Senior Manager, Client Retention-Financial Services

Profit Recovery Partners•Santa Ana, CA

29d•Onsite

About The Position

At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: You are a strategic thinker and expert in your field who thrives in a fast-paced consulting environment. You enjoy diving deep into complex problems, developing innovative solutions, and driving value for clients. Your knowledge spans vendor negotiations, industry best practices, and process optimization, and you're passionate about using your expertise to impact Fortune 1000 clients. Subject Matter Expert: An accomplished professional with deep expertise in financial systems, payment processes, and compliance-driven revenue operations. Key areas of specialization include: APPO (Accounts Payable Payment Optimization) - A consultant with expertise in accounts payable operations and payment programs analyzes existing workflows and vendor payment platforms (ERPs) to identify inefficiencies and cost-saving opportunities. They implement automation strategies, including virtual cards and rebate-eligible solutions, to reduce processing costs and generate revenue. Additionally, they work closely with finance and procurement teams to optimize vendor enablement, streamline approval processes, and ensure compliance with internal controls and industry standards. ARPO (Accounts Receivable Payment Optimization; includes merchant services) - A consultant specializing in credit card processing cost reduction analyzes merchant statements to uncover hidden fees and savings opportunities, advises on optimized payment structures and compliance strategies, and leads the implementation of new or renegotiated solutions to ensure regulatory alignment and maximize cost efficiency. Treasury Services - A consultant specializing in banking fees and services helps companies reduce costs by reviewing banking relationships, fee structures, and account services to identify savings opportunities. They negotiate with financial institutions for more favorable terms and optimized treasury management solutions. Additionally, they provide guidance on bank account structures, liquidity management, and service utilization to ensure alignment with the company's operational and financial objectives. Debt Advisory Services - A consultant with expertise in lending programs and credit facilities helps companies optimize their debt structures by assessing existing loans, credit lines, and financing agreements to uncover opportunities for cost savings and improved terms. They negotiate with banks and lenders to secure lower interest rates, restructure agreements, and align credit facilities with current business needs. Additionally, they advise on capital structure strategy, covenant management, refinancing options, and alternative lending solutions to enhance financial flexibility and reduce borrowing costs. AP Audits- A consultant specializing in AP audits helps companies recover lost funds by conducting detailed reviews of accounts payable transactions to identify overpayments, duplicate payments, and missed credits. They analyze vendor contracts, invoice data, and payment terms to detect discrepancies and ensure compliance. Working closely with internal finance teams and external vendors, they resolve audit findings and implement process improvements to prevent future errors and strengthen financial controls. Contract Management- Leverage extensive experience as a contract manager-responsible for drafting, reviewing, negotiating, and managing contracts throughout their lifecycle-to identify cost-saving opportunities, mitigate risks, and ensure favorable terms with vendors and suppliers. Advise clients on strategic contract negotiations, including pricing models, service level agreements (SLAs), penalty clauses, and renewal terms, to maximize value and reduce overall costs.

Requirements

Bachelor's degree required
Minimum 7-15 years of experience in consulting, vendor management, or business analysis
Deep functional expertise in one or more spend categories (e.g., IT, telecom, facilities)
Strong analytical skills and proficiency in Excel; ability to synthesize large data sets
Proven experience developing solutions in complex client environments
Exceptional communication and client-facing presentation skills
Project management experience and familiarity with tools to manage deliverables such as SmartSheet and Project Management CRM strategies

Responsibilities

Analyzing client infrastructure, vendor contracts, and pricing structures to identify cost-saving opportunities
Collaborate cross-functionally to develop solutions tailored to client needs
Leading complex negotiations with vendors to secure favorable terms on behalf of clients
Deliver actionable insights and present findings to client stakeholders
Proactively identify client challenges and recommend strategic and operational solutions that exceed expectations
Stay informed of industry trends and emerging technologies within your domain
Create and refine deliverables such as data analyses, reports, and client presentations as it relates to creating additional value
Serve as an internal resource for functional expertise and thought leadership
Work independently on projects or as a contributor on larger engagements
Take ownership of projects from ideation through execution, often in situations with limited direction or defined processes
Focus on proactively driving progress, setting clear objectives, and ensuring timely delivery of results
Facilitate and lead internal meetings with confidence, aligning stakeholders across functions, navigating ambiguity, and championing initiatives that push projects forward without waiting for instruction
Develop and implement robust contract management processes and governance frameworks, including compliance monitoring, performance tracking, and dispute resolution, to optimize supplier relationships and ensure ongoing contract effectiveness.

Benefits

Full medical, dental, and vision coverage
Optional pet insurance
Access to a gym membership discount (offered through our healthcare provider and available for select fitness centers)
$200/month waived medical benefit for employees who opt out of our health plans
Cell phone stipend for applicable roles
Financial Wellness: 401(k) plan with company match
Time Off to Recharge: Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave
Strong Foundation: Over 28 years of consistent growth and success
Fun & Connection: Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year
Career Growth: A collaborative, high-performing team with frequent recognition and opportunities for internal promotion