Client Implementation Lead at CBX Solutions Client Implementation Lead at CBX Solutions in Bedford Heights, Ohio Posted in 3 days ago.

Type:

Full-Time Job Description:

The Client Implementation Lead is responsible for the successful onboarding of new clients and the management of high-profile or complex projects, from initial planning through completion, invoicing, and operational handoff. This role serves as the primary point of coordination between the customer and internal partners across Sales, Operations, Purchasing, Product Management, and Finance, as well as subcontractors and vendors. The Client Implementation Lead combines project management, technical product knowledge, customer relationship management, and financial oversight, with strong communication, documentation, organization, and follow-through as core requirements for success. Essential Functions

• Lead high-touch onboarding and implementation for new clients, programs, and high-profile projects.
• Serve as the primary point of contact for the customer throughout initial project execution.
• Manage assigned projects from initial setup through completion, invoicing, and documentation to ensure a smooth operational handoff.
• Develop and manage project timelines, responsibilities, reporting requirements, and communication plans.
• Interpret blueprints, specifications, and scopes of work to prepare accurate project pricing.
• Coordinate special-order products, scheduling, delivery requirements, and field resources.
• Monitor project scope, cost, pricing, margin, timelines, and change orders.
• Provide timely project updates, customer reporting, meeting notes, and supporting documentation.
• Resolve customer, field, technical, and scheduling issues, escalating significant concerns as needed.
• Ensure completed projects include the documentation required for accurate, timely invoicing.
• Build strong customer relationships to support the successful transition of new clients into ongoing operations.
• Establish company systems, customer portals, and client-specific SOWs, playbooks, and related documentation.
• Schedule, conduct, and present customer-facing meetings, whether onsite, by video conference, or by phone.
• Perform other related duties as assigned by management. Minimum Qualifications
• Bachelor's degree in construction management, business, or a related field, or an equivalent combination of education and experience.
• 3+ years of project management, client implementation, or account management experience, preferably within construction, security integration, or building products industries.
• Valid driver's license and ability to travel to project sites as needed. Knowledge, Skills and Abilities
• Strong project management, organizational, communication, and problem-solving skills.
• Ability to manage multiple customers, projects, priorities, and deadlines simultaneously.
• Experience reading and interpreting blueprints.
• Knowledge of commercial doors, frames, hardware, specialty products, access control, video, intrusion, construction, security services, or a related industry.
• Understanding of project costs, pricing, margins, change orders, and invoicing.
• Ability to build strong cross-functional relationships and coordinate effectively across departments.
• Proficiency with ERP, CRM, Microsoft Office, and customer portal systems.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this role, the employee is regularly required to talk, hear, and see. The employee is frequently required to stand, walk, use hands to handle or feel objects, and reach with hands and arms. This role requires frequent lifting of items weighing 5-25 pounds and occasional lifting of up to 50 pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. Work Environment The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job. This position operates in both a professional office setting and a warehouse environment. The role routinely uses standard office equipment, including computers, phones, photocopiers, filing cabinets, and fax machines. Occasional travel to project sites may be required. Warehouse conditions include proximity to forklifts and other heavy machinery and the use of various tools and hardware. Employees may be subject to frequent heavy lifting and exposure to variable weather conditions, including extreme heat and cold. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in this job description are representative of the knowledge, skills, and/or abilities required to fulfill the essential functions of the role. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws. Equal Opportunity Employer CBX Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We are a VEVRAA Federal Contractor and give priority referral to protected veterans. We are committed to taking affirmative action to employ and advance in employment qualified minorities, women, individuals with disabilities, and protected veterans.