Client Implementation Manager Jobs

Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you are partnering with executive leaders at the most influential commercial real estate firms on the planet to transform how their businesses operate. With the support of powerful data-driven workflows and advanced VTS AI tools , you will own relationships with our largest, most complex clients. You’ll act as a strategic powerhouse, driving high-level product engagement, pioneering adoption strategies, and ensuring value realization across our entire ecosystem. Simply put, when our Senior CSMs success, the world’s leading CRE giants scale and thrive with us. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you can expect as a Senior Client Success Manager: This isn’t your typical CSM role. At VTS, you’ll join a high-impact, AI-augmented CS team that’s rethinking how modern enterprise client success is executed. You will: Build Elite Partnerships: Establish deep, "trusted advisor" relationships with executive sponsors, asset managers, and senior decision-makers across the country, aligning VTS with their ultimate macroeconomic business goals. Drive Strategic Value Realization: Move far beyond simple onboarding; you will serve as a core change leader, proactively identifying workflow gaps and challenging enterprise clients when necessary to maximize their ROI. Command Retention: Partner hand-in-hand with Sales and senior leadership to lease Executive Business Reviews (EBRs), dictate retention strategies, and identify expansion and upsell opportunities. Collaborate Within a Coordinated Ecosystem: Seamlessly orchestrate cross-functional initiatives alongside Sales, Implementation, Marketing, and Product teams to ensure an elite, unified client experience. Be the Voice of the Customer: Serve as the ultimate internal advocate, channeling critical product feedback

About Sureify Sureify builds the digital platform life and annuity carriers use to sell, serve and grow. Our products — LifetimeACQUIRE, LifetimeAGENT, LifetimeSERVICE and CoreCONNECT — power quote-to-issue, agent portals, policyholder self-service and the data layer behind them. Carriers like Amica, AAA Life, Nationwide and Farmers rely on Sureify to support more than 1.5 million agent and policyholder interactions every month. About the role Sureify is hiring a Sr Program Manager to own delivery of a multi-year, multi-workstream carrier engagement. You will run it from Solution Design Workshop handoff through go-live and transition into managed services, landing it on scope, schedule and budget. You will report to the Sr. Director, Practice Lead, and work alongside Scrum Masters, Business Analysts, engineering, QA and product teams. You are the carrier's day-to-day delivery counterpart and the practice's source of truth on engagement health. What you'll do Lead multi-workstream programs Turn confirmed SDW scope into an integrated implementation plan: epics, milestones, dependencies and a resource-loaded timeline. Run several concurrent workstreams (platform configuration, integrations, forms, data migration, vendor deliverables) as one program with one critical path. Ensure successful execution of timelines, budget, scope and delivery quality across a large, complex program. Run kickoff and Sprint 0, including the client prerequisites checklist: forms, system access, credentials and sandbox environments. Own budget and commercial health Manage delivery to the fixed schedule including tracking hours used, estimate to complete, estimate at completion and variance reporting. Forecast overruns early and bring the Sr. Director a recommendation, not just a number. Maintain the SOW assumptions baseline, identify change-order triggers, and draft and negotiate change orders with the carrier. Manage risk and dependencies Own the RAID log and the query log of open carrier qu

Datadog’s Implementation Services team helps customers implement and deploy Datadog quickly. Our team of architects leads the discovery, design, build, and launch of the Datadog platform to help customers accelerate time to value and get the most out of their investment. As a manager on this team, you will be responsible for growing our relationship with sellers in your region, developing the Service Architects that report into you, and advancing our program to better meet customer needs. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Manage, develop, and mentor a fast-paced team of Service Architects Operate as a player/coach to design and guide execution of Datadog implementations, including gathering requirements, building technical architecture, and supporting deployment and launch Develop relationships with sellers in your region to grow sales of Implementation Services Connect directly with customers to position our services and evaluate the impact of our program on their business Ensure the highest quality engagements are delivered to our customers Own initiatives to improve our program and services offerings Collaborate with other teams, including Customer Success, Technical Account Management, and Sales to deliver an exceptional onboarding experience Who You Are: Experience designing and delivering technical solutions for DevOps Monitoring or architecture systems 3-5 years of people management experience 1-2 years of experience in selling or positioning professional services Outstanding skills presenting to both technical and executive audiences Experience with current infrastructure and monitoring solutions and technologies Able to sit up to 4 hours, traveling to and from client sites Able to travel via auto, train or air up

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn As a Snowflake Architect in Data Solutions, you'll lead pre-sales, estimation, scoping, design, and delivery of modern analytics solutions on Snowflake. You'll act as a hands-on architect and delivery lead on your own projects, while also providing technical guidance and people leadership to team members deployed across multiple client engagements. Architecture & Delivery Own end-to-end Snowflake solution architecture: data modelling, warehouse sizing and cost optimization, RBAC/security design, data sharing, and performance tuning Lead the data engineering lifecycle - research, POCs, architecture, design, development, testing, deployment, and maintenance Design and build POCs for modern analytics stacks across cloud-based business systems for prospective clients Translate client business needs into technical solution designs and actionable recommendations for platform, structural, or logic issues Manage day-to-day technical relationship with client stakeholders on active engagements Pre-Sales Lead technical workstreams in pre-sales: estimation, scoping, solution proposals, and orals/proposal defense sessions Partner with other practices on cross-functional solution plays and pre-sales activity Support sales cycles by leading solution presentations and building

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. As a Senior Manager in Data Solutions, you'll own delivery quality and client relationships across multiple Snowflake-led engagements, provide technical direction to Solution Architects and project teams, and contribute to growing the practice's capability, accelerators, and market presence. This is a hands-on delivery leadership role with escalation ownership, and people development across a portfolio of projects. Responsibilities Delivery & Client Ownership Own delivery quality, timelines, and technical direction across multiple concurrent Snowflake engagements Serve as senior escalation point for client stakeholders on architecture, delivery risk, and scope issues Review and approve solution architecture and design decisions made by Solution Architects/Team Leads on assigned accounts Manage senior-level client relationships, including steering committee/status reporting and expectation management Identify delivery risks early and drive corrective action across accounts Pre-Sales & Account Growth Lead technical pre-sales for larger or more complex opportunities: estimation, scoping, solutioning, and orals/proposal defense Identify account growth and cross-sell opportunities within existing client relationships Partner with sales and other practices on solution plays, RFP responses, and multi-service proposals People Leadership Manage, mentor, and develop a t

Opportunity Overview: Cohere's Provider & Client User Management Team is responsible for ensuring consistent delivery of a proactive, supportive, and partner-oriented experience to an assigned portfolio of providers/practices and client users across our health plan partners' networks. The Provider Success Manager (PSM) is a critical role that leads the end-to-end execution of the provider and client user onboarding plan—from pre-implementation through post go-live—ensuring a seamless, high-quality user experience at every stage. In this role, you will own the full lifecycle of provider and client user engagement: onboarding, training coordination, change enablement, and ongoing relationship management. You will serve as the connective thread between Cohere's internal teams (Onboarding, Training, Implementation, Client Success) and our health plan partners' training teams and provider experience teams to ensure every user—provider and client alike—has a great experience from day one and beyond. As a PSM, you will deeply understand the provider and client user journey, anticipate friction points, and proactively drive solutions that support successful adoption, sustained engagement, and long-term partnership success. What you’ll do: Be the Main Point of Contact Serve as the go-to resource for providers, supporting education, training, communications, and general platform guidance. Address contracting or administrative questions and help practices understand how to optimize their auto-approval rates. Act as an escalation point for grievances, disagreements with clinical guidelines, and other high-touch needs. Lead Program Implementation Support onboarding and ongoing engagement to ensure providers remain aligned with CMS/state requirements and Cohere workflows. Maintain strong working knowledge of regulatory requirements influencing prior authorization and utilization management. Partner with Compliance and Legal to surface potential risks or required communication

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do We are looking for an Manager- Solution Architect to join our Anaplan Delivery Team! The Anaplan Solution Architect will design best-in-class Anaplan solutions that meet the tailored needs of our clients. You will develop and cast the technical vision to internal model building consultants, and most importantly, to our clients, as we work to deliver the best possible solution to their challenges. Your design will account for data sources, integration layers, the underlying Anaplan model architecture, and the user interface, and you will have the opportunity to coach and train others along the way! Ideal candidates will be able to: Work as a Solutions Architect and lead the end-to-end design of an Anaplan Model Ability to run a project utilizing the Agile Implementation Methodology Ability to effectively communicate with client team and in client facing roles across various time zones based on client location Ability to work in Hybrid model (WFH and Office) Strong sense of responsibility and positive attitude Clear ability to teach both clients and internal resources with no prior Anaplan knowledge how to build a model. Guide a customer to enhance their process utilizing both Anaplan expertise and Subject Matter Expertise. Ability to have difficult conversations with a customer about scope and timeline in order to ensure the project timeline is o

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do We are looking for an Manager- Solution Architect to join our Anaplan Delivery Team! The Anaplan Solution Architect will design best-in-class Anaplan solutions that meet the tailored needs of our clients. You will develop and cast the technical vision to internal model building consultants, and most importantly, to our clients, as we work to deliver the best possible solution to their challenges. Your design will account for data sources, integration layers, the underlying Anaplan model architecture, and the user interface, and you will have the opportunity to coach and train others along the way! Ideal candidates will be able to: Work as a Solutions Architect and lead the end-to-end design of an Anaplan Model Ability to run a project utilizing the Agile Implementation Methodology Ability to effectively communicate with client team and in client facing roles across various time zones based on client location Ability to work in Hybrid model (WFH and Office) Strong sense of responsibility and positive attitude Clear ability to teach both clients and internal resources with no prior Anaplan knowledge how to build a model. Guide a customer to enhance their process utilizing both Anaplan expertise and Subject Matter Expertise. Ability to have difficult conversations with a customer about scope and timeline in order to ensure the project timeline is o

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. The Role: We are currently seeking an Architect to join our OneStream practice in Bangalore, Jaipur, or Pune. In this role, you will lead the design and delivery of OneStream solutions, build strong client relationships, and provide strategic oversight to project teams. In this role, the ideal candidate will be able to: Collaborate with clients to integrate OneStream Software into their FP&A processes, offering guidance on best practices. Manage client expectations and ensure accountability throughout the project lifecycle. Identify and pursue new opportunities within existing client accounts. Review and refine functional and technical project deliverables. Evaluate task estimates and technical solutions; finalize effort estimations and project plans. Continuously seek opportunities to enhance the delivery process of OneStream solutions. You have: 8+ years of experience in FP&A projects, with a strong focus on OneStream or Oracle Hyperion PBCS/EPBCS implementations. Experience as a Solution Architect on at least 3 full lifecycle OneStream or Oracle Hyperion projects. Excellent verbal, written, and presentation communication skills. Strong business acumen and deep functional knowledge of EPM/CPM applications. Proven ability to manage project scope, client expectations, and team

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do We are looking for Senior Manager, Anaplan to join our Anaplan Delivery Team! The Senior Manager, Anaplan will design best-in-class Anaplan solutions that meet the tailored needs of our clients. You will develop and cast the technical vision to internal model building consultants, and most importantly, to our clients, as we work to deliver the best possible solution to their challenges. Your design will account for data sources, integration layers, the underlying Anaplan model architecture, and the user interface, and you will have the opportunity to coach and train others along the way! Ideal candidates will be able to: Work as a Solutions Architect and lead the end-to-end design of an Anaplan Model Ability to run a project utilizing the Agile Implementation Methodology Ability to effectively communicate with client team and in client facing roles across various time zones based on client location Ability to work in Hybrid model (WFH and Office) Strong sense of responsibility and positive attitude Clear ability to teach both clients and internal resources with no prior Anaplan knowledge how to build a model. Guide a customer to enhance their process utilizing both Anaplan expertise and Subject Matter Expertise. Ability to have difficult conversations with a customer about scope and timeline in order to ensure the project timeline is

As a Delivery Manager at Plative, you will own the delivery outcomes of a pod of NetSuite consultants and serve as a trusted advisor to your clients. You will report to the Director of NetSuite Delivery and are responsible for: (a) maintaining delivery excellence and customer satisfaction throughout client engagements; (b) coaching and developing a high-performing delivery team; and (c) supporting commercial success through strong project execution and presales partnership. Plative is a fast-paced, agile environment and the Delivery Manager will have a significant impact in transforming the technology landscape at our client and partner organizations. Project Oversight & Delivery Leadership: Track and manage project activity across timeline, scope, budget, risks, team capacity, and delivery quality across multiple concurrent engagements; proactively identify delivery trends and prevent issues before they escalate. Build executive credibility with client stakeholders; understand their business goals and project priorities, and help them think strategically about implementation roadmap, adoption, value realization, and future opportunities. Establish and maintain consistent project governance including status reporting, RAID logs, project plans, stakeholder alignment, and decision tracking; strengthen governance standards across your pod. Partner with Solution Architects and consultants to ensure scope, requirements, and solution direction align; anticipate misalignment early and help shape solutions that are realistic, valuable, and commercially sound. Serve as the escalation point for your team internally and for your clients externally; own escalations with urgency, structure, and professionalism, and de-escalate complex situations to restore confidence. Monitor client sentiment proactively and address concerns before they escalate; use sentiment insights to improve delivery experience, retention, and expansion potential. Handle difficult customer and internal

The Account Manager – Enterprise is responsible for managing and growing relationships with assigned strategic accounts to drive client satisfaction, retention, and business growth. This role requires a strong understanding of Entrata’s product suite and the ability to align solutions with client objectives. The Account Manager works cross-functionally with internal teams to identify opportunities for account expansion, resolve issues, and deliver a seamless client experience. Duties/Responsibilities Build and maintain strong, long-term relationships with key stakeholders within assigned accounts. Develop account plans outlining strategies for growth, retention, and upsell opportunities. Collaborate with internal teams, including Sales, Implementation, and Support, to deliver high-quality client experiences. Understand client business objectives, challenges, and operations to effectively position Entrata solutions. Provide consultative guidance to clients on best practices, industry trends, and product utilization. Identify and pursue opportunities for account expansion and revenue growth. Communicate product updates, new features, and relevant developments to client stakeholders. Analyze account data to identify trends, performance gaps, and improvement opportunities. Essential Functions Maintain ongoing communication with key client stakeholders to ensure satisfaction and retention. Develop and execute account strategies that drive growth and align with company goals. Collaborate with internal teams to ensure successful delivery of products and services. Apply sound judgment and problem-solving skills to resolve complex client issues. Ability to prioritize tasks effectively by meeting deadlines and managing workload effi

As an Engagement Manager at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient. As part of this role, you will learn and understand the intricate details of our platform as well as maintain a deep understanding of each of our clients’ business concerns and act as their internal advocate to ensure their needs are met. Your relationship with our clients will be facilitated with an entrepreneurial, big-picture mindset, while remaining detail oriented and focused on internal KPIs and helping clients achieve their stated goals. This role is onsite in NYC, in our SoHo office. What you bring on day one 3-7 years of experience in an account management, client relationship or sales role in financial services Experience with and general understanding of the RIA industry framework and wealth management Consulting and understanding an advisors primary business model as well as current and future needs Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus Ability to communicate the information and benefits associated with various investment strategies Excellent verbal and written communication skills both externally with clients and other third parties as well as inside the organization. Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Able to switch focus quickly to address the needs of multiple clients and/or internal projects Bachelor’s degree with an excellent record What you will own Manage advisor relationships within currently signed partners Drive additional revenue opportunities within our partner advisory firms Advisory clients ongoing needs for long-term success with the Vise platform Facilitate active client engagement and identify upsell opportunities Act as an expert between the client and the Vise

At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. JOB FAMILY SUMMARY: The Account and Implementation Management Team provides a wide range of services to Mindbody customers who wish to engage with a single-point-of-contact for their account and technical management needs. The team also provides support for multiple types of one-time project engagements from onboarding to mass data changes within the software. JOB SUMMARY: A Technical Account Manager (TAM) provides account management support to their assigned base by gaining an understanding of a customer’s business model to develop solutions that meet the customer’s needs within the software and improve efficiencies. The incumbent is required to develop relationships with both customers and internal resources to ensure a customer’s success. The TAM is responsible for managing the customer experience by educating customers on best practices, acting as their liaison for all things Mindbody and delivering services in a way that our customers are delighted to do business with Mindbody. MINIMUM QUALIFICATIONS AND REQUIREMENTS: • Bachelor’s Degree or equivalent experience. • Three (3) years of experience in a client facing, high-level, cus

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly. In this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management. This role is onsite in our SoHo, NYC office. What You Bring On Day One Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Quick learner who can adapt to new tools, processes, and product updates with ease Team-focused mindset, eager to collaborate and take initiative with others to resolve problems Experience with custodian platforms (such as Charles Schwab and Fidelity) is preferred Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus A no task too small mindset What You Will Own Support Engagement Managers and the Trading team in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding Manage the end-to-end portfolio