Project Manager, Client Services

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

📋 Description

• Develop and support operational tools, systems, and automations that facilitate daily Client Services functions.

• Reduce manual and repetitive work through the implementation of automation.

• Promote the use of Pipedrive and ensure high standards of CRM data integrity.

• Guarantee precise and trustworthy reporting on cross-sell pipelines and account activities.

• Leverage Claude and other AI technologies to design workflows, automate tasks, and generate reusable tools for commercial teams.

• Standardize deliverables for Account Management, including business reviews, growth strategies, campaign summaries, and renewal proposals.

• Establish quality metrics and templates.

• Evaluate account outputs against set standards to promote consistency across client portfolios.

• Create and refine operational handoffs, including new client onboarding and technical alignment for campaign launches.

• Empower teams through practical onboarding and knowledge-sharing sessions.

• Keep documentation and best-practice guidelines up to date.

⛳️ Requirements

• 2–5 years of experience in revenue operations, business systems, sales/client services enablement, business analysis, or a similar operational domain.

• Proficiency in English, both written and spoken.

• Strong communication skills to educate, train, and present solutions to stakeholders across all levels.

• Experience in configuring or managing business tools and workflows such as Pipedrive, Salesforce, Asana, Zapier, or Make.

• Practical experience with AI tools like Claude, ChatGPT, or Gemini.

• Proven ability to translate AI functionalities into actionable daily workflows.

• Comfort in handling structured data, ensuring clean pipelines, and establishing organized processes in dynamic environments.

• Basic SQL knowledge is an advantage.

• Bachelor’s degree in Business, Information Systems, Operations, or a related field, or equivalent practical experience.

🏝️ Benefits

• Flexible working hours with the freedom to structure your daily responsibilities.

• Schedule adaptability for collaboration across time zones with US partners.

• Comprehensive onboarding program.

• An Account Management Buddy to assist with your ramp-up.

• Direct access to advanced enterprise-grade AI technologies.

• A culture that encourages operational experimentation.