Client Partner

• Prospect for new clients using all relevant tools and platforms made available by MGID
• Maintain and manage assigned Sales KPI’s
• Attend conferences to find new clients
• Use our product strengths/specs to build new client proposals
• Present the company at the affiliate conferences/business events to gather leads
• Develop and maintain relationships with affiliates, agencies, and networks for both existing and potential new clients in the US
• Create any necessary documents: financial and business proposals, commercial offer letters, exclusive/non-exclusive agreements for all types of clients
• Use company CRM (HubSpot) to prospect and manage sales pipelines, reporting, goals, etc.

Client Acquisition Manager

• Attend to customer chats, calls, and emails.
• Help customers find the lowest-priced policy that serves their needs.
• Maintain and coordinate with Aardy to ensure your insurance license is valid at all times.
• Ensure timely updates to name changes, address changes, or any changes affecting your license.
• Successfully complete mandatory Client Manager training within the first 30 to 45 days of employment.

Client Manager, Licensed Insurance Agent

• Serve as the primary point of contact for assigned client account(s)
• Build and maintain positive relationships with client contacts at various organizational levels, including senior stakeholders
• Act as a trusted liaison and advocate for client needs within Augeo
• Ensure timely, transparent client communications through regular updates, meeting coordination, and proactive issue resolution
• Partner with Solution Delivery and Project Management to capture business requirements and ensure timely, accurate program execution
• Manage program scope, timelines, financial performance and quality expectations as outlined in Service Agreements
• Prepare and present Change Orders and Statements of Work for program adjustments
• Own revenue and gross profit (GP) targets for the assigned account or portfolio

Senior Client Success Manager

• Own client retention for an assigned portfolio of accounts, including renewal readiness, risk identification, and the development and execution of save/remediation plans.
• Drive account expansion by identifying upselling and cross-sell opportunities and partnering with Account Managers and Sales to qualify and advance those opportunities.
• Conduct routine proactive check-ins with clients to ensure satisfaction, confirm service delivery is meeting expectations, and capture feedback.
• Host and coordinate routine business reviews on a monthly or quarterly basis (based on client tier), including scheduling, agenda development, data/report preparation, facilitation, and follow-up on action items.
• Coordinate appropriate internal stakeholders (e.g., engineering, service delivery, account management, leadership) and external client stakeholders for business reviews and escalations.
• Develop and maintain success plans for assigned clients that document client goals, health status, risks, and growth opportunities.
• Monitor client health indicators such as ticket trends, service utilization, satisfaction (CSAT/NPS) results, and escalations; act on negative trends before they impact retention.
• Serve as a client advocate internally, ensuring client feedback and concerns are routed to and addressed by the appropriate teams.
• Support contract renewals in partnership with Solution Consultants, including preparing renewal documentation and value summaries.
• Maintain accurate and up-to-date records of client interactions, account plans, opportunities, and review documentation in company systems (e.g., CRM/PSA).

Client Experience Partner

• Serve as a trusted advisor and primary post-sales advocate for assigned clients.
• Own client retention for an assigned portfolio of accounts.
• Drive account expansion by identifying upselling and cross-sell opportunities.
• Conduct routine proactive check-ins with clients.
• Host and coordinate routine business reviews on a monthly or quarterly basis.
• Develop and maintain success plans for assigned clients.
• Monitor client health indicators such as ticket trends and satisfaction results.
• Support contract renewals in partnership with Solution Consultants.

• Own client retention for an assigned portfolio of accounts, including renewal readiness, risk identification, and the development and execution of save/remediation plans.
• Drive account expansion by identifying upselling and cross-sell opportunities and partnering with Account Managers and Sales to qualify and advance those opportunities.
• Conduct routine proactive check-ins with clients to ensure satisfaction, confirm service delivery is meeting expectations, and capture feedback.
• Host and coordinate routine business reviews on a monthly or quarterly basis (based on client tier), including scheduling, agenda development, data/report preparation, facilitation, and follow-up on action items.
• Coordinate appropriate internal stakeholders (e.g., engineering, service delivery, account management, leadership) and external client stakeholders for business reviews and escalations.
• Develop and maintain success plans for assigned clients that document client goals, health status, risks, and growth opportunities.
• Monitor client health indicators such as ticket trends, service utilization, satisfaction (CSAT/NPS) results, and escalations; act on negative trends before they impact retention.
• Serve as a client advocate internally, ensuring client feedback and concerns are routed to and addressed by the appropriate teams.
• Support contract renewals in partnership with Solution Consultants, including preparing renewal documentation and value summaries.
• Maintain accurate and up-to-date records of client interactions, account plans, opportunities, and review documentation in company systems (e.g., CRM/PSA).
• Contribute to and enhance internal department process and system documentation.
• Follow policies and procedures on a department and per client basis.
• Monitor email and phone for client communications and respond in a timely manner.

• Manage a portfolio of clients with a strong focus on retention, satisfaction, and long-term partnership success.
• Serve as the central point of contact between clients, brokers, internal teams, and external vendors to ensure alignment and timely issue resolution.
• Develop and maintain strong, trust-based relationships with key stakeholders across client and vendor organizations.
• Coordinate and manage relationships with external vendors, including PBMs, utilization management, case management, and disease management partners.
• Track vendor performance against service levels and contractual expectations, identifying gaps and driving corrective action plans.
• Support the development and execution of account strategies focused on retention, cost containment, and improved clinical and financial outcomes.
• Partner with internal analytics teams and vendors to evaluate utilization trends and claims data, recommending solutions to improve plan performance.
• Act as a central hub across clients, brokers, internal departments, and vendors to ensure seamless service delivery.
• Assist with onboarding, renewals, and ongoing client management activities to ensure a smooth client experience.
• Support retention and growth objectives through proactive engagement, solution identification, and high-quality service.

Client Success Manager

• A high intensity account growth leader who will deliver double-digit YOY growth at one or more key accounts.
• Will position Nagarro with CXOs as the strategic partner for AI transformation.
• Will systematically expand the breadth and depth of the engagement.
• Grow assigned portfolio by 15%+ YOY.
• Achieve revenue targets, in conjunction with the account's Custodian of Client Success, through structured account planning, shaping CXO agenda, working with procurement, and collaborating within Nagarro to identify and sell expanded offerings.
• Establish and maintain a "seat at the top table for AI" in the managed account(s) in partnership with AI for Change advisors and capability leads.
• Procure public testimonials and references from the client(s) about the quality of Nagarro's work.

Director – Client Growth Partner, IT Consulting, Retail & CPG

• Lead the implementation and localization of Diesel's Global CRM & Client Development Strategy across North America, ensuring alignment with global priorities while adapting to regional business needs.
• Champion a client-first culture across the retail network, embedding best-in-class clienteling behaviors that elevate both in-store and omnichannel customer experiences.
• Partner closely with Global CRM and Client Experience teams to identify and drive strategic opportunities, leverage customer insights, and continuously evolve CRM and clienteling initiatives.
• Act as the regional expert for client development, influencing business decisions through customer insights, market trends, and retail best practices.
• Foster collaboration across Retail, Marketing, E-commerce, Events, Merchandising, and Global teams to deliver consistent and elevated client experience.
• Maintain a strong in-store presence, spending 80% of time coaching, mentoring, and supporting Store Managers and Client Advisors while leading by example through direct client engagement.
• Train and inspire retail teams in clienteling with best practices, including outreach, appointment selling, relationship management, and long-term client retention.
• Identify and develop in-store Clienteling Ambassadors who champion best practices and drive adoption across the retail network.
• Partner with Retail Director and Regional Managers to identify business opportunities, develop action plans, and maximize client acquisition, retention, and CRM KPIs.
• Localize and execute Diesel's global CRM contact strategy across North America to maximize client engagement, conversion, and retention.
• Develop and manage a regional CRM 1-1 campaign calendar that includes product launches, marketing initiatives, promotional campaigns, loyalty communications, in-store activation support and lifecycle-triggered journeys in addition to Global communication priorities.
• Partner with Marketing and E-commerce teams to optimize omnichannel communications and ensure 1-1 campaign performance aligns with overall commercial objectives.
• Partner and support with E-commerce teams to define and optimize client audience segmentation for email campaigns, leveraging CRM insights to drive engagement, conversion, and commercial performance.
• Continuously evaluate campaign effectiveness and recommend improvements based on customer insights and performance data.
• Own the analysis of CRM, clienteling, loyalty, and KPIs, including client acquisition, retention, repeat purchase, average spend, appointment conversion, outreach effectiveness, and customer lifetime value.
• Translate business insights into actionable strategies that improve store performance and drive measurable commercial results.
• Partner with Retail leadership to establish client development goals, coach teams toward KPI achievement, and drive accountability across the retail network.
• Develop executive reporting, performance dashboards, and success stories that communicate business performance and strategic opportunities.
• Champion the adoption and effective utilization of in-store CRM tools and digital platforms that enhance client portfolio management and sales performance.
• Lead North America's Client Engagement Strategy by developing meaningful client experiences that strengthen loyalty, increase retention, attract new high-value clients, and drive sales.
• Partner with Retail, Marketing, and Events teams to design and execute localized client activations, exclusive experiences, appointments, and in-store events aligned with commercial objectives.
• Ensure every activation includes measurable client development goals, post-event follow-up, and ongoing engagement strategies that maximize conversion and long-term relationships.
• Oversee the evolution and execution of the Diesel Clienteling Program in North America, through gifting strategies, delivering exclusive benefits, experiences, and engagement initiatives that increase participation, segmentation growth and retention.
• Partner with the Global Clienteling and CRM team to deliver exceptional client experiences while providing ongoing regional insights that influence future CRM strategy, service standards, and brand initiatives.

Senior Manager, CRM & Client Development

• Own the day-to-day coordination of client intake and outbound logistics with focus on VIP and high-end clientele, ensuring items move through receiving, cataloging, and shipping on time and without defects
• Serve as the internal expert on vault security and logistics protocols for high-value accounts
• Serve as the source of truth for the status of a client’s items across Ops, Customer Service, CRC, Claims, Security, and Facilities resolving discrepancies and escalating as needed
• Partner with Vault Operations, Security and carriers to schedule, track, and confirm large or high-value collection pickups and deliveries
• Maintain and audit chain-of-custody documentation for every high-value inbound and outbound movement, ensuring full traceability
• Perform initial incident triage and immediate containment for sensitive VIP/high-end issues
• Coordinate transport, such as armored vehicle, and insurance requirements for high-value collections; provide any additional logistical needs for international customers
• Coordinate with partner departments (Ops, Customer Service, CRC, Claims, Security, Facilities, and Legal) to prioritize and expedite logistics for high-value clients
• Identify recurring logistical bottlenecks within the high-end workflow and partner with the Process and Standards Manager to build and maintain scalable workflows
• Provide reporting for VIP and high-end segments, including but not limited to on intake/outbound volumes, turnaround times, and exception rates

Client Logistics Manager

• Lead, coach, and develop a team of Systems and Software Engineers supporting Product Life cycle Management (PLM) mechanical engineering client systems, its technical delivery, operational excellence, and continuous improvement.
• Provide people leadership through goal setting, performance management, talent development, succession planning, and employee engagement.
• Lead the roadmap, deployment, operations, and support for tools such as Designcenter and Teamcenter Visualization.
• Serve as a technical and business leader for PLM client solutions, guiding application support, engineering workflows, integration points, and business processes.
• Partner with platform teams, engineering, manufacturing, design, suppliers, and IT stakeholders to align PLM capabilities with business priorities and enterprise strategy.
• Oversee solution delivery, deployment readiness, operational support, issue resolution, and service quality for PLM tools and processes.
• Act as a subject matter expert across core PLM technologies and associated business processes, informing architectural decisions and technical problem-solving.
• Build strong cross-functional relationships and influence outcomes across a matrixed organization.
• Establish and improve team operating models, delivery discipline, support processes, and stakeholder communication.
• Ensure the team remains current on evolving PLM capabilities, release changes, best practices, and emerging technologies.

Manager, Product Lifecycle – Client Tools

• Own overall relationship with multiple accounts, working to consistently meet or exceed client expectations.
• Maintain knowledge of industry trends and technology developments.
• Collaborate and review client requests with technical support and product management teams and take action as necessary.
• Become the account customer advocate and trusted advisor for all data and metric goals.
• Serve as primary contact for assigned top accounts on any and all matters.
• Provide proactive client engagement on a quarterly basis, at minimum, to ensure an exceptional customer experience.
• Proactive outreach should include presentation of customer specific KPIs, product or service recommendations that might optimize experience, and updates on product performance and updates as applicable via a QBR.
• Maintain client renewal rate at or above company required goals in designated territory. Address exit strategies as needed and update Salesforce records to include attrition details accurately.
• Mentor and teach Associate Client Success Managers and Client Success Managers to help develop and model mastery of the client success function.
• Follow up on any client success or account management issues that are routed through marketing leads to ensure customer satisfaction.
• Identify and escalate sales opportunities from within the existing customer base to the inside sales representative as assigned, maintaining a continuous focus on growth and expansion within existing clients.
• Attend EDGE User Conference and/or trade shows to represent the company and strengthen relationships with existing client base.
• Monitor and update account information to ensure accuracy on a real-time basis.
• Build and maintain a referenceable customer base for assigned territory by facilitating on-site visits with existing customers, collaborating with inside and new business sales team to leverage current account relationships for prospective sales, and ensuring minimum level of client touches.
• Participate in kick off calls to successfully transition account ownership post-sale/implementation.
• Identify at-risk clients and orchestrate Improvement Plans as necessary by collaborating with the appropriate internal constituents.
• Continually contact clients no longer on active support.
• Minimize deactivation of modules by proactively conducting demonstrations to review unused or underutilized modules.

National Client Success Manager

• Consistently meet or exceed quarterly and annual revenue quotas through proactive outreach and consultative selling
• Identify new business opportunities with media buying agencies and direct clients
• Serve as a trusted advisor to clients, understanding their marketing goals and crafting tailored native/content marketing programs that leverage the full capabilities of Nativo’s platform
• Build and manage a strong sales pipeline by generating a high volume of client engagement, including outreach, calls, meetings, presentations, and proposals
• Lead strategic conversations and ideation with clients and agencies to create impactful, results-driven campaigns
• Respond to RFPs and collaborate with internal stakeholders to deliver compelling proposals and media plans
• Travel as needed to meet with clients, attend industry events, and deepen relationships
• Represent Life360 at industry events and conferences, promoting our differentiated value in the marketplace

Principal Client Partner, Central

• Drive thoughtful, strategic and enterprise level strategy for 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
• Develop relationships within assigned account(s) to accelerate value and improve customer outcomes
• Help uncover new opportunities for Salesforce
• Responsible for bookings, revenue, margin, CSAT, and value delivered across assigned account(s)

Services Sales – Account Partner, Accelerated Industries

• Manages a medium to large-sized team or multiple small Client Processing teams
• This role is pivotal in supporting BNY's strategic pillars of client-centricity and operational efficiency by managing complex client processing tasks with precision and expertise
• The incumbent will exemplify BNY's principles by fostering a culture of accountability, collaboration, and innovation, thereby enhancing client trust and satisfaction
• Handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution
• Manages Client Processing activities through other managers or a large team of senior professionals
• Serves as a top level of support for external clients who were not able to have problems resolved at a lower level
• Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented
• Identifies and implements process improvements to improve the experience for all stakeholders
• Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team
• Provides input into departmental budgets and planning
• May develop business plans for team/group operations
• Contributes to the achievement of team objectives

Senior Vice President, Client Processing Manager

• Serve as the primary strategic advisor for assigned middle market clients
• Deliver expert guidance on benefit plans, contracts, and service issues
• Build strong client relationships and drive client growth
• Ensure operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration
• Manage the transition from implementation to ongoing client management
• Oversee compliance with performance guarantees and contractual obligations
• Identify and pursue up-sell and cross-sell opportunities
• Develop and execute re-enrollment strategies
• Coordinate cross-functional teams to resolve complex issues
• Serve as a subject matter expert and mentor colleagues

Senior Middle Market Client Manager

• Ensure the timely and accurate delivery of critical financial and operational reporting for investors, lenders, and management.
• Manage offshore staff and collaborate closely with India based functional teams through regular cross time zone engagement to ensure alignment, facilitate knowledge transfer, and maintain operational continuity.
• Maintain and enhance reporting models while serving as the strategic owner of enterprise reporting, ensuring reporting outputs are reliable, consistent, fully auditable, and traceable to source data.
• Prepare investor, lender, and management reporting packages that are clear, accurate, and aligned with established reporting definitions, policies, and governance standards.
• Establish and maintain standardized KPI definitions and reporting logic across enterprise systems, including HEX, Snowflake, Yardi, and Salesforce, while partnering with cross functional teams to ensure consistent interpretation and application of reporting metrics.
• Partner with Data Engineering and Data Integration teams to provide finance domain expertise on data models, schemas, and system implementations.
• Leverage strong SQL skills to write and troubleshoot complex queries that support financial reporting, analysis, and data validation.
• Identify, diagnose, and resolve data quality and infrastructure issues while developing automated reporting solutions that enable scalable self service analytics.
• Lead consolidated monthly reporting across all funds by integrating financial and operational results into a comprehensive executive reporting package.
• Support Capital Markets, Asset Management, Business Development, and Portfolio Management by delivering tailored analytics, reporting solutions, and operational insights that support strategic decision making across entities.
• Drive continuous improvement by identifying opportunities to automate reporting processes, strengthen reporting governance, and improve efficiency across financial and operational reporting.
• Lead and participate in departmental projects and perform ad hoc analyses as assigned.

Manager, Client Reporting

• Assume overall responsibility for assisting Sales Representatives in the renewal process
• Recognize opportunities to add additional lines of coverage to existing business
• Generate plan options and quotes for additional lines of coverage
• Proactively mine for Add Issue opportunities
• Handle incoming renewal requests
• Provide renewal rate relief through negotiations with underwriting
• Follow up with producers and assistants regarding Renewal/Add Issue status
• Serve as Subject Matter Expert on various Guardian systems

Client Partner jobs in United States

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Client Acquisition Manager

Client Manager, Licensed Insurance Agent

Client Acquisition Manager

Senior Client Success Manager

Client Experience Partner

Client Experience Partner

Client Experience Partner

Client Success Manager

Director – Client Growth Partner, IT Consulting, Retail & CPG

Senior Manager, CRM & Client Development

Client Logistics Manager

Manager, Product Lifecycle – Client Tools

National Client Success Manager

Principal Client Partner, Central

Principal Client Partner, Central

Services Sales – Account Partner, Accelerated Industries

Senior Vice President, Client Processing Manager

Senior Middle Market Client Manager

Manager, Client Reporting

Client Manager Associate, Select Market