Customer Success Optimization Consultant - Financial Services Job at Addison Group, Costa Mesa, CA

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  • Addison Group
  • Costa Mesa, CA

Job Description

Our client is seeking a strategic and results-driven professional with deep subject matter expertise to join their team as an Optimization Consultant. In this role, you will work closely with large enterprise clients to identify cost-saving opportunities, negotiate vendor contracts, and deliver high-impact consulting solutions across multiple spend categories. You will also provide leadership to a small team and contribute to overall client and business success.

Key Responsibilities:

  • Serve as a trusted advisor and subject matter expert to clients, delivering cost optimization strategies in complex business environments.
  • Identify savings opportunities through in-depth analysis of client infrastructure, vendor contracts, and pricing structures.
  • Lead vendor negotiations, driving best-in-class agreements that benefit both clients and vendor partners.
  • Oversee a small team, managing day-to-day workload, guiding project execution, and supporting professional development.
  • Deliver high-quality work products, including analysis, reports, and client-facing presentations.
  • Contribute to P&L management through project delivery and client success.
  • Leverage industry trends and creative problem-solving to build tailored, value-driven solutions.

Who You Are:

  • A confident communicator with the ability to influence, motivate, and negotiate with executives and internal teams.
  • A creative thinker with a strategic mindset and a track record of delivering solutions for large, complex clients.
  • Highly analytical and detail-oriented, with the ability to solve complex problems and make data-driven recommendations.
  • An experienced leader who can manage multiple projects, mentor team members, and drive team performance.
  • Comfortable managing cross-functional initiatives and vendor relationships.

Why choose Addison Group?

  • Pay: We negotiate high salaries using the US Bureau of Labor Statistics
  • Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses
  • Permanent Employment: Many of Addison’s Administrative job openings lead to potential permanent employment
  • Connections: You connect directly with hiring managers from renowned organizations
  • Options: You are presented with multiple employment options near your home
  • Professional Development: You are provided with hiring process advice, resume revision, and employment term negotiation

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities upon request.

Job Tags

Permanent employment, Work at office, Local area,

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