Client Partner

• Oversee and execute campaigns for larger, strategic accounts
• Maintain strong relationships across multiple client stakeholders and departments
• Own and drive client happiness through fast response times
• Manage multiple programs simultaneously with varying workload
• Partner closely with cross-functional internal stakeholders

Senior Client Success Manager overseeing key accounts and campaign execution at #paid.

Senior Client Success Manager

Senior Client Success Manager leading strategic client relationships and executing complex marketing campaigns at #paid. Empowering creators and building partnerships with iconic brands.

• Lead account growth and client engagement efforts across strategic Automotive and Manufacturing accounts.
• Build and strengthen relationships with senior stakeholders across Manufacturing, Supply Chain, Procurement, Operations, Quality, Engineering, IT, Digital, Data, and Analytics functions.
• Identify whitespace opportunities within existing accounts and adjacent buying centers.
• Serve as a trusted advisor to client stakeholders by connecting business priorities with EXL's Analytics, AI, Data, Digital Transformation, and Operational Excellence capabilities.
• Collaborate with delivery leaders, solution teams, and account leadership to shape account plans, solution narratives, proposals, and pursuit strategies.
• Support executive workshops, value discovery sessions, account reviews, and transformation discussions.
• Partner with delivery teams to ensure account expansion efforts are grounded in client outcomes, delivery credibility, and long-term relationship health.
• Develop industry-specific viewpoints and practical solution themes relevant to Automotive and Manufacturing clients.
• Represent EXL in client meetings, industry forums, executive roundtables, and account-specific growth discussions.
• Contribute to revenue expansion, pipeline development, client satisfaction, and long-term strategic account growth.

Senior Client Partner growing Automotive and Manufacturing accounts at EXL

Senior Client Partner, Manufacturing & Automotive

Senior Client Partner managing Automotive and Manufacturing accounts at EXL. Leveraging data and AI to transform business operations and relationships with clients.

• Lead end-to-end planning and execution for large or complex client projects, ensuring project objectives are translated into clear deliverables and quality outcomes.
• Partner with Directors, Client Engagement Managers, internal teams, and clients to understand project goals, define requirements, and support successful execution.
• Compile and validate project materials, including store lists, target lists, product lists, billing codes, fulfillment identification numbers, and project information documents.
• Create and load projects in Axis according to established rules, guidelines, timelines, and quality standards.
• Train and support Field Support agents and internal stakeholders on project requirements, processes, and execution expectations.
• Monitor field execution, identify risks or gaps, and take proactive action to ensure work is completed accurately, on time, and in alignment with project specifications.
• Pull and analyze reporting from Axis, SSRS, and related systems to develop insights, recommendations, and performance updates for stakeholders.
• Ensure accurate and timely client invoicing by validating project billing details, resolving discrepancies, and partnering with appropriate internal teams.
• Provide day-to-day direction, coaching, and oversight to Client Operations Managers and Coordinators to support project delivery and team effectiveness.
• Serve as a subject matter expert for critical operational processes and tools, including Axis rules and guidelines, Project Based Billing, Billing Portal, Fulfillment, DCSMs, and related workflows.
• Lead special projects and continuous improvement initiatives, including execution analysis, scorecard reviews, compliance training, field communications, and Project Review Board support.

Senior Client Operations Manager leading large-scale or complex client projects

Senior Client Operations Manager

Senior Client Operations Manager leading execution and delivery of complex client projects at Acosta. Acting as a key communication point between stakeholders and clients for project-related discussions.

• Assist the Senior Client Manager in managing and nurturing client relationships, addressing client inquiries, and providing timely and accurate information
• Support the planning, execution, and monitoring of client projects, ensuring they are delivered on time and within scope
• Assist in preparing financial statements, reports, and analyses for clients, ensuring accuracy and compliance with accounting standards
• Help maintain accurate and up-to-date client records, including financial data, correspondence, and project documentation
• Ensure compliance with local, state, and federal regulations, and stay updated on changes in accounting standards and practices
• Coordinate and communicate effectively with clients, internal teams, and external stakeholders to ensure smooth project delivery and client satisfaction
• Assist in the onboarding process for new clients, including gathering necessary documentation and setting up client accounts

Accountant supporting client relationships and project management at Sky Accountants

Accountant / Assistant Client Manager

Accountant supporting client relationships and project management at Sky Accountants. Requires strong accounting foundation and communication skills in a remote role.

• Lead client service initiatives by leveraging in-depth industry knowledge and operational expertise to enhance client satisfaction and loyalty.
• Develop and maintain strong client relationships through regular communication and by addressing client inquiries and issues promptly and effectively.
• Develop and implement client service strategies by utilizing in-depth knowledge of client operations and industry best practices.
• Lead initiatives to enhance client satisfaction and operational efficiency by continuously evaluating and improving service delivery processes.
• Ensure compliance with regulatory requirements and company policies by maintaining up-to-date knowledge of industry standards and implementing necessary changes.
• Collaborate with cross-functional teams to address client needs and resolve complex issues, demonstrating strong problem-solving skills.
• Provide expert guidance and support to internal teams and clients, fostering a culture of excellence and continuous improvement.
• Analyze client feedback and operational data to drive improvements and inform strategic decision-making.

Vice President, Client Processing Manager at BNY driving client service initiatives

Vice President, Client Processing Manager

Vice President, Client Processing Manager at BNY leading client service initiatives and ensuring operational excellence. Engaging with clients and cross-functional teams to enhance satisfaction and compliance.

• Lead client service initiatives to enhance client satisfaction and loyalty.
• Develop and maintain strong client relationships through communication and issue resolution.
• Develop and implement client service strategies utilizing industry best practices.
• Ensure compliance with regulatory requirements and company policies.
• Collaborate with cross-functional teams to address client needs and resolve complex issues.
• Provide expert guidance and support to internal teams and clients.
• Analyze client feedback and operational data to drive improvements.

Vice President managing client processing for a global financial services company

Vice President handling client processing management in a leading financial services company. Driving client satisfaction and operational efficiency through client service initiatives and industry expertise.

• Lead client service initiatives to enhance client satisfaction
• Develop and maintain strong client relationships
• Implement client service strategies based on industry best practices
• Enhance client satisfaction and operational efficiency
• Ensure compliance with regulatory requirements
• Collaborate with cross-functional teams to address client needs
• Provide expert guidance and support to internal teams and clients
• Analyze client feedback and operational data for improvements

Vice President, Client Processing Manager leading client service initiatives at BNY.

Vice President, Client Operations Manager

Vice President, Client Processing Manager at BNY leading client service initiatives to enhance client satisfaction. Responsible for implementing service strategies and ensuring compliance with regulations.

• Lead client projects to ensure successful and on-time launches
• Deliver an exceptional level of program support to clients
• Develop and deploy initiatives to continuously improve the Client Operations process, workflow, and communication
• Oversee all styling programs for clients and help to improve and expand their impact
• Communicate and collaborate effectively with the Client Success, Styling, Image Editing, and Integration teams to define and meet client requirements
• Work closely with the Product and Engineering teams to ensure clients are optimizing our latest features and products.
• Create and manage documentation for clients to organize processes
• Oversee image editing quality and delivery for clients
• Monitor feed-related integration for your clients to ensure accuracy of product catalogs
• Responsible for recording and reporting daily, weekly and monthly data and analyzing results to monitor the completion of client requests
• Translate client requests into internal briefs to initiate projects
• Maintain a level of excellence across documentation, organization, requirement-gathering, and delivery
• Participate in developing new business strategies and experiences for clients
• Support and educate broader teams within the company relating to Styling, Image Editing, and Integration processes and best practices

Associate Client Operations Manager at Stylitics supporting top fashion brands

Associate Client Operations Manager

Associate Client Operations Manager at Stylitics delivering outfitting for top fashion brands. Collaborating across teams to ensure successful launches and client support in operations.

• Develop a deep understanding and interest of population health and health care utilization data with the ability to articulate results
• Participates in new health center implementations planning and launch.
• Manage contractual requirements including renewal terms and successfully renew clients at targeted escalation.
• Identify and target revenue growth opportunities with existing clients including new member populations, health centers, products, and services.
• Help define and leverage the coverage model for assigned clients.
• Use creative feedback tools to develop an understanding of customer’s needs, work with internal partners to improve products and services.
• Coordinate with the marketing team to develop and implement client specific engagement plan including communication and incentive plans to improve utilization and patient experience.
• Responsible for partnering on ways to drive employee and member engagement, achieve clinical and savings metrics as well as performance guarantees and maintain open communications with clinical staff.
• In collaboration, analyze, summarize, report and manage performance data related to clinic operations.
• Understand and track risk metrics related to the success of the partnership.
• Salesforce documentation and reporting.
• Execute all necessary contractual requirements in a timely manner; may assist in Requests for Proposals (RFPs) as requested.
• Support the coordination of client eligibility file processing, invoicing, incentive documentation and reporting.
• May serve as the lead point of contact for all customer needs/request.
• Maintain broker relationship and engage in positive relationship to advocate on behalf of mutual client.
• Run, interpret and deliver client reporting on the appropriate frequency.

Client Success Manager at Marathon Health focusing on client engagement

Client Success Manager

Client Success Manager at Marathon Health responsible for client partnerships and proactive planning. Engaging employee populations to improve health outcomes and drive savings.

• Serve as the primary point of contact for assigned clients, proactively managing relationships through regular virtual meetings and periodic in-person engagements
• Develop a deep understanding of each client’s DSM portfolio, regulatory context and strategic priorities
• Set appropriate client expectations about Power TakeOff’s implementation best practices and key program parameters, ensuring a positive client experience while minimizing deviations from our standard/preferred parameters and approaches
• Successfully manage clients, programs, and service offerings through the program implementation phase while maintaining high, positive CSAT survey results
• Coordinate and lead all utility client and prime implementer meetings as the representative of Power TakeOff’s Programs team.
• Maintain solid familiarity with Power TakeOff and our services across client contacts and articulate key points that highlight our expertise and set us apart as an industry leader.

Client Success Manager ensuring satisfaction and retention of utility program clients

Client Success Manager – Energy Efficiency

Client Success Manager at Power TakeOff focused on utility program clients and expanding their engagement. Driving energy efficiency initiatives and fostering relationships within the utility sector.

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