationships with the client by overseeing and providing executive leadership.

 

 

Duties/Responsibilities:

Project Responsibilities 

Utilization Expectations 

60%

Project Roles

Engagement Director

Billable Role Examples

10-20 hours a week for project $750k+

5-10 hours a week for projects under $750k

Responsibilities

Facilitates Project Start Process

Drives Executive Check Ins

Team Alignment to standards and delivery excellence

QA’s Final Deliverables 

QA’s Change Orders

Communicates Risks and Mitigation Plans to the Executive team. 

Foster positive relationships with our customers as their primary point of contact

Analyze financial data, such as revenue, expenditures, and project budgets, to write more relevant and accurate proposals

Help clients implement services and plan projects effectively

Lead on many different projects to ensure cohesion between project teams

Address customer issues with speed and efficiency

Build productivity within teams for better and more efficient execution of tasks and projects

Conduct meetings with employees and clients to find solutions to problems and strengthen partnerships

Organizational Responsibilities  

Plays an active role in interviewing, providing feedback, and influencing hiring decisions. 

Maintains regular cadence with and direct development of the offshore team by providing feedback and guidance to offshore training, recruiting, and forecasting.  

Participates in Sales and Staffing Forecast weekly meetings.

Influences and advocates for staffing on projects prior to project kick off. Works with recruiting to identify skill/expertise gaps and recruiting for project needs.   Approver of Staffing Plan, Project readiness to Start  

Helps with presales activities as required, building Timeline and Resource Plans, SOWs, and RFPs.  

Understands contract terms, SOWs, and customer terms and conditions.

Participates in Sales to Delivery transition meetings and owns the process of initiating projects.

Identifies, manages, and closes change orders, additional opportunities with customer and partner relationships.

Works with PMO to understand documented processes, add to existing gaps, and ensure delivery is using the methodologies published by PMO and Knowledge Headquarters as intended.  

Thoroughly understands and coaches others on budget management.

Serves on project steering committee

Influencing and implementing delivery processes, tools, standardization, and controls to align with the rest of the organization.  

Serves as a mentor and career coach to assigned delivery team members within the organization.  Provides feedback on performance.

Maintain and pursue continuing education opportunities, such as training and certification exams.

May be engaged with Speaking opportunities and / or advisory services.

Participate in internal projects.

Provide expertise and help to others, as needed, on projects.

 

Competency:

Thorough understanding of information technology procedures and practices.

Ability to manage and coordinate projects for Apex IT’s largest and most strategic and significant customers

Excellent verbal and written communication skills

Excellent consulting and presentation skills

Flexible to changing needs.

Organized with attention to detail.

Good at follow-up

Willingness to get hands on with the product.

Works well with a team

Excellent analytical, logical thinking, and problem-solving skills.

Proficient with, or able to quickly become proficient with, a range of general and specialized applications, software, and hardware used in the organization and the industry.

Proficient with Microsoft Office Suite or related software.

 

Supervisory Responsibilities:

May assist with training members of the technical staff.

May conduct interviews.

Assigns duties and responsibilities and oversees workflow of project staff.

May conduct project performance evaluations that are timely and constructive.

 

Work Environment:

The work environment is remote or on-site at a client location. While remote, employees are expected to provide an office space for themselves with a professional background (including virtual backgrounds) and noise level.

 

Physical Requirements:

Prolonged periods sitting or standing at a desk and working on a computer.

Bending, sitting, lifting, driving.

 

Position Type and expected hours of work:

Full time work

 

Required Education and Experience:

Bachelor’s degree in Computer or Information Science-related field or commensurate experience required.

At least 25 years of related industry experience required in a senior level / management position

VP, SVP, CTO/CIO Industry Experience in a large companyHas been a customer of consulting services and hired and managed consulting organizations for significant project work

Knowledge and understanding of project management principles

Ability to establish priorities, meet deadlines, and solve problems

Familiar with developing and tracking budgets

 

Preferred Education and Experience:

PMP or AGILE Certifications

Professional Services Experience

Sales Experience

Experience in Oracle or Salesforce

 

Other Duties:

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice.

 

Apex IT US Benefits

 

Health Benefits

Comprehensive Medical Insurance (Preferred Provider Organization (PPO) High Deductible or Copay plans) with Wellness Program and Teledoc

Health Savings Account (HSA)

Medical Flexible Spending Accounts (FSA) – Full and Limited Purpose

Dental Insurance Options

Vision Insurance Options

Critical Illness Insurance

Accident insurance

Hospital Indemnity Insurance

 

 

Financial Benefits

Profit-Sharing Program

401(k) Program (available after eligibility period)

Travel Incentive

Employer-Paid Life and Accidental Death & Dismemberment Insurance

Employer-Paid Short-Term Disability

Employer-Paid Long-Term Disability

Dependent Care Flexible Spending Account (FSA)

Bi-Weekly Pay via Direct Deposit

Employee Discount Marketplace

 

 

Voluntary Benefits

Life Insurance

Pre-Paid Legal

Pet Insurance

 

 

Work-Life Balance

Paid Time Off, Paid Sick Leave, Paid Holidays

Flexible Scheduling

Remote Work

Learning and Development Activities

Employee Assistance Program