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Client Partner Job Description: Top Duties and Requirements

A Client Partner, or Client Relations Manager, is responsible for building strong relationships with clients/customers to encourage sales and growth of an organization. Their main duties are maintaining correspondences with clients through calls or emails, resolving any issues or concerns, and developing new strategies to meet monthly sales targets.

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Client Partner duties and responsibilities

Client Partners have a wide range of duties to ensure clients are receiving outstanding service. Main duties and responsibilities include:

  • Resolve customer concerns and requests efficiently
  • Develop and assess account strategies to meet revenue targets
  • Build new client relationships through calls, networking, email campaigns, and word of mouth
  • Monitor client satisfaction and update strategies when necessary
  • Create business proposals for clients and management
  • Negotiate new business contracts with clients
  • Offer product and service consultations for clients
  • Encourage sales among current and new clients
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Client Partner Job Description Examples:

Example 1

The Client Partner and Engagement Architectreports to the Chief Technology Services Officer and is directly responsible for partnering with clients (or potential clients) to understand complex scaled engineering challenges, bring credibility to Forte�s ability to meet a successful client outcome, and then collaborate with various internal and client stakeholders to provide solutions and ownership of the client engagement.

Principal Accountability | Be a Domain Subject Matter Expert
  • To be outlined in an �addendum� for a specific domain

  • FinTech

  • LegalTech

  • HealthTech

  • LogisticTech

  • Marketplace / Exchange Tech

    Principal Accountability | Contribute to Business Development Efforts

  • Contribute to pre-sales by leading technical conversations with potential clients to build confidence in our services.

  • Establish and maintain up-to-date examples of success stories that showcase our ability to transform complex business problems into valuable outcomes.

  • Understand and support Forte�s goal of establishing and maintaining high (50%+) profit margins for managed services.

  • Collaborate with the sales team to produce (and deliver) proposals, presentations and statements of work that enable Forte and our clients to have a mutually beneficial partnership with equally successful outcomes for both parties.

    Principal Accountability | Partner with Clients

  • Be the single point of escalation for client executives.

  • Participate and contribute to high level planning with executive client stakeholders around future goals.

  • Introduce and justify innovation (upsell) throughout the engagement that is in alignment with client goals.

    Accountability |Own the Client Engagement

  • Assure a successful outcome, end to end, for client engagements and associated solutions under Forte�s ownership / management

  • Partner with Forte�s Directors of Delivery and participating teams to

  • Bring high-level transparency of the work owned by Forte, including insight into successes, risks, value-adds, needs and constraints.

  • Assure current best engineering standards are promulgated to the Forte managed teams

  • Continuously realign with the changing client goals to achieve long term success

  • Influence and guide Forte�s Architectural Service Layer and Product Management tier to architect commercially viable, scaled solutions for our clients

    Create and maintain an actionable approach to platform quality, availability, resilience and reliability that is alignment with client�s needs, patterns and practices

    Education and Experience

  • Significant experience working with / within large enterprises of specific domain

  • 10+ years of experience as a practitioner in software engineering

  • 5+ years of experience leading technology teams as an engineering manager, scrum master or project manager

  • Must be an expert in Agile / Scrum

  • Must have an software architect�s mind

  • BS/MS in Software Engineering or related field.

  • Experience working with US-based clients.

  • Fluent English and communication skills.

    Job Type: Full-time

    Benefits:
  • Casual dress
  • Company events
  • Paid time off
  • Work from home
    Flexible Language Requirement:
  • French not required
    Schedule:
  • 8 hour development: 10 years (preferred)

    • Example 2

    The Client Partner - Technical Account Manager will play a key role at StackPros Inc., where we design, create, deploy, maintain and grow industry-leading Cloud Infrastructure, Big Data Analytics and Cloud For Marketing products, solutions and services.

    The Client Partner - Technical Account Manager will be responsible for day-to-day client relations and liaison with internal teams on all StackPros Inc. programs. The incumbent will be a key member of a central team responsible for collaborating with clients to develop their digital systems through the practical utilization of data and strategy, supporting the Head of Accounts in guiding clients� development of their digital systems.

    The Client Partner - Technical Account Manager will lead collaboration with StackPros Data Systems and Digital Ecosystems teams, to plan, deliver and grow our client project portfolio. The individual will use their expertise and best practices to support the team in providing efficiencies, and superior quality to every deliverable. The Client Partner - Technical Account Manager will be responsible for maintaining positive internal and external relationships, further building on our strong corporate reputation.

    KEY Responsibilities:

    Role-Specific Responsibilities:

  • Act as the first point of contact for StackPros Inc.�s clients. Establish and maintain client relationships � drive new connections and deepen relationships within our market, industries and client base.
  • Sales pipeline management � generate and lead new sales opportunities for Stackpros through consultative solution selling as well as responding to client RFP responses and service requests.
  • Building our capabilities � pursue and maintain industry and partner certifications, relationships and expertise and increase our market recognition through forums, publications, industry events and client workshops.
  • Delivery and quality management � oversight of all proposals, work and deliverables for client accounts within your portfolio. Lead client engagement, project tracking and issue management and escalation.
  • People and talent management � provide guidance, supervision, and coaching to the team members assigned to accounts within your assigned client group.
  • Administration � ensure the proper administrative controls are in place and adhered to on your accounts, including the management of client contract terms, renewals, sign offs, invoicing and internal administration.
  • Uphold StackPros Inc.�s highest standards for project delivery, client satisfaction and reputation

    Company-Wide Responsibilities:

  • Cultivate opportunities for company growth, always seek areas where StackPros� role could be expanded
  • Adapt to ever-changing client needs and expectations
  • Maintain dedication toward achieving excellence in StackPros� delivery against client needs, and overall success as an organization
  • Be an enthusiastic, positive and generally awesome team mate, mentor & constantly curious learner
  • Stay up-to-date on relevant technologies, plug into user groups, understand trends and opportunities to ensure we are using the best possible techniques and tools

    WHAT YOU BRING:

  • 4+ years of knowledge and experience in Technical Consulting and Professional Services, including direct responsibility for growing new client revenue streams
  • 3+ years� experience managing teams through project deliverable workflows.
  • Strong understanding of digital ecosystems including online data collection, cloud systems and analytics tools (Google stack, DoubleClick stack, AWS, Salesforce, Adobe Cloud,etc.)
  • Demonstrated experience building relationships with client executives and leaders
  • Experience managing the financials of a seven figure portfolio of work
  • 2+ years� experience monitoring quality assurance of projects
  • Demonstrated experience in negotiations and difficult conversations
  • Demonstrated experience supporting recruiting, interviewing, and hiring new employees
  • Experienced and adept at influencing and aligning teams to work toward a common goal
  • Adaptable, flexible and focussed. You also embody a strong desire to learn and deliver industry leading technology solutions to drive business outcomes
  • Poise, executive presence and high articulacy. A strong background in crafting and delivering presentations is also required

    WHAT�S IN IT FOR YOU?

  • "Work from anywhere" in Canada policy
  • 100% employer-paid benefits package
  • Monthly yoga and meditation classes
  • Regular Lunch and Learns from your Team Mates
  • Fun and Frequent Employee Events and Activities
  • Participation in Community Type: Full-time

    • What does a Client Partner do?

    A Client Partner acts as a liaison between the business and its customers. They ensure customers receive the best service possible to encourage them to come back. Client Partners do this by routinely reaching out to customers in a number of ways, such as sending newsletters with products, services or promotions, resolving any questions or concerns they have, or negotiating new contracts. Client Partners also need to build relationships with new clients to further encourage revenue growth. They also help develop new business strategies and budgets that will help meet monthly or yearly revenue targets.

    Client Partner skills and qualifications

    To successfully maintain and build client relationships, Client Partners need a variety of skills and qualifications, including:

    • Strong interpersonal skills
    • Excellent written and verbal communication skills
    • Understanding of relevant software and systems, such as current Client Relationship Management (CRM) software
    • Excellent customer service skills
    • Ability to resolve issues independently
    • General business knowledge
    • Self-motivated and able to work independently
    • Able to adhere to budgets and meet sales targets

    Client Partner experience requirements

    Client Partners have a strong responsibility to keep customers satisfied to help meet sales targets. To do so, candidates must have three to five years experience in a customer service role. This helps prepare them for handling customer concerns and building strong professional relationships. You may also prefer candidates to have at least one year of management experience so they are comfortable leading a team to success.

    Client Partner education and training requirements

    The role of a Client Partner tends to be a consulting position in most companies, so they require a strong educational background. Candidates should have a bachelor’s degree in a related subject, such as business, marketing, or business management. You may also require candidates to have a master’s degree in a similar field. If you don’t require a master’s degree, candidates with one are preferable.

    Client Partner salary expectations

    According to Indeed Salaries, the average salary of a Client Partner in Canada is $94,559 per year. The actual salary earned will vary depending on experience, location, and the hiring company.

    Job description samples for similar positions

    Other job description samples relating to managerial customer service roles include:

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    Client Partner job description FAQs

    What are the day-to-day duties of a Client Partner?

    Any business that works with clients/customers can employ a Client Partner to act as a liaison. This means they can work in almost any industry, but you typically find them in technology, healthcare, manufacturing, finance, or marketing.

    What qualities make a good Client Partner?

    Account Managers and Client Partners have a similar role as they both build and maintain client relationships for an organization. They typically work together as well, but the difference is that Account Managers handle the formal business arrangement side of the relationship. This means they keep track of the fine details of a client’s account, such as a record of their credit or debt. Client Partners focus more on keeping clients happy to maintain their business and seeking out new clients.

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