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