Client Management Associate Jobs

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About the Client Success Team: The Client Success team at Affirm is focused on building and growing long-term partnerships with our merchant partners, helping them maximize the value of their relationship with Affirm while driving mutual business growth. As the primary post-sale point of contact, the team works closely with merchants to optimize performance, increase product adoption, identify revenue and GMV expansion opportunities, and ensure overall account health. Client Success also serves as a strategic bridge across Analytics, Product, Marketing, Credit, and Technical teams, advocating for merchants and helping shape solutions that drive successful outcomes for both our partners and Affirm. About the Role: We are seeking a dynamic and experienced Client Success Lead (CSM) to join our team. The ideal candidate will have 3-5 years of proven client experience, preferably in the financial technology sector. The CSM will be instrumental in maintaining client relationships, ensuring satisfaction, and fostering revenue growth. What You’ll Do: Deliver a proactive client management strategy to encourage growth & retention with our merchant partners Identify upsell and cross-sell opportunities to enhance client value and devise strategies to capitalize on them Provide prompt and effective support to address client needs and inquiries. Conduct regular performance reviews and gather client feedback Collaborate with internal teams to resolve client issues and requests promptly. Stay abreast of industry trends and market developments to anticipate client needs. Collaborate cross-functionally to execute strategies to support clients. Ensure alignment between client goals and internal priorities and deliverables. Demonstrate resourcefulness and flexibility in navigating changing envi

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role An ADM Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps. The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology. An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clie

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The Opportunity We’re looking for a Manager, Account Management to lead a team of Senior Account Managers supporting our largest and most complex Enterprise Fulfillment clients. This is a player-coach role: part people manager, part escalation owner, part P&L steward. You’ll own the health and growth of a portfolio of Enterprise accounts while managing the team of Senior AMs who manage the day-to-day relationships beneath you.You’ll be expected to get into the weeds on inbound/outbound exceptions, crossdock and rush-receipt escalations, DIMs and inventory discrepancies, and B2B/omnichannel program issues alongside your team, while also owning the commercial outcomes (retention, growth, margin) for the book. You will: Team Leadership & Development Directly manage and coach 6–8 Senior Account Managers, each owning a book of Enterprise fulfillment accounts. Set clear expectations, run regular 1:1s and team syncs, and build a culture of ownership and proactive client management. Develop your Senior AMs’ skills in strategic account planning, executive presence, and cross-functional influence; identify and cultivate future leaders on the team. P&L & Comme

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary **Qualified candidates will sit in either Texas or Atlanta, Georgia area due to book of business** The NAT Accounts Senior Director of Account Management leads a team of Account Executives supporting large, complex National Accounts. This leader is responsible for customer retention, profitable growth, client satisfaction, account strategy, and effective execution across an assigned portfolio. The Senior Director partners with Sales, Client Management, Underwriting, Operations, Network, Clinical, Product, and other enterprise teams to address customer needs, manage business risks, and deliver measurable value. The role requires strong healthcare-industry knowledge, sound business judgment, executive-level communication, and the ability to lead through a complex organization. **In addition to a base salary, this opportunity is eligible for Sales Incentive Compensation + Stock options* * What you will do Lead, coach, and develop a high-performing team of Account Executives. Establish clear priorities, performance expectations, and accountability across the team. Oversee customer strategies focused on retention, growth, financial performance, member experience, and client satisfaction. Identify customer and portfolio risks early and lead the development of mitigation plans. Build

Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust. We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investment operations/back office, distribution, and front-office/advisor platforms. You will partner closely with CIOs, CTOs, and senior business leaders, acting as a trusted advisor to shape technology strategy, architecture decisions, and transformation roadmaps. You’ll connect business strategy to complex technology landscapes, applying leading practices to deliver scalable, future-ready solutions that drive cost efficiency, performance, and growth across the end-to-end Wealth Management value chain—including Product Manufacturing, Investment Operations, Distribution & Client Management, and Front Office/Advisor Experience. What You'll Do! Lead end-to-end technology delivery across the Wealth value chain, aligning execution with enterprise strategy and executive priorities Advise CIO/CTO stakeholders on leading practices, including platform modernization, operating model design, and build vs. buy decisions Provide technology leadership across Manufacturing, Back Office, Distribution, and Front Office domains Shape target-state architecture using domain-driven design, microservices, event-driven architecture, and API-led ecosystems Translate executive strategy into delivery plans including roadmaps, OKRs, budgets, and vendor governance Drive measurable outcomes such as improved STP, reduced latency, optimized cost-to-serve, and enhanced client/advisor experience Elevate engineering maturity by establishing best practices, standards, and delivery playbooks What We're Looking For At least 15 years of proven consulting and delivery leadership in Wealth and Asset Management across multiple domains Experience engaging CIO/CTO/COO stakeholders and influencing strategic decision-making Strong technical fluency across Digital Engineering, Cloud (AWS/Azure), AP

Why Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find solutions. We have a passion culture – with teamwork, collaboration and a focus on growing individuals and giving them the tools & development opportunities to have a successful career. We are seeking an accomplished, driven and astute IT leader to serve as the Jencap’s Head of ConceptOne Agency Management Platform. This is a pivotal, career-defining opportunity for an individual who combines deep insurance broking domain knowledge with proven program delivery, change management, and technical leadership capability. This role can be a hybrid arrangement in any Jencap office in the US or Remote. Key Responsibilities • Provide regular, clear program updates to the Senior Business and IT Leadership Team and Board as required. • Manage third-party suppliers, vendors and the project implementation team(s), ensuring contractual obligations are met and delivery milestones achieved. • Large Systems Implementation – project implementation experience, acting as an architect or technical lead on insurance or financial systems • Develop and maintain detailed project plans, RAID logs, and governance documentation throughout the program lifecycle. • Demonstrate an understanding of enterprise reference data – like customer, account, security etc • Demonstrable experience in Straight-Through Processing (STP) – ideally in the Insurance sector. • Demonstrable understanding of end-to-end insurance broking processes, including policy lifecycle, client management, renewals, endorsements, and compliance requirements. • Map current-state insurance b

OKX will be prioritising applicants who have a current right to work in Hong Kong, and do not require OKX's sponsorship of a visa. Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me , Do the Right Thing , and Get Things Done . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more. About The Opportunity We are looking for Senior Product Managers to drive institutional client growth, manage market maker and VIP programs, and deliver credit and lending products for OKX's institutional client base — including hedge funds, trading firms, asset managers, and financial institutions. Depending on background, the role may focus on: (a) Institutional client management — VIP programs, market maker programs, and fund/asset manager operations; (b) Institutional credit products — VIP Loan, Credit Line, Post-Trade Settlement; or (c) Growth strategy and cross-team initiatives — Driving quarterly growth plans in partnership with Core Trading, Retail, and Earn teams. This is a strategic and hands-on role where you'll collaborate closely with engineering, risk, compliance, sales/BD, and relationship management teams to deliver secure, scalable, and client-centric solutions that power OKX's institutional offerings. What You’ll Be Doing Product Strategy a

OKX will be prioritising applicants who have a current right to work in Singapore, and do not require OKX's sponsorship of a visa. Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me , Do the Right Thing , and Get Things Done . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more. About The Opportunity We are looking for Senior Product Managers to drive institutional client growth, manage market maker and VIP programs, and deliver credit and lending products for OKX's institutional client base — including hedge funds, trading firms, asset managers, and financial institutions. Depending on background, the role may focus on: (a) Institutional client management — VIP programs, market maker programs, and fund/asset manager operations; (b) Institutional credit products — VIP Loan, Credit Line, Post-Trade Settlement; or (c) Growth strategy and cross-team initiatives — Driving quarterly growth plans in partnership with Core Trading, Retail, and Earn teams. This is a strategic and hands-on role where you'll collaborate closely with engineering, risk, compliance, sales/BD, and relationship management teams to deliver secure, scalable, and client-centric solutions that power OKX's institutional offerings. What You’ll Be Doing Product Strategy a

WPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. We work with the world's most valuable brands and have global reach across 100+ markets, with deep local expertise. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. For more information, visit WPP.com. JOB OVERVIEW: Business Director (BD) is a leader amongst many stakeholders, including clients, internal account, creative, cross domains. S/he is a key driver of business stability as well as growth. BD is wholly responsible for an assigned portfolio of clients, new business and staff. Within this portfolio, BD has full P&L and revenue delivery responsibilities. Beyond financial accountability, BD is responsible for the quality of agency output, both strategically and creatively. BD works closely with senior management on the overall strategic direction of the agency and day-to-day agency management. S/he is involved in new business development, talent development and staff coaching. S/he forms strong working relationships with the senior people of VOJ. BD has a strong understanding of brand management, strategic planning, customer engagement, and customer management, and develops new business as well as grows existing business. RESPONSIBILITIES: Client Management With the Client Group (CG) leader, res

Technical Project Manager India Jaipur, Rajasthan Key Responsibilities: Project Management & Execution Oversee end-to-end software development projects, from requirements gathering to deployment. Develop project plans, roadmaps, and sprint schedules using Agile methodologies (Scrum/Kanban). Ensure project milestones are met within scope, budget, and timeline. Identify risks, dependencies, and potential bottlenecks, and proactively mitigate them. Technical Leadership Work closely with development teams specializing in PHP, Node.js, React, and mobile technologies (iOS/Android, React Native, Flutter, or native development). Guide architecture decisions and ensure best practices in backend, frontend, and mobile development. Collaborate with stakeholders to define technical requirements and system specifications. Ensure code quality, security, and scalability in custom-built applications. Agile & Team Collaboration Facilitate Agile ceremonies such as sprint planning, daily stand-ups, retrospectives, and backlog grooming. Work with Product Owners, UI/UX designers, and QA teams to deliver high-quality software. Foster a culture of collaboration, innovation, and continuous improvement. Stakeholder & Client Management Act as a bridge between technical teams and business stakeholders. Translate business needs into technical requirements and ensure alignment with company goals. Manage expectations and provide clear communication on project progress. Qualifications & Experience: 5+ years of experience in technical project management within custom software development. Strong background in PHP, Node.js, React, and mobile app development. Hands-on experience with Agile methodologies (Scrum/Kanban). Familiarity with DevOps practices, CI/CD pipelines, and cloud platforms (AWS, GCP, Azure) is a plus. Excellent communication, problem-solving, and leadership skills. Experience working with JIRA, Trello, or other project management tools. Preferred Skills:

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. *Open to fully remote anywhere in the U.S. or hybrid work location for this role* Position Summary The Senior Analyst, Account Management is responsible for the day-to-day management and support of Meritain's Alternative Health & Advocacy Solutions partner portfolio, including navigation, advocacy, and point solution vendors. This role serves as a primary operational contact for assigned partners and internal stakeholders, driving service excellence, issue resolution, partner accountability, and ongoing relationship management. The individual will partner closely with Account Executives, sales leadership, client management teams, implementation teams, and operational stakeholders to support partner performance, facilitate cross-functional collaboration, and execute strategic initiatives that improve client, member, and partner experience. Responsibilities include monitoring operational performance, coordinating issue remediation, supporting implementations and escalations, maintaining governance processes, identifying opportunities for improvement, and contributing to sales enablement and growth initiatives. The ideal candidate demonstrates strong relationship management skills, operational acumen, project coordination capabilities, and the ability to navigate complex stakeholder environments while supporting innovative healthcare solutions. Required Q

Small Girls PR is looking for an Experiential Services Leader with 10+ years of experience leading the production of multichannel projects across in-person activations and digital experiences. This should include developing a cohesive experiential strategy, managing client relationships, concepting standout experiences that drive social conversation and press coverage, overseeing technical execution across integrated campaigns, managing complex timelines & large budgets, and developing a talented team of producers, ranging from the coordinator to director level. This role is responsible for all elements of experiential, which includes client services, strategy, creative, production, and client management. The right candidate knows how to develop a campaign from ideation through post production, and can project manage in their sleep. They are prepared to dive into the details, knowing that no task is too small in the world of eventsThis role will work with a wide range of creative and innovative brands across beauty & fashion, food & beverage, wellness, consumer tech, and more. There is no one-size-fits-all for an SGPR client, which means your career will be further enriched with meaningful and diversified experience. We've hosted hospitality suites for B2B companies at conferences in Las Vegas and San Francisco, hosted real estate openings in Miami, and more. This team spotlighted Violife with a cheeky Election Day campaign—activating breakfast stations at polling locations and sending bagel ballot mailers—and reintroduced a Jack in the Box product as a “return from the grave” with a Halloween cemetery screening. From events and mailers, to brand partnerships and hotlines: if the team can dream up an idea for audiences to see, do, or touch - our experiential team can produce it. Note: This role is based in either our Los Angeles or New York office, working two days a week in the office on a hybrid schedule. Candidates should be prepared to tr

Our vision is to transform how the world uses information to enrich life for all . Micron Technology is a world leader in innovating memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate and advance faster than ever. Job Summary: We are looking for an experienced Senior Mechanical Engineer to oversee design review, execution, and commissioning of HVAC systems and Process Utility systems for large-scale Oil & Gas and Pharmaceutical projects. The role involves end-to-end project management, including stakeholder coordination (PMC, GC, and sub-vendors), ensuring compliance with international standards, and delivering projects safely, on time, and within budget. Key Responsibilities: • Supervise and review the work of GC, PMC, and sub-vendors to ensure compliance with contractual obligations and project specifications. • Conduct regular site inspections and escalate any deviations, delays, or quality issues to the client management team. • Review engineering deliverables such as P&IDs, PFDs, equipment sizing calculations, data sheets, and technical specifications. • Validate designs for compliance with API, ASME, ASTM, ISO, IS codes, ASHRAE, SMACNA, and cGMP guidelines. • Ensure accurate integration of HVAC and Process Utility systems into project scope. • Review vendor documents, GA drawings, and layout for correctness and constructability. • Plan and supervise execution activities for HVAC and Process Utility systems across multiple work fronts. • Coordinate with PMC, General Contractors, and sub-vendors for timely execution and issue resolution. • Drive construction sequencing, resource allocation, and contractor mobilization plans. • Prepare and m

Strategic Projects Lead, Managed Services Prolific isn’t just enabling AI innovation – we’re redefining it. While foundational AI technologies are becoming commoditized, Prolific’s human data infrastructure provides the high-quality, diverse data required to train the next generation of AI models. Through our platform, we empower researchers and companies to access a global, ethically curated participant base, ensuring cutting-edge AI research and training grounded in inclusivity and precision. The Role As a Strategic projects lead focused on AI projects, you’ll play a key role in delivering some of Prolific’s most important and complex client programmes. You’ll own client engagements end to end, working directly with clients to understand what they’re trying to achieve and translating their requirements into successful human data programmes. You’ll bring together teams across Prolific to deliver the right solution, while owning the client relationship, project execution and overall success of the engagement. This is a hands-on role in a fast-moving area of AI. Projects can be complex and requirements can evolve quickly, so you’ll need to be comfortable working through ambiguity, getting into the detail when needed and making sound decisions to keep delivery moving. You’ll combine strong client management with an understanding of AI and human data workflows, helping us deliver excellent work for our clients while continuing to improve how we deliver AI projects at scale. What You’ll Be Doing Own the end-to-end delivery of complex AI projects, from understanding client requirements and shaping the delivery approach through to execution and completion. Act as the primary point of contact for your clients, building strong relationships and providing clear, consistent communication throughout the project lifecycle. Work with clients to translate complex or evolving requirements into clear project scopes, delivery plans, success criteria and practical

Strategic Projects Lead, Managed Services Team: Client Services Prolific Prolific isn’t just enabling AI innovation – we’re redefining it. While foundational AI technologies are becoming commoditized, Prolific’s human data infrastructure provides the high-quality, diverse data required to train the next generation of AI models. Through our platform, we empower researchers and companies to access a global, ethically curated participant base, ensuring cutting-edge AI research and training grounded in inclusivity and precision. The Role As a Strategic projects lead focused on AI projects, you’ll play a key role in delivering some of Prolific’s most important and complex client programmes. You’ll own client engagements end to end, working directly with clients to understand what they’re trying to achieve and translating their requirements into successful human data programmes. You’ll bring together teams across Prolific to deliver the right solution, while owning the client relationship, project execution and overall success of the engagement. This is a hands-on role in a fast-moving area of AI. Projects can be complex and requirements can evolve quickly, so you’ll need to be comfortable working through ambiguity, getting into the detail when needed and making sound decisions to keep delivery moving. You’ll combine strong client management with an understanding of AI and human data workflows, helping us deliver excellent work for our clients while continuing to improve how we deliver AI projects at scale. What You’ll Be Doing Own the end-to-end delivery of complex AI projects, from understanding client requirements and shaping the delivery approach through to execution and completion. Act as the primary point of contact for your clients, building strong relationships and providing clear, consistent communication throughout the project lifecycle. Work with clients to translate complex or evolving requirements into clear project scopes, delivery plans,