Client Partner
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Job Description
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.
Responsibilities:
- 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:
- 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:
- 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
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