Client Delivery Manager Job Description

Client Delivery Manager Job Description

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Client delivery manager provides coaching for team improvements by observing Agile team events, monitoring Agile metrics, and conducting one-on-one mentorship.

Client Delivery Manager Duties & Responsibilities

To write an effective client delivery manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client delivery manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Engage functional partners (Telecom, Technology, Facilities, Operations, Training, Reporting Product, Quality, Legal, Regulatory, ) to effectively deliver on each project
Identify and share CRM / CIO / CIDM strategic insights
Develop and apply deep understanding of client behavior to improve the adoption of CRM / CIO and CIDM strategies
Enable opportunity sizing and audience (client and prospects) profiling in support of the development and execution of CRM / CIO / CIDM transformational strategies
Champion innovative campaign design and build, and leverage new channels, tools and concepts to drive CRM / CIO and CIDM effectiveness and efficiency and promote continuous improvement for the organization
Identify and implement new methods or processes to shorten the marketing cycle, ensure efficient and reduce marketing cost
Create and manage detailed project and implementation plans that define roles, responsibilities and milestones
Document integration requirements and project scope for each Client
Manage communication of progress/status to internal and external stakeholders
Of and subsequent measurement of performance against Service Level Documents

Client Delivery Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Delivery Manager

List any licenses or certifications required by the position: ITIL, ITSM, SAP, PMP, OSHA, FIS, APICS, CPM, PMI, CCTS

Education for Client Delivery Manager

Typically a job would require a certain level of education.

Employers hiring for the client delivery manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Computer Science, Education, Information Systems, Engineering, Technical, Finance, Management, Business/Administration, Technology

Skills for Client Delivery Manager

Desired skills for client delivery manager include:

Enterprise
IT trends
DB
DC pension schemes
Personify Scrum and Agile
Relevant agile metrics and charts and ability to interpret them and provide appropriate guidance and coaching to the team
Technology
6 Sigma
Cloud
DC and collaboration solutions

Desired experience for client delivery manager includes:

Meet/Exceed our LTR target (top box score)
Responsible for the Monthly Client Experience Council meeting
Executes on client experience improvement opportunities largely through the Client Experience Council (CEC), working with the SVP of Services & Operations (Executive Chair) to effectively manage council content and approach
Communicates client measurement sources (including Market Probe, JD Power etc…)
Builds a transparent and consistent method of prioritizing and communication based on client experience results
Works with senior leaders and executives to review client experience improvement opportunities in their areas

Client Delivery Manager Examples

1

Client Delivery Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client delivery manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client delivery manager
  • Execute responsibilities in the best interest of customers and shareholders
  • Establish and monitor staff performance objectives
  • Ensures that a Service Catalog of all available services is created and maintained and that the structure of service level agreements is fully defined by the mapping of services to users and business processes
  • Operational Oversight for Day to Day Service Management
  • Ensures that the necessary arrangements are in place to meet appropriate RISK requirements (Safe Harbor/Privacy, SOX, etc…)
  • Works with clients or users to establish qualitative assessment of the service provision, from the client/user perspective, and initiates actions for improvement, where appropriate
  • Ensures that quantitative and qualitative data is collected and analyzed to monitor the suppliers’ performance against agreed service levels, publishes the results, and initiates actions based on results
  • Plans and facilitates client meetings/calls, including scheduling client service review meetings/calls and visits
  • Works closely with Project Managers in respect of fund/sub-fund launches, mergers, liquidations
  • Maintain team's work plan and/or annual plan
Qualifications for client delivery manager
  • Recommends priorities and action plans for approval at the Client Experience Council
  • Is the key contact for all issues and information as it relates to activities underway to improve the client experience
  • Looks for integration and “build once for many” opportunities across all improvement initiatives
  • Supports Executives with the information and insights they require to champion client experience activities within their teams and platforms
  • Ensures all staff know how they impact the client experience and how they contribute to the client experience
  • Leverages the Client Experience Council of executives to drive client experience improvements, communicate opportunities and results, and track the impact of all Client Experience Championed projects
2

Client Delivery Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a client delivery manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client delivery manager
  • Identify continuous improvement and productivity improvement opportunities – maximize reuse, minimize redundancy, streamline, drive one-to-many approach
  • Consultant to both internal and external parties across the broad landscape of end to end implementation in delivering our client’s sustaining solutions for their business needs
  • Ensure deliverables are met within scope/timeframe/resource constraints
  • Be a change leader - effectively engage and partner with cross-functional teams to deliver solutions on client expectations
  • Use your leadership ability to influence and drive outcomes without direct authority, engaging team members in a cross-functional virtual environment
  • Manage cross-functional teams in geographically dispersed workforce, including delegation of authority to supporting PMs with broader program-view coordination
  • Utilize rigorous logic and methods to solve problems with effective solutions, reach sound business judgment, execute plan and engage mid-course corrections as required
  • Analyze root cause issues, problem solve and provide key recommendations for implementation process improvements
  • Analyze trends & develop innovative customer-specific solutions in collaboration with cross functional teams
  • Create, build and maintain relationships that enhance corporate performance, establishing trust and credibility throughout the organization
Qualifications for client delivery manager
  • Manages the Transformation Management Office (TMO) partnership with the CEC
  • 5+ years financial services experience, preferably in the insurance industry
  • 5+ years strategy and business case experience
  • Degree or equivalent in communication or writing /editorial
  • Working knowledge of project management framework (PMF)
  • 5+ years client experience roles, service leadership roles or client experience research roles
3

Client Delivery Manager Job Description

Job Description Example
Our company is looking for a client delivery manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client delivery manager
  • Perform and review quality assurance functions for standard reports including a regular review of Client standard web based reports in concert with applicable staff
  • Analyze Client trends using reporting tools
  • Assure proper contract completion for various plan elements such as
  • Troubleshoot and resolve Client issues and anticipate possible problem areas
  • Consults with stakeholders, business/IT leadership, and others to understand objectives, prioritize business goals and information needs, and drive results and best practices related tothe project
  • Identify Service Improvements, formulate plans and deliver improvements to increase client’s satisfaction
  • Track performance to contracted service definitions and service level agreements and take corrective action where needed
  • Establish the relationship with the client, agree the points of interaction and escalation, manage the services budget and ensure the continuous delivery of the service according to the SLA
  • Initiate and run service improvement plans to resolve delivery challenges affecting assigned portfolios
  • Interface with the Change Manager and represent the needs of the assigned portfolio in relevant Change Approval Boards (CAB)
Qualifications for client delivery manager
  • Reviews and signs off all NT invoices and
  • Obtains client approval to pay NT invoices
  • Provides support to Relationship Managers
  • On client fee billing process
  • The ideal candidate will hold at least 3years’ experience in financial servicing preferably in trust or asset servicing
  • Analytical and information gathering skills
4

Client Delivery Manager Job Description

Job Description Example
Our growing company is looking to fill the role of client delivery manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client delivery manager
  • Engage with the relevant internal stakeholders prior to the renewal date and plan the renewal strategy, agreeing roles and responsibilities for any non-standard renewals
  • Identify risks to delivery and drive the implementation of the appropriate solution to reduce the likelihood of escalations and/or delivery impact to the client
  • Primary focus of this position is to interface with the client’s internal service management functions and manage the FIS internal service management
  • Prepare written procedures, policies, reports and correspondence
  • Ensure compliance with corporate standards, policies and regulations (SOX, SSP, DIACAP, PHPLC)
  • Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented
  • Provides input into departmental budgets and planning
  • Manages client processing teams
  • Manages on-site team consisting of Business Analysts, programmer, and production operations
  • Ensures adherence to contracted Service Level agreements for production processing
Qualifications for client delivery manager
  • Bachelor’s degree in healthcare, business or related field or additional relevant work experience
  • 5+ years of experience in leadership and/or project management role
  • 5+ years of experience in tracking, planning projects, interpreting complex data into recommendations and making data-driven analytical decisions
  • Demonstrated competency in consulting skills, communicating complex information, and solution development with ability to negotiate most situations
  • Ability to successfully manage and lead others (direct and/or matrixed supervisor experience)
  • Demonstrated ability to manage cross-functional teams in geographically dispersed workforce, including delegation of authority to supporting PMs with broader program-view coordination
5

Client Delivery Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client delivery manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client delivery manager
  • Works closely with bank management to identify their needs and application requirements
  • Responsible for overall security of the systems environment which includes working closely with bank, FDIC, and third party auditors to ensure secure environment with little to no audit findings
  • Works closely with FIS Systems Support team for support of the IBM i (AS400) Operating System
  • Advises users on best use of system – leveraging both in house and external FIS resources as appropriate
  • Coordinates with FIS Sales organization new opportunities and contract renewals
  • Establish great relationships with internal stakeholders (Client Success Group Leaders, Product, Sales, Marketing, Finance, ) to achieve client goals
  • Supervision of the project lifecycle for client implementations including, Project planning & estimation, RAID management with detailed reporting activity around all projects for project phases, timelines & impacts/forecasted P&L impact
  • Provide project methodology support for internal & cross functional projects such as beta programme for new product launches or new service offerings
  • Oversee installation of approximately 4000 MFD and single function products over the next 4 years
  • Meet with end users to determine installation requirements
Qualifications for client delivery manager
  • Strong operations and organizational understanding in a matrix environment
  • Interpersonal skills to influence and spur cultural change, facilitate and enhance performance within a cross-functional environment
  • Ability to gain acceptance for ideas, plans, actions and then implement flawlessly
  • Ability to implement strategies across organizational boundaries
  • Ability to develop a highly functioning project team and drive the team and business leaders on all initiative phases including achieving clarity on scope and deliverables
  • Effective data analysis and interpretation skills (ability to encompass business analysis deliverables into work)

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