Strategic Client Onboarding Lead

Cook & Boardman, LLC; Bedford (OH); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid time off

Job summary

CBX Solutions in Bedford, OH seeks a Client Implementation Lead to onboard new clients and manage high‑profile projects from planning to invoicing and handoff. You will coordinate with Sales, Operations, Purchasing, Product Management, Finance, and vendors, applying strong communication and organizational skills.

This role requires 3+ years in project management or client implementation, a bachelor’s degree in a related field, and the ability to travel.

Qualifications

• Bachelor’s degree in construction management, business, or related field, or equivalent.
• 3+ years of project management, client implementation, or account management experience.
• Valid driver’s license and ability to travel to project sites.

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 project execution.
• Manage projects from setup through completion, invoicing, and documentation.
• Develop and manage project timelines, responsibilities, and communication plans.
• Interpret blueprints, specifications, and scopes of work for accurate pricing.
• Coordinate special‑order products, scheduling, and field resources.
• Monitor scope, cost, pricing, margin, timelines, and change orders.
• Provide timely updates, reports, and meeting notes.
• Resolve issues and escalate significant concerns as needed.
• Ensure documentation supports accurate invoicing.
• Build relationships to transition clients into ongoing operations.
• Establish client portals, SOWs, and playbooks.
• Schedule and present customer‑facing meetings onsite or remotely.

Skills

PM skills

Communication

Blueprint interpretation

ERP/CRM proficiency

Education

Bachelor’s degree in construction management, business, or related field

Tools

ERP

CRM

Microsoft Office

Customer portal systems

Job description

CBX Solutions in Bedford, OH seeks a Client Implementation Lead to onboard new clients and manage high‑profile projects from planning to invoicing and handoff. You will coordinate with Sales, Operations, Purchasing, Product Management, Finance, and vendors, applying strong communication and organizational skills.

This role requires 3+ years in project management or client implementation, a bachelor’s degree in a related field, and the ability to travel.