Who Is a Client Partner? What Is a Client Partner’s Role?

Learn all about Client Partner, their responsibilities, job description, pay scale, examples, and more.

Who Is a Client Partner? What Is a Client Partner’s Role?
Who Is a Client Partner? What Is a Client Partner’s Role?

Client partner is a relatively new position that has opened in the B2B SaaS (Software As A Service) world. In this blog, we focus on the definition of a client partner, their job role, and their job description.

The client partner is an employee of a firm or business who interacts with current and prospective clients and is solely focused on offering the highest level of customer service.

They are responsible for maintaining relationships with various clients, cultivating connections with potential clients, bringing them on board, conducting market and consumer research, renewing contracts with devoted clients, working with senior staff to provide the best customer service, and resolving any issues.

The client partner may need to personally approach prospective customers and expose them to the business’s goods and services, usually by focusing on particular organizations or businesses.

Generally, a bachelor’s degree in computer science, business, business administration, or a related field is required for someone who wants to start working as a client partner.

Some employers might consider a combination of education and experience as an equivalent.

This being a challenging position to fill, the applicant must have several years of experience, at least, in similar positions, such as customer service and sales or HR.

The responsibilities of a client partner

A client partner is the person clients work with directly. They are responsible for the relationship with a client, so they must be able to communicate effectively and solve problems.

Client partners need to be able to:

Work as part of a team. Client partners must be able to work well with other members of the account team and understand how their role fits into the broader context of the account. They also need to know when they should involve other members of their team or external resources such as designers or developers.

Handle tricky situations calmly. Client partners will only sometimes have all the answers and may face challenges that are out of their control, but they must have confidence in themselves and their ability to solve problems without getting stressed or upset. They must also remain calm when dealing with difficult clients (which will happen at some point).

Be flexible and comfortable with change. Client partners will often be given new ideas from clients on an ongoing basis, most of which will only be suitable for implementation after a period of time. They must therefore be prepared for this type of request and understand how best to handle it within their current project constraints (time/budget/scope).

The best way to become a client partner

The best way to become a client partner is to be like a consultant.

As a consultant, you can see your clients’ businesses from an outside perspective. You can see where they need help and where they are doing well. This allows you to provide strategic advice and feedback in a way no one else can. It also allows you to build trust and rapport with your client team — which is essential for long-term success.

To grow as a consultant, it is important that you continually evolve as a person and professional. Here are some ways that you can do so:

1) Learn how to ask great questions. Asking thoughtful questions is essential to any consulting process because it helps uncover essential information that may go unnoticed or undiscussed. The more effective your questions are at getting at the truth, the more value they will provide for you and your client team.

2) Develop strong listening skills. Listening actively is one of the most important skills you can develop as a consultant because it allows you to connect with people emotionally and truly understand what they are saying without having any personal stake in their answer being “yes.” When we listen actively, we get people to open up and be more expressive about their feelings, making it easier for us to guide them toward whatever outcomes we try to achieve.

3) Focus on results, not process. You will be asked to do many different things for clients as a consultant. Some of those things will be easy, and some of them will be exceedingly difficult.

4) Establish trust with your client. Trusting your client will make it easier for them to open up and be honest with you about what they are trying to achieve. Once you have established trust, ask questions that allow people to share their feelings and opinions openly.

Typical qualifications required to apply for the position of client partner

If you are looking to apply for the position of client partner, you must have the right qualifications. Here are some of the most common qualifications required to apply for this position:

A university degree. Most companies require at least a bachelor’s degree in a relevant field. If you do not have one, consider enrolling in a professional development program or taking night classes to get your degree.

Previous experience working with clients. You must show that you have worked with clients before, either at another company or as an independent consultant or freelancer. This could include anything from doing some freelance work to working as a waiter or waitress at a restaurant so that you can learn more about customer service and how businesses operate.

Excellent communication skills. You will need to communicate clearly and effectively with internal stakeholders and external clients/customers. This means writing clearly and persuasively and speaking persuasively when needed.

The job description of a client partner

The client partner is on the agency’s front lines. The client partner is responsible for supporting the agency’s clients and ensuring they have a vast experience with the agency.

The client partner’s job is to build strong relationships with clients, manage their expectations, and keep them happy and engaged.

A good client partner will:

  • Know all about your product or service — including internal workings, technical details, and what makes it different from other options.
  • Explain your offering in clear, simple language so anyone can understand it.
  • Have a deep understanding of why customers would want to buy from you.
  • Be able to speak about your company’s mission and vision convincingly.

The pay scale of a client partner across geographies

The pay scale of a client partner varies from country to country. Here is the list of some of the major countries according to Glassdoor:

1. USA

Client Partner is a role in the Accounting Industry. It has a salary range of $31,000 – $189,999 per year. The average pay for this role is $109K per year. The highest-paid professionals in this role earn about $129K annually.

This figure is based on the median annual salary for Client Partners in the United States area, which is $118,532 annually. Client Partners in the United States earn an average of $117K annually after working for 12 years. In addition to base pay, Client Partners may be eligible for a bonus (an average of $11K per year), overtime pay ($0K-$188K), tips ($0K-$4K), commission ($0K-$127K), and profit sharing (about $3K annually). The most common occupations related to this role are Accountant, Financial Analyst, and Operations Director; however, these jobs are not exclusive to this field: any entry-level employee who performs bookkeeping or accounting functions can be considered a Client Partner.

2. United Kingdom

The estimated total pay for a Client Partner is £92,199 per year in the United Kingdom area, with an average salary of £71,083 per year. These numbers represent the median, the midpoint of the ranges from our proprietary Total Pay Estimate model and are based on salaries collected from our users. The estimated additional pay is £21,116 per year.

3. Australia

The estimated total pay for a Client Partner is A$205,977 per year in Australia, with an average salary of A$150,000 per year. These numbers represent the median, the midpoint of the ranges from our proprietary Total Pay Estimate model and are based on salaries collected from our users. The estimated additional pay is A$55,977 per year.

4. France

The total pay for a Client Partner is €106,083 per year in France, with an average salary of €74,600 per year. These numbers represent the median, the midpoint of the ranges from our proprietary Total Pay Estimate model and are based on salaries collected from our users. The estimated additional pay is €31,484 per year.

5. India

The estimated total pay for a Client Partner is ₹2,450,442 per year in India, with an average salary of ₹1,400,253 per year. These numbers represent the median, the midpoint of the ranges from our proprietary Total Pay Estimate model and are based on salaries collected from our users. The estimated additional pay is ₹1,050,190 per year.

6. United Arab Emirates

The estimated total pay for a Client Partner is INR 2,36,000 per month in India, with an average salary of INR 1,05,500 per month. These numbers represent the median, the midpoint of the ranges from our proprietary Total Pay Estimate model and are based on salaries collected from our users.

Examples of client partners

When it comes to client partners, there are a few diverse ways of doing things.

If you are working with a freelancer or agency; you will likely be dealing with an account manager or project manager assigned to your account. If you are using an in-house team; you may have a dedicated resource or two who handles client relationships and project management. And if you are managing clients yourself, it is important to know your role and how to manage client expectations.

Here are some examples of client partner roles:

Account Manager: This person manages the relationship between your company and the client’s company. They help with initial estimates, project planning, risk assessment, and more. They also manage the day-to-day project management work during the project’s life (like reviewing deliverables).

Project Manager: This person helps manage day-to-day communication between your company and the client’s company during the life of a particular project (like submitting invoices or evaluating time sheets). They also guide how to scope projects effectively to maintain them within budget and timeline constraints.

Client Success Manager: This person manages communications with clients about their satisfaction with your company’s services over time. They also help you identify ways to improve your service delivery so that clients have a better experience.

Service Desk Manager: This person manages your company’s service desk, which is the first point of contact for customers who have questions about your product or need to report an incident. They also help with escalations and customer satisfaction surveys.

Career paths of client partners

Client Partners are responsible for building relationships with clients and managing their accounts. They are also responsible for building out and maintaining the client’s portfolio.

Client Partner is a key role if you have a background in technology or finance and want to help clients make strategic decisions about their technology investments. You will work closely with senior management to identify opportunities, recommend solutions, and set priorities.

Here are some examples of what you might do as a Client Partner:

  • Developing long-term business strategies with clients and identifying key initiatives and action items.
  • Working closely with the sales team to identify new opportunities by exploring market trends, competitor activities, and customer needs
  • Creating proposal documents that clearly articulate how your product or service can solve client problems
  • Developing and continuously improving a robust customer database to capture customer information, preferences, and intentions
  • Engaging in regular conversations with customers to understand their needs and challenges, as well as opportunities for improvement
  • Building strong relationships with clients by providing them with personalized service, being responsive, and following up on your commitments

Final Words

The most crucial lesson you will discover as a client partner is that most clients do not always know what they need until we call them and have a dialogue with them. But for these discussions, solid evidence is essential.47

Because technology is advancing so quickly, the role of client partners must constantly change to offer their clients the finest services possible. The focus is no longer on identifying and resolving immediate problems. It is more about ensuring that your client partner gets the due returns from your product after use.

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