PowerPlan, Inc.

Account Executive

• Develop and Implement Account Strategy.
• Work closely with sales teams to identify opportunities and assist in closing complex deals.
• Build and Maintain Client Relationships.
• Communicate the value proposition of PowerPlan’s products and services.
• Gather and relay customer feedback to the product development team.

Client Executive – Energy

Consultant

• Lead and manage project teams consisting of Business Analysts, Consultants, and Senior Consultants to deliver implementations and expert services engagements.
• Serve as primary liaison between the customer, the project manager, and junior project team members.
• Develop delivery plans, delegate tasks, monitor progress, and identify bottlenecks.
• Provide guidance on technical tasks (e.g., SQL script development) and functional tasks related to Income Tax.
• Troubleshoot and diagnose issues by learning the data model and understanding front-end/back-end interactions.
• Proactively identify risks and escalate appropriately; coach and provide constructive feedback to junior team members.
• Assist Project Manager in setting and managing client expectations and provide regular status updates.
• Manage the build process and oversee successful delivery by junior team members; step in to supplement work when needed.
• Provide quality assurance and help resolve escalated issues; communicate status during defect resolution.
• Actively participate in design sessions and compile design documents; design solutions within area of expertise.
• Resourcefully find actionable information from PowerPlan knowledge base and share knowledge to build internal repository.
• Track progress and provide timely reports to the Project Manager; help estimate timelines and project burn rate.
• Increase product and technical knowledge and help educate and develop junior team members.
• Assist Sales Teams in identifying opportunities and estimating scope and cost for complex projects.
• Travel approximately 25% on average; if remote, travel to Atlanta office 1-2 times per quarter.

Client Executive – Energy

Lead Consultant