Associate Director—Consultant, Client/Project Manager at Profitable Ideas Exchange in Bozeman, Montana

Job description

• The Associate Director role is focused on successfully delivering PIE services for clients and developing and maintaining strong client relationships. PIE
• Associate Directors serve as business development consultants for our clients, delivering across the full range of PIE’s client services from recruiting executives for C-suite communities and facilitating executive roundtables (virtual and in-person), to delivering business development training and managing customer advisory boards.
• PIE works on behalf of the world’s most renowned professional services firms including Accenture, Deloitte, AWS, BCG, and KPMG, to help them build bridges to their target market and customers. engaging daily with senior executives across the C-suite, representing a range of industries (retail, media & entertainment, transportation & logistics, banking & financial services, healthcare & life sciences), and global companies (e.g., Google, Pfizer, Walgreens, Coca-Cola, Citibank).
• This is an exempt career-track position; as you grow at PIE, the expectation is that you will scale your capacity and manage and renew a full portfolio of projects on behalf of our clients.

Responsibilities

• Manage client services and deliverables across multiple client projects and project teams with dynamic project deadlines
• Develop a consultative relationship with clients, proactively identifying opportunities for growth and advising clients how to best leverage PIE services to realize their desired outcome
• Demonstrate independent judgment with clients on behalf of PIE in accordance with PIE philosophy, project delivery standards, and best practices
• Drive contract and project renewals by identifying client needs, surfacing growth opportunities, and confidently engaging in conversations around ongoing engagements and PIE services with clients
• Collaborate effectively and efficiently with PIE project teams to build community networks, drive engagement, establish strong client relationships, meet and exceed client expectations, and deliver projects on time
• Direct the work of other PIE employees to advance client projects and organizational initiatives
• Demonstrate strong professional, yet human, written and verbal communication skills to build and manage relationships with client and internal teams, gracefully flexing communication style to meet and exceed client expectations
• Build and maintain executive relationships and drive strong membership engagement for PIE-powered communities
• Manage membership resources by sourcing executive contacts, developing outreach strategies, and crafting communications that convert target executives into engaged members, while enhancing the member experience and sustaining long-term participation in PIE-powered services.
• Recruit executives to join PIE-powered communities via phone, email, and LinkedIn outreach
• Interview executives, intelligently and smoothly navigating complex topics and content outside of your expertise
• Organize complex interview content and conversations into thoughtful, curated discussion agendas and provide clients with relevant market insights
• Independently facilitate virtual and in-person interactions for groups of executives, matching the pace and professionalism required by PIE's client
• Travel, as needed, for in-person client meetings and projects
• Maintain accurate and detailed database of client and member engagement via CRM software
• Contribute with a solutions-oriented approach to internal initiatives and actively work to multiply others
• Engage in assigned independent and group training/development activities aimed to improve consultant knowledge/skills and maintain a growth mindset
• We all wear many hats at PIE – complete other duties and responsibilities as assigned

Requirements

• At PIE, we are always looking for motivated individuals who embrace responsibility, have a keen eye for detail, can manage multiple projects simultaneously, perform well under pressure, and can effectively participate on a team of highly driven individuals.
• To succeed in this position, Associate Directors must be self-starters who are comfortable thinking on their feet in a fast-paced and dynamic work environment; they demonstrate superb organizational skills and take ownership to drive the success of their projects; they mind the details while keeping a strategic focus on the broader picture.
• Associate Directors are curious, eager to learn and improve, enjoy working in a collaborative environment, have an engaging and articulate presence (in-person and virtually), and are not afraid to call a CEO.
• To do well at PIE, individuals must have impeccable verbal and written communication skills and naturally conduct themselves in a professional manner. Our business has been growing for 20 years because we thrive in times of change. We are looking for individuals who embrace change associated with a growing company.
• A bachelor’s degree is required for this position. Strong project and client management experience and proficiency in Microsoft Office (Excel, Word, Outlook, Teams) and Salesforce are preferred. PIE operates on Microsoft 365 platforms. If you meet at least 75% of the qualifications, we strongly encourage you to apply, let’s talk!
• Due to client confidentiality, background checks are required prior to employment.

Skills

Required

• Proficiency in Salesforce
• Professional demeanor
• Self-starter
• Comfortable thinking on their feet
• Superb organizational skills
• Take ownership
• Curious, eager to learn and improve
• Collaborative
• Not afraid to call a CEO
• Embrace change

Benefits

• Benefits: Employer-sponsored health/dental/vision/long-term disability/life insurance,401K retirement contribution, PTO, paid holidays (including a 2-week paid winter break), professional development opportunities, paid parental leave, flexible schedules, bonus potential, travel opportunities, paid volunteer time, charitable donation program, wellness benefit, cellular plan benefit
• Salary Range: Competitive DOQ
• DOQ