IBM Workday Client Portfolio Manager in Montreal, Canada

Job Description

The Client Portfolio Manager (CPM) will be responsible for providing quality assurance and account management for our Workday Customers. The CPM will drive business and will be involved in the oversight of several key project deliverables (e.g., SOW development, Change Orders, project/staffing plan, issue logs, etc.) and will work with the Engagement Manager to resolve issues that stand in the way of project success. The Client Portfolio Manager typically sits on Steering Committee Meetings and serves as an initial point of escalation. The Client Portfolio Manager will be responsible for providing oversight on up to 4 concurrent projects, and is ultimately responsible for achieving customer satisfaction on each project. The CPM will be ultimately responsible for working with the Engagement Managers to manage the agreed upon budget and to delivering a profitable project. The Client Portfolio Manager is needed to provide implementation oversight, business process, and HCM product expertise to the project team and customers.

What you will be doing:

Client Satisfaction

  • Participate in Internal Project Reviews and Quality Assurance Reviews

  • Successfully advocate for the client within IBM

  • Build trusting and collaborative business relationships with clients of all level

  • Focus on providing the best results for the client’s business

  • Stays on top of concerns to avert issues early

Project Delivery

  • Maintain utilization goals for project teams

  • Overall responsibility for project P&L

  • Deliver Change Orders as necessary

  • Ensure positive project execution while aiding Engagement Managers with removing barriers and maintaining focus

  • Own a great client relationship to set overall expectations and project vision; participate in Steering Committee Meetings

  • Ensure all projects are delivered according to Workday and IBM methodologies and procedures

  • Serve as escalation point for Client

  • Coordinate between Sales and Implementation team

Business Development

  • Identify and drive new business from existing accounts

  • Develop a Post Production Support pipeline of business from Workday Install base

  • Work with Sales Team to identify any net new SKU purchases for existing customer base

  • Understand client’s business and project goals

  • Participate in pre-sales and help rationalize / justify the Workday Services estimate for pursuits

  • Transition of presales project knowledge and documentation to the appropriate project delivery team

  • Develop and help author Statement of Work

  • Coordinate with Resource Manager to identify appropriate team and skillset to position for project

  • Lead meetings with prospects and develop scope

  • Run all pre-sales activities in assigned region in conjunction with IBM Delivery and Solution Leader for PPS, Helpdesk and Change Orders

Team Management

  • Direct management and mentoring of a team of 6-8 people

  • Foster consultant career growth

  • Encourage Consultant skills cross-training to take on additional Workday modules

  • Keep teams motivate and engaged

  • Ensure all team members have training on internal business processes and objectives

  • Promote a strong team and company culture


  • Looks for opportunities to provide exceptional client experience

  • Identify continuous quality improvement initiatives through process, templates, and best practices

Required Technical and Professional Expertise

  • 12+ years of consulting experience, preferably implementing global enterprise HCM solutions for large, complex organizations as internal consultant or a consulting/software company

  • Business Development Acumen and proven track record managing team

  • Previous experience with a major systems integrator and/or an enterprise software company a plus

  • Experience implementing Workday and other HCM solutions using SAP, Oracle, PeopleSoft, ADP or similar applications

Preferred Tech and Prof Experience

  • Certified in Workday

EO Statement

IBM is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.