Client Partner

About the role

Middle-market companies hit a few moments that change how they run: an acquisition, a carve-out, a new ERP, a sponsor’s value-creation plan, an exit. Most don’t have the bandwidth or the experience in-house to get them right. That’s where Project Solutions comes in. We’re the Project Solutions practice inside AccruePartners. We scope the problem, build the team around it, and own the outcome. Our model is a broad bench behind a narrow front door: deep subject-matter experts across four solution areas, and one accountable team for the client. The Client Partner is that front door. You build relationships with CFOs, COOs and PE operating partners across Charlotte. You recognize when a business event creates a need, help the client define it, and shape it into an engagement. You’ll scope the work alongside the VP, Project Solutions, and stay close through delivery so the client comes back.

Responsibilities

Originate Pipeline

• Build coverage of the Charlotte and Southeast middle market: a target list of companies, PE sponsors and operating partners, plus the centers of influence around them, such as M&A attorneys, lenders, accounting firms and investment bankers.
• Follow deal flow. New platforms, add-ons, carve-outs and refinancings are the clearest signal of who will need help next.
• Spot opportunities in AccruePartners’ existing client relationships where the need is a scoped engagement, not a hire.
• Be visible in the market through roundtables, industry groups and points of view and case studies on the problems our clients face.

Shape Solutions

• Run discovery conversations that get past the request to the business problem, what it’s costing, and who owns it.
• Partner with VP, Project Solutions to turn that into a defined engagement: objectives, scope, approach, team, timeline and fees.
• Draft proposals and SOWs. You should be comfortable putting a first version together yourself.

Win the Work

• Lead pursuits through our stages: Qualifying, Value Prop, Proposal, Negotiation, Closed-Won.
• Keep the pipeline current in our CRM and bring a forecast to our regular pipeline reviews that leadership can plan staffing and revenue against.

Grow Relationships

• Stay the senior relationship through delivery and make sure what we sold is what we deliver.
• Build account plans for your priority clients and sponsor relationships.
• Turn completed work into follow-on phases, referrals and case studies.

Where We Play

Our work is organized into four pillars. AI is part of each one, not a separate offering.

• Enterprise Program & PMO Leadership. Post-merger integration, divestitures and TSA exits, ERP programs, finance transformation roadmaps, and AI governance.
• Business & Technology Enablement. ERP, CRM and HRIS selection and rollout, data and BI, FP&A and EPM tooling, and AI and automation in core systems.
• Operational Readiness & Change Adoption. Go-live change management, org redesign, SOP standardization, and first-100-days operating model resets.
• Process Optimization & Functional Transformation. Close acceleration, order-to-cash and procure-to-pay, shared services, working capital, cost takeout, and controls.

The best opportunities come from business events, not RFPs. These are the ones to listen for:

• A platform acquisition or add-on that has to be integrated
• A carve-out that needs to stand up its own functions and exit a TSA
• A value-creation plan that asks more of finance and operations than the team can handle