Client Services Manager

Overview & What We Do

Apex Leaders custom-recruits industry experts for our private equity firm clients. Through a bespoke process, we research, vet, and connect our clients with the most relevant, skilled advisors so that they can quickly and confidently navigate investment opportunities.

If you are motivated, professional, and intellectually curious, we invite you to apply for our Client Services Manager role!

This position can be based at our headquarters in Boise,  the option to work in the office full-time, part-time or remotely or can be based remotely out of one of the following states:
Illinois, Wisconsin, Michigan, Ohio, Texas, New Jersey, New York, Florida, or Nebraska.

Apex Leaders is an equal-opportunity employer and we welcome applicants from all backgrounds. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you’re a passionate team player who wants to have an impact on a diverse and dynamic team, we’d love to hear from you!

At Apex Leaders, you are surrounded by collaborative, tenacious teammates who push each other to overcome obstacles, test the status quo, and achieve success every single day. We hire people who work hard and challenge themselves while also having fun along the way.

Our team is dedicated to creating a working environment where employees can grow and thrive. And we pride ourselves on creating an atmosphere that embodies our core values of Win-Win-Win, Talk to Each Other, Make Change, Give a Damn, and Team First, Always.

The Client Services Manager is an integral part of the Operations team. The mission of this role is to match our private equity clients with precise-fit industry experts so they can quickly and confidently navigate investment opportunities.

The Client Services Manager represents Apex Leaders to our clients on projects for various service lines, primarily due diligence in addition to sector thesis and portfolio work. (A project includes a description of the client’s needs, exploration of goals and objectives related to their prospective deal or target company, and submission of their advisor criteria). The Client Services Manager works to understand their needs, thinks strategically to ensure success, sources and speaks with industry leaders and experts to ensure fit, and facilitates an introduction between our client and these industry leaders.

This role will execute projects from start to finish and manage a variety of client projects through the engagement lifecycle (research, outreach, advisor vetting, presentation and close). In addition, this role works closely with various members of the team to support ongoing company initiatives that accelerate the growth of Apex Leaders. This includes proactively exploring and implementing AI-powered solutions to enhance our services and operations.

The Client Services Manager reports to the Director of Client Services and regularly communicates and collaborates with other team members.

• Bachelor's degree from an accredited undergraduate institution or relevant equivalent experience required

• Level I: 1-3 years’ experience in a professional client facing role required
• Level II: 4+ years’ experience in a professional client facing role required
• Experience in Mergers & Acquisitions (Private Equity) preferred
• Experience in recruitment preferred
• Experience at a B2C company is preferred (experience with distribution or category management would be especially valuable)

• Success starting, executing, and closing different projects at the same time
• Ability to work successfully independently and with a broader team
• Strong organizational and time management skills
• Strong work ethic with an ability to prioritize multiple projects or a heavy project load and other work
• Consultative approach working with clients
• Ability to communicate professionally and succinctly, both internally and externally, in verbal and written form
• A knack for creative problem solving and critical thinking
• Strong reasoning, judgment, and decision making skills
• Outstanding project management skills and attention to…