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What does a client partner do?

Updated January 8, 2025
7 min read

A client partner specializes in assisting and building positive relationships with customers, ensuring satisfaction that will translate to sales. They are primarily responsible for reaching out to customers through calls and correspondence, arranging appointments and meetings, discussing the extent of opportunities with customers, resolving issues and concerns, and reporting progress to managers and supervisors. Moreover, a client partner may create specific programs and payment plans for clients, provide consultations, negotiate contracts, and assess risks, all while adhering to the policies and standards of the company.

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Client partner responsibilities

Here are examples of responsibilities from real client partner resumes:

  • Manage partner relationship with EMC and develop go-to-market strategies.
  • Require strong communication skills, sensitivity, compassion and ability to interpret and analyze insurance laws and scientific journals.
  • Lead and mentor UX, design, architects, developer and QA resources.
  • Manage partner relationship with EMC and develop go-to-market strategies.

Client partner skills and personality traits

We calculated that 11% of Client Partners are proficient in Portfolio, Cloud, and CRM. They’re also known for soft skills such as Customer-service skills, Leadership skills, and Analytical skills.

We break down the percentage of Client Partners that have these skills listed on their resume here:

  • Portfolio, 11%

    Fostered partnerships with leading technology and services providers for portfolio advancement and business solutions within capital markets.

  • Cloud, 10%

    Led National Retail Federation CRM Dynamics Work Session regarding Cloud Computing (public, private, and hybrid) integration.

  • CRM, 8%

    Managed in-house development and roll-out of Client Relationship Management (CRM) system to 26 sales offices

  • Analytics, 8%

    Developed tools and analytics to support project/program success factors.

  • Customer Service, 7%

    Maintained high client retention through outstanding customer service and relationship of responsiveness and problem solving.

  • Project Management, 5%

    Provided project management oversight, consultant screening and coordination, and diligent follow-up to ensure client satisfaction.

Common skills that a client partner uses to do their job include "portfolio," "cloud," and "crm." You can find details on the most important client partner responsibilities below.

Customer-service skills. The most essential soft skill for a client partner to carry out their responsibilities is customer-service skills. This skill is important for the role because "when helping to make a sale, sales managers must listen and respond to the customer’s needs." Additionally, a client partner resume shows how their duties depend on customer-service skills: "develop and grow senior leadershipcustomer relations in the provision of complete, end to end mobility and iot solutions. "

Leadership skills. Many client partner duties rely on leadership skills. "sales managers must be able to evaluate how their sales staff performs and must develop strategies for meeting sales goals.," so a client partner will need this skill often in their role. This resume example is just one of many ways client partner responsibilities rely on leadership skills: "collaborated with leadership to implement new and ongoing hr processes, policies, and programs within the client area. "

Analytical skills. Another skill that relates to the job responsibilities of client partners is analytical skills. This skill is critical to many everyday client partner duties, as "sales managers must collect and interpret complex data to target the most promising geographic areas and demographic groups, and determine the most effective sales strategies." This example from a resume shows how this skill is used: "analyze and use process notation to model client business processes for documentation, improvement and optimization. "

Communication skills. client partner responsibilities often require "communication skills." The duties that rely on this skill are shown by the fact that "sales managers need to work with colleagues and customers, so they must be able to communicate clearly." This resume example shows what client partners do with communication skills on a typical day: "assisted client services manager with special projects, reports and communication. "

See the full list of client partner skills

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Compare different client partners

Client partner vs. Director of sales

A sales director is responsible for managing the sales operation of the team, ensuring that members comply with the sales strategies and procedures in meeting sales goals. Sales directors' duties include maintaining consistency of sales targets, providing reports and important updates for sales improvement, managing customers' inquiries and resolving complaints, launching new services to expand product offers, researching the current market trends, and improving sales plans. A sales director must have excellent leadership and decision-making skills to support and acknowledge the team's best efforts.

We looked at the average client partner salary and compared it with the wages of a director of sales. Generally speaking, directors of sales are paid $25,428 lower than client partners per year.Even though client partners and directors of sales are distinct careers, a few of the skills required for both jobs are similar. For example, both careers require crm, customer service, and lead generation in the day-to-day roles and responsibilities.

These skill sets are where the common ground ends though. The responsibilities of a client partner are more likely to require skills like "portfolio," "cloud," "analytics," and "project management." On the other hand, a job as a director of sales requires skills like "sales process," "sales management," "salesforce," and "sales strategies." As you can see, what employees do in each career varies considerably.

Directors of sales really shine in the finance industry with an average salary of $124,924. Comparatively, client partners tend to make the most money in the professional industry with an average salary of $149,427.The education levels that directors of sales earn slightly differ from client partners. In particular, directors of sales are 11.1% less likely to graduate with a Master's Degree than a client partner. Additionally, they're 0.0% less likely to earn a Doctoral Degree.

Client partner vs. Territory manager

A territory manager is responsible for monitoring the sales operations of the different sales team of an organization. One of the most crucial duties of a territory manager is to encourage the sales team to provide the best results for increasing the company's profitability. Territory managers are conducting sales training, improving marketing strategies and approach, reviewing sales pitches, analyzing current market trends, and reaching sales goals. Territory managers must display exceptional leadership and customer service skills to manage customers' needs and identify more business opportunities.

Territory manager positions earn lower pay than client partner roles. They earn a $62,768 lower salary than client partners per year.A few skills overlap for client partners and territory managers. Resumes from both professions show that the duties of each career rely on skills like "crm," "customer service," and "account management. "

While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that client partner responsibilities requires skills like "portfolio," "cloud," "analytics," and "project management." But a territory manager might use other skills in their typical duties, such as, "patients," "product knowledge," "work ethic," and "excellent interpersonal."

On average, territory managers earn a lower salary than client partners. Some industries support higher salaries in each profession. Interestingly enough, territory managers earn the most pay in the pharmaceutical industry with an average salary of $100,016. Whereas client partners have higher pay in the professional industry, with an average salary of $149,427.In general, territory managers achieve lower levels of education than client partners. They're 14.9% less likely to obtain a Master's Degree while being 0.0% less likely to earn a Doctoral Degree.

Client partner vs. Strategist

The job of the strategist involves the development and implementation of a strategy. Generally, strategists set goals, identify actions to achieve the objectives, and mobilize resources for the actions. They make functional strategies for businesses and profit improvement. They are considered as the thinkers who develop the course of a project of the business program. The skills necessary for this job include critical thinking, management skills, attention to detail, and leadership skill. They should be equipped with knowledge about business and management.

On average, strategists earn lower salaries than client partners, with a $31,615 difference per year.client partners and strategists both have job responsibilities that require similar skill sets. These similarities include skills such as "portfolio," "crm," and "customer service," but they differ when it comes to other required skills.

Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from client partner resumes include skills like "cloud," "analytics," "lead generation," and "client expectations," whereas a strategist is more likely to list skills in "powerpoint," "human centered design," "data analysis," and "python. "

Strategists earn the best pay in the technology industry, where they command an average salary of $129,408. Client partners earn the highest pay from the professional industry, with an average salary of $149,427.Most strategists achieve a similar degree level compared to client partners. For example, they're 2.5% less likely to graduate with a Master's Degree, and 1.4% less likely to earn a Doctoral Degree.

Client partner vs. Regional sales manager

A regional sales manager is responsible for monitoring the sales and distribution of goods and services within a specific region. Duties of a regional sales manager also include analyzing expenses and cost estimates, ensuring that operations meet budget goals with the highest quality, researching current market trends for sales performance development, providing sales training, and presenting sales reports. A regional sales manager must have strong leadership and decision-making skills to enforce policies and procedures to boost operations performance.

Regional sales managers typically earn lower pay than client partners. On average, regional sales managers earn a $53,516 lower salary per year.According to resumes from client partners and regional sales managers, some of the skills necessary to complete the responsibilities of each role are similar. These skills include "crm," "customer service," and "saas. "Each job also requires different skills to carry out their responsibilities. A client partner uses "portfolio," "cloud," "analytics," and "project management." Regional sales managers are more likely to have duties that require skills in "regional sales," "sales process," "commercial cleaning," and "territory sales. "The technology industry tends to pay the highest salaries for regional sales managers, with average annual pay of $93,505. Comparatively, the highest client partner annual salary comes from the professional industry.The average resume of regional sales managers showed that they earn lower levels of education compared to client partners. So much so that theyacirc;euro;trade;re 12.7% less likely to earn a Master's Degree and less likely to earn a Doctoral Degree by 0.3%.

Types of client partner

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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