Sandler Partners

Project Manager

• Lead the planning, execution, and delivery of strategic and operational projects supporting the Client Success team.
• Develop and manage standard operating procedures (SOPs) to streamline workflows and enhance operational consistency across teams.
• Partner closely with Client Success Directors and their teams to coordinate internal resources, improve onboarding processes, and accelerate time-to-value for clients.
• Implement tools, automations, and reporting frameworks that increase visibility into client health, adoption metrics, and key performance indicators.
• Develop and manage dashboards to analyze client success data, operational performance, and retention trends—providing actionable insights to leadership.
• Monitor project milestones, dependencies, and risks while ensuring deadlines and business objectives are consistently met.
• Identify process inefficiencies, propose solutions, and lead improvement initiatives to enhance overall client and team performance.
• Serve as a key connector between cross-functional teams to ensure alignment, coordination, and accountability on enterprise client priorities.
• Support special projects and operational initiatives as directed by leadership.
• Collaborate cross-functionally with sales, product, marketing, legal, support, and operations teams to deliver exceptional value to customers.
• Drive retention and growth by implementing proactive strategies that enhance client satisfaction and engagement.

Project Manager, Client Success

Customer Success Manager

• Dynamic and client-focused Client Success Manager (CSM) will play a pivotal role in ensuring clients achieve maximum value from contracted Sandler Sales Performance solutions and services while providing technological and administrative support to team members.
• The CSM will lead and direct cross-functional teams to plan, schedule, and deliver training programs and other contracted services.
• In this role, the CSM will lead the onboarding process for new clients, setting clear expectations and delivering tailored training to drive early engagement and long-term success.
• Serving as the primary point of contact, while building strong relationships through regular check-ins and strategic conversations that foster trust and loyalty.
• Key responsibilities include monitoring account health, identifying early signs of disengagement, and proactively resolving issues to maintain client satisfaction.
• Collaboration with the sales team to identify opportunities for renewals and upsells, lead Quarterly Business Reviews (QBRs) to showcase ROI and align on future goals.
• Serve as the voice of the customer by gathering and sharing feedback to enhance training content and delivery, while collaborating with sales, marketing, and product to ensure our offerings align with evolving client needs.
• This role is ideal for someone with strong interpersonal skills, strategic thinking, and a proactive approach to problem solving.
• Passionate about helping clients succeed and thrive in a collaborative environment
• Responsibilities : Client Onboarding & Enablement- Successfully guide new clients through the onboarding process, setting clear expectations and delivering comprehensive training on Sandler’s Sales Performance Services to ensure effective adoption.
• Relationship Building- Act as the point of contact for clients, conducting regular check-ins, and strategic discussions to foster trust, loyalty, and long-term partnerships.
• Account Health Monitoring- Monitor client engagement and usage of training programs, identifying early signs of disengagement and proactively addressing issues to maintain account vitality.
• Earning Renewals & Upsells- Identify opportunities for account growth and collaborate with sales teams to propose additional training modules or services to align with client goals.
• Voice of the Customer- Gather and share client feedback to enhance training content and delivery, advocating for the client needs across internal teams to drive continuous improvement.
• Account Planning- Develop and execute comprehensive account plans that outline strategic objectives, key milestones, and actionable steps to achieve client goals.
• Cross-Functional Collaboration- Partner with sales, product, marketing, legal, support, and operations teams to ensure client needs are reflected in business offerings and strategic initiatives.
• Business Reviews- Lead Quarterly Business Reviews (QBRs) to demonstrate ROI, assess progress, and align future objectives with clients.
• Issue Resolution- Swiftly address and resolve client complaints or concerns, ensuring a seamless and positive experience throughout the client journey
• Data-Driven Client Insights- Analyze client data and metrics to identify trends, measure success, and inform strategic decisions.
• Tools Utilized : Preferred familiarity with: Gong HubSpot CRM functionality Learning Management Systems Microsoft Office Project Management tools

Client Success Manager

Consultant

• The Principal Consultant plays a critical leadership role in driving client impact, revenue growth, and strategic transformation for sales organizations.
• This position is responsible for working with sales and client success to grow Sandler’s consulting practice while also leading complex consulting engagements focused on sales effectiveness, revenue growth strategy, go-to-market transformation, and commercial performance improvement for enterprise clients.
• The Principal Consultant will act as a trusted advisor to senior executives, helping them solve their most pressing go-to-market challenges by combining data-driven insights with proven best practices.
• This role requires expertise in sales strategy, strong business acumen, and the ability to influence executive stakeholders while leading high-performing consulting teams.
• Responsibilities: Lead consulting engagements focused on revenue growth, sales strategy, and organizational transformation.
• Serve as a strategic advisor to client executives, aligning solutions to their business objectives and driving measurable outcomes.
• Develop actionable insights from diagnostic assessments, benchmark analyses, and best practice frameworks.
• Facilitate executive workshops, design sessions, and board-level presentations to drive alignment on strategy and execution plans.
• Maintain overall accountability for project success, client satisfaction, and achievement of engagement objectives.
• Partner with enterprise sales and client success to expand client relationships and grow existing accounts.
• Drive proposal development and executive presentations to secure new engagements.
• Contribute to the firm’s intellectual capital by developing frameworks, methodologies, and benchmarks that enhance client delivery.
• Core and Position Specific Competencies: Executive presence with the ability to influence C-suite stakeholders and drive alignment on strategic initiatives.
• Exceptional business acumen and analytical thinking to identify drivers of revenue performance and operational efficiency.
• Expertise in sales effectiveness, territory design, incentive compensation, account segmentation, and go-to-market optimization.
• Ability to design and deliver compelling value propositions for solutions and services.
• Strong leadership skills, with proven success in building and managing high-impact consulting teams.
• Self-driven, results-oriented, and comfortable navigating complex, ambiguous client challenges.
• Exceptional facilitation, presentation, and communication skills.