Client Partner

Waterfield Tech•Tulsa, OK

17h•$100,000 - $125,000•Hybrid

About The Position

The Client Partner (CP) owns the commercial performance and strategic relationship for a portfolio of WFX customers. CPs are accountable for renewal execution and expansion growth by leading outcome-based customer conversations and orchestrating internal resources (CSM, Advisory/Pre-Sales, Delivery Owner, Deal Desk). The CP is the quarterback of the account team and ensures the right specialists engage at the right time with a single, consistent customer narrative. WFX is building a GTM model that scales through segmentation, pod-based coverage for Strategic accounts, standardized commercial workflows, and empowered delivery. The CP exists to drive profitable retention + growth (GRR/NRR) in the installed base, build executive relationships that reduce churn risk and increase strategic relevance, create and close expansion opportunities using a repeatable playbook, protect time for selling by moving “paper” and operational work to the right functions, and ensure delivery commitments and commercial commitments remain aligned.

Requirements

Demonstrated success managing and growing complex customer portfolios (enterprise or upper mid-market)
Strong executive presence, negotiation skills, and multi-stakeholder deal leadership
Comfort selling blended solutions: advisory, implementation, managed services, AI-enabled CX improvement
High operational rigor (forecasting, CRM discipline, play execution)
Ability to lead cross-functional teams without formal authority

Responsibilities

Own the account plan (A1/A2 required, B1 simplified) tied to customer outcomes and WFX growth priorities
Build and maintain executive sponsor maps and relationship strategies
Lead QBR/EBRs for Strategic accounts, ensuring each produces clear next actions and measurable value narratives
Serve as the primary commercial escalation point for executive-level issues and risk
Own renewal outcomes end-to-end: strategy, negotiation approach, internal alignment, and signature
Drive renewal discipline using a renewal runway approach (120/90/60/30 milestones) in partnership with CSM and Deal Desk
Coordinate approvals and exceptions through defined governance paths
Protect profitability by aligning renewals to pricing/margin guardrails and approved exception processes
Build and advance expansion pipeline through account-based discovery, targeted plays, and multi-stakeholder alignment
Own commercial close on expansions, including bundled solutions across services, managed services, AI, and ecosystem capabilities
Keep the solution narrative anchored on measurable outcomes and value realization
Partner with Advisory/Pre-Sales and Delivery Owner to translate customer needs into feasible, scoped outcomes
Lead the internal pod rhythm for Strategic accounts (cadence appropriate to tier and complexity)
Ensure role clarity across CSM, Advisory/Pre-Sales, Delivery Owner, and Deal Desk to prevent work leakage
Maintain CRM hygiene and forecast accuracy for renewals and expansions
Capture key account intelligence and stakeholder context in the system of record