Client Partner

Apex Clearing Corporation

Poland

On-site

PLN 350,000 - 600,000

Full time

14 days+

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Benefits offered by this job

Comprehensive Medical Insurance

Health Savings Account

Dental Insurance

Vision Insurance

Profit Sharing Program

Travel Incentive

Remote Work

Flexible Scheduling

Job summary

Apex IT is seeking a Client Partner to manage strategic client engagements, drive satisfaction, and minimize escalations. The role emphasizes executive leadership and ongoing account growth across projects, with remote or on-site client work.

The Client Partner will oversee delivery, coordinate with offshore teams, and ensure proposals reflect client needs while maintaining strong, lasting partnerships across multiple accounts.

Qualifications

Bachelor's degree in Computer or Information Science-related field or commensurate experience required.
Experience in senior management with customer-facing delivery capabilities.
Knowledge of Oracle or Salesforce or related enterprise platforms.

Responsibilities

Manages customer engagement and sets expectations to minimize escalations.
Responds to escalations and implements corrective actions to prevent recurrence.
Identifies and closes upsell / cross-sell opportunities to grow accounts.
May lead on projects and provide executive leadership to client teams.
Builds strong relationships with clients and internal stakeholders to ensure delivery excellence.

Skills

Executive leadership

Client relationship management

Project management

Communication skills

Budget management

Problem solving

Sales understanding

Education

Bachelor's degree in Computer or Information Science

Tools

Oracle

Salesforce

Microsoft Office Suite

Job description

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: SeniorVice 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:

ProjectResponsibilities
60%
Project Roles
Engagement Director
Billable Role Examples
10-20hoursa week for project $750k+
5-10hoursa 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 withpresalesactivities 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.
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.

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
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.

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
Hospital Indemnity Insurance
Profit-Sharing Program
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