Client Partner

The client is seeking a Client Partner to join its Project Solutions practice, which supports middle-market companies during pivotal business events such as acquisitions, carve-outs, ERP implementations, and value-creation initiatives. The Client Partner serves as the primary point of contact, building relationships with CFOs, COOs, and private equity operating partners, particularly in the Charlotte and Southeast markets. This role involves identifying business needs arising from significant events, shaping these into defined consulting engagements, and collaborating with internal leadership to ensure successful project delivery.

Key responsibilities include originating and maintaining a robust pipeline of potential clients and opportunities, staying attuned to market activity such as mergers, acquisitions, and refinancings, and leveraging existing relationships to identify consulting needs. The Client Partner will conduct discovery conversations to understand client challenges, draft proposals and statements of work, and lead pursuits through the sales process. Maintaining visibility in the market through industry groups, roundtables, and thought leadership is also expected, as is ongoing relationship management to foster repeat business and referrals. The Project Solutions practice is organized around four core areas: enterprise program and PMO leadership, business and technology enablement, operational readiness and change adoption, and process optimization and functional transformation. The Client Partner will support engagements across these pillars, with a focus on delivering measurable outcomes for clients. Success in this role is measured by signed engagement value, the strength of the qualified pipeline, and proposal win rates, reflecting the consultative and long-cycle nature of the sales process.