Client Services Manager Ii
Current» Outlines project requests by actively listening and recommending approaches to identify potential advisors for new industries that middle market private equity clients are exploring as investment opportunities. » Researches niche markets and identifies potential advisors. Sources candidates from relevant companies and then vets them for knowledge and ability to be a consultant for projects.» Negotiates consultation rates and provides advisor proposals to clients in under 23 hours (a company standard).» Drives key relationships between clients and industry experts from goal planning to project execution during merger and acquisition projects, utilizing Salesforce to track engagements throughout process.