Client Partner

• Drive thoughtful, strategic and enterprise level strategy for ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Drive awareness within a micro-vertical to develop repeatable motions
• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Serve as a key SME, leader, and professional services consultant to our license sales teams
• Serve as the liaison between internal teams and the customer
• Develop relationships within assigned account(s) to accelerate value and improve customer outcomes
• Help uncover new opportunities for Salesforce
• Responsible for bookings, revenue, margin, CSAT, and value delivered across assigned account(s)

Services Sales – Account Partner, Accelerated Industries

• Lead Client Care Operations North America wide.
• Standardize service processes.
• Coach Client Care leaders.
• Develop training programs.
• Monitor KPIs and customer feedback.
• Lead workforce planning.
• Partner with Operations.
• Drive continuous improvement.
• Present performance insights to leadership.

Manager, Client Care Operations

• Support the development and execution of strategic and tactical business development plans to drive profitable revenue growth over a 1-3+ year horizon.
• Identify and cultivate relationships with key decision-makers in state procurement offices, state governmental and quasi-governmental agencies and entities, and public institutions, to drive growth within assigned accounts.
• Maintain robust tracking via CRM of relationship building activities with decision makers and influencers in state governmental and quasi-governmental agencies and entities.
• Drive and manage opportunities from identification to qualification, proposal, and close.
• Partner with the State Health leadership team to shape business development strategies, strengthen the pipeline, and drive profitable growth.
• Conduct market research and competitive analysis to inform business development strategies.
• Collaborate with the Manatt Health and firmwide business development, marketing and communications leadership teams to ensure State Health experience and capabilities are leveraged in proposals and other marketing and business development activities.
• Provide regular updates and insights on state priorities, procurement activity, and legislative or policy developments to State Health leadership.
• Support the State Health and business development teams in building and sustaining relationships with state and local health government state procurement offices, including with contract managers and chief procurement officers.
• Sustain key client relationships via partnership with engagement management teams throughout the opportunity and engagement lifecycle, ensuring consistent client impact and satisfaction.
• Build and share relationship maps with key stakeholders for increased relationship building.
• Facilitate quarterly meetings with the State Health business group leaders, as well as Manatt Health and Firmwide leadership to align business development plans and progress.
• Maintain accurate accounts of client interactions and feedback in a CRM.
• Work closely with professionals and business professionals alike, including the broader marketing and business development, competitive intelligence, risk management, engagement management, and practice management teams to seamlessly support client engagements.
• Liaise with State Government Health proposal teams to develop winning strategies and solutions.
• Work closely with Manatt Health leadership to ensure consistent execution of business development strategy and pursuits across priority accounts.
• Contribute to go/no-go decisions, balancing financial, competitive, and performance risk.
• Promote a culture of collaboration, knowledge sharing, and continuous improvement across the team.
• Leverage deep understanding of Manatt’s Health services and offerings to be able to articulate in proposals tailored solutions addressing client needs.
• Represent Manatt at conferences, policy forums, and external events in support of business development efforts and client relationship management.
• Understand the health industry and competitive landscape to differentiate Manatt Health offerings effectively at the state and local government levels.
• Monitor and report on industry trends, policy changes, and competitor activities to inform firm strategy.
• Maintain accurate and timely client, pipeline, and forecasting data aligned with state budget and procurement cycles.
• Anticipate re-procurement opportunities and develop strategies to retain and expand work.
• Ensure compliance with all legal and regulatory requirements in the pursuit and execution of client engagements.
• Prepare regular business development reports and insights for Manatt Health leadership on business development activities, challenges and opportunities within states.

Senior Client Development Manager – State and Local Government Health

• deliver double-digit YOY growth at key accounts
• position Nagarro with CXOs as strategic partner for AI transformation
• expand the breadth and depth of the engagement
• achieve revenue targets through structured account planning
• procure public testimonials and references from clients

Director – Client Growth Partner, IT Consulting, Manufacturing

• Own and drive expansion revenue across your book of business, including upsell, cross-sell, and renewals
• Align SmartSense solutions to customer business outcomes, driving adoption, ROI, and long-term value
• Identify, recommend, and close upsell and cross-sell opportunities in partnership with Sales teams
• Facilitate executive-level business reviews, trainings, and regular check-ins to ensure continued success
• Serve as the voice of the customer internally, influencing product development, best practices, and roadmap priorities
• Manage escalations and coordinate cross-functional resolution with Product, Support, and Operations teams
• Develop strategic account plans that capture growth opportunities and operational improvements
• Mentor and collaborate with other team members to scale customer success practices

• Design a comprehensive engagement plan that includes high-value stakeholders, communication strategies, and activities to deepen the relationship over time.
• Engage with clients early in their planning phases to position Catalant as a key enabler in successfully executing their strategic initiatives.
• Develop customized consulting solutions and expert talent that align with the client's strategic goals across diverse project types (e.g., AI, Commercial Excellence, Supply Chain, Business Transformation, Transformation Management Office, Operational Excellence, etc.). Present these solutions in a way that highlights Catalant’s unique value proposition.
• Position yourself as a strategic advisor and problem-solving partner to senior executives at the client including the C-level executives and VPs.
• Engage additional departments across the organization including common consulting buyers (corporate strategy, operations leadership, supply chain, procurement, CTO/CIO, and more).
• Maintain a robust pipeline of potential projects and track them through all stages of the sales cycle.
• Work closely and collaboratively with Associates to match expert talent to project needs.
• For strategic projects, directly engage with Catalant experts to vet, prepare, and advise.
• Ensure experts are well-prepared for interviews and proposal development by providing them with a clear set of client needs and preferences.
• Manage externally and internally facing summaries of Catalant work at assigned accounts to help communicate the value we are creating as well as monitor that the work is going well.
• Build productive partnerships with internal stakeholders across Catalant, acting as a collaborative member of the Industrials team.

Client Partner – Industrials

• Developing and executing a strategic marketing plan
• Partner closely with the Head of Retirement, Insurance and 529 Marketing and business stakeholders
• Execute integrated marketing programs across multiple channels
• Develop marketing initiatives designed to build awareness and engagement
• Monitor campaign performance and recommend optimizations based on results
• Help manage project timelines, budgets, and resources
• Support key marketing initiatives
• Build and maintain strong working relationships with internal stakeholders
• Partner with sales, strategic accounts, and investment teams for product launches
• Develop and execute product-focused and thematic marketing campaigns

Senior Client Marketing Manager – Retirement & Insurance

• Manage new case, renewal activity, and amendments
• Identify and promote the sale of additional lines of coverage or plan improvements.
• Promote new product offerings and enhanced product features
• Recommend plan changes as appropriate
• Facilitate the enrollment and re-enrollment process; conducting enrollment meetings or being present as benefit fairs, as needed
• Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative.
• Cultivate meaningful, effective relationships with internal and external customers (Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors)

Client Manager – Regional Accounts

• Collaborate with the Client Development & Engagement team and Partners in implementing business development strategies and action plans for the M&A practice and select industry groups
• Support Partners and other firm administrative departments with presentation development, pitches and responses to RFPs for new business, and internal presentations and varied practice management duties
• Collaborate with Senior Client Development & Engagement team members and the Communications team to support profile raising initiatives and other PR/communications-related initiatives, including key corporate events such as speaking engagements, business association networking, writing opportunities and media events
• Liaise with Client Development & Engagement team members and Partners to develop and maintain up-to-date practice descriptions, capability statements, engagement lists and other business development materials
• Assist with and oversee competitive intelligence, industry and market trends and research, as well as analysis of clients and potential clients
• Prepare and oversee management of directory submissions and survey responses for various legal and business directories and publications
• Manage and oversee client events, independently or collaboratively, including program development, participant coordination and logistics
• Work with Client Development & Engagement team members to accurately maintain the Firm's engagement database and deals and case experience across all channels, as well as other operations and systems
• Management of junior team members; participate in onboarding and training of junior team members; project manage and review various workstreams; mentor and help to set goals and professional milestones
• Perform and manage projects, other duties and initiatives as assigned, including dedicated support for the Firm's client teams initiative and other priority client initiatives.

Manager, Client Development – Mergers & Acquisitions

• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Drive awareness within a micro-vertical to develop repeatable motions
• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Serve as a key SME, leader, and professional services consultant to our license sales teams
• Serve as the liaison between internal teams and the customer
• The Account Partner (AP) is accountable for creating and executing a strategy that builds mind-share and broad adoption of Salesforce technologies on his/her assigned accounts
• The AP ensures alignment with Sales and is responsible for developing relationships within his/her account(s) to accelerate value and improve customer outcomes
• The AP is accountable for bookings, revenue, margin, CSAT, and value delivered across his/her assigned account(s)
• An Account Partner earns the right to be considered a trusted advisor to the customer by providing execution excellence, intimate knowledge of the business the customer is in, and able to clearly lay out the path the customer needs to take to achieve success
• They independently identify and close opportunities with the primary goal of helping customers generate significant business value from their Salesforce investment
• They are responsible for sourcing and closing Professional Service Business in a region, owning bookings, sales performances, forecasting, managing customer lifecycle, driving adoption through sales activities for new and existing customers, pipeline generation and delivering sales presentations to C-level clients.
• Individually responsible for the success of a specific territory and patch.
• Consistently demonstrates the ability to develop, manage and elevate Accounts to Tier 1 /2
• Accountable for a larger quota
• Utilizes a consultative selling approach across all client levels, particularly C-Suite stakeholders
• Demonstrate strong executive presence and confidence when sharing a strong point of view through effective storytelling
• Ability to move fast and drive results
• Influences leaders and orchestrates internal alignment to provide best solutions
• Flawlessly navigate across all our internal teams to create synergy and alignment in driving the deal to closure maximizing both license and services bookings.

Sales Director – Account Partner

• Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
• Responsible for assisting in establishing and maintaining appropriate carrier relationships
• Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
• Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
• Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
• Stay informed on regulatory changes
• Completes special projects as assigned
• Continually seeks opportunities to improve the firm, business segment and processes.
• Bring issues and discrepancies to appropriate leadership
• Serves as a mentor to colleagues as requested

Client Manager, Commercial Risk

• Expanding client relationships by identifying opportunities to deepen existing relationships
• Advising on the client’s financial needs and the full array of Private Bank's capabilities
• Establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects
• Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience
• Responsible for the provision of residential mortgage loans, subject to SAFE Act registration

Private Client Manager – Investments

• This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.
• Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects.
• Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.
• This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
• Drives inflows of new business across all product lines into existing book of business.
• Leads complex credit opportunities, including structured credit deals.
• Grows book balances and Year over Year revenue.
• Partners with and mentors Private Client Managers on more complex products and client relationships.
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction.

• Owns the client relationship and responsible to build and maintain strong, long-lasting client relationships that lead to referenceable clients
• Managing of Revenue inclusive of the following: Client renewals & retention; achieving or surpassing annual financial goals & objectives
• Risk identification and mitigation strategies such as volume decreases, service gaps, changes in client relationships and key advocates
• Escalates to key leadership partners and executes on risk mitigation strategies as agreed upon
• Drives revenue growth through existing product optimization; understands and communicates Zelis’ key differentiators, product strategy, product features and functionality and applicability to client
• Manages client financial health and ensures Zelis is getting paid on time in accordance with the contract terms
• Understands the regulatory environment and its impact on their clients
• Proactively engages strategies to achieve value from the Zelis platform
• Ensures high quality service delivery and client satisfaction; measurements will include timely escalation and resolution of issues as well as other internal measures such as: Client relationship building – maximizing breadth and depth of relationships
• Works closely with clients to intimately understand their business strategies, needs and challenges
• Create actionable plans when client is at risk and ensuring internal partners take appropriate action, including escalating to leadership as appropriate
• Serves as intake point for Client Audits & Compliance items to ensure seamless and timely responses
• Client Reporting – delivery according to agreed upon intervals with the ability to provide performance synopsis as well as business insights demonstrating the Zelis value proposition and drive engagement
• Utilize knowledge of the client/business and market dynamics to maximize performance relative to client relationship, client satisfaction, and client/company financial performance indicators
• Oversees client production issues and ensures resolved in a timely manner in accordance with contracted SLAs
• Conducts and leads all Business Review’s to optimize value within client book
• Supports Sales for cross-sell and up-sell initiatives; identify opportunities and funnel to Sales partners to incorporate into pipeline
• Supports implementation; Ensuring the timely and successful delivery of our solutions according to client needs and business objectives
• Documentation and ongoing tracking of key client account plans, contacts and attributes all in Salesforce
• Ability to present business unit product roadmap to clients
• Maintain awareness of and ensure adherence to Zelis standards regarding privacy and security

Client Manager

• Design a comprehensive engagement plan that includes high-value stakeholders, communication strategies, and activities to deepen the relationship over time.
• Engage with clients early in their planning phases to position Catalant as a key enabler in successfully executing their strategic initiatives.
• Develop customized consulting solutions and expert talent that align with the client's strategic goals across diverse project types (e.g., AI, Commercial Excellence, Supply Chain, Business Transformation). Present these solutions in a way that highlights Catalant’s unique value proposition.
• Position yourself as a strategic advisor and problem-solving partner to senior executives at the client including the C-level executives and VPs.
• Engage additional departments across the organization including common consulting buyers (corporate strategy, operations leadership, supply chain, procurement, CTO/CIO, and more).
• Maintain a robust pipeline of potential projects and track them through all stages of the sales cycle.
• Work closely and collaboratively with Associates to match expert talent to project needs.
• For strategic projects, directly engage with Catalant experts to vet, prepare, and advise.
• Ensure experts are well-prepared for interviews and proposal development by providing them with a clear set of client needs and preferences.
• Manage externally and internally facing summaries of Catalant work at assigned accounts to help communicate the value we are creating as well as monitor that the work is going well.
• Build productive partnerships with internal stakeholders across Catalant, acting as a collaborative member of the Consumer team.

Client Partner, Consumer

• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Drive awareness within a micro-vertical to develop repeatable motions
• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Serve as a key SME, leader, and professional services consultant to our license sales teams
• Serve as the liaison between internal teams and the customer
• The Account Partner (AP) is accountable for creating and executing a strategy that builds mind-share and broad adoption of Salesforce technologies on his/her assigned accounts
• The AP ensures alignment with Sales and is responsible for developing relationships within his/her account(s) to accelerate value and improve customer outcomes, and help uncover new opportunities for Salesforce
• The AP is accountable for bookings, revenue, margin, CSAT, and value delivered across his/her assigned account(s) and serves a key contact for customer negotiations and escalations
• An Account Partner earns the right to be considered a trusted advisor to the customer by providing execution excellence, intimate knowledge of the business the customer is in, and able to clearly lay out the path the customer needs to take to achieve success
• They independently identify and close opportunities with the primary goal of helping customers generate significant business value from their Salesforce investment
• They are responsible for sourcing and closing Professional Service Business in a region, owning bookings, sales performances, forecasting, managing customer lifecycle, driving adoption through sales activities for new and existing customers, pipeline generation and delivering sales presentations to C-level clients.
• Individually responsible for the success of a specific territory and patch.
• Consistently demonstrates the ability to develop, manage and elevate Accounts to Tier 1 /2
• Accountable for a larger quota
• Utilizes a consultative selling approach across all client levels, particularly C-Suite stakeholders
• Demonstrate strong executive presence and confidence when sharing a strong point of view through effective storytelling
• Ability to move fast and drive results
• Influences leaders and orchestrates internal alignment to provide best solutions
• Flawlessly navigate across all our internal teams to create synergy and alignment in driving the deal to closure maximizing both license and services bookings.

Account Partner Director – Travel, Transportation and Hospitality

• Creating tailored sales strategies to meet the unique goals of each Enterprise client within portfolio and accelerate with cross-functional partner execution.
• Curating long-term relationships with key decision makers and influencers within each client (including C-level executives and others throughout various lines of business), generating and closing new sales opportunities within assigned account base, which may include existing clients as well as new clients not currently doing business with TMUS today.
• Leading a world-class, differentiated experience that T-Mobile clients will want to continue their growth with
• Positioning T-Mobile product capabilities to potential and existing clients that align to and help them enable their business goals
• Managing complex contract negotiations and close large, high value deals with enterprise clients
• Maintaining accurate record of interactions, sales progress and provide accurate sales forecasts and performance reports to leadership

Client Partner, Enterprise Sales

• Manage day-to-day activities of client accounts
• Coordinate service delivery for accounts
• Maintain client files in AMS accurately
• Develop professional working relationships with clients

Client Partner jobs in Massachusetts

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Services Sales – Account Partner, Accelerated Industries

Manager, Client Care Operations

Senior Client Development Manager – State and Local Government Health

Director – Client Growth Partner, IT Consulting, Manufacturing

Client Partner

Client Partner – Industrials

Senior Client Marketing Manager – Retirement & Insurance

Client Manager – Regional Accounts

Manager, Client Development – Mergers & Acquisitions

Sales Director – Account Partner

Client Manager, Commercial Risk

Private Client Manager – Investments

Private Client Manager – Investments

Client Manager

Client Partner, Consumer

Account Partner Director – Travel, Transportation and Hospitality

Client Partner, Enterprise Sales

Client Manager, Commercial Risk – Insurance Advisory Solutions