Roles for Partner Projects

Owned by Mike Deskis
Last updated: Apr 30, 2024
2 min read

The article outlines the key roles and responsibilities in partner projects at Pricefx, including Project Manager, Solution Architect, Business Analyst, Implementation Consultant, Sales Manager, Customer Success Manager, and Training Specialist. Each role contributes to project success by overseeing project execution, designing solutions, gathering requirements, leading implementation, driving sales, ensuring customer satisfaction, and providing training.

In a partner project at Pricefx, various roles and responsibilities are typically involved to ensure successful project delivery, collaboration, and client satisfaction. Here are some key roles and their associated responsibilities in a partner project at Pricefx:

 Project Manager

  • Oversee the overall project execution, timelines, and deliverables.

  • Coordinate activities, resources, and communication between internal teams and partners.

  • Manage risks, issues, and changes throughout the project lifecycle.

  • Ensure project milestones are achieved and client expectations are met.

Solution Architect

  • Design the technical architecture and solution framework.

  • Develop solution designs, configurations, and integrations.

  • Collaborate with partners to align technical requirements with client needs.

  • Ensure the solution meets performance, scalability, and security standards.

Business Analyst

  • Gather and analyze business requirements from clients and partners.

  • Define functional specifications and use cases for the solution.

  • Conduct process mapping, gap analysis, and requirements validation.

  • Support solution design and configuration based on business needs.

Implementation Consultant

  • Lead the solution implementation, configuration, and customization.

  • Provide technical expertise and guidance to partners during deployment.

  • Conduct testing, validation, and training sessions for end-users.

  • Ensure successful solution rollout and post-implementation support.

Sales Manager

  • Identify new business opportunities and partnerships.

  • Develop sales strategies, proposals, and pricing models.

  • Collaborate with partners to drive sales, revenue growth, and market expansion.

  • Manage client relationships, contracts, and account management.

Customer Success Manager

  • Ensure client satisfaction, retention, and success post-implementation.

  • Monitor client feedback, performance metrics, and usage data.

  • Address client concerns, escalations, and support requests.

  • Identify upsell opportunities, renewals, and expansion opportunities.

Training Specialist

  • Develop training programs, materials, and resources for partners.

  • Conduct training sessions, workshops, and webinars for partner teams.

  • Ensure partners are proficient in using Pricefx solutions effectively.

  • Provide ongoing support and knowledge transfer to enhance partner capabilities.

 These roles collaborate closely to ensure effective project management, solution design, implementation, sales support, customer success, training, and overall project success in partner projects at Pricefx. Each role plays a critical part in delivering value to partners and clients while maintaining strong partnerships and achieving business objectives.