Client Partner

• Serve as the primary point of contact for Strategic & Engaged client accounts
• Develop and maintain deep, trusted relationships with key client stakeholders and executives
• Act as a client advocate internally, ensuring needs and expectations are clearly communicated and met
• Conduct regular business reviews and check-ins to monitor satisfaction and identify emerging needs
• Maintain an Account Plan for each client
• Identify and pursue opportunities to expand services within existing accounts through cross-selling and upselling
• Collaborate with internal subject matter experts to craft compelling solutions for client challenges
• Work closely with Practice Leaders and Sales Executives to scope and price new engagements within your accounts
• Meet or exceed revenue growth targets and retention for assigned accounts
• Prioritize learning about key solutions (Microsoft and Stoneridge offerings) and industry trends to better support client conversations
• Provide high-level guidance on project direction and ensure alignment with client goals
• Monitor delivery performance and resource alignment in partnership with delivery teams (Projects and Support)
• Intervene strategically when client relationships or delivery need support or course correction
• Participate in key delivery meetings and ensure successful handoffs between teams
• Ensure all client information, activities, and opportunities are accurately captured and regularly updated in CRM and account management systems
• Leverage client data to inform account strategies, identify trends, and enhance service delivery

Dynamics 365 Client Partner

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Senior Client Partner – Restaurants

Director, Client Partnership

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Client Manager – Commercial Lines