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Client Solutions Manager

Citi

Client Solutions Manager

The Client Solutions Manager serves as a primary customer-facing representative of CITI, building relationships, developing new business, and identifying opportunities with existing and prospective customers, contractors, consulting firms, and project stakeholders. The primary focus is to maintain an active presence in the market, understand customer needs, and turn qualified opportunities into awarded projects.

As a supporting responsibility, the Client Solutions Manager leads proposal coordination and works closely with the Chief Estimator to develop accurate, competitive, and technically sound estimates and proposals. The role uses technology and AI tools to improve efficiency and is accountable for quality assurance and quality control checks before submission. After award, the role coordinates a complete handoff to the project manager and maintains the customer relationship while pursuing additional business.

Duties and Essential Job Functions

Customer Relationships and Business Development

• Maintain regular contact with customers and prospective customers through calls, meetings, site visits, and project follow-up to understand their operations, needs, budgets, and upcoming work.

• Represent CITI at customer sites, contractor offices, consulting firms, and industry events.

• Develop new accounts and strengthen relationships with customers and key decision-makers.

• Track leads and evaluate opportunities with management and the Chief Estimator.

Opportunity Follow Through and Proposal Coordination

• Coordinate qualified opportunities from initial inquiry through proposal development, submission, clarification, follow-up, and award decision.

• Work with the Chief Estimator to establish estimating responsibilities, review milestones, and proposal schedules. Maintain customer communication throughout the process.

• Present proposed solutions, clarify scope and assumptions, and support commercial discussions within management-approved pricing and authority limits.

• Follow up on submitted proposals, document customer feedback and outcomes, and identify opportunities for revisions or future work.

Technology Assisted Estimating and Proposal Development

• Use approved software, automation, and AI tools to support estimates and proposal development.

• Collaborate with the Chief Estimator and project teams to validate costs, resources, and delivery requirements.

• Prepare proposals covering scope, pricing, schedules, exclusions, and responsibilities, completing all required QA/QC before submission.

Qualifications

Education:

• Bachelor's degree in Engineering, Management, or related field preferred; equivalent experience considered.

Skills:

• 10+ years of estimating experience in industrial systems integration, electrical, or controls projects, with progressive responsibility.

• Strong knowledge of reading and interpreting plans, specifications, and technical documents.

• Proven ability to develop detailed scopes of work and cost estimates.

• Excellent leadership, mentoring, and team collaboration skills.

• Strong analytical, organizational, and communication skills.

• Proficiency with estimating software, spreadsheets, and project management tools.

• Ability to balance multiple projects, prioritize workload, and meet deadlines in a fast-paced environment.

Physical Demands/Work Environment

• Standing for extended periods of time.

• Dexterity of hands and fingers to operate hand/power tools, computer keyboard, mouse, and other devices.

• Physically able to travel to job sites to perform panel installation or modifications, assist in the startup of panel and instrumentation systems

• Extended hours may be necessary to meet project deadlines. This may include weekdays, weekends or holidays. May be assigned to work at a Client's facility or site for an extended period of time.

• While performing duties of this job, would occasionally be required to stand, walk, sit, reach with hands and arms, climb or balance, stoop or kneel, talk and hear, and use fingers and hands to feel objects, tools or controls.

• Specific vision abilities required include close vision, distance vision, depth perceptions, and the ability to adjust focus.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Vacancy posted 4 days ago
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