Senior Client Management Specialist

Responsibilities

• Partner closely with client management leaders to translate strategic priorities into scalable processes, systems, tools and actionable plans
• Collaborate cross-functionally across Operations, Finance, Culture, and client-facing teams to design and improve Client Management workflows, reporting and operating processes
• Own and project manage key client management priorities including client leadership model adoption, internal trainings, and cross-sell and growth readiness efforts
• Identify opportunities gaps and opportunities for automation, standardization and improvement; simplify workflows, improve clarity, and reduce rework
• Manage and prioritize multiple workstreams, balancing urgent requests with longer-term projects
• Help drive change management initiatives by supporting adoption of new processes and ways of working
• Leverage data and feedback to identify trends and recommend actionable improvements to Client Management programs and processes
• Own and manage specific processes, programs, or internal initiatives end-to-end
• Help enforce core Client Management processes (inputs, timelines, ownership), escalating gaps as needed to ensure consistency and follow-through
• Support intake, triage, and prioritization of Client Management requests to ensure focus on the highest-impact work

Requirements

• 4-6 years of experience in operations, project management, agency, startup, campaign, or similarly fast-paced environments
• At least 2 years of direct experience managing business development or campaign planning processes within an agency setting
• Strong stakeholder management skills and comfort working with senior leaders
• Excellent project management skills, with the ability to prioritize workstreams and track progress across multiple stakeholders
• Experience building and maintaining workflows, dashboards, or reporting in Asana or comparable project management platforms
• Proven ability to manage multiple projects simultaneously, work efficiently under pressure, and meet deadlines with high attention to detail
• Ability to take initiative, manage up, maintain confidentiality, and exercise sound judgment
• Strong judgment and comfort handling sensitive information

Preferred

• Experience with HubSpot and NetSuite (or similar CRM and ERP platforms)
• Data visualization skills and working proficiency in Power BI or Tableau
• Familiarity with Zendesk or other ticketing/intake systems
• A background supporting system implementations, integrations, process automation or data/reporting initiatives in partnership with technical teams