Serve as the primary point of contact for Advisory Services clients, understanding client needs and driving the procurement strategies
Manage client onboarding, account setup, and service delivery processes
Collaborate with sales, sourcing, operations, and product teams to align services with client needs
Champion and lead on time delivery of client deliverables
Analyze client feedback and develop strategies to improve retention and engagement
Prepare and present reports on client activity, satisfaction, and performance metrics
Develop and maintain strong long-term client relationships that drive loyalty and growth
Ensure compliance with company policies, industry standards, and client requirements
Overview of Anza’s Advisory Services Market Insights quarterly deliverable to more effectively and efficiently track industry intel
Portfolio optimization & supplier due diligence
Initiate procurement by managing supplier shortlist, solicit Best and Final Offer (BAFO), negotiate the most suitable contract T&Cs on behalf of the customer, final presentation & recommendation, and contract execution

Bachelor’s degree or 8 years of experience in lieu of a degree required, MBA preferred.
5+ years of relevant experience, preferably within high-growth startups, solar development, development engineers, project developers, sales and account management experience, customer success, project management
Direct solar and/or storage industry experience preferred
Seasoned generalist leader with direct experience in several different functions including Strategy, Operations, Marketing, Product Management
Experience influencing teams in highly cross-functional settings, and in a role that spans strategy, analytics, product and operations in a fast-paced environment
Strong program management skills with experience leading end-to-end execution of projects/programs that have transformed company operations and delivered quantifiable business impact
First-principles thinker (e.g., ability to question how we are working rather than simply executing)
ERP experience such as Netsuite, SAP, Salesforce PM, CSCP or CPSM Certification a plus

Client Services Manager

Key skills