Client Partner

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee account operations, including budgets, timelines, billing, and project status.

• Ensure Salesforce is up-to-date and that monthly revenue recognition is completed accurately and punctually.

• Manage project delivery and organization using Asana for task tracking and coordination.

• Maintain workback schedules, identify risks proactively, and align priorities among internal teams.

• Recognize growth opportunities, link them to client strategic objectives, and assist in scoping signed engagements.

• Act as the primary day-to-day contact for clients.

• Handle logistics and ensure that client discussions remain focused on strategic objectives.

• Facilitate communication between Client Partnerships and service teams through comprehensive briefs, smooth transitions, and thorough feedback loops.

• Keep project documentation, client approvals, and deliverable tracking audit-ready.

⛳️ Requirements

• A minimum of 5 years of experience in account management, project management, or client services within an agency or professional services firm.

• Proven ability to manage budgets, timelines, and billing for multiple concurrent accounts.

• Proficient with project management tools (such as Asana) and CRM systems (like Salesforce).

• Demonstrated experience using AI tools in daily account activities, including drafting client communications, automating reporting, and synthesizing project data across various platforms.

• Strong judgment for escalation situations.

• Excellent written and verbal communication skills.

• Comfortable serving as a client-facing point of contact.

• Proven track record of identifying growth opportunities within existing accounts.

• Experience drafting or contributing to statements of work (SOWs) is a plus.

• Familiarity with monthly revenue recognition processes is a plus.

• Experience working with clients in the healthcare sector is a plus.

🏝️ Benefits

• Fully remote work available across all U.S. time zones.

• 30 paid days off.

• 401(k) matching program.

• Complete coverage of health insurance premiums for all team members.

• 50% coverage of health insurance premiums for spouses and dependents.

• Flexible schedule and work locations.

• Provision of new equipment.

• Participation in a philanthropy committee.

• Donation matching program.