Company Overview

In distribution and manufacturing, the complexity of pricing, rebate programs, fragmented data, and operational workflows creates some of the largest untapped margin opportunities in the market.

That’s where we operate.

What makes ProfitOptics different is not just what we solve, but how we solve it. We don’t show up with a single product looking for a problem. We bring deep domain expertise across pricing, rebates, data, and operations, along with integrated teams that can address multiple profit drivers within the same client relationship.

This means our work compounds. We help clients solve the right problems, in the right order, to deliver measurable results quickly and sustain them over time.

For our team, it creates a different kind of environment. You’re not working on isolated projects or one-off solutions. You’re working at the core of how businesses make money, alongside experienced operators, with the opportunity to see your work translate directly into real financial impact.

Position Overview

As a Client Partner at ProfitOptics, you will be the face of every engagement you own. You will serve as the primary client contact, the delivery leader, and the relationship owner from kickoff through renewal.

On our lean project teams, this means wearing multiple hats and stepping into the role of Project Manager or Business Analyst as the work demands. This is not a coordination role. It is a hands-on leadership role for someone who is equally comfortable working through business requirements with a client, keeping a development team focused and unblocked, and presenting a business review to a client executive.

If you thrive in environments where ownership is broad and the work is meaningful, this role is built for you.

Key Responsibilities

Delivery Leadership

• Serve as the primary delivery leader and day-to-day client contact for a portfolio of engagements
• Directly perform PM and BA functions as needed, including managing project plans, gathering and documenting requirements, coordinating priorities, and driving release planning
• Ensure projects are delivered on time, within scope, and within budget, with no dependency on others to manage the details
• Proactively surface and resolve delivery risks before they affect client outcomes
• Provide clear, consistent project status communication to both client stakeholders and internal leadership

Account Growth and Relationship Management

• Own and grow a portfolio of accounts, building long-term strategic relationships with key client stakeholders
• Identify and pursue expansion opportunities within existing accounts, including upsells, cross-sells, and renewals
• Develop and execute account plans with clear revenue targets and growth strategies
• Serve as a trusted advisor, leveraging industry expertise to surface insights and recommend solutions that drive measurable value

Financial Management

• Own the P&L for your account portfolio, monitoring project financials and ensuring healthy margins
• Manage contract terms, change orders, and pricing negotiations in collaboration with leadership
• Provide regular financial reporting on account performance to internal stakeholders

Client Satisfaction

• Act as the primary escalation point for client concerns, resolving issues swiftly and professionally
• Conduct regular business reviews with clients to assess satisfaction, align on priorities, and demonstrate ROI
• Champion the voice of the client internally to influence product and service direction

Industry Expertise

• Apply knowledge of distribution industry operations, workflows, and challenges to shape solutions and deepen client value
• Stay current on trends, market dynamics, and the competitive landscape within distribution to bring proactive insights to clients

Requirements

• Experience in a client-facing delivery role, such as Engagement Manager, Project Manager, or Business Analyst, ideally within a technology services or software company
• Proven ability to independently lead end-to-end project delivery, including hands-on experience in PM, BA, and/or Scrum Master functions
• Demonstrated experience working with clients in the distribution industry, including wholesale distribution, logistics, supply chain, or adjacent sectors
• Proven track record of growing accounts year over year through strong relationship management and consultative sales
• Comfortable operating as the sole delivery leader on a project, without a team to delegate to
• Strong understanding of Agile methodologies and the software development lifecycle
• Excellent communication, presentation, and negotiation skills across both technical and executive audiences
• Ability to manage project financials, including budgeting, forecasting, and margin management
• Proficiency in CRM tools and Microsoft Office Suite, including Word, Excel, and PowerPoint
• Ability to travel as required for client meetings and industry events

Preferred Qualifications

• BS/BA degree in Business, Information Systems, Computer Science, or a related field
• PMP, Agile, or Six Sigma certification is a plus
• Experience with ERP, WMS, or other distribution technology platforms is a strong plus

Interested in This Role?

If you believe you’d be a great fit for this position, please send your resume to careers@profitoptics.com.

Equal Opportunity Statement

ProfitOptics is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to gender, race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status protected by applicable national, federal, state, or local law. ProfitOptics promotes a drug-free workplace.