
Reports to:
Global Client Services Director
Direct Reports:
None
Position Overview The Senior Associate, Client Services (New York) is responsible for driving revenue growth, strengthening strategic client relationships, and expanding market presence in New York. This role plays a pivotal part in executing the global Client Services strategy, supporting cross-border accounts, enhancing client experience, and ensuring CRM discipline and governance alignment with the organization’s strategic objectives.
The ideal candidate brings deep experience in
Owner’s Project Management (OPM)
and
Corporate Interiors , with a strong understanding of workplace strategy, commercial real estate dynamics, design management, and construction delivery within corporate environments.
Core Responsibilities 1. Business Development & Pipeline Management
Build and maintain a robust, qualified pipeline aligned to a minimum 3x revenue target and a 33% win rate.
Drive growth across Technology, Finance, and Professional Services sectors, with expansion into Education, Healthcare, and High-End Retail.
Identify, qualify, nurture, and progress opportunities using structured business development processes.
Support diversification into recurring revenue services including OPM, advisory, managed build, design consultancy, and small works.
2. Client Relationship & Account Management
Strengthen existing client relationships and develop new executive-level connections.
Conduct structured quarterly health checks for key accounts.
Support cross-region collaboration to maximize global account opportunities.
3. Strategic Account Planning & Governance
Implement and maintain Global Key Account Plans.
Apply formal Go/No-Go governance processes for all qualifying pursuits.
Partner with Design and Delivery teams to ensure scope clarity, margin alignment, and bid strategy.
Utilize global bid templates and coordinate with regional bid leads.
4. Client Experience & Delivery Interface
Conduct mid-project Net Promoter Score (NPS) reviews and capture client feedback.
Participate in structured project close-out reviews and secure client references.
Support seamless Client Services to Delivery handovers using established playbooks.
Maintain alignment between client expectations and OPM / Corporate Interiors delivery frameworks.
Produce quarterly New York market intelligence reports.
Monitor competitor positioning, pricing trends, commercial real estate market shifts, and sector developments.
Contribute at least one sector insight monthly.
6. Marketing, Brand & Industry Engagement
Partner with Marketing to support NYC campaigns and brand initiatives.
Organize and support a minimum of four regional events annually.
Represent the organization at industry forums, roundtables, and networking events within the OPM and Corporate Interiors sectors.
Contribute 1–2 pieces of thought leadership or content per month.
7. Cross-Regional Collaboration
Collaborate with US West Coast, APAC, EMEA, and ANZ teams on shared pursuits.
Support the expansion of global accounts into NYC and London markets.
8. Systems, Reporting & CRM Governance
Maintain 100% CRM accuracy in HubSpot.
Log all activities within 48 hours.
Ensure CRM data quality score of 90%+.
Capture key client intelligence and decision-making triggers.
Key Performance Indicators (KPIs) Revenue & Forecasting
Achieve 95% forecast accuracy.
Client Engagement
Generate 35–55 key leads per month.
Conduct 10–15 key client meetings per month.
Governance & Compliance
Zero handover-related escalations.
Internal stakeholder satisfaction score of 8.0+.
Marketing & Market Presence
Minimum of 4 events annually.
Quarterly New York intelligence report.
Strong stakeholder engagement and executive-level relationship building within OPM and Corporate Interiors environments.
Advanced communication, negotiation, and presentation skills.
Commercial acumen with strong analytical capability.
Deep understanding of workplace delivery models, construction procurement, and owner-representative advisory services.
Strategic thinker capable of linking local execution to global strategy.
Excellent planning, organization, and time management skills.
Collaborative and team-oriented.
Conflict resolution skills with a solution-focused mindset.
Demonstrated track record of consistently exceeding business development targets in the built environment sector.
Qualifications & Experience
Minimum 10 years’ business development experience within Owner’s Project Management (OPM), Corporate Interiors, commercial real estate, design, or construction sectors.
Demonstrated experience selling OPM and Corporate Interiors services to corporate occupiers.
Strong network within NYC commercial real estate and workplace delivery markets.
Demonstrated leadership in business development roles.
Proven, verifiable record of achieving revenue targets.
Proficiency in HubSpot, Microsoft Office, and Microsoft Teams (or similar platforms).
Exposure to Procore, InDesign, and Miro desirable.
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Global Client Services Director
Direct Reports:
None
Position Overview The Senior Associate, Client Services (New York) is responsible for driving revenue growth, strengthening strategic client relationships, and expanding market presence in New York. This role plays a pivotal part in executing the global Client Services strategy, supporting cross-border accounts, enhancing client experience, and ensuring CRM discipline and governance alignment with the organization’s strategic objectives.
The ideal candidate brings deep experience in
Owner’s Project Management (OPM)
and
Corporate Interiors , with a strong understanding of workplace strategy, commercial real estate dynamics, design management, and construction delivery within corporate environments.
Core Responsibilities 1. Business Development & Pipeline Management
Build and maintain a robust, qualified pipeline aligned to a minimum 3x revenue target and a 33% win rate.
Drive growth across Technology, Finance, and Professional Services sectors, with expansion into Education, Healthcare, and High-End Retail.
Identify, qualify, nurture, and progress opportunities using structured business development processes.
Support diversification into recurring revenue services including OPM, advisory, managed build, design consultancy, and small works.
2. Client Relationship & Account Management
Strengthen existing client relationships and develop new executive-level connections.
Conduct structured quarterly health checks for key accounts.
Support cross-region collaboration to maximize global account opportunities.
3. Strategic Account Planning & Governance
Implement and maintain Global Key Account Plans.
Apply formal Go/No-Go governance processes for all qualifying pursuits.
Partner with Design and Delivery teams to ensure scope clarity, margin alignment, and bid strategy.
Utilize global bid templates and coordinate with regional bid leads.
4. Client Experience & Delivery Interface
Conduct mid-project Net Promoter Score (NPS) reviews and capture client feedback.
Participate in structured project close-out reviews and secure client references.
Support seamless Client Services to Delivery handovers using established playbooks.
Maintain alignment between client expectations and OPM / Corporate Interiors delivery frameworks.
Produce quarterly New York market intelligence reports.
Monitor competitor positioning, pricing trends, commercial real estate market shifts, and sector developments.
Contribute at least one sector insight monthly.
6. Marketing, Brand & Industry Engagement
Partner with Marketing to support NYC campaigns and brand initiatives.
Organize and support a minimum of four regional events annually.
Represent the organization at industry forums, roundtables, and networking events within the OPM and Corporate Interiors sectors.
Contribute 1–2 pieces of thought leadership or content per month.
7. Cross-Regional Collaboration
Collaborate with US West Coast, APAC, EMEA, and ANZ teams on shared pursuits.
Support the expansion of global accounts into NYC and London markets.
8. Systems, Reporting & CRM Governance
Maintain 100% CRM accuracy in HubSpot.
Log all activities within 48 hours.
Ensure CRM data quality score of 90%+.
Capture key client intelligence and decision-making triggers.
Key Performance Indicators (KPIs) Revenue & Forecasting
Achieve 95% forecast accuracy.
Client Engagement
Generate 35–55 key leads per month.
Conduct 10–15 key client meetings per month.
Governance & Compliance
Zero handover-related escalations.
Internal stakeholder satisfaction score of 8.0+.
Marketing & Market Presence
Minimum of 4 events annually.
Quarterly New York intelligence report.
Strong stakeholder engagement and executive-level relationship building within OPM and Corporate Interiors environments.
Advanced communication, negotiation, and presentation skills.
Commercial acumen with strong analytical capability.
Deep understanding of workplace delivery models, construction procurement, and owner-representative advisory services.
Strategic thinker capable of linking local execution to global strategy.
Excellent planning, organization, and time management skills.
Collaborative and team-oriented.
Conflict resolution skills with a solution-focused mindset.
Demonstrated track record of consistently exceeding business development targets in the built environment sector.
Qualifications & Experience
Minimum 10 years’ business development experience within Owner’s Project Management (OPM), Corporate Interiors, commercial real estate, design, or construction sectors.
Demonstrated experience selling OPM and Corporate Interiors services to corporate occupiers.
Strong network within NYC commercial real estate and workplace delivery markets.
Demonstrated leadership in business development roles.
Proven, verifiable record of achieving revenue targets.
Proficiency in HubSpot, Microsoft Office, and Microsoft Teams (or similar platforms).
Exposure to Procore, InDesign, and Miro desirable.
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