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Epicor · 2 days ago

Professional Services Sales Client Partner, Principal

United States

Full-time

Remote

Senior Level, Lead/Staff

$120K/yr - $204K/yr

8+ years exp

Epicor is a leading software company focused on creating better business solutions through data and technology. The PS Client Partner, Principal acts as a liaison between clients and professional services, responsible for managing client relationships, supporting sales processes, and ensuring successful project delivery while mitigating risks.

Computer Software

Responsibilities

Support the sales process, coordination and execution of product or service delivery projects for clients from initiation through to completion

Contribute to strategic sales planning efforts and achieve regional service sales goals

Formulate business outcomes and value propositions to prospective clients during sales cycle

Evaluate the profitability and potential risks of engagements, recommending client-centric solutions that optimize value while minimizing project risk

Collaborate with internal Epicor teams to strengthen the client relationship with Epicor

Act as a point of escalation for professional services and implementation concerns

Actively participate in project kickoff meetings, planning sessions, and steering committee meetings, either on-site or remotely

Contribute to pre-sales activities including client presentations, services planning, proposal development, and work plan creation

Lead the review and approval process for scoping, planning, cost estimation, and pricing of consulting engagements

Provide guidance and support to team members by sharing best practices and subject matter expertise to help ensure customer value is recognized early in the sales cycle

Qualification

Sales process supportClient relationship managementProject risk mitigationAnalytical thinkingPresentation skillsOrganizational skillsProject sponsorshipEffective communicationTime management

Required

Strong presentation skills, with the ability to confidently engage clients in both in-person and remote sales meetings

Effective communicator across all levels, including customers, consultants, executives, and internal teams

Exceptional organizational, time management, and project sponsorship skills

Capable of managing high-level P&L performance across geography, while maintaining attention to detail on specific projects and forecast accuracy

Analytical thinker, able to assess customer challenges and recommend strategic improvements

Willingness to occasionally work at client sites

Willingness and ability to travel up to 50% based on business needs