Account Manager / Client Partner, AI & Digital Transformation
Overview
As Account Manager / Client Partner at Excellis Interactive, you will own and grow a critical enterprise client relationship, leading strategy, delivery, and revenue expansion. You will act as a trusted advisor, bridging client needs with Excellis's AI, UX, and software engineering teams. This role combines consultative sales, account management, and talent coordination, requiring you to manage opportunities from discovery through contracting and onboarding. You will work closely with executives and internal teams to deliver measurable outcomes, making this a pivotal role in a human-centered AI consultancy.
What You'll Do10
- 1Build and maintain a structured account plan covering stakeholders, engagements, contracts, opportunities, risks, and next actions, updating it weekly.
- 2Cultivate relationships with executive stakeholders and buying managers, identifying new sponsors and decision-makers across the client organization.
- 3Lead discovery sessions to understand client business priorities and technology environment, translating needs into actionable solutions using AI, generative AI, and enterprise software.
- 4Own opportunities from initial discovery through proposal, contracting, staffing, and delivery, creating statements of work with SOW templates.
- 5Draft compelling job descriptions and partner with recruiters to source and screen candidates, assessing their client-readiness.
- 6Coach shortlisted candidates for client interviews, preparing them on role, project, and expectations.
- 7Coordinate onboarding for consultants, managing paperwork, access, equipment, and credentials.
- 8Monitor delivery health, client satisfaction, and consultant success through regular check-ins, addressing risks proactively.
- 9Drive renewals and expansions by anticipating future needs and initiating proposal processes early.
- 10Maintain an accurate pipeline and provide leadership with updates on account health, revenue, and risks.
Requirements10
- 17+ years in enterprise account management, client services, or consulting in a client-facing leadership role.
- 2Proven success managing and growing enterprise client relationships, with a focus on retention and expansion.
- 3Strong consultative selling and account-planning experience, including proposal and SOW creation.
- 4Executive-level communication and presentation skills, with ability to lead persuasive discussions.
- 5Experience defining resource requirements and participating in recruiting, candidate evaluation, or team building.
- 6Ability to assess candidates for experience, communication, and client-readiness in a consulting environment.
- 7Understanding of digital platforms, AI, customer experience, and emerging technologies sufficient to lead strategic conversations.
- 8Experience coordinating cross-functional teams across UX, engineering, product, finance, and operations.
- 9Financial acumen with familiarity in project budgets, pricing, revenue, and margin management.
- 10Proficiency in PowerPoint, Excel, Word, Teams, and common CRM or recruiting platforms.
Salary Insight
$65 - $100k per year
Location
Required Skills
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