Client Partner

Job Summary

Owning the operational health and delivery of client accounts, the full-time remote Client Partner will manage budgets, timelines, and project status while serving as the primary point of contact for clients and ensuring smooth project execution.

Key responsibilities

• Manage account operations, including budgets, timelines, and billing, while keeping Salesforce updated
• Oversee project management and delivery using Asana, maintaining workback plans and aligning priorities across teams
• Identify growth opportunities within accounts and assist in scoping them into signed engagements

Required qualifications

• 5+ years of experience in account management, project management, or client services at an agency or professional services firm
• Proven experience managing budgets, timelines, and billing across multiple accounts
• Hands-on proficiency with project management tools (e.g., Asana) and CRM systems (e.g., Salesforce)
• Demonstrated use of AI tools for client communications and project data synthesis
• Strong judgment in distinguishing project health and escalation needs