Client Partner
RemoteUnited States
United StatesRemoteFull TimeMid LevelSmall
Full TimeMid LevelSmall
Job Summary
Manage budgets, timelines, billing, and project status for assigned accounts while maintaining accurate Salesforce data and monthly revenue recognition. Run project management using Asana to track tasks, maintain workback plans, and surface risks early. Spot growth opportunities within existing accounts and help scope them into signed engagements by tying them to client strategic goals. Serve as the client's day-to-day point of contact to handle logistics and ensure clean handoffs between service teams. Build audit-ready discipline by maintaining project documentation and deliverable tracking for regulated industries.
Required Qualifications
- 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, with the ability to distinguish a project that is technically on track from one that is actually healthy
- Strong written and verbal communication skills, and comfort being a client-facing point of contact
- A track record of spotting growth opportunities within existing accounts, not just executing what's scoped
Desired Qualifications
- Experience drafting or contributing to statements of work (SOWs)
- Experience with monthly revenue recognition processes
- Experience working with clients in the healthcare Industry
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