Client Services Manager

Job Summary

Managing a portfolio of institutional partner accounts, the full-time remote Client Services Manager will ensure a smooth client experience by coordinating across various teams, handling renewals, and supporting onboarding processes.

Key responsibilities:

• Own day-to-day relationships for partner accounts, including renewals and ongoing check-ins
• Prepare weekly pipeline summaries and manage CRM records to maintain accurate reporting
• Coordinate partner onboarding and manage cross-functional communication during the pre-implementation phase

Required qualifications:

• 3-5 years of experience in client services, account management, or program management, preferably with B2B or institutional clients
• Strong process discipline with the ability to create and follow checklists and trackers
• Proficiency in CRM systems, preferably Salesforce, and experience producing accurate reports
• Good judgment in handling issues and knowing when to escalate to appropriate teams
• Ability to manage multiple deadlines across various teams simultaneously