Client Partner

• In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
• Remains sensitive and responsive to both internal and external clients
• Builds distinctive predictable levels of service; resolves problems quickly and effectively
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

Client Manager

• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Drive awareness within a micro-vertical to develop repeatable motions
• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Serve as a key SME, leader, and professional services consultant to our license sales teams
• Serve as the liaison between internal teams and the customer
• The Account Partner (AP) is accountable for creating and executing a strategy that builds mind-share and broad adoption of Salesforce technologies on his/her assigned accounts
• The AP ensures alignment with Sales and is responsible for developing relationships within his/her account(s) to accelerate value and improve customer outcomes, and help uncover new opportunities for Salesforce
• The AP is accountable for bookings, revenue, margin, CSAT, and value delivered across his/her assigned account(s) and serves a key contact for customer negotiations and escalations
• An Account Partner earns the right to be considered a trusted advisor to the customer by providing execution excellence, intimate knowledge of the business the customer is in, and able to clearly lay out the path the customer needs to take to achieve success
• They independently identify and close opportunities with the primary goal of helping customers generate significant business value from their Salesforce investment
• They are responsible for sourcing and closing Professional Service Business in a region, owning bookings, sales performances, forecasting, managing customer lifecycle, driving adoption through sales activities for new and existing customers, pipeline generation and delivering sales presentations to C-level clients.
• Individually responsible for the success of a specific territory and patch.
• Consistently demonstrates the ability to develop, manage and elevate Accounts to Tier 1 /2
• Accountable for a larger quota
• Utilizes a consultative selling approach across all client levels, particularly C-Suite stakeholders
• Demonstrate strong executive presence and confidence when sharing a strong point of view through effective storytelling
• Ability to move fast and drive results
• Influences leaders and orchestrates internal alignment to provide best solutions
• Flawlessly navigate across all our internal teams to create synergy and alignment in driving the deal to closure maximizing both license and services bookings.

Account Partner Director – Travel, Transportation and Hospitality

• Responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
• Resolves problems quickly and effectively
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

• Drive Strategic Prospecting and Deal Closure - Own and nurture key executive & C-suite/L2 relationships to understand and anticipate all potential needs that IRM could support.
• Lead the full sales cycle, including joint ownership of contract negotiations, required documentation, and team coordination to close deals and secure revenues.
• Shape and Solution Complex Client Needs - Lead discovery and first meetings, driving a relevant and differentiated solution play that matches customer demands with IRM's proposition.
• You will drive "process forward" innovations, particularly focusing on customer-driven innovation.
• Lead Account Management and Planning - Own overall account strategy, defining the vision, white space mapping, competitive landscape, and stakeholder mapping.
• You will also act as the quarterback for accounts, accountable for everything from opportunity identification to issue resolution.

Managing Client Partner, HLS

• Manages all policy activity and stewardship aspects in book of business.
• Analyzes and reports on relevant claims data for larger accounts.
• Ensures client compliance with respect to benefits.
• Gathers the information needed to present to insurance company marketplace for proposals.

Senior Client Manager, Employee Benefits – Insurance Advisory Solutions

• Serve as Relationship manager and first point of client escalations
• Client/vendor/landlord relationship management
• Provide coaching for team members regarding procedures, lease interpretation, desktop audits and billing calculations
• Responsible for ensuring that client(s) accounts are in full compliance with all internal and client specific policies and procedure
• Reviewing abstracts and interpreting commercial lease documents (leases, amendments, subleases)
• Resolution of rent and other landlord/tenant issues
• Oversee subtenant account management, including the billing and collections of third-party tenant rents, review of the cash receipts posting reports and review of the monthly Delinquency Report
• Coordinate invoicing to client(s) and collections as necessary
• Document and share best practices, participate in efforts to strengthen internal controls and improve data quality
• Support, exposure and leadership of other special projects as assigned by manager

Client Manager – Lease Administration

• Expand IQVIA’s Information Management footprint across Emerging Biopharma.
• Qualify and pursue new accounts, identifying key decision makers and positioning IQVIA’s value.
• Drive incremental revenue through new logos and portfolio expansion within existing accounts.
• Maintain a strong pipeline and consistently meet or exceed sales targets.
• Lead proposal development, presentations, and contract negotiations.
• Act as the primary technology thought partner for senior client stakeholders.
• Ensure satisfaction and delivery quality for assigned EBP accounts or segments.
• Leverage understanding of commercial operations, data management, analytics, CRM, and SaaS platforms.
• Apply consultative problem-solving skills to develop tailored solutions.
• Work closely with IQVIA Account Executives and Solution Sales teams to progress opportunities.

Technology Client Partner, Emerging BioPharma

• Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs.
• Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized.
• Prepare, deliver, and review agreements.
• Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.
• Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
• Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives.
• Partner with the Implementation Specialist Team on more complex client implementations.
• Work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s).

Senior Client Manager, Middle Market

• Performs all Client Manager, Commercial Risk responsibilities as well as: Assists in establishing and maintaining appropriate commercial carrier relationships
• Performs marketing activities for large accounts as assigned
• Prepares risk maps or peer reviewing risk maps for assigned accounts
• Coordinates service delivery including developing initial placement/renewal strategy
• Completes special projects
• Looks for opportunities to improve the firm, business segment and processes
• Brings issues and discrepancies to appropriate leadership
• When requested, serves as a mentor to new colleagues

Senior Client Manager, Commercial Risk – Insurance Advisory Solutions

• Serve as the primary RCM and claims subject matter expert for assigned accounts, acting as a client- and payor-facing liaison, as well as an internal partner conduit.
• Lead and support discussions with clients and payors regarding claims performance, denial trends, reimbursement issues, and process improvements.
• Translate complex RCM, billing, and claims workflows into clear, non-technical language for clients, payors, and internal stakeholders.
• Build trusted relationships with client and payor counterparts by demonstrating expertise, accountability, and proactive communication.
• Monitor claims performance, open items, denial trends, aging, and reimbursement risks across assigned accounts.
• Proactively identify, flag, and escalate risks, issues, or systemic gaps impacting claims outcomes or client satisfaction.
• Partner with RCM, Operational, and technical teams to drive root cause analysis, mitigation strategies, and corrective action plans.
• Partner with Account Management to track issues through resolution, ensuring visibility, ownership, and timely follow-up.
• Act as a key liaison between Account Management, CSE, RCM, Ops, Product, and Implementation/PSO teams.
• Support Implementation/PSO teams during onboarding, go-lives, and transitions by advising on readiness and risk mitigation.
• Ensure client feedback and payor insights are looped back to internal teams to improve processes and outcomes.
• Advocate for the client internally while balancing operational realities and best practices.
• Contribute to account planning by identifying claims related risks, optimization opportunities, and performance improvement initiatives.
• Support renewal and growth/expansion by providing data-driven insights and RCM expertise.
• Participate in the development of process and procedure improvements.
• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Identify opportunities to develop process improvements and implement solutions for clients.
• Complete assigned tasks and projects according to appropriate timelines agreed upon with stakeholders.

Revenue Cycle Client Manager

• Plans and oversees enterprise-level support and service activities for company products and services for designated partners.
• Develops partner relationships and deep understanding of partner business.
• Creates partner-specific strategic account plans.
• Champions partner’s business development initiatives within Pathward.
• Identifies and drives new product opportunities within Pathward.

Partner Development Executive II

• The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues.
• This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases.
• Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues.
• Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications.
• Navigate complex client challenges, ensuring seamless service and satisfaction.
• Lead the transition from implementation to ongoing client management, ensuring continuity and client confidence.
• Oversee compliance with performance guarantees and contractual obligations.
• Deliver annual stewardship meetings and present claims experience reporting, providing actionable insights to clients.
• Sales & Revenue Growth Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams.
• Develop and execute re-enrollment strategies to maximize client engagement and retention.
• Drive revenue growth by expanding product lines and increasing enrollment for existing clients.
• Operational Excellence Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes.
• Apply advanced project and management skills to prioritize and execute initiatives.
• Identify and implement process improvements to enhance efficiency and client experience.
• Leadership & Mentoring Serve as a subject matter expert, sharing best practices and mentoring colleagues.
• Lead by example, fostering a culture of collaboration, integrity, and continuous improvement.

• Manage a book of business and the business relationship as a strategic consultant for existing accounts
• Renew accounts and sell new products and services to ensure retention and growth of profitable business.
• Manage relationships at senior levels with clients, consultants and brokers/producers
• Develop, implement and execute business plans and metrics for retaining and growing membership

See all jobs on JobTailor

Client Manager

Account Partner Director – Travel, Transportation and Hospitality

Client Manager

Managing Client Partner, HLS

Senior Client Manager, Employee Benefits – Insurance Advisory Solutions

Client Manager – Lease Administration

Technology Client Partner, Emerging BioPharma

Senior Client Manager, Middle Market

Senior Client Manager, Commercial Risk – Insurance Advisory Solutions

Revenue Cycle Client Manager

Partner Development Executive II

Senior Client Manager, Middle Market

Client Manager