Client Analyst

Job Description

Job Description

CXponent recently joined forces with White Oak Solutions as part of Shore Capital Partners' newly formed national technology advisory platform to create a category-leading technology advisory business—combining the scale and technology integration capabilities of a national platform while maintaining the client-first focus and entrepreneurial motivation of a local partner.

We put the Client First, Vendor Second, CXponent Third—and that mindset is baked into everything we do.

This is a foundational, high-impact role that blends data analysis, project coordination, sales support, and vendor strategy. You'll partner closely with our Client Directors and Practice Leaders to drive deals forward, manage the details, and keep projects humming from first conversation through implementation.

If you're hungry to learn, sharp with numbers, and thrive in fast-paced, high-ownership environments—this is your launchpad.

What You'll Do

Client, Vendor & Sales Support

Track opportunities and manage CRM data hygiene (HubSpot)

Help craft persuasive decks, “Case for Change” narratives, and client-facing proposals

Coach vendors on aligning to client needs

Support pricing strategy with quote comparisons and solution modeling

Project Delivery Coordination

Keep timelines on track and meetings flowing across client, vendor, and internal teams

Coordinate change management activities to support successful rollouts

Financial & Data Analysis

Build and explain models : Total Cost of Ownership (TCO), Return on Investment (ROI), rolling budgets

Analyze client spend and vendor cost breakdowns

Gather operational metrics to support strategic decisions

What You Bring

Experience in consulting, sales support, operations, or analyst roles (strong interns welcome)

Advanced Excel or Google Sheets fluency; confident building financial models

CRM familiarity (HubSpot preferred)

Strong communication and deck-building skills

Curiosity + critical thinking—comfortable asking questions and proposing solutions

Bonus : experience with AI tools or automation platforms

Bachelor's in Business, Engineering, Finance, Econ, Info Systems, or similar

Career Path

This role is built for growth. Once you've mastered the foundations, you can specialize into :

Financial / Data Analyst – Deepen your modeling skills and drive insights from metrics

Business Analyst – Own discovery, solution design, and documentation

Sales Strategy – Shape go-to-market plays, vendor coaching, and deal execution

Why Join CXponent?

Join a high-velocity team with clear backing and real traction

Work alongside proven founders and senior leaders

Step into a role that sets you up for growth, not a box to stay in

Help shape a next-gen tech advisory platform that's rewriting the rules