Sr. Client Partner – Digital Services

Client Partner For Capital Asset Planning

We are seeking a strategic, consultative, and technically credible Client Partner to drive growth for our Capital Asset Planning (CAP) offering. This role serves as the primary commercial lead during the sales process while also functioning as a subject matter expert (SME) on our platform and services. The Client Partner will partner closely with prospective clients to understand their facility challenges, demonstrate the value of our CAP platform, develop tailored solutions, build pricing/proposal estimates, navigate procurement pathways, and help close new business opportunities. This individual must be equally comfortable speaking with executives about long-term capital strategy, collaborating with technical teams to build accurate scopes and pricing, and working alongside broader sales teams to move opportunities across the finish line. The ideal candidate is highly consultative, operationally sharp, and capable of translating complex facility data solutions into clear client value.

Key Responsibilities

• Business Development & Sales Execution
• Identify, develop, and close new opportunities
• Build and maintain relationships with prospective clients across multiple industries
• Lead discovery conversations to understand client needs, facility challenges, and capital planning goals
• Develop strategies to advance opportunities through the sales pipeline
• Partner with internal sales teams to drive pursuit strategy and close business
• Subject Matter Expertise & Solution Consulting
• Serve as the primary SME for the Capital Asset Planning platform during client conversations
• Conduct software demonstrations for prospective clients
• Clearly articulate platform capabilities, implementation methodology, and long-term client value
• Translate technical platform functionality into meaningful business outcomes for clients
• Proposal Development & Pricing Strategy
• Build project estimates based on client needs, facility scope, asset complexity, and service requirements
• Partner with internal operations teams to validate assumptions related to labor, travel, timelines, and delivery requirements
• Develop pricing models and proposal strategies that align with client objectives and business goals
• Ensure proposals are accurate, competitive, and operationally feasible
• Procurement Strategy & Contract Support
• Help determine the best procurement pathways for opportunities
• Navigate RFPs, direct award opportunities, cooperative purchasing vehicles, and other procurement methods
• Support contract negotiations and deal structuring
• Partner with legal, finance, and leadership teams as needed during final negotiations
• Cross-Functional Collaboration
• Work closely with: Sales teams, Operations teams, Service delivery teams, Leadership teams, Proposal teams
• Ensure smooth transition from sales to project execution after contract award

Required Qualifications

Bachelor's degree in business, Engineering, Facilities Management, Construction Management, Finance, Data Analytics, or related field (or equivalent experience) 5+ years of experience in one or more of the following: Consultative sales, Facility services sales, Capital planning, Asset management, Construction estimating, Facilities consulting, SaaS/platform sales Experience managing complex sales cycles Strong presentation and communication skills Experience leading client demos Strong financial acumen and pricing experience Ability to manage multiple pursuits simultaneously Willing to travel if required by the specific project assignment

Preferred Qualifications

Experience selling facility-related solutions Knowledge of facility condition assessments Experience responding to RFPs/procurement processes Understanding of capital planning strategy Familiarity with government, education, healthcare, or enterprise facility clients

Ideal Candidate Traits

You may be a strong fit if you: Can simplify complex solutions for executives Enjoy consultative selling over transactional selling Are comfortable owning pricing strategy Can move seamlessly between technical and commercial conversations Understand how to navigate procurement complexity Build trust quickly with clients Have strong closing instincts

Why This Role Matters

This role is often the first true impression clients have of our Capital Asset Planning solution. Your ability to educate, build trust, and create smart solutions directly impacts revenue growth and long-term client partnerships. You're not just selling software—you're helping organizations make smarter infrastructure investment decisions.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the primary duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties. When performing job site visits the employee will encounter moving over rough or uneven surfaces; recurring bending, crouching, stooping, stretching, reaching, or similar activities; recurring lifting of moderately heavy to light items. Transporting of items such as laptop computers, tools, ladders and other heavy equipment; driving an automobile, etc.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the primary duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties. While performing the primary functions of the job, the employee is regularly exposed to a general office environment. During periods of project site visits, the employee will be exposed to outside weather conditions as well as mechanical equipment rooms which could consist of confined spaces and loud noises. Employees may work in different environments while on various job sites. This job will require approximately 40-60% travel to project sites. Travel will occur using an automobile or by airplane to destinations.

Benefits

A growing company with a positive industry reputation Company provided Smartphone (iPhone or Android) with service plan Company provided Laptop Recognized leader in a market where energy services are in demand Entrepreneurial company with a positive corporate culture Competitive salary and bonus opportunities Benefits which include 401(K), Bonus Plan, health, life, dental, vision insurance, short- and long-term disability, tuition reimbursement, and more