Client Onboarding Lead: Drive High-Impact Implementations

CBX Solutions, LLC; Bedford (OH); On-site; USD 75,000 - 110,000; Full time

Job summary

CBX Solutions, LLC is seeking a Client Implementation Lead to oversee onboarding of new clients and manage high-profile projects from planning through invoicing. You will coordinate with Sales, Operations, Purchasing, Product Management, and Finance, and ensure smooth handoffs with strong documentation and customer communication.

The role requires reading blueprints, preparing accurate project pricing, and travel to project sites as needed.

Qualifications

• Bachelor’s degree in construction management, business, or a related field, or an equivalent combination of education and experience.
• 3+ years of project management, client implementation, or account management experience, preferably within construction, security integration, or building products industries.
• Valid driver’s license and ability to travel to project sites as needed.

Responsibilities

• Lead high-touch onboarding and implementation for new clients, programs, and high-profile projects.
• Serve as the primary point of contact for the customer throughout initial project execution.
• Manage assigned projects from initial setup through completion, invoicing, and documentation to ensure a smooth operational handoff.
• Develop and manage project timelines, responsibilities, reporting requirements, and communication plans.
• Interpret blueprints, specifications, and scopes of work to prepare accurate project pricing.
• Coordinate special-order products, scheduling, delivery requirements, and field resources.
• Monitor project scope, cost, pricing, margin, timelines, and change orders.
• Provide timely project updates, customer reporting, meeting notes, and supporting documentation.
• Resolve customer, field, technical, and scheduling issues, escalating significant concerns as needed.
• Ensure completed projects include the documentation required for accurate, timely invoicing.
• Build strong customer relationships to support the successful transition of new clients into ongoing operations.
• Establish company systems, customer portals, and client-specific SOWs, playbooks, and related documentation.
• Schedule, conduct, and present customer-facing meetings, whether onsite, by video conference, or by phone.
• Perform other related duties as assigned by management.

Skills

Project management

Communication

Problem solving

Blueprints interpretation

Education

Bachelor's degree in CM/Business

Tools

ERP

CRM

Microsoft Office

Customer portal systems

Job description

CBX Solutions, LLC is seeking a Client Implementation Lead to oversee onboarding of new clients and manage high-profile projects from planning through invoicing. You will coordinate with Sales, Operations, Purchasing, Product Management, and Finance, and ensure smooth handoffs with strong documentation and customer communication.

The role requires reading blueprints, preparing accurate project pricing, and travel to project sites as needed.