This position is responsible for managing the broker partner relationships as well as their client projects. This position is remote for day to day, client travel and attendance at broker and BTR meetings would be required.

  • Oversee and manage all assigned consulting projects
  • Attend client and prospect meetings and speak to all topics regarding HR Technology (Travel is required).
  • Establish and Manage Client and Broker relationships throughout projects and set proper expectations
  • Lead strategic planning sessions with broker(s) for each project
  • Lead discovery calls to determine client needs
  • Review and collaborate with analyst on all consulting project documents including timeline
  • Communicate with technology providers in the market to stay abreast of their offerings and pricing trends
  • Attend and facilitate demos for projects depending on project demands
  • Review provider agreements on clients’ behalf and make recommendations for improvement
  • Oversee and manage implementation calls as required
  • Contribute to strategic processes and procedures of the team
  • Manage all issues quickly and professionally
  • Report all escalated issues to the Division Manager and/or leadership team
  • Conduct HR Technology training courses/seminars as needed
  • Provide reporting updates to internal teams or management
  • Conduct regularly scheduled broker catch up calls
  • Be aware of broker activity and escalate when necessary

Senior Level Duties

  • Present on behalf of BTR to broker and clients
  • Lead and support strategic company initiatives
  • Lead and support business process improvement initiatives
  • Assist leadership team with training and mentorship of new team members
  • Assist leadership with ongoing reporting needs for global, project and provider related data collection and interpretation
  • Own the success of broker relationships


• Bachelor’s degree required, master’s degree preferred

• Minimum of 3-year experience with system project management

•  Minimum of 5-year experience with HR Technology solutions

• Exceptional customer and interpersonal skills

• Strong Presentation skills

• Problem-solving skills

• Innovative thinker

• Open to change and process improvements

• Strong organization skills

• Diligent documentation habits

• Microsoft Office skills (Word, Excel)

• Must be self-motivated and able to work in a fluid, fast-paced environment

• Excellent written/verbal communication skills and the ability to communicate with both technical and non-technical personnel; ability to listen, clarify and respond well to questions

• Prominent level of professionalism, productivity, dependability and accuracy

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