Client Manager

About the role

HEAPY is seeking a Client Manager for its Corporate practice in the Indianapolis, Indiana office. The role leads projects for new clients, overseeing the full project lifecycle from proposal through closeout across design engineering, commissioning, energy optimization, sustainability, ICT and related services. It covers medium to large projects with fees of $500,000 to $750,000, with a strong emphasis on client management and business development.

Key responsibilities

• Guide service delivery to match operating procedures and milestones, and oversee project execution with a focus on profitability, cost control and efficient resource use.
• Lead project costing and bid/proposal preparation; manage projects with fees exceeding $250K.
• Drive quality so deliverables meet company standards, client expectations and regulatory requirements.
• Pursue opportunities to introduce HEAPY services in new accounts and leverage client relationships to open doors to new owners and expand networks.
• Set up a client-HEAPY-architect-construction manager liaison network and collaborate with the Practice Director, Operations Manager, design managers and project managers to run project teams.
• Hold regular progress reviews for initial projects to avoid delays and cost overruns, and ensure billing information is submitted correctly and on time.
• Meet clients during the project term to resolve issues and at completion to obtain final approval, and take part in client feedback and follow-up.
• Engage clients to understand their needs and move them through to proposal and sale, and cross-sell opportunities with business development partners.
• Report client management activity in the CRM system, take ownership of capture strategies, and propose solutions for risk, scope and fee management issues.

Required profile

• 4-year degree or equivalent years of project management experience in the Built Environment.
• 8-10 years of experience in physical systems, equipment and operational design, consulting engineering or A/E, plant operations or start-up, commissioning, energy engineering, or field construction (or equivalent working knowledge).
• Professional registration preferred.
• Reliable transportation, ability to travel locally and on occasion further afield, and ability to work in all weather conditions and on site.

Required skills

• Ability to stay at a workstation for long periods and communicate in person and by phone.
• Gathering, organizing and evaluating project and calculation information such as finances and timelines.
• Following safety guidelines and applying established protocols.