Client Delivery Job Description
Client Delivery Duties & Responsibilities
To write an effective client delivery job description, begin by listing detailed duties, responsibilities and expectations. We have included client delivery job description templates that you can modify and use.
Sample responsibilities for this position include:
Client Delivery Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Delivery
List any licenses or certifications required by the position: ITIL, ITSM, PMP, CISSP, CISM, FIS, APICS, CPM, SAP, CCTS
Education for Client Delivery
Typically a job would require a certain level of education.
Employers hiring for the client delivery job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Business, Education, Computer Science, Finance, Technical, Information Systems, Business/Administration, Engineering, Management, Accounting
Skills for Client Delivery
Desired skills for client delivery include:
Desired experience for client delivery includes:
Client Delivery Examples
Client Delivery Job Description
- Support the take on of new business into the team for existing clients serviced and new business
- Attend workshops, to understand the details of new projects and the impact to the OCM team
- Work with line-management on the rollout of services to new clients and to ensure the smooth transition of additional centralised functions
- Work with line-management on the rollout of adhoc projects like fund migration
- Provide feedback to line-management including work in progress and any developments or trends
- Ensure the processes are descripted in procedures and those are up to date
- Ensure staff receive required training and are familiar with relevant processes and controls as per agreed SLA´s
- Plan and implement regular cross training within the area to ensure minimal dependency on individual team members
- Ensure the appropriate testing for new projects is carried out to ensure the minimal impact to the team
- Ensure client, audit, compliance and management queries are highlighted, thoroughly investigated and responded to in a timely manner
- Previous lead roles in programme or major project management with a high emphasis on test and quality
- Broad knowledge of the Quality and Testing Services market
- Previous commercial experience in a professional services engagement framework
- Sales support skills, including previous experience of pre-sales situations (presentations services engagements
- Ability to present succinct summaries by analysing central delivery databases
- Ability to multi-task and prioritise across multiple clients and activities
Client Delivery Job Description
- Manage the pipeline of potential projects sourcing, continuous improvement, , including relevant Stakeholder expectations
- Drive operational governance elements Identify untapped areas for savings and lead the follow up activities to gain access to the spend areas
- Manage monthly performance measurement and reporting, tracking overall progress against program savings targets
- Assist throughout the sales process, as required
- The Opportunity Further advance program and senior customer relationship management skills
- Ensure seamless delivery of Conifer’s solutions and services to attain revenue goals
- Oversee client deliverables in partnership with both internal and external business relationships
- Oversight and Management of any new Change Control Notices for specified clients
- Identify resource needs and competencies structure the organization for efficient delivery
- Engage in a broad spectrum of vendor activities such as PBM, data management, re-insurance, consultants/brokers
- Ability to form long term commercially successful client relationships
- Minimum of 10 years of program management within a professional services outsourcing environment
- Minimum of 5 years supply chain, operations or corporate procurement experience
- Minimum of 5 years of experience working with Procurement teams, aligning technical requirements with commercial terms and conditions
- MBA or Master s degree and or PMP certification strongly preferred
- Demonstrated ability for to lead successful change management efforts
Client Delivery Job Description
- Promotes positive relationships and strong partnerships for the benefit of the organization
- Proactive insight to identify opportunities to create efficiencies, add value and expand support provided
- Responsible for overall P&L including forecasts
- Responsible for ensuring all accounts meet SLAs and customer satisfaction targets
- Will manage a combined portfolio of up to million in revenue
- Keep up to date on new/innovative methodologies needed to support Clients
- Manage expenses including maximization of recruiter productivity by assigning full work load to ensure sufficient billable hires
- Validate that all contract schedules are signed updated & maintained in contract centralized location
- Familiar with contract schedules & contractual terms with the ability to execute against them
- Assure that assigned areas of responsibilities are performed within contract targets to achieve revenues and control expenditures
- Ensure services are billed and collected within contract terms
- Responsible for overall account compliance to EEO & Diversity standards
- Set specific account guidelines and policies as required
- Ensure adherence to corporate guidelines and policies
- Ensure team members conform to client and RSR processes and quality procedures as defined
- Define, manage, and lead special projects necessary to enhance our service offering to existing and anticipated clients
Client Delivery Job Description
- Match candidates to open job orders or schedules
- Coordinate order fulfillment flow to ensure timely and compliant starts
- Perform client-specific candidate eligibility / compliance requirements
- Perform onboarding duties of new hires
- Perform orientation & training of new hires
- Confirm daily / shift associate attendance and address associate absenteeism and tardiness
- Coordinate weekly associate time capture, hiring manager approval, payroll/billing processing, reconciliation, and adjustments
- Communicate, update and maintain associate assignment changes
- Compile data, scrub data, and create internal and client reporting
- Address overall client and associate issue resolution as directed by CDM
- Ability to manage multiple teams or a single complex team
- BS/BA in Computer Science, MIS, related degree or equivalent work experience
- A passion for teamwork and clarity of thought in fast-paced environments
- Should possess University degree, with post graduate technical or management qualifications
- At least 5 years of Delivery Management experience
- Must have the thorough knowledge of end to end delivery process
Client Delivery Job Description
- Understand all software and hardware requirements necessary for installation
- Core focus on output and document management strategies
- Document all program offerings and measure the results by providing dominant information through agreed upon metrics, quarterly business reporting, P&L validation and program by program results
- Make program recommendations to the account team and provide quarterly summary of any changes in program offerings/components
- Ensure proper communication and marketing of program elements to end users and key stakeholders
- Direct training and education on all program elements through webinars, collateral, in person visits, and social media
- Collaborate with all stakeholders to ensure program goals and objectives are clear, attainable and that key measurements are in place
- Engage product specialists to ensure appropriate products are being offered
- Present assessment results and make solutions recommendations addressing overall solution, optimization strategy, transition planning, training and satisfaction survey
- Managing the client relationship for a portfolio of PM-owned clients, maintaining a clear understanding of the client’s requirements through demonstrating a good understanding of all processes and procedures used to satisfy the client’s requirements
- Proven ability to be strong team player, a good team builder and sound leadership skills
- Strong customer support skills and problem solving skills
- Ability to multitask, maintain composure in high- stress/ high- visibility situations and
- Minimum 5 – 10 years of SalesForce platform experience, preferably in an operational support environment
- 3 years of account management or customer relationship experience
- Firm understanding of commercial implications and a strong sense of “business judgment”