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Client Partner – Microsoft Dynamics 365
Stoneridge Software. Serve as the primary point of contact for Strategic and Engaged client accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, account growth, and strategic oversight within B2B environments, particularly with Microsoft technologies. Proven ability to drive client satisfaction and retention while effectively collaborating with cross-functional teams.
Highest-signal resume keywords
Client Relationship ManagementAccount Growth and RetentionMicrosoft TechnologiesStakeholder ManagementCross-Functional Team Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementConsultingClient DeliveryERP ImplementationData AnalysisProposal DevelopmentProject Performance MonitoringRevenue Growth StrategiesStrategic PlanningRisk Management
Soft Skills
Excellent CommunicationProblem-SolvingCollaborative MindsetStrategic ThinkingInfluencing Without Authority
Tools & Technologies
CRM SystemsMicrosoft SolutionsEnterprise Software Solutions
Certifications & Qualifications
Bachelor’s Degree in Business Administration or Related Field
Industry Keywords
B2BClient EngagementStakeholder InteractionTechnology ImplementationsAccount Health
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Serve as the primary point of contact for Strategic and Engaged client accounts
- Build and maintain trusted relationships with key stakeholders, including executive sponsors
- Act as an internal advocate for the client while balancing business needs
- Maintain accountability for account health, satisfaction, and long-term partnership growth
- Lead regular business reviews and strategic check-ins
- Develop and maintain account plans aligned to client goals and Stoneridge capabilities
- Identify and drive cross-sell and upsell opportunities
- Partner with Practice Leaders and Sales Executives to scope, position, and price new engagements
- Support deal execution and coordination
- Contribute to proposal development and follow-through
- Maintain accountability for revenue growth, retention, and expansion
- Build knowledge of Stoneridge offerings, Microsoft solutions, and industry trends
- Provide strategic oversight of delivery across client engagements
- Monitor project performance, risks, and resource alignment with Delivery and Support teams
- Serve as an escalation point for client concerns and ensure timely resolution
- Support successful onboarding and transition into delivery
- Maintain strategic engagement throughout delivery
- Intervene to address risks, misalignment, or relationship concerns
- Maintain accurate client data, activities, and opportunities in CRM systems
- Leverage data to inform account strategy and improve client outcomes
- Support ownership and transition of opportunities from Sales to Client Partner
- Manage renewal timing and coordinate with internal stakeholders
- Coordinate across client lifecycle stages
- Regularly meet with client teams across the United States and Canada, with travel up to 25%
- Attend industry events from time to time
Requirements
What you’ll need- Bachelor’s degree in Business Administration or related field, or equivalent work experience
- 8+ years of experience in consulting, client delivery, or account management within a B2B or software environment
- Strong experience managing client relationships in complex delivery environments (e.g., ERP, technology implementations)
- Proven ability to drive account growth, retention, and client satisfaction
- Experience partnering with cross-functional teams including Sales, Delivery, and Practice leadership
- Strong understanding of Microsoft technologies and enterprise software solutions preferred
- Demonstrated ability to manage multiple priorities in a fast-paced environment
- Excellent communication and stakeholder management skills, including executive-level interaction
- Ability to balance strategic thinking with execution and follow-through
- Strong problem-solving skills and ability to navigate ambiguity
- Collaborative mindset with the ability to influence without direct authority
- Ability to communicate effectively in both spoken and written English
- Must exhibit Stoneridge Software’s Core Values
- Applicants must be authorized to work for any employer in the United States
- Visa sponsorship is not offered
Benefits
Comp & perks- Medical Insurance
- Dental Insurance
- Vision insurance
- 401(k) contribution program (US) or RRSP Benefits (Canada)
- Life insurance
- Disability Benefits
- Paid parental leave
- Paid flexible time off
- Paid sick time (US) or floater days (Canada)
- Paid holidays
- Flexible work schedules
- Mobile/internet reimbursement
- Employee and family assistance program
- Learning and development funding
- Employer charitable contribution
- Paid business mileage
- Home office and wellness allowance (US Only)
- HSA contribution (US Only)
- Continuous learning opportunities
- Personalized development plans
- Remote-forward culture
- Flexible work environment