What are the responsibilities and job description for the Client Solutions Manager position at Lean Solutions?
About Lean Solutions
Lean Solutions is a global continuous improvement training and consulting firm transforming organizations through practical Lean thinking, data-driven decision making, and operational excellence. We partner with leaders across manufacturing, construction, healthcare, corporate functions, government, and more—helping them eliminate waste, build strong cultures, and deliver meaningful bottom-line results.
We are a people-first, growth-oriented company grounded in our core values: truth, growth, people first, whatever it takes, and fun. As we expand our consulting services, academy offerings, events, and digital products, we are strengthening our Sales function with a high-performing leader.
Position Summary
The Client Solutions Manager is responsible for driving revenue growth across all Lean Solutions offerings—consulting, training, academy, events, and digital products. This role leads end-to-end sales execution, pipeline development, and client engagement, while building scalable systems that support sustainable growth.
This is a hands-on leadership position requiring someone who excels in both high-level strategy and day-to-day sales activity. The Client Solutions Manager works closely with the Business Development Director to align direction, performance expectations, and market expansion priorities.
Key Responsibilities
Sales Strategy & Execution
• • Develop and execute a comprehensive sales strategy in alignment with company goals and direction set by the Business Development Director.
• • Build and manage a predictable sales pipeline grounded in data-driven KPIs and weekly scorecard metrics.
• • Achieve quarterly and annual revenue targets across all service lines.
• • Improve lead qualification, follow-up standards, and conversion rates through a structured sales process.
• • Collaborate with Marketing to align inbound lead flow, campaigns, messaging, and targeted outreach.
Client Engagement & Business Development
• • Conduct discovery calls, needs assessments, and solution-based selling conversations.
• • Align Lean Solutions’ offerings with client needs and operational challenges.
• • Strengthen relationships with current clients to maximize retention, expansion, and referrals.
• • Represent Lean Solutions at conferences, events, webinars, workshops, and networking engagements.
Team Leadership & Development
• • Mentor, train, and support other sales personnel and business development team members.
• • Lead weekly sales huddles, L10s, and one-on-one coaching sessions.
• • Build a high-performance culture rooted in accountability, continuous improvement, and professional development.
• • Support the Business Development Director in building future team roles, capacity, and structure.
Sales Systems, Processes & Continuous Improvement
• • Develop and maintain a standardized sales playbook.
• • Enhance CRM utilization and reporting to ensure transparent pipeline visibility.
• • Establish KPI dashboards aligned with Lean and EOS methodologies.
• • Partner closely with Delivery and Operations for seamless handoffs and exceptional customer experience.
• • Embed continuous improvement mindset into all sales processes.
Strategic Collaboration
• • Work directly with the Business Development Director to review performance metrics, optimize sales strategy, identify opportunities, and align on offerings.
• • Provide leadership with insights on market trends, prospect feedback, and emerging opportunities.
Key Metrics (Scorecard Accountability)
• • Weekly qualified leads
• • Discovery calls completed
• • Proposals sent
• • Close rate percentage
• • Quarterly revenue targets
• • Client retention and upsell metrics
• • 90-day pipeline health
Ideal Candidate Profile
Experience & Skills
• • 5–10 years of B2B sales experience; consulting, professional services, or training preferred.
• • Experience selling to executives, department heads, and operational leaders.
• • Familiarity with Lean or continuous improvement (or the ability to learn quickly).
• • Proven history of building predictable pipelines and closing high-value engagements.
• • Strong communication, presentation, and relationship-building skills.
• • CRM proficiency and strong command of data-driven decision-making.
Personal Characteristics
• • Driven, accountable, and motivated by clear targets and goals.
• • Confident and professional with high emotional intelligence.
• • Coachable, with a continuous improvement mindset.
• • Entrepreneurial and systems-oriented—able to build and refine processes.
• • Aligned with Lean Solutions’ values: truth, growth, people first, whatever it takes, and fun.
What Success Looks Like
• • A scalable, consistent sales pipeline aligned to company revenue goals.
• • Strong collaboration between Sales, Marketing, and Operations.
• • A documented, repeatable sales playbook used by the team.
• • Growing enrollment in Lean Solutions Academy and consulting programs.
• • High retention and expansion of existing accounts.
• • Upward momentum in market presence and brand recognition.
Why Join Lean Solutions
• • Join a mission-driven organization transforming businesses and people.
• • Work closely with leadership on high-impact initiatives.
• • Lead a key function during a high-growth period.
• • Competitive compensation with performance incentives.
• • A culture that empowers people and values continuous improvement.