Client Analyst

White Oak Solutions recently joined forces with CXponent 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, Us 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