Client Project Manager II

About the Company

Wildfire Defense Systems (WDS) is the North American leader in insurer wildfire services, combining professional wildfire consulting and loss intervention services with Qualified Insurance Resources (QIR). Founded in 2001 to fulfill initial-attack assignments for the US Forest Service, the company added professional services support in 2005 and launched wildfire loss-intervention programs for insurers in 2008. WDS Wildfire Loss Intervention Service (WDS Service) applies a comprehensive approach to reducing risk in catastrophic exposure on an industry scale, decreasing the average annual loss (AAL) for insurer clients, and providing peace of mind to their policy holders during wildfire events. WDS provides these industry-leading services to insurer clients and their policy holders across a 22-state service area.

About the Role

The Client Project Manager II (CPM II) is a professional client management position within the Program & Client Management Department (PCM Department) in the Professional Services Division at Wildfire Defense Systems. The CPM II serves as the primary liaison between Wildfire Defense Systems and its clients, ensuring successful delivery of high client satisfaction and long-term account growth. This role focuses on understanding client business goals, managing daily communications, and collaborating with internal teams to execute strategies on time and within budget.

Key components of this role include:

• Relationship Management
• Project & Team Lead
• Cross-Functional Collaboration
• Account Planning & Strategy
• Conflict Resolution
• Reporting & Presentations
• Client Onboarding & Support
• Financial Analysis
• Data Analysis

Responsibilities

• Client Interactions and Deliverables
  • Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and managing expectations.
  • Develop strategic account plans aligned with client business objectives and identify opportunities for growth.
  • Gather and analyze client feedback to inform service improvements and product development.
  • Prepare and deliver presentations, proposals, and performance metrics to clients.
• Internal Communications
  • Effectively collaborate with cross-functional partners and stakeholders.
  • Review and interpret internal reporting from other business units.
  • Coordinate internal teams to deliver solutions tailored to each client’s needs, ensuring timely and effective service.
• Program Management Support
  • Manage the assigned programs to the contracted scope and desired margin.
  • Manage client onboarding, including setup and integration of new products or services.
  • Conduct regular business reviews to report on performance metrics, project milestones, and overall account health.
  • Oversee contract renewals, ensuring compliance with terms and service elements.
  • Maintain detailed records of client interactions, transactions, and communications in Salesforce.
  • Track, review, and approve client billing.
• Project Management
  • Develop comprehensive project plans, including scope, objectives, timeline, and budget for assigned projects.
  • Define project vision and direction, demonstrating ownership over success.
  • Consistently analyze current state for process improvement.
  • Implement solutions through effective coordination between internal business units.

Requirements

• Required Qualifications
  • Bachelor of Science degree in business, marketing, or another related discipline.
  • Minimum 3-5 years of experience in a professional product or service industry.
  • Proficiency in Microsoft products, particularly Excel.
  • Experience in client and project management.
• Preferred Experiences
  • Master’s degree in business administration.
  • Outstanding written and oral communication skills.
  • Bilingual English - French.
  • High degree of ownership and accountability over projects.
  • Project Management Professional (PMP) certification.
  • Five (5) years of client relations and/or customer service experience.
  • Experience aligns with core values of integrity, trust, and persistence.

Skills and Characteristics

• Client Management Skills
  • Demonstrated experience providing professional management services to clients.
  • Ability to help clients with problem-solving, identify and develop strategies to support client requests, manage deliverables to meet project schedule and budget, and work in a dynamic environment.
• Initiative
  • The ability to perform job responsibilities independently and responsibly.
  • The ability to proactively complete tasks, solve problems, improve processes, enhance products, and/or extend services within assigned range of authority.
• Problem Solving/Analytical Skills
  • The ability to observe, evaluate, summarize, and apply meaningful data in the problem-solving process.
  • The level of logical reasoning necessary to connect required actions to desired outcomes.
  • The ability to forecast events based upon current situations.
  • Demonstrated skill in generating, selecting, and implementing timely and meaningful solutions to problems.
• Communication
  • The ability to effectively converse and listen to others concerning company matters.
  • The use of proper written and grammatical skills, and the meaningful application of computer technology.
• Cooperation/Responsiveness
  • Promote a collaborative, cooperative, and productive environment.
  • The ability to work well with colleagues and leadership.
  • The level of demonstrated sensitivity, team building, support, and respect.
  • The degree to which the employee responds to needs and issues of customers and team members to achieve optimal results for the organization.
• Project Management
  • The ability to understand prescribed project guidelines, oversee analysis and development, manage stakeholders, and deliver quality results.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 lbs.
• Must be able to work in a general office environment, with typical office noise and lighting conditions.

Pay

The pay range for this role is $87,300 - $100,000 USD per year (Post Falls, ID).