Business Project Manager - Global Client Services

Business Project Manager

The Business Project Manager reports directly to the EVP, Global Client Services.

The Business Project Manager provides executive support and strategic sales support in a one-on-one working relationship to the EVP, Global Client Services. This position serves as the primary point of contact for internal and external constituencies on all matters for the EVP, Global Client Services. In this role, the Business Project Manager will prepare for and support sales activities for Global Client Services, manage the EVP's schedule and calendar of commitments, compose and prepare confidential and restricted correspondence for internal and external stakeholders and customers, arrange complex and detailed travel plans, itineraries, and agendas; manage events for the business unit in partnership with the Brand & Experience Team and client contacts, as well as compile and/or create documents for meetings with varied attendees (level, role, relationship, etc.).

The Business Project Manager must be a self-motivated, self-starting professional who is innovative with strong inquiry skills and keen attention to detail, and enjoys working within a fast-paced, entrepreneurial environment with agility, a growth mindset, and minimal supervision. This individual must be mission-driven, results-driven, and community-oriented with demonstrated executive support, sales enablement/support, stakeholder management, and change management experience. This role requires excellent independent working on projects that include high-stakes timelines - from conception to completion and the ability to handle various activities and confidential matters with discretion is imperative. The ideal individual will have the ability to exercise impeccable judgment in a variety of situations, with stellar written and verbal communication, administrative, and organizational skills. This individual will also have a track record of proactively identifying needs and opportunities and proposing targeted solutions for success and espouse the Great Place To Work Values & 10 Ways to Build Your Success.

Key Responsibilities

Sales Support

• Support the EVP with account management, including pipeline cleanup, task creation, email drafting, relationship development, scheduling meetings, reporting on numbers, etc.
• Draft pitch decks, client follow-up, and other related sales communications that maintain the appropriate momentum for effective selling.
• Master the Great Place To Work Emprising platform to prepare strengths, opportunities, and trends in a company's data against Best Workplaces benchmarks.
• Maintain related sales dashboards and reports, report on key sales and revenue recognition numbers, identify trends and make recommendations as needed to ensure progress toward targets and goals, using Salesforce as a primary tool. Key stakeholders include the CEO, CFO, and Global Client Services leadership team.
• Generate standard and custom reports through Salesforce.
• Identify and implement efficiencies in work processes and effectively use technology to streamline work where appropriate.
• Utilize AI-enabled tools, where appropriate and in alignment with company guidelines, to accelerate prep research, synthesize information, draft first-pass communications or presentation content, identify action items, and improve operational efficiency while maintaining strong judgment, confidentiality, and human review.

Scheduling & Calendar Management

• Plan, coordinate, and ensure the EVP's schedule is efficiently planned.
• Work directly with Office of CEO and other business units as liaison for Global Client Services, as appropriate.
• Ensure EVP is kept well informed of all upcoming commitments and responsibilities through close and effective direction including any follow-up.
• Use great judgment to prioritize conflicting needs; handle matters expeditiously and proactively and follow through on projects to successful completion according to timelines.
• Manage and execute an in-demand executive to-do list, prioritizing where appropriate to maximize EVP's time.

Executive Communications & Relationship Management

• When appropriate, act as an extension of the EVP to communicate directly, and on behalf of the EVP, with team members, vendors/partners, clients, national & international stakeholders, and others.
• Expedite completion of deliverables with a hands-on approach, including drafting emails, creating draft slides, proofing communications, creating agendas, and other tasks that facilitate the EVP's ability to effectively lead the business unit.
• Own knowledge management efforts on behalf of the EVP, ensuring that key information from internal or external meetings is documented and shared as appropriate to ensure the rapid and ongoing flow of vital information between the EVP and team members and/or clients.
• Research, prioritize, and follow up on incoming issues and concerns addressed to the EVP, and determine the appropriate course of action, referral, or response.
• Monitor company and team channels for activities for follow-up and escalate issues with urgency.

Event Management (Virtual and In-Person)

• Prepare for regular internal and external key stakeholder meetings, including managing attendee lists and invitations, creating and editing PowerPoint presentations, coordinating and prepping guest speakers, notetaking, recording/video editing, and follow-up.
• Write, post, and share follow-up communications and appropriately assign and track action items from meetings, events, and webinars.
• Oversee event management, including identification of venues for team and external meetings or workshops, pre-event communications, materials, on-site support, and post-event follow-up and surveys. Coordinate with Global Client Services and Events Team for successful event results.
• Prepare agendas and activities for internal Global Client Services business unit meetings.

Required Qualifications

• 7+ years of Executive/C-Level support experience.
• Experience in sales, change management and/or management/business operations.
• Demonstrated success in client management skills and proactive approaches to problem-solving with strong decision-making capability.
• Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response.
• Experience using AI-enabled tools to increase productivity, streamline routine work, and strengthen executive-level preparation while applying sound judgment, discretion, and appropriate review.
• Highly self-directed, able to work with minimal supervision
• Strong organizational skills that reflect the ability to perform and prioritize multiple tasks simultaneously and efficiently with excellent attention to detail.
• Stellar interpersonal skills and the ability to build relationships with stakeholders, including team members and external partners.
• Proficient with navigating between iOS and Office 365, SharePoint, Salesforce, Smartsheet, Zoom, and other technologies/applications.
• Expert proficiency with Outlook and PowerPoint.
• Ability to travel domestically up to 25% annually

Preferred Qualifications

• Experience supporting sales leaders in a remote work environment.
• A proactive thinker with a track record of foreseeing needs, identifying possible risks, and making recommendations.
• Exceptional written and verbal communication skills.
• Strong attention to detail, both in writing and with numbers/data, and highly organized.
• Highly resourceful, solutions-oriented, with the ability to be effectively independent.
• Ability to move comfortably between leading and supporting, owning and contributing, and visible and behind-the-scenes responsibilities based on what is needed to achieve the desired outcome.
• Demonstrated ability to achieve high-performance goals and meet deadlines in a fast-paced environment.

All job descriptions are written to accurately reflect the open job and include general work responsibilities. They do not present a comprehensive, detailed inventory of all duties, responsibilities, and qualifications required for the job. Management reserves the right to revise the job or require that other or different tasks be performed if or when circumstances change.

The pay range for this position is $105,800 to $150,750 nationally, and $121,670 to $173,362.50 in the San Francisco Bay Area. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG's benefits and rewards at

Here, we know that you're more than your work. That's why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every