At West Monroe, our people are our business.

We pride ourselves on bringing a different mindset to consulting—and that takes a different approach: highly collaborative, flexible, and tenacious.

Our people-first culture is core to our identity. It’s something we care about, and something we strive to enrich and preserve. No hierarchies. No siloes. No egos. Just smart ideas, unique perspectives, and the drive to make an impact for our clients. 

We also know that the best outcomes for both our people and our clients result from including diverse perspectives at the table. That’s why inclusion & diversity is one of our core values. 

Every day our clients rely on us to help them tackle their greatest challenges, by strategically deploying technology through a business-focused and industry-specific lens. We bring together both the right knowledge and the right approach, so that they can capitalize on opportunities and deliver real results. That takes the right team. And that’s where you come in.

Ready to thrive in the next step on your career journey?

The Client Success team is looking for a Client Success Specialist, who will be responsible for supporting all areas of Client Success within the firm, which includes risk, compliance, quality assurance and data quality.

A Client Success Specialist will contribute to the growth of the firm by working to increase the quality of the engagements we deliver to our clients and by mitigating risks to the firm. They are charged with leveraging the technology and data to not only analyze and provide insight to our current state but assist in changing the way we work in the future. They will contribute to West Monroe ensuring the highest possible level of success and value to our clients while growing and scaling for the future.

Responsibilities include:

Data Quality

• Own ad hoc, weekly, and monthly reporting around ongoing and existing engagements
• Ensure necessary processes are in place for quality assurance and communications to practice leadership and teams  
• Compile notes and modify engagements within Professional Services Automation system (Kimble), including updating key data points and executing appropriate system action items 

Finance

• Partner with Finance to identify, monitor, and communicate with employees on outstanding invoices 
• Execute processes to close weekly and monthly time tracking required to determine financial revenue

Compliance

• Review and track Professional Service Agreements (PSA)s / Master Service Agreements (MSAs), Statements of Work (SOWs), and other compliance documentation, make modifications, and identify deviations from standard policy
•  Manage, improve, and conduct periodic internal reviews around the compliance and auditing process for expenses and subcontractors
• Partner with Legal team to update and contribute to the creation of compliance framework and programs
• Manage process to identify and ensure quality assurance reviews are being conducted on client engagements
• Maintain documentation of compliance activities, such as complaints received or investigation outcomes
• Prepare management reports regarding compliance operations and progress

Administrative

• Manage, respond, and review inbound requests and provide communication and direction to Client Success team 
• Provide general support to Client Success team by assisting with deliverable generation, managing ad-hoc executive research requests, and supporting larger initiatives

Qualifications:

• A "driver" personality - constantly pushing toward clarity and delivery while balancing the need for collegiality/relationship
• Extremely strong written, oral communication and presentation skills 
• Extremely strong organization skills 
• Minimum 3 plus years' experience in compliance, business analysis and project management 
• Technology and IT security experience and knowledge strongly preferred
• Corporate policy audit experience is preferred 
• Previous exposure to health care, financial or public company regulation preferred
• In addition to base qualifications a strong compliance manager holds the following traits: 
  
  • Ethical and principled: These are the single most important qualities of a compliance manager.
  • Fair and modest: Willing to scrutinize all the facts without making a snap judgment, and interview any relevant employees for their perspective.
  • Proactive: A honed alertness and vigilance to potential breaches in compliance. This means actively enforcing a mandatory reporting policy and seeking out any weakness in company dealings.
  • Intelligent and willing to keep learning: Most industries that employ a compliance officer are subject to constantly changing legislation, so staying on top of things is vital.
  • Strong interpersonal skills: Bringing others along to the right conclusion without alienating relationships. 
  • Diligent: Even when it becomes a hassle, a compliance officer must be willing to see an issue through to resolution. Every time.
  • A strong constitution and extra conviction: Strength to stand by difficult decisions and be more influenced by right versus wrong than by relationships. Willing to take the lead in setting the tone for corporate integrity.
• A commitment to inclusion and diversity, and openness to new ideas and perspectives 

Ready to get started? Join our team and make an impact.