Client Partner

TrendyMinds

Client Partner managing budgets, timelines, billing, and delivery for TrendyMinds client accounts. Using Salesforce, Asana, and AI tools to strengthen client relationships and identify growth.

Posted 8/20/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account operations, project management, and client services, with a strong focus on budget management, timeline adherence, and effective communication. Proficient in utilizing project management tools and CRM systems to enhance client relationships and drive strategic growth.

Highest-signal resume keywords

Account ManagementProject ManagementSalesforce ProficiencyAsana ProficiencyClient Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Budget ManagementTimeline ManagementBilling ManagementRevenue RecognitionStatement of Work (SOW) Drafting

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationEscalation Judgment

Tools & Technologies

AsanaSalesforceAI Tools

Industry Keywords

Client ServicesHealthcare IndustryProject Documentation

About the role

Key responsibilities & impact

Own account operations, including budgets, timelines, billing, and project status
Keep Salesforce current and monthly revenue recognition accurate and on time
Run project management and delivery using Asana for task tracking and coordination
Maintain workback plans, surface risks early, and align priorities across internal teams
Identify growth opportunities, connect them to client strategic goals, and help scope signed engagements
Serve as the client's day-to-day point of contact
Manage logistics and follow-through so client conversations stay focused on strategy
Bridge Client Partnerships and service teams through complete briefs, clean handoffs, and closed feedback loops
Maintain audit-ready project documentation, client approvals, and deliverable tracking

Requirements

What you’ll need

5+ years of experience in account management, project management, or client services at an agency or professional services firm
Proven experience owning budgets, timelines, and billing across multiple concurrent accounts
Hands-on proficiency with project management tools (Asana or similar) and CRM systems (Salesforce or similar)
Demonstrated use of AI tools in daily account work, including drafting client communications, automating reporting, and synthesizing project data across platforms
Sound escalation judgment
Strong written and verbal communication skills
Comfort being a client-facing point of contact
Track record of spotting growth opportunities within existing accounts
Experience drafting or contributing to statements of work (SOWs) (nice to have)
Experience with monthly revenue recognition processes (nice to have)
Experience working with clients in the healthcare industry (nice to have)

Benefits

Comp & perks

Fully remote work across all U.S. time zones
30 paid days off
401(k) matching
100% of health insurance premiums covered for all team members
50% of health insurance premiums covered for spouses and dependents
Flexible schedule and work locations
New equipment
Philanthropy committee
Donation matching system