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Experience Level
Mid to Senior
Qualifications
The ideal candidate will possess:A minimum of 3 years of experience in a client-facing role, demonstrating a strong ability to manage high-level client relationships. Proven experience with complex products such as enterprise CRM, ERP, consulting services, and marketing automation systems. A dynamic and engaging presence that inspires excitement as customers discover innovative ways to leverage Boomtrain's offerings. A solid understanding of various technical architectures and operating systems, with the ability to communicate complex concepts visually to non-technical audiences. Experience in media, publishing, or eCommerce is a significant advantage.
About the job
As a Client Relationship Manager at Boomtrain, you will:
Establish and nurture high-value, consultative relationships with our clients.
Champion the Boomtrain product suite, providing comprehensive training and support to ensure customers maximize their usage.
Proactively identify opportunities to expand customer engagement and introduce additional Boomtrain solutions.
Achieve and maintain a 100% renewal rate by ensuring client satisfaction and success.
Foster a vibrant community of customers who exchange best practices and thrive in the Boomtrain ecosystem.
Enhance the performance of our Relationship Management team through improved collaboration and operational efficiencies.
Oversee project timelines with the Solutions team for seamless onboarding and consistently exceed customer KPIs.
Address and resolve client issues promptly by coordinating with Boomtrain Solutions and Technical Support teams.
About Boomtrain
Join Boomtrain, a rapidly growing SaaS company that has tripled in size within a year! We are assembling a diverse team of entrepreneurs and thinkers, each equipped to tackle the challenges of scaling a unique organization. Our mission is to enrich lives by developing exceptional platforms. If you are passionate about user experience and thrive on solving business challenges, we want you to be a part of our journey. At Boomtrain, we empower your success and agility in the dynamic field of client relationships.
Join our innovative Client Delivery team at Hive as a Client Delivery Analyst. In this pivotal role, you will oversee the execution of projects within our state-of-the-art Hive Data platform. Your responsibilities will include managing multiple projects concurrently, analyzing priorities, metrics, and deliverables to ensure seamless delivery of our cutting-edge technology solutions. This position offers a unique opportunity to immerse yourself in the dynamics of a rapidly growing startup while collaborating with a tight-knit team. Your contributions will play a crucial role in our business lifecycle, allowing you to witness firsthand how a high-growth company operates.
Join our dynamic team as a Client Reporting Services Analyst, where you will play a crucial role in delivering insightful reports to our clients. In this position, you will work closely with various stakeholders to gather requirements and ensure accurate and timely reporting. Your analytical skills will be essential in interpreting data and providing recommendations that drive client satisfaction and engagement.
Full-time|Hybrid|Portland, OR, or San Francisco, CA
Position OverviewJoin Callan's dynamic Client Report Services (CRS) team as a Senior Analyst, based in either our Portland, OR or San Francisco, CA offices. As a pivotal member of a leading independent investment consulting firm, you will play a crucial role in delivering insightful investment measurement reports to some of the most sophisticated institutional investors across the United States, including pension funds, endowments, foundations, insurance companies, and healthcare organizations. We are looking for candidates who possess a passion for investments, strong analytical capabilities, and exceptional project management skills, along with a commitment to fostering strong relationships with both clients and colleagues. Hybrid Work Schedule: This role requires a hybrid work model, with an expectation of being in the office one to two days a week. As a Senior Analyst, you will generate key investment measurement reports that deliver critical insights into client portfolio performance. This position will allow you to refine your expertise in investment reporting, understand the specific needs of large institutional investors, and develop essential skills for advancing your career. · Collaborate with over 20 investment professionals within the CRS group to produce comprehensive investment reports for approximately 10 large institutional clients, utilizing proprietary systems and third-party data sources. · Engage closely with Callan’s general consultants and clients as a key part of your responsibilities, while also mentoring junior analysts and contributing to team projects and enhancements. · Over time, you will be encouraged to develop a specialization based on your interests and skills in areas such as private equity, real assets, ESG, defined contribution, quality control, and software testing.
Revolutionize Customer Engagement in BankingAt Prelim, we are transforming how financial institutions onboard and engage with their customers. Our innovative platform facilitates essential banking operations for a diverse range of institutions globally, from community banks to large-scale financial organizations. As a rapidly expanding remote-first startup, we are committed to making banking services more inclusive and accessible for all.Your Role in Our MissionWe are seeking a dedicated Client Strategy Analyst to enhance the success of our growing portfolio of banking clients. In this pivotal role, you will serve as a trusted advisor to financial institutions post-launch, ensuring they effectively operate, troubleshoot, and scale their use of the Prelim platform.This position exists at the crossroads of customer success, problem-solving, and internal collaboration. You will engage closely with bank stakeholders, alongside Prelim’s product, engineering, and sales teams.Your ResponsibilitiesOversee a portfolio of banking clients as their trusted partner following their go-live phase.Conduct regular check-ins and foster strong relationships with stakeholders, ranging from operations staff to executives.Create and maintain customer workflows and configurations that align with each bank's goals.Address support escalations, troubleshoot platform issues, and make real-time adjustments during live calls.Collaborate closely with product and engineering teams to investigate bugs, advocate for customer needs, and relay resolution timelines.Manage the flow of support tickets to ensure timely resolution of customer inquiries.Educate and empower bank employees on platform capabilities and best practices during and after implementation.Assist with strategic implementations during resource constraints, providing support in configuration and project management.Analyze, synthesize, and communicate product updates to customers effectively.Navigate complex customer relationships and de-escalate high-pressure situations while safeguarding team interests.Your QualificationsOutstanding customer-facing skills with the ability to manage multiple stakeholders successfully.Robust analytical skills and a methodical approach to problem diagnosis and resolution.Effective communication skills, both verbal and written, to convey complex information clearly.Experience in customer success, account management, or related fields is a plus.A passion for technology and its application in customer experience improvement.
Join Hive as a Business Analyst on the Hive Models team, where you will collaborate with our Machine Learning, Product, and Business Development teams to facilitate the successful deployment of our cutting-edge AI solutions. In this dynamic role, you will blend product configuration, project management, and client success, acting as the primary liaison for key client engagements. Your contributions will be pivotal in ensuring seamless integrations and maximizing client satisfaction, making this a unique opportunity for those with both technical expertise and strong client relationship skills.
Full-time|$83.2K/yr - $117.5K/yr|On-site|Denver, CO; San Francisco, CA
At Fastly, we empower individuals to stay connected with the digital experiences they cherish. Our cutting-edge edge cloud platform allows clients to swiftly, securely, and reliably create exceptional digital experiences by processing, serving, and safeguarding their applications as close to end-users as possible — right at the edge of the Internet. We have designed our platform to leverage the modern internet, ensuring it is programmable and supports agile software development. Among our esteemed clientele are some of the world’s leading companies, including GitHub, Yelp, Paramount, and JetBlue.Join us in our mission to create a more trustworthy Internet.Posting Open Date: 04/24/2026Anticipated Posting Close Date: 6/24/2026Associate Business Data AnalystRole OverviewAs an Associate Business Data Analyst within our Client Services team, you will serve as a pivotal strategic data partner for Fastly’s global Business Analytics group. In this role, you will not only create reports but also take ownership of data architecture, visualization, and in-depth analysis that drives our Client Services (CS) organization’s success.This position offers a high level of autonomy and is tailored for an analyst who excels in tackling complex data challenges across various global time zones. You will cater to the critical reporting needs of our Account Managers, Support, and Professional Services teams, while also acting as a consultant to translate intricate ideas into actionable business insights. We seek a resourceful problem-solver who is committed to data integrity and proactively identifies opportunities for enhancing our service delivery.What You’ll DoStrategic Performance Insights: Take charge of the tracking, reporting, and analysis of Client Services activities. You will spearhead the development and automation of regular insights that significantly impact customer health and retention.Advanced Data Extraction: Craft, optimize, and execute complex SQL queries. You will manipulate customer and business data from our technology stack to reveal hidden trends.Consultative Collaboration: Serve as a data consultant for cross-functional teams. You will convert non-technical business requirements into tailored technical queries and dashboards.Global Operational Excellence: Collaborate effectively within a global team, ensuring seamless asynchronous interactions and high-quality hand-offs with US-based partners across a 12-hour time difference.Technical Ownership and Continuous Improvement.
About This Role:We are seeking a dedicated Client Relations Associate who is enthusiastic about enhancing client experiences through proactive support and effective relationship management. In this pivotal role, you will oversee a designated portfolio of clients, ensuring they receive exceptional service that fosters satisfaction, retention, and enduring value.As the primary liaison for our clients, you will connect them with the appropriate technical resources, keep them informed, and champion their success. You will collaborate closely with our Senior Client Relations Manager, who will guide your onboarding and professional growth.Key Responsibilities:Serve as the main point of contact for a designated book of clients, owning the relationship.Conduct regular check-ins to ensure alignment and client satisfaction.Proactively track service performance, ticket trends, and client engagement metrics.Collaborate with the technical team to facilitate seamless service delivery and resolve issues.Identify opportunities for upselling or expansion and communicate these to the Senior Client Relations Manager.Assist in the renewal process and support updates to contracts.Aid in onboarding new clients, ensuring a smooth transition to technical teams.Maintain comprehensive notes, updates, and tasks within our documentation systems.About You:2+ years of experience in Account Management, Client Success, or a related client-facing role, preferably within technology, MSP, SaaS, or IT services.A college degree in communications, psychology, English, or a related field is preferred.Exceptional communication skills, with a clear, polished, and client-friendly demeanor.Strong organizational skills and the ability to manage multiple accounts simultaneously.A proactive, solution-oriented mindset.Familiarity with tools such as JIRA or similar ticketing systems is a plus.Ability to work independently in a dynamic and fast-paced environment.Benefits: Comprehensive health benefits including 100% coverage for health, dental, and vision insurance for you, and 50% for dependents.
Full-time|$110K/yr - $130K/yr|On-site|San Francisco, California, United States
About Us At Office Hours, we empower individuals to monetize their knowledge by connecting them with those seeking insights. Our platform enables users to establish knowledge profiles and receive consultation requests or survey opportunities tailored to their expertise. Businesses can swiftly navigate our marketplace to engage with thousands of advisors ready to share their valuable insights. Our Vision We believe that human knowledge is the most invaluable asset in today’s world. Despite our interconnectedness, much of this knowledge remains untapped and stored within individuals. Our mission at Office Hours is to unlock this potential and facilitate a knowledge-sharing economy through innovative tools. Based in San Francisco, we are supported by leading marketplace operators and our clientele includes dynamic digital health companies, emerging software startups, venture capital firms, and top consulting agencies. Role Overview As a Client Solutions Manager, you will take ownership of a portfolio of enterprise clients, driving their growth through strategic account acquisition and expansion initiatives. You will lead a high-performing team while focusing on enhancing client relationships and fostering team development. Your clientele will primarily consist of well-known investment firms within the region. This dynamic role requires a client-centric approach with an emphasis on developing growth strategies, executing projects, and mentoring top talent. As a primary contact for our clients, you will collaborate with our product and engineering teams to relay insights that inform product enhancements. We seek candidates who have a track record in managing client-facing teams, especially in enterprise business development or customer success. The ideal applicant thrives in challenging environments and is eager to tackle the complexities of client portfolio growth while nurturing high-performance teams.
As a Client Solutions Lead at office-hours, you will be at the forefront of delivering innovative solutions to our clients. Your expertise will guide our team in creating tailored strategies that not only meet but exceed client expectations. You will collaborate with cross-functional teams to ensure seamless execution and foster strong client relationships.
Join our dynamic team at EPIC Insurance Brokers & Consultants! We are proud to be one of the fastest-growing firms in the insurance sector, driven by our dedicated team who embody our core values and strive for excellence every day.Founded in 2007 and headquartered in San Francisco, we have expanded to over 3,000 employees across the nation. Our extensive knowledge of local markets and industry expertise enables us to effectively support our clients' diverse regional and global needs. As we continue to grow, we are seeking passionate individuals who want to make a difference.Our guiding principles include an owner mindset, inspiring trust, thinking big, and driving results. If these values resonate with you, we invite you to apply and become a part of our exceptional team!Position Overview:The Employee Benefits Client Manager collaborates with Producers and Client Executives to execute and manage clients' employee benefits strategies. This role encompasses marketing activities and daily client engagement, which includes plan marketing, analyzing renewal designs, preparing communication materials, conducting open enrollment meetings, and addressing the daily needs of our clients.
Join Pinterest as a Senior Client Account Manager, where you will play a pivotal role in fostering relationships with our clients. You will leverage your expertise to ensure client success and satisfaction, driving engagement with Pinterest’s innovative platform.In this dynamic position, you will be responsible for managing multiple client accounts, developing strategic plans, and collaborating with cross-functional teams to deliver exceptional service. Your ability to analyze client needs and tailor solutions will be crucial in enhancing client retention and growth.
Join WRITER: Revolutionizing AI in the WorkplaceAt WRITER, we empower leading enterprises to harness the potential of AI-driven work. Our mission is to enhance human capabilities through superintelligence, proving that transformative AI can connect IT and business teams for comprehensive enterprise evolution. With our cutting-edge platform, industry giants like Mars, Marriott, Uber, and Vanguard are developing AI agents grounded in their unique data, powered by WRITER’s enterprise-grade LLMs. As a $1.9 billion company, backed by top-tier investors like Premji Invest, Radical Ventures, and ICONIQ Growth, WRITER is swiftly establishing itself as a trailblazer in enterprise generative AI.Founded in 2020, with offices in San Francisco, New York City, Austin, Chicago, and London, our innovative team is eager to expand. We seek dedicated, intelligent builders to join us on our mission to redefine the future of work through AI. About the RoleWe are on the lookout for a talented Product Analyst to elevate our understanding and development of our platform. In a landscape where AI is transforming every sector, your insights will be crucial in ensuring WRITER’s products not only satisfy but anticipate the dynamic needs of our enterprise clients. This role presents an exciting chance to analyze user behavior, feature performance, and product-market fit, directly influencing our strategic direction and growth during this remarkable era of innovation.This position offers a hybrid work model across our hubs in San Francisco, New York City, Chicago, and Austin. You will report to the Director of Analytics. Key ResponsibilitiesConduct detailed analyses on user adoption, engagement trends, and feature utilization across our AI platform to drive product understanding.Influence product strategy through the design, analysis, and interpretation of A/B tests, providing data-driven recommendations that shape our roadmap.Identify user journey friction points and opportunities using analytical tools like FullStory, translating findings into actionable insights for product and design teams.Develop and implement ELT-based data models with SQL and dbt, ensuring rigorous testing and validation for data accuracy and integrity.Collaborate with cross-functional teams, including product managers, engineers, and designers, to define success metrics and improve product offerings.
The Client Success Manager at meetmarvin focuses on building strong relationships with clients and helping them achieve success with the company's solutions. This position centers on guiding clients through onboarding, offering ongoing support, and ensuring they get the most value from meetmarvin's services. Role overview This role involves working closely with new clients to set them up for success from day one. The Client Success Manager also provides continued support, answers questions, and helps resolve any issues that arise throughout the client journey. What you will do Onboard new clients and introduce them to meetmarvin's offerings Offer ongoing support and address client needs as they use the platform Build and maintain strong relationships to encourage client retention and satisfaction Help clients understand and maximize the value of meetmarvin's services
Full-time|$125K/yr - $150K/yr|On-site|San Francisco, California, United States
Jordan Park Group is dedicated to providing exceptional investment management and financial advisory services to a unique clientele, including individuals, families, and institutions who have made significant impacts across various sectors such as business, philanthropy, and government. Our team comprises compassionate problem solvers with diverse experiences, adept at handling complexities and overcoming challenges to help clients achieve their financial aspirations.Our mission is to enrich lives and preserve legacies.Position Overview: Associate, Client AdvisoryLocation: San Francisco, CaliforniaThe Client Advisory Team is seeking an Associate to collaborate closely with senior team members across all facets of client engagement. The successful candidate will exhibit a keen interest and aptitude in relevant topics while balancing technical expertise with strong verbal and written communication skills. Key responsibilities include but are not limited to:Collaborating with Client Advisors and clients to facilitate the advisory processFostering client relationships through direct interaction in an advisory capacity under Senior Advisor supervisionOffering strategic financial and investment guidance across clients’ entire balance sheets, including opportunities identified through clients’ networksEngaging with potential clients early in the prospecting phase to effectively communicate how Jordan Park can provide valueActing as a project manager by coordinating with internal Jordan Park experts and external advisors (tax, legal, real estate, lending, etc.) to solve problems and achieve optimal outcomes for clientsWorking with the Investment and Analyst Teams to provide portfolio reporting and perform ad hoc analyses based on requests from Client Advisors and clientsConducting financial planning and forward modeling of client balance sheetsDeveloping strategic portfolio implementation plans based on client specifics and collaborating with the investment team for execution and ongoing maintenanceEngaging in strategic discussions about client engagement with Client AdvisorsManaging projects from inception to completion and coordinating with multiple stakeholders to ensure successful outcomesAddressing diverse requests that may extend beyond typical job duties and acting as a trusted advisor for families on various matters
Join our dynamic team at Monaco as a Client Operations Specialist, where you will play a pivotal role in enhancing customer satisfaction and optimizing operational efficiency. You will be responsible for managing client accounts, resolving issues, and ensuring a seamless experience for our clients. Your ability to communicate effectively and work collaboratively will be key to your success in this role.
Join reddit, Inc. as a Senior Client Partner in our Large Customer Sales division focused on the Retail sector. In this pivotal role, you will leverage your expertise in client relationships to drive strategic initiatives and deliver exceptional results for our retail partners. Your ability to understand client needs, coupled with your experience in the retail landscape, will empower you to create tailored solutions that foster long-term partnership growth.Key responsibilities include leading sales strategies, engaging with key stakeholders, and collaborating with cross-functional teams to enhance client satisfaction and engagement. The ideal candidate is a strategic thinker who thrives in a fast-paced environment and is passionate about leveraging technology to elevate customer experiences.
As a Client Relationship Manager at Boomtrain, you will:Establish and nurture high-value, consultative relationships with our clients.Champion the Boomtrain product suite, providing comprehensive training and support to ensure customers maximize their usage.Proactively identify opportunities to expand customer engagement and introduce additional Boomtrain solutions.Achieve and maintain a 100% renewal rate by ensuring client satisfaction and success.Foster a vibrant community of customers who exchange best practices and thrive in the Boomtrain ecosystem.Enhance the performance of our Relationship Management team through improved collaboration and operational efficiencies.Oversee project timelines with the Solutions team for seamless onboarding and consistently exceed customer KPIs.Address and resolve client issues promptly by coordinating with Boomtrain Solutions and Technical Support teams.
Full-time|Remote|Remote — San Francisco, California, United States
Join maxrte as a Client Onboarding Manager and take the lead in ensuring our clients have an exceptional onboarding experience. In this fully remote role, you will work closely with clients to understand their needs, guide them through our processes, and ensure they are set up for success from day one. Your expertise in client relations, attention to detail, and proactive problem-solving will be key to building lasting partnerships.
Role Overview Airwallex is hiring an Associate, Client Enablement in San Francisco. This role focuses on supporting the onboarding and configuration experience for customers using Airwallex’s global payments and finance platform. The Associate will help clients get started smoothly, working with teams across the company to create a setup process that meets the needs of businesses worldwide. About Airwallex Airwallex provides integrated solutions for business accounts, payments, and treasury management to over 200,000 businesses, including Brex, Rippling, and Qantas. Founded in Melbourne, the team now numbers over 2,000 people across 26 offices. Airwallex is valued at $8 billion and backed by investors such as T. Rowe Price and Mastercard. About the Client Enablement Team The Client Enablement team ensures customers have a smooth onboarding experience. Team members work closely with internal partners to deliver user-friendly product configurations that support Airwallex clients globally. What You Will Do Support and enhance the onboarding process for new clients Collaborate with internal stakeholders to ensure product setup meets client needs Identify ways to improve operational efficiency and customer satisfaction What We Value Critical thinking and a drive to solve complex problems Motivation to work toward Airwallex’s mission Ability to collaborate and turn ideas into practical solutions Comfort working in a high-growth, change-oriented company
Join our innovative team as a Business Analyst, where you'll play a crucial role in supporting government operations within a shared service environment. Collaborate closely with engineers to document, analyze, and prioritize business and application functional requirements, as well as address customer concerns. You will manage service communications and track issue resolutions utilizing Agile methodologies and tools.In this dynamic position, you will work alongside government representatives and team members to identify, recommend, and implement opportunities for service delivery enhancements and the integration of new technology. Contribute to overall contract team efforts by prioritizing issues, generating management reports, and ensuring seamless cross-team coordination.
Jan 13, 2020
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