Client Analyst (Birmingham)

About CXponent: Mission: Win-Win-Win: Create winning relationships between the Business,

IT and Vendors. Client First, Vendor Second, CXponent Third is a core value that supports this.

CXponent is a technology advisory firm with advanced brokerage and consulting capabilities.

Our clients hire us to navigate the complex technology vendor marketplace, identify and

negotiate optimal solutions, and manage successful implementations. Our Client Directors lead

these engagements, and we are seeking a versatile Analyst to provide crucial support across

the entire client lifecycle.

Role Overview:

The Analyst role at CXponent is a foundational position offering broad exposure to technology advisory, sales support, project management, and data analysis. You will work directly alongside experienced Client Directors and Practice Leaders, supporting them in brokering technology solutions and managing client projects from inception to completion. This role serves as an entry point with significant growth potential, providing a comprehensive understanding of our business and paving the way for future specialization.

Initial Key Responsibilities (Generalist):

• Client, Vendor and Sales Delivery:

• Serve as a point of contact for basic client and vendor inquiries.
• Manage opportunity registration and tracking processes
• Assist in generating quotes and proposals
• Maintain CRM system hygiene, ensuring accurate and up-to-date client and opportunity information
• Support the development of presentation decks, including crafting the "Case for Change" and “Path Forward”
• Assist in positioning and coaching vendors effectively based on client needs
• Gather, simplify, and explain client needs for coaching vendors 
• Help identify potential new opportunities within existing client engagements

• Project Coordination & Delivery:

• Coordinate project activities, including scheduling meetings and managing timelines.
• Facilitate communication between clients, vendors, and internal teams.
• Support delivery to ensure projects stay on track.
• Assist with change management activities throughout the project lifecycle.

• Financial & Data Analysis:

• Consolidate, compare, and explain vendor solution cost models 
• Develop initial financial models, including rolling budgets, Total Cost of Ownership (TCO), and Return on Investment (ROI) analyses.
• Gather and analyze client operating metrics relevant to the project.

Qualifications:

• Bachelor's degree in Business Administration, Engineering, Finance, Economics, Information Systems, or a related field.
• 1-3 years of experience in an analytical, project coordination, consulting, or sales support role is preferred, but strong entry-level candidates with relevant internships will be considered.
• Highly organized with exceptional attention to detail and the ability to manage multiple projects and tasks simultaneously.
• Strong analytical and problem-solving skills. Experience with financial modeling (Excel) is a plus.
• Can demonstrate AI Competency through applied, real life examples 
• Excellent written and verbal communication skills.
• Proficiency in SaaS tools, preference for Google Suite and automation experience
• Experience with CRM systems (e.g.,HubSpot) is desirable.
• Proactive, self-motivated, and eager to learn with a strong client-service orientation.
• Ability to work effectively both independently and as part of a collaborative team.

Career Path & Development:

This Analyst role is designed as a launchpad within CXponent. After gaining comprehensive experience across all facets of the initial responsibilities, high-performing Analysts will have the opportunity to specialize and deepen their expertise by pursuing one of the following tracks:

1. Financial / Data Analyst Track: Focus on advanced financial modeling (Budget, TCO, ROI), in-depth analysis of client operating metrics, and data-driven insights to support strategic decision-making.
2. Business Analyst Track: Specialize in understanding client needs through interviews, defining business requirements, documenting processes, building decks, designing solutions, advising on deployment and operating models, and.
3. Sales Track: Deepen expertise in the sales cycle, including opportunity identification and qualification, complex quoting, strategic vendor positioning, advanced deck creation, project coordination focused on sales milestones, and potentially vendor coaching on sales alignment.

Why Join CXponent?

• Be part of a growing company at the forefront of technology brokerage.
• Gain invaluable experience working closely with senior leaders on diverse client projects.
• Benefit from a clear career path with opportunities for specialization and advancement.
• Work in a collaborative and supportive environment.