Stoneridge Software

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

Business Development Rep

• Utilize company prospecting tools to identify prospects who show intent to purchase our solutions
• Identify new opportunities through our internal leads database
• Build relationships with our partners to create leads
• Intake new leads from multiple sources and categorize them based on defined criteria
• Develop high proficiency in managing prospects in customer relationship management tool
• Develop relationships with prospects that drive new business opportunities
• Independently follow up on cold and warm leads to further the sales process
• Communicate product and industry expertise with prospects
• Meet with prospects to identify and qualify their needs, including understanding decision makers, delivery timeframe, budget status, challenges and pain points, and competition status
• Develop meaningful relationships with customers to encourage trust and loyalty
• Collaborate with Sales Leadership to determine lead assignment
• Provide detailed account and opportunity information to the sales team during hand-off
• Improve sales skills to increase success rates
• Monitor scorecards to determine progress towards goals
• Evaluate and refine current business growth metrics while developing new metrics to boost campaign effectiveness
• Foster and champion psychological safety and a positive team environment
• Other duties and responsibilities as assigned

Dynamics 365 Client Partner

Business Development Representative