Putting people first, every day
BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.
Your Opportunity
As part of our rapidly expanding Solution Operations (Managed Services) practice, we are seeking an accomplished Customer Success and Project Manager
, with substantial experience in leading ERP/CRM technology solution delivery and managed services projects. In this role, you will oversee and guide the team responsible for executing new and ongoing engagements and also own a portfolio of assigned clients and their managed services programs. You will coach staff, foster continuous improvement, and monitor and implement best practices to enhance service delivery.
This role is for an existing vacancy.
Your responsibilities will include building relationships with clients, supporting them in realizing their business objectives, managing their solution operations, managing compliance with SLAs and KPIs, encouraging innovation, and identifying opportunities for additional services. You will consistently apply Agile methodologies in daily operations, as well as ITIL principles—including incident, problem, change, and release management.
Additionally, you will be accountable for all aspects of portfolio management, such as aligning with business outcomes, defining and managing to scope, allocating resources, overseeing and managing to budgets, assessing risks and mitigation strategies, handling contracting, managing projects and teams, providing status updates, overseeing maintenance of the backlogs by project teams, driving account growth, and effectively communicating with stakeholders. The ideal candidate is passionate about client service and building relationships, possesses excellent communication and collaboration skills, has strong learning, analytical thinking and problem-solving abilities, demonstrates a business-oriented and industrial approach, excels at team leadership and coaching, and is committed to driving advancements through continuous improvement and innovation.
Responsibilities:
Strategic Customer Advisor
Proven leadership attributes such as collaboration, communication, creative thinking, and decision-making skills to support customers' strategy and vision.
Effective negotiation skills to increase growth, retention, fostering trusted customer relationships.
Proficiency in translating customer business goals into strategic actions and identifying new growth verticals to support customers.
Clear, concise, and influential communication skills with excellent listening abilities.
Strong business and financial acumen, supported by industry and competitive knowledge, and understanding of account profitability, economic trends, and competition.
Portfolio Management
Well-developed interpersonal, planning, and organizing skills, with the ability to prioritize competing deliverables across multiple customers.
Lead and manage assigned engagements to successful completion (tracking scope, budget, timeline).
Schedule and facilitate internal stand-ups and customer meetings.
Manage action, change, and risk registers for all engagements; recommend resolutions for risks ident
Manage the transition of projects to solution operations.
Manage all tasks from new client onboarding to steady phase.
Develop and manage delivery plans for every engagement.
Lead the contracting and change management process (estimates, approvals, change requests, SOWs).
Regularly manage resource assignment of contract resources and resources located globally.
Be an escalation point for business-critical scenarios.
Manage engagement conflicts and challenges professionally.
Manage the release management process (testing to production release).
3. Performance Tracking & Reporting
Track your portfolio of engagements against KPIs and proactively implement timely measures to ensure ongoing compliance with KPIs.
Monitor and improve SLA and KPI compliance by your team.
Track,…
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