Client Solutions Manager Job Description
Review a Client Solutions Manager template with KPIs, required qualifications, and examples of campaign reporting and agency partnership work.

Client Solutions Manager Job Description Template
1. About the Role
Advertisers want campaigns that hit their target KPIs, and agency partners want clear guidance on media, measurement, and creative strategy. Internal ad operations and sales teams need someone who turns client goals into campaigns they can load and report on. That person is the Client Solutions Manager. Working post-sale with branding and performance advertisers on bidding-based inventory, the role owns campaign results after the contract is signed and turns pacing data into business reviews that shape whether a client renews and grows spend.
2. Position Summary
Client Solutions Managers in digital advertising are accountable for turning an advertiser's marketing objectives into campaigns that deliver against agreed KPIs and grow the existing business partnership. Housed in the client solutions team next to regional sales, the seat reports to a client solutions lead and covers a book of active advertiser accounts once the sale closes.
3. Why Join Us
Career Impact: Owning bidding-model campaigns and their KPIs gives you programmatic and digital video experience that agencies and publishers screen for when hiring.
Business Impact: Well-paced campaigns and clear business reviews raise advertiser renewal and upsell rates across the managed book of business, protecting recurring ad revenue.
Growth Opportunity: The role leads toward Senior Client Solutions Manager and Lead, Client Solutions titles, with growing scope over custom branded programs and sponsorships.
4. Key Responsibilities
- Launch client campaigns by setting up inventory, bidding, assets, and timelines to achieve agreed KPIs.
- Monitor campaign pacing and KPI performance daily, proactively addressing delivery issues with clients and internal teams.
- Analyze campaign performance data to identify optimization opportunities and deliver data-driven insights to clients and account teams.
- Build and grow post-sale relationships with advertisers and agency partners across a managed book of business.
- Advise clients on media, measurement, and creative strategy to deliver against their marketing objectives.
- Coordinate with sales, ad operations, and product teams to keep campaign execution and status visible.
- Conduct regular business reviews that surface renewal, rebooking, and upsell opportunities within active accounts.
- Educate clients and agencies on new ad products, features, and best practices to drive adoption.
5. Required Qualifications
- Bachelor's degree in marketing, communications, business, or a related field, or equivalent work experience.
- 1 or more years of digital advertising account management or client services experience, with hands-on campaign setup.
- Ability to analyze campaign performance data and turn insights into clear, actionable client recommendations.
- Strong written and verbal communication skills, including translating technical concepts for non-technical stakeholders.
- Proven project management and organizational skills when handling multiple campaigns, client timelines, and deadlines at once.
- Experience collaborating with cross-functional sales, ad operations, and product teams, including colleagues in other time zones.
- High attention to detail when monitoring campaign pacing, spend, and client reporting across active accounts.
- Ability to troubleshoot campaign delivery and technical issues quickly and escalate them through the proper channels.
6. Preferred Qualifications
- Experience buying media on bidding models, including programmatic and demand-side platform campaigns for performance advertisers.
- Background at a digital media agency or tech publisher, especially with digital video campaign delivery.
- Working knowledge of database querying and statistical analysis methods for deeper campaign and audience insights.
- Experience managing branding advertisers and executing custom branded campaigns, sponsorships, or content programs on their behalf.
7. Success Metrics & Environment
- Campaign KPI attainment rate (%), showing how often managed campaigns hit agreed targets.
- Pacing variance from planned delivery (%), reflecting how closely spend tracks the flight plan.
- Client renewal and rebooking rate (%), measuring retention across the managed book of business.
- Upsell revenue from existing advertisers (dollars), capturing growth found through business reviews.
- Issue resolution time (hours), measuring how quickly campaign delivery problems are fixed.
8. Compensation & Benefits (US Market Benchmark)
- Base Salary Range: $75,000 to $115,000 per year, varying by market and experience
- Bonus: Annual performance bonus of 5% to 15%, tied to renewal and revenue goals
- Equity: Stock options or RSUs common at ad tech platforms and larger publishers
- Health Benefits: Medical, dental, and vision coverage, often with HSA or FSA options
- PTO: 15 to 20 days of paid time off plus company holidays
- Common Perks: Hybrid work, learning stipends, ad platform certification support, and wellness allowances
Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.
9. EEO & Legal
Candidates must be authorized to work in the United States, and any offer of employment is contingent on the successful completion of a background check. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by federal, state, or local law. Reasonable accommodations under the ADA are available on request throughout the hiring process.
Client Solutions Manager Job Description Examples
1. Client Solutions Manager (Legal Innovation)
The Client Solutions Manager leads the Innovation Solutions Analysts and guides adoption campaigns, proof-of-concept engagements, and pilots that bring client solutions technologies into use for legal teams. Reporting to the client solutions department, the Client Solutions Manager works with the Technology team and outside consultants to keep client service levels on target and show department value.
Key Responsibilities
- Manage the Innovation Solutions Analysts by organizing work and providing training and mentorship.
- Ensure that client service and satisfaction levels are attained.
- Coordinate the work of cross-department teams and outside consultants as appropriate.
- Work with the Technology team to implement client solutions technologies and provide metrics/analytics as needed.
- Collaborate with legal teams to understand their needs/challenges and discuss work delivery options.
- Develop change management/adoption campaigns and maintain awareness of new features to existing products.
- Coordinate proof of concept engagements, manage pilots if/as necessary, and transition selected products into use.
- Communicate department value in a variety of ways (meeting presentations, firm news, small group discussions, 1:1, etc.).
- Assist the pursuits team in maintaining appropriate RFP responses.
Required Qualifications
- Bachelor's degree required with related experience.
- Excellent interpersonal, verbal and written communication skills, including the ability to communicate effectively in a virtual environment (e.g., via phone, web/videoconference).
- Ability to concentrate on tasks, make decisions and work calmly and effectively in a high-pressure, deadline-orientated environment.
- Demonstrated ability to use good judgment in taking initiative while asking for direction or clarification and consulting others, as appropriate.
- Ability to build and maintain positive relationships, both internally and externally, while maintaining a client service orientation.
- Capacity to problem-solve and use sound judgment and discretion in dealing with highly confidential information.
- Ability to take direction and accept supervision.
- Demonstrated ability to work independently, organize and accurately prioritize work, be detail-oriented, understand when urgency is required and use good judgment in varied situations.
- Competent in working effectively with co-workers in a team-oriented, collaborative environment.
- Willing to be flexible with time and adjust to a changing work environment.
2. Client Solutions Manager (Digital Video Advertising)
Embedded within the Client Solutions Management team of a digital video advertising business, the Client Solutions Manager delivers campaign launches, pacing checks, and thorough reports that keep a book of business renewing and growing. Working closely with the Lead, Client Solutions, the Sales Director, and Senior Client Solutions Managers, the Client Solutions Manager rebooks and upsells active customers to expand client stock.
Core Functions
- Launch, maintain and report on campaigns.
- Rebook and upsell the active customer base, in coordination with the Sales Director.
- Work alongside the rest of the Client solutions Management team to grow a book of business by focusing on client retention, growth, renewal, and satisfaction.
- Maintain, grow and expand client stock.
- Stay proactive in work with clients, always one step ahead.
- Respond with urgency to general client requests using an understanding of all internal systems.
- Generate thorough campaign reports that address overall metrics, wins and insights.
- Support Senior Client solutions Managers and the Client solutions Management Team with daily tasks.
- Monitor campaign pacing and KPI performance and conduct ongoing discussions with relevant internal team members and clients, proactively addressing any issues.
- Maintain and update proficiencies in the video marketing space.
Qualifications & Experience
- Google Ads or YouTube certification is a plus.
- 1 to 2 years of proven hands-on experience at a tech publisher or digital media agency, ideally with previous video platform and/or digital video experience.
- Advanced knowledge of Excel calculations, pivot tables, and graphs.
- Experience in media buying on a bidding model (e.g., DBM, DSP, PMD, programmatic platforms) and/or management of campaigns in various dashboards, highly preferred.
- Proficiency in the Salesforce platform.
- Capacity to remain highly organized and detail-oriented.
- Strong verbal, written and interpersonal communication skills.
- Willing to learn about Account Management and the digital landscape, and to adapt in a fast-paced digital world.
- Committed to the highest levels of professionalism, integrity, and ethics.
3. Client Solutions Manager (Mobile Advertising)
Reporting to management within a mobile advertising business, the Client Solutions Manager owns campaign setup, loading, and optimization, managing inventory and bidding to hit target KPIs. Partnering with sales, product management, and operations teams, the Client Solutions Manager keeps stakeholders informed of campaign status and guides global clients on mobile advertising metrics.
Primary Duties
- Monitor campaign delivery and measure and report on client satisfaction.
- Coordinate with sales, product management, and operations teams to ensure key stakeholders maintain access to campaign status, across all campaigns.
- Load, launch, and optimize campaigns to achieve target KPIs.
- Set up campaigns by managing inventory and bidding.
- Serve as subject matter expert, providing guidance and support to clients on mobile advertising metrics.
Skills & Qualifications
- Bachelor's degree or equivalent experience.
- Experience collaborating with international sales teams and management teams.
- Strong analytical skills to monitor, identify, analyze, and optimize campaign results.
- Demonstrated ability to engage with clients and identify/generate strong, viable leads/opportunities for revenue expansion.
- Strong ability to multi-task.
- Good listening skills, with an intellectually curious and agile approach.
- Ability to work as a self-starter with a bias for action.
- Fluency in English, with the ability to communicate at a high professional standard.
- Willingness to work an alternate schedule to support global clients.
4. Client Solutions Manager (Commercial Insurance)
Sitting at the intersection of client service and commercial insurance risk analysis, the Client Solutions Manager shapes coverage by reviewing exposures and loss experience so each policy meets client needs. Operating across renewals, endorsements, claims reporting, and receivables, the Client Solutions Manager works with colleagues and insurance markets to negotiate renewals and grow existing accounts through up-selling and cross-selling.
Duties
- Analyze client coverage, exposures and loss experience to determine risk requirements.
- Ensure policies meet the needs of the clients.
- Handle renewals, endorsement and certificate requests.
- Negotiate renewals and remarket initiatives.
- Prioritize and handle daily phone calls, e-mails and mail.
- Provide timely responses to client queries.
- Ensure accuracy of policy documents and timely delivery of renewals.
- Report claims and resolve claim issues that may arise.
- Collect on accounts receivables.
- Up-sell and cross-sell to existing clients.
- Keep up to date with markets and coverages within the industry.
Requirements
- Bachelor's degree or commensurate experience.
- Licenses essential to provincial licensing jurisdictions as required for the position, along with management of continuing education hours.
- Insurance designations and/or courses completed towards designations is an asset.
- 3 years of commercial insurance experience, with proficient commercial knowledge.
- Strong analytical, organization and time management skills.
- Proven proficiency in MS products including Word, Excel, Outlook, PowerPoint and Adobe products.
- Familiarity with insurance document management software (EPIC)/TAM/Policyworks.
- Excellent customer service skills, backed by the highest degree of ethics and integrity.
- Ability to learn on a continual basis through educational opportunities and collaboration with colleagues.
- Able to maintain a high level of accuracy and attention to detail in all areas of work.
- Capacity to multi-task between a variety of tasks, projects, and deadlines, and to work with minimal direct supervision.
- Proven negotiation skills.
- Strong communication and interpersonal skills with both clients and colleagues, including the ability to communicate effectively in a professional manner both verbally and in writing.
- Good problem-solving mind-set, with the ability to develop resourceful and innovative approaches and solutions.
5. Client Solutions Manager (Solution Sales)
A key member of the team supporting Management, the Client Solutions Manager builds the client pipeline by identifying business opportunities, following up on leads, and presenting solution framework models to client executives. Collaborating across customer facing contacts, the Client Solutions Manager defines RFI and RFQ responses and makes sure the solution framework process is understood, turning proposals into closed transactions.
Functions
- Manage the client pipeline.
- Communicate potential opportunities in the pipeline.
- Create presentations and documents of the solution framework and capabilities for clients.
- Travel to clients to present and propose solution framework models to client executives.
- Identify and develop business opportunities.
- Follow up on generated leads.
- Define and collect RFI/RFQ responses from clients.
- Ensure customer-facing contacts understand the solution framework process.
Experience & Qualifications
- Experience in analyzing and resolving complex issues and problems in a sound and timely fashion.
- Ability to design and develop sophisticated models for related area of responsibility.
- Capacity to identify areas of risk/concern in the area of responsibility.
- Strong leadership skills with a willingness to lead, create new ideas, and be assertive.
- Strong organizational and time management skills, driving tasks to completion.
- Ability to create and conduct formal presentations and facilitate group interactions.
- Ability to think strategically and tactically, and to identify needs and opportunities and develop action plans to address them.
- Able to express ideas clearly, convey necessary information, and foster two-way conversation.
- Competent in building solid, effective working relationships with others and interacting effectively with all levels of management.
- Capacity to be diplomatic when handling calls/correspondence for Management.
- Proficient in negotiating skillfully, promoting/selling ideas persuasively, and closing transactions with mutually beneficial results.
- Capacity to maintain a positive attitude in the face of criticism, rejection, or failure, and to constructively work under stress and pressure when faced with high workloads and deadlines.
- Ability to adjust readily to change and adapt as needed.
- Comfort interacting with people, being friendly, outgoing, articulate and socially at ease.
6. Client Solutions Manager (Social Media Advertising)
Measurable business results for advertising clients depend on the Client Solutions Manager, who shapes media, measurement, and creative strategy with data and insights tied to each client's marketing objectives. Based within the regional sales team, the Client Solutions Manager builds relationships with key clients and agency partners and works with internal cross-functional teams to manage revenue delivery and grow existing partnerships.
Accountabilities
- Identify, create, and implement marketing solutions grounded in achieving measurable business results for partners.
- Manage strategic marketing conversations with clients, agencies, and partners.
- Educate clients on products, new solutions and best practices to drive adoption and grow existing business partnerships.
- Use data and insights to guide strategy and implementation of platform solutions against client's marketing objectives.
- Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.).
- Advise on media, measurement, and creative strategy to deliver against client goals.
- Collaborate with internal cross-functional teams and manage complex workstreams.
- Manage internal account operations (revenue delivery, media recommendations, troubleshooting issues, optimization opportunities).
- Act as an active contributor of the regional sales team to contribute to overall team goals and development.
Technical Qualifications
- 4 or more years of experience working with marketing, media and/or consulting companies.
- Experience working directly with/at agencies (advertising/digital/media), and/or demonstrated FMCG industry experience.
- Experience working effectively with cross-functional teams and with multiple layers within the organization (internally and externally).
- Experience as a user of the platform and knowledge of its ad products.
- Working knowledge of SQL, relational databases, and/or statistical packages such as R, SAS, SPSS.
- Effective and creative problem-solving and decision-making skills.
- Ability to lead multiple projects with minimal direction while maintaining a high attention to detail.
- Comfort working in an ambiguous environment, with the curiosity and hunger to learn.
- Fluency in Italian/English.
- Willing to travel as needed for client and agency meetings.
7. Client Solutions Manager (Direct Marketing Data)
As the Client Solutions Manager, this role shapes list and data strategies for direct mail campaigns, turning customer file analysis and data modeling into plans that meet each client's marketing objectives. The account group relies on this work to integrate data into full agency programs, with vendors and key business stakeholders receiving results and recommendations that drive client success.
Activities
- Work with clients to understand marketing objectives and the role of data in meeting goals.
- Build relationships with outside vendors while developing list and data strategies.
- Perform customer and response file review and analysis.
- Recommend data modeling and other analytics for testing and rollout.
- Team up with the account group and other agency departments to integrate data into full programs.
- Proactively present ideas both internally and to clients and incorporate feedback to finalize plans.
- Seek and expand sources of data, data processing, providers of analytic services and help continuously build knowledge of direct mail best practices.
- Work with outside resources for standard processing practices to deliver mail files that meet campaign objectives and creative and printer requirements.
- Understand data, manage data quality investigations, and maintain a working knowledge of regulations related to data usage and privacy.
- Implement approved plans by working with vendors to guide analyses, list selection and the development of effective mailing list models.
- Reconcile actual versus planned list buys for analysis and invoicing.
- Analyze campaign results to determine performance overall and by creative/segment/list, and identify actionable, analytically driven insights to improve campaigns.
- Communicate results and suggest recommendations to key business stakeholders, using findings to bring new initiatives to the forefront to drive client success.
Position Requirements
- Experience in direct marketing strategy, planning and analysis, plus familiarity with database systems.
- Experience with reporting, data mining, or visualization tools, a plus.
- Working knowledge of direct marketing, technologies, trends and tactics (e.g., A/B testing, optimizing conversion, implementing contact strategies, etc.).
- Familiarity with SQL or other database query tools.
- Strong written and verbal communication skills, with the ability to clearly articulate ideas and feedback in a positive, constructive manner.
- Ability to multi-task with attention to detail in a deadline-driven environment.
- Demonstrated ability to build and maintain excellent working relationships with vendors, partners, and internal teams.
8. Client Solutions Manager (Social Video Advertising)
Client Solutions Manager owns post-sale relationships with branding and performance advertisers of all sizes, kicking off campaigns, managing timelines and assets, and analysing performance data to improve results on a short video platform. The work directly supports the sales team and ad operations, product, and engineering colleagues, who count on regular business reviews and client insights to expand existing business partnerships.
Operational Focus
- Manage and grow post-sale client relationships with advertisers of all sizes.
- Coordinate with ad ops, product, and R&D teams internally to ensure a smooth and successful campaign execution.
- Monitor and analyse ad campaigns, and proactively take initiative to improve results.
- Investigate and work directly with product & engineering teams to help them troubleshoot client issues during a campaign.
- Analyse campaign performance data to offer clients data-driven business insights and use those insights to improve advertising offerings.
- Share marketplace feedback and guide advertising strategy.
- Support and work with the sales team on pre-sale research and pitch.
- Conduct regular business reviews and take a consultative, long-term approach to build productive relationships with clients, in collaboration with the sales team.
- Manage custom programs or sponsorships with other departments internally and lead the custom content campaigns to ensure assets are distributed and delivered on time.
- Kick off campaigns with clients and manage all timelines, assets and opportunities for optimisation.
- Assist Ad Operations with running weekly or ad hoc reports for campaigns and clients.
- Maintain up-to-date knowledge of the platform's features and ad units.
- Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnerships.
- Proactively lead product update discussions, educate brands and agencies on new and existing products, and advise on best practices to drive optimal performance and groundbreaking campaigns.
Knowledge, Skills & Abilities
- 5 or more years of experience in account management/client services roles in digital marketing, with biddable network experience a plus.
- Experience managing brand advertisers with a deep understanding of their challenges, and helping clients execute custom branded campaigns.
- Experience in performance advertising in a role managing significant complexity and scaling challenges.
- Good at campaign management and setup.
- Experience in diagnosing and solving technical problems with product and engineering teams are a big plus.
- Experience working in a startup environment and with global partners across different time zones and cultures.
- Able to analyse data and identify insights to assess campaign performance.
- Able to proactively troubleshoot and problem-solve quickly and through the proper escalation process.
- Working knowledge of Microsoft Office: PowerPoint, Excel, and Word, with Keynote knowledge a plus.
- Experience with ad verification partners (IAS, DV, MOAT).
- Excellent collaboration, project management, organisational, and analytical skills, with a proactive attitude.
- Strong verbal and written communication skills, with the ability to effectively translate technical language to non-technical stakeholders.
- Capacity to maintain high attention to detail and stay very organised.
- Ability to work as a self-starter and fast learner with critical thinking.
9. Sustainability Client Solutions Manager (Payments Industry)
The Sustainability Client Solutions Manager develops value propositions and scalable innovations that help payments clients offer sustainable living options to consumers and merchants. Reporting to executive-level stakeholders on OKRs, the Sustainability Client Solutions Manager works with Account Executives, banks, acquirers, and government teams to win and retain clients across the payments landscape.
Key Deliverables
- Contribute to the strategy and vision to support clients in understanding their needs for offering sustainable living options for consumers and merchants, and support clients more broadly in the transition to a Corporate Social Innovation model.
- Lead planning, tracking and reporting across the function, defining and driving OKRs and providing effective transparency to stakeholders up to the executive level.
- Collaborate with key stakeholders across internal areas, including but not limited to Products, Business Solutions, Consulting & Analytics and other government and merchant teams.
- Use partnerships, experiments and collaborations to develop and scale innovations, working iteratively, and implementing lessons learned across markets.
- Drive towards sales targets, winning and retaining a diverse range of clients across payments model and government landscape.
- Direct interactions with clients and Account Executives to understand client needs and develop value propositions.
- Facilitate workshops with banks, acquirers, merchants, and government to uncover areas of future disruption.
- Manage commissioning and analysis of market research to understand client and consumer needs and wants.
Professional Experience
- Previous consulting experience.
- Experience in successfully driving towards commercialization through identifying opportunities and developing solutions centred around client needs.
- Demonstrated experience in analysing and interpreting market research, and taking prompt, decisive action to drive for success.
- Deep understanding of the payments industry and ecosystem, with curiosity about trends and knowledge.
- Committed to sustainability, with awareness of and passion for the topic.
- Ability to identify, develop, and implement opportunities that will drive business growth for the company and the client.
- Experience in tracking deal pipelines and sales management for high impact and growth execution, preferably using pipeline and deal management technologies/software for tracking and monitoring (e.g. Playbook, Salesforce).
- Advanced interpersonal and communication skills, with the ability to successfully promote collaboration across different teams and interface with people at all levels of the organization (including senior executives).
- Excellent stakeholder management skills.
- Exceptional planning, organizational and problem-solving skills, with strategic and linear thinking and the ability to deal with a high degree of ambiguity and complexity.
10. Client Solutions Manager (Healthcare Analytics)
Embedded within the Client Solutions team of a healthcare analytics business, the Client Solutions Manager oversees team performance and resource allocation for a set of health plan and provider clients, driving value realization, product customization, and adoption. Working closely with Program Managers, Client Executives, and internal Product and Engineering teams, the Client Solutions Manager prioritizes backlogs and turns client data analysis into expansion opportunities.
Areas of Ownership
- Manage overall performance and resource allocation of the Client Solutions team for a given set of clients, including hiring, coaching, mentoring, retaining talent and conducting performance appraisals.
- Assist with customer projects as a named client resource or pooled resource, and lead smaller client projects using project management best practices.
- Work with intercompany stakeholders to deliver contractually required support and services.
- Interact directly with customers to drive client satisfaction, value realization, product customization, and adoption.
- Produce and manage documents related to client projects, calls, meetings, product specifications, workflows, requirements, enhancements, questions, issues, special initiatives, and follow-up.
- Work with Program Managers, Client Executives, Client Managers and Leadership to prioritize backlogs with other internal teams (e.g. Product, Engineering, Data Ops).
- Define and document systemic product issues, communicate them throughout the organization, and work across departments to understand fixes and workarounds to share with clients.
- Lead aspects of product UAT and software releases.
- Act as the voice of the product and actively work to expand SME, knowledge of business use cases, industry trends and changes.
- Generate, interpret and present reports, and provide data analysis on client-specific data and general healthcare data.
- Support invoicing efforts to maintain careful record of assigned client contracts, as needed.
- Identify unmet business needs and/or requirements and work collaboratively with internal stakeholders to investigate growth opportunities.
- Monitor product usage and customer membership, and provide information to internal stakeholders on expansion opportunities within assigned clients.
- Develop a relationship of trust and collaboration with clients to facilitate the best possible understanding of their business objectives and needs, enabling optimal client satisfaction.
Education & Experience
- B.S., B.A., or advanced degree in business or healthcare related field, or equivalent experience.
- 7 or more years of experience working in customer relations, sales, or Client Services.
- 5 or more years of experience working in the health care industry with Brokers and Consultants, Employers, Health Plans, Physicians groups, and Third-Party Administrators.
- Experience working in a matrixed environment.
- Advanced domain expertise in risk adjustment, population health, payment accuracy, or quality programs.
- Working knowledge of standard business and office practices, with excellent organizational skills for filing, organizing information for quick retrieval, and tracking of tasks and due dates.
- Strong technical skills, with a proven track record of working with software platforms or relational databases.
- Proficiency in Microsoft Office Suite, including Visio, Excel, PowerPoint, Word, and Outlook.
- Ability to self-manage with attention to detail and retain confidentiality.
- Proven ability to interact easily and professionally with customers and outside visitors.
- Strong creative problem-solving skills, with the ability to work with customers, both internally and externally, to assist Account Management and Clinical Services with any special projects or reporting needs.
- Ability to prioritize and track multiple projects simultaneously.
- Excellent verbal, written, follow-up and interpersonal communication skills with strong grammar and writing skills.
- Demonstrated ability to work well in a group setting as a proactive, self-motivated individual.
11. Client Solutions Manager (Federal Capture)
Reporting to the Director of Client Solutions, the Client Solutions Manager develops capture plans and win strategies that close Federal business opportunities across an assigned government services portfolio. Partnering with Business Development Managers, teaming partners, and the proposal team, the Client Solutions Manager guides bid decisions and compliant proposals that grow sales and revenue.
Role Responsibilities
- Build corporate market position and revenue by working with the Director of Client Solutions, VP BD and EVP S&D to develop, define, and close Federal business opportunities in an assigned portfolio.
- Develop and execute a growth strategy for assigned domain(s), achieving sales and revenue goals.
- Develop client network to gain information on customer needs, initiatives and preferences.
- Establish/develop capture plans/win strategies, technical solutions, and partnerships, reviewing and analyzing RFPs to develop capture plans.
- Shape/target/pursue new business opportunities to expand the company's portfolio of business, supporting a healthy, diverse, and sustainable business development pipeline.
- Conduct competitive analysis, perform market and economic analyses, and propose competitive solutions for new and significant work.
- Evaluate and qualify potential teammates to ensure complete coverage of all opportunity requirements, and coordinate teaming activities and decisions.
- Identify resources required to pursue a bid and guide bid and proposal activities.
- Conduct Gate Reviews and evaluate RFP requirements to support Bid/No Bid decisions.
- Ensure development of solutions that offer competitive distinction and readily executable approaches.
- Lead solution/offer development and writing strategies for assigned captures, including win themes developed with Business Development Managers and the proposal team for compliant and compelling proposals.
- Develop strategies to position for success in competitive and directed acquisitions, pursuing relationships with clients that result in new direct awards.
- Maintain active knowledge of the service industry related to the assigned portfolio by researching industry sources and tracking prospective markets, customers, and competitors.
- Support responses to Federal/DoD market research, sources sought, and Requests for Information (RFIs), and attend Industry Days and Pre-proposal conferences as required.
Background & Experience
- 5 or more years of experience leading capture efforts in support of federal competitive procurements.
- Proven track record of consistently winning competitive Federal services procurements.
- Experience executing all phases of capture efforts with proven success, including deal strategy development, solution development, teaming strategy and development, proposal implementation and solution marketing.
- Experience with small business and/or 8(a) in Federal contracting, preferred.
- Familiarity with Federal Acquisition Regulation (FAR) and federal contracting vehicles including GWACs and agency-specific vehicles.
- Demonstrated skills in all areas of business development, including targeting, opportunity qualification, capture strategy, customer visits, and relationship development with customers and partner organizations.
- Strong strategic analysis, critical thinking, and prioritization skills.
- Experience using federal opportunity sourcing tools such as SAM.Gov, FedConnect, Deltek GovWin, BGOV, and others.
- Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint, and experience using Microsoft SharePoint or other document management/version control systems.
- Ability to maintain effective internal and external business relationships with clients and industry partners.
- Excellent written and verbal communication skills with outstanding interpersonal and negotiation skills.
- Strong multitasking skills, with the ability to be flexible and agile.
- Committed to collaboration and teamwork, with the desire to achieve and self-motivation.
Editorial Process and Content Quality
This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.
Research framework by Lam Nguyen, Founder & Editorial Lead.
Reviewed by Thanh Huyen, Managing Editor.
Learn more about our editorial standards.