... executive sponsors * Establishes and maintains client governance (cadence, stakeholders, decision ... Partners with delivery teams to assess impacts of Microsoft releases, platform changes ...
... executive sponsors * Establishes and maintains client governance (cadence, stakeholders, decision ... Partners with delivery teams to assess impacts of Microsoft releases, platform changes ...
... executive sponsors * Establishes and maintains client governance (cadence, stakeholders, decision ... Partners with delivery teams to assess impacts of Microsoft releases, platform changes ...
... executive sponsors * Establishes and maintains client governance (cadence, stakeholders, decision ... Partners with delivery teams to assess impacts of Microsoft releases, platform changes ...
Gallagher Client Service Executive At Gallagher, we help clients face risk with confidence because ... Use Gallagher's technology to enhance productivity, streamline processes, and deliver quality ...
Gallagher Client Service Executive At Gallagher, we help clients face risk with confidence because ... Use Gallagher's technology to enhance productivity, streamline processes, and deliver quality ...
Overview At Gallagher, we're looking for an experienced Client Service Executive to join our ... Use Gallagher's technology to enhance productivity, streamline processes, and deliver quality ...
Overview At Gallagher, we're looking for an experienced Client Service Executive to join our ... Use Gallagher's technology to enhance productivity, streamline processes, and deliver quality ...
Client Executive - Retirement Planning
Cleveland, OH · On-site
$74K - $100K/yr
In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day ...
Client Executive - Retirement Planning
Cleveland, OH · On-site
$74K - $100K/yr
In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day ...
Client Executive - Retirement Planning
Cleveland, OH · On-site +1
In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day ...
Client Executive - Retirement Planning
Cleveland, OH · On-site +1
In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day ...
Service Executive (NJUS)
Columbus, OH · On-site
Develop client relationships and partner with Owner Services team to deliver improved travel experiences for clients. * While Account Managers handle day-to-day travel needs, the Service Executive ...
Service Executive (NJUS)
Columbus, OH · On-site
Develop client relationships and partner with Owner Services team to deliver improved travel experiences for clients. * While Account Managers handle day-to-day travel needs, the Service Executive ...
Client Service Executive - Commercial Lines
Cincinnati, OH · On-site
$70 - $90/hr
Overview At Gallagher, we're looking for an experienced Client Service Executive to join our ... Use Gallagher's technology to enhance productivity, streamline processes, and deliver quality ...
Client Service Executive - Commercial Lines
Cincinnati, OH · On-site
$70 - $90/hr
Overview At Gallagher, we're looking for an experienced Client Service Executive to join our ... Use Gallagher's technology to enhance productivity, streamline processes, and deliver quality ...
Service Executive (NJUS)
Columbus, OH · On-site
Develop client relationships and partner with Owner Services team to deliver improved travel experiences for clients. While Account Managers handle day-to-day travel needs, the Service Executive will ...
Service Executive (NJUS)
Columbus, OH · On-site
Develop client relationships and partner with Owner Services team to deliver improved travel experiences for clients. While Account Managers handle day-to-day travel needs, the Service Executive will ...
Service Executive (NJUS)
Columbus, OH · On-site
Develop client relationships and partner with Owner Services team to deliver improved travel experiences for clients. While Account Managers handle day-to-day travel needs, the Service Executive will ...
Service Executive (NJUS)
Columbus, OH · On-site
Develop client relationships and partner with Owner Services team to deliver improved travel experiences for clients. While Account Managers handle day-to-day travel needs, the Service Executive will ...
Sr Sales Executive - Client Management
Cincinnati, OH · On-site
$118K - $175K/yr
We'relooking for aSr Sales Executive-Client Managementto join ourever-evolvingGlobal Enterpriseteam ... Lead high-impact commercial conversations and negotiations that deliver successful outcomes for ...
Sr Sales Executive - Client Management
Cincinnati, OH · On-site
$118K - $175K/yr
We'relooking for aSr Sales Executive-Client Managementto join ourever-evolvingGlobal Enterpriseteam ... Lead high-impact commercial conversations and negotiations that deliver successful outcomes for ...
Client Manager - Group Benefits
Akron, OH · On-site
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Client Manager - Group Benefits
Akron, OH · On-site
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Client Manager - Group Benefits
Akron, OH · On-site
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Client Manager - Group Benefits
Akron, OH · On-site
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Client Manager - Group Benefits
Akron, OH · On-site
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Client Manager - Group Benefits
Akron, OH · On-site
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Client Manager - Group Benefits
Cleveland, OH · On-site +1
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Client Manager - Group Benefits
Cleveland, OH · On-site +1
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Manage projects to meet deliverable deadlines and meet expectations. * Remain up-to-date and ... Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive ...
Client Delivery Executive information
See Ohio salary details
$44.2K - $52.5K
2% of jobs
$52.5K - $60.8K
2% of jobs
$60.8K - $69.1K
13% of jobs
$72.7K is the 25th percentile. Wages below this are outliers.
$69.1K - $77.4K
19% of jobs
The median wage is $83.6K / yr.
$77.4K - $85.7K
19% of jobs
$85.7K - $94K
17% of jobs
$96.2K is the 75th percentile. Wages above this are outliers.
$94K - $102.3K
13% of jobs
$102.3K - $110.6K
6% of jobs
$110.6K - $118.9K
4% of jobs
$118.9K - $127.2K
2% of jobs
$127.2K - $135.5K
3% of jobs
$44.2K
$89.9K
$135.5K
How much do client delivery executive jobs pay per year?
What is a client delivery executive?
What are the key skills and qualifications needed to thrive as a client delivery executive?
How does a client delivery executive typically collaborate with internal teams to ensure successful project outcomes?
What is the difference between Client Delivery Executive vs Account Manager?
| Aspect | Client Delivery Executive | Account Manager |
|---|---|---|
| Primary Focus | Ensuring project delivery and client satisfaction during implementation | Managing ongoing client relationships and upselling |
| Responsibilities | Project execution, coordination, and delivery | Client retention, account growth, and communication |
| Required Skills | Project management, technical knowledge, communication | Relationship management, sales, negotiation |
| Work Environment | Project sites, client offices, or remote | Client offices, corporate settings |
The Client Delivery Executive primarily focuses on delivering projects successfully and ensuring client satisfaction during implementation. In contrast, the Account Manager maintains ongoing relationships, manages client accounts, and seeks opportunities for growth. While both roles require strong communication skills, the Delivery Executive emphasizes project execution, whereas the Account Manager concentrates on client retention and upselling.
What are the most commonly searched types of Client Delivery jobs in Ohio?
The most popular types of Client Delivery jobs in Ohio are:
What are popular job titles related to Client Delivery Executive jobs in Ohio?
For Client Delivery Executive jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Client Delivery Executive jobs in Ohio look for?
The top searched job categories for Client Delivery Executive jobs in Ohio are:
What cities in Ohio are hiring for Client Delivery Executive jobs?
Cities in Ohio with the most Client Delivery Executive job openings:
D365 Client Relationship Manager
Akron, OH • On-site
8.4
Based on 28 frontline employees who took The Breakroom Quiz
7th of 23 rated bookkeepers and accountants
Good employer
Recommended by parents
Respectful managers
Good training
Learn new skills
Full-time
Retirement
Posted 11 days ago
Job description
Job Summary:
The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice, responsible for the overall relationship, retention, and service experience for a portfolio of managed services clients leveraging Microsoft Dynamics 365 business applications (Customer Engagement (CE), Finance & Operations (F&O), Business Central (BC)) and/or the Power Platform. This role serves as the primary client point of contact and trusted advisor-leading account governance and success planning while coordinating with delivery teams to ensure support outcomes, SLA/KPI attainment, and continuous improvement.
In addition to relationship leadership, this role is expected to be hands-on within the D365 solution suite, able to navigate environments, understand configurations and release impacts, triage and validate issues, and partner effectively with functional and technical teams to accelerate resolution and value realization.
Job Duties:
Client Relationship & Governance
- Owns and manages client relationships for assigned support accounts; build strong relationships with business and IT stakeholders, including executive sponsors
- Establishes and maintains client governance (cadence, stakeholders, decision rights, communications model) and act as the primary escalation point for relationship and satisfaction concerns
- Captures business objectives, priorities, and success criteria; maintain a shared client success plan aligned to D365 (CE/F&O/BC) and/or Power Platform outcomes
- Leads regular business reviews (weekly/monthly/quarterly) with clients and internal leadership, covering service performance, trends, risks, and recommended actions
Hands-On D365 / Power Platform Engagement
- Maintains working, practical knowledge of Dynamics 365 CE, F&O, BC, and Power Platform capabilities, common configurations, and typical support patterns
- Hands-on in client environments as needed to support delivery, including (as appropriate) reproducing issues, reviewing setup/configuration, validating fixes, and confirming expected outcomes with users
- Partners with delivery teams to assess impacts of Microsoft releases, platform changes, integrations, and environment management (e.g., sandbox vs. production) on support operations and client roadmaps
- Helps translate client business process needs into actionable support work items (incidents/requests/problems) with clear acceptance criteria and priority
- Supports knowledge capture and reuse by contributing to runbooks, known error documentation, and client-specific operational procedures
Service Delivery Oversight (Support Practice)
- Coordinates day-to-day managed services delivery across D365/Power Platform support teams, ensuring timely progress on incidents, service requests, problems, and minor enhancements
- Monitors and reports SLA/KPI performance (e.g., response/resolution performance, backlog aging, defect recurrence, CSAT) and drive corrective actions when targets are missed
- Provides leadership during high-severity incidents and critical business-impacting issues-ensuring clear client communication, internal alignment, and documented follow-through
- Identifies recurring issues and root causes; partner with delivery to implement service improvement plans, knowledge management, and prevention strategies
Account Strategy, Commercial Management & Growth
- Leads account planning activities including support roadmaps, budget alignment, demand forecasting, and prioritization with the account team and delivery leadership
- Identifies and advances opportunities within existing clients (additional support coverage, optimization, managed enhancements, advisory, training, or related D365/Power Platform services)
- Manages renewals, contract administration, and change requests; negotiate scope and commercial terms consistent with organizational standards and delivery capacity
- Tracks account financial performance in partnership with practice/account leadership; balance client outcomes, delivery quality, and profitability
Cross-Functional Leadership & Practice Contribution
- Facilitates consolidated communications between client stakeholders and internal teams (support, engineering, operations, security, project teams) to ensure clarity and accountability
- Supports, mentors, and guides associates/senior associates supporting client delivery; contribute to performance feedback and professional development activities
- Leads or participates in internal initiatives to improve support practice maturity (KPIs, reporting, playbooks, process improvements, tooling/ITSM enhancements)
Supervisory Responsibilities:
- Provides day-to-day leadership to support team members aligned to assigned clients, ensuring delivery consistency and a strong client experience
- May manage direct reports; provides coaching, development support, and input into performance evaluations
- Acts as a career advisor to associates and senior associates as assigned
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor's degree AND six (6) or more years of industry experience with ERP systems, required; OR
- High School Diploma/GED AND seven (7) or more years of industry experience with ERP systems, required
Experience:
- Six (6) or more years of experience in client relationship management and/or service delivery within B2B IT managed services, required
- Three (3) or more years of experience managing delivery against SLAs/KPIs and driving service improvement, required
- Experience in requirements discovery, roadmap planning, and advising clients on technology solutions/outcomes, required
- Experience coordinating cross-functional delivery teams and managing escalations in an operations/support environment, required
- Experience supporting and administering business applications in a managed services model such as Dynamics 365 (F&O, BC, CE, and/or Power Platform), required
License/Certifications:
- Microsoft D365 certifications, preferred
Software:
- Experienced with one (1) or more of the following Microsoft Dynamics 365 solution suite, required:
- Customer Engagement (CE)
- Finance & Operations (F&O)
- Business Central (BC)
- Power Platform (Power Apps, Power Automate, Power BI)
- Azure DevOps (ADO), required
- Proficient in the use of Microsoft Office Suite (Outlook, Teams, Excel, Word, PowerPoint), required
- IT Service Management (ITSM) platform experience within ServiceNow, preferred
- Client Relationship Management (CRM) platform experience within Microsoft Dynamics CRM, preferred
Language:
- N/A
Other Knowledge, Skills & Abilities
- Strong client presence and ability to communicate effectively with both technical and business audiences
- Excellent organizational, prioritization, and multi-tasking skills; comfortable in deadline-driven environments
- Ability to assess and communicate risk, drive mitigation plans, and manage escalations calmly and effectively
- Strong business acumen, including comfort with renewals, change requests, and scope/terms negotiation
- Familiarity with services-oriented sales cycles and the ability to identify cross-sell opportunities within existing accounts
- Ability to travel as needed for client meetings and internal events
Keywords: Client Relationship Manager, Customer Success Manager, Service Delivery Manager, D365, Dynamics 365, Support, Managed Services, Finance & Operations, Finance and Operations, F&O, F&SC, Customer Engagement, CE, Business Central, BC, Power Platform, Technical Account Manager, business applications, Account Manager Microsoft, Dynamics, ERP, CRM, QBR
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $125,000 - $185,000
Maryland Range: $125,000 - $185,000
NYC/Long Island/Westchester Range: $125,000 - $185,000
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
About BDO
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At BDO, culture is the first order of business. We succeed when we cultivate a conscious and caring corporate culture that puts people at the center of everything we do. In essence, the business of our business is to help people thrive every day. This mindset powers our growth by supporting the development of our people, the success of our clients, and the betterment of our communities. It means taking an expansive view of what’s possible, and committing ourselves to achieving exceptional outcomes. At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual.
Industry
Administrative assistance services and accounting services
Company size
10,000+ Employees
Headquarters location
Chicago, IL, US