Client Transition Manager (Corporate Cards & Payments)

Join a leading global financial technology organization that is at the forefront of innovation, shaping the future of digital transactions and payment solutions. This organization is dedicated to delivering seamless, secure, and impactful financial experiences for businesses and consumers worldwide. By joining this team, you will play a pivotal role in ensuring the success of critical initiatives, directly influencing client satisfaction and the adoption of cutting-edge financial platforms.

Are you a proactive problem-solver with a passion for client success? We are seeking a dynamic individual to manage the end-to-end transition experience for a portfolio of our most valued corporate clients. This isn't a high-volume call center role; instead, you will act as a dedicated partner, guiding a select group of clients through significant system updates and the adoption of new financial platforms. Your expertise will be crucial in translating complex technical changes into clear, actionable steps, ensuring a world-class experience and strengthening key business relationships. If you thrive in a consultative environment and are driven by making a tangible impact, this is your opportunity to shine.

Key Responsibilities

• Lead personalized, video/phone-based outreach to a dedicated portfolio of 10-15 corporate clients, guiding them through system modifications, new processes, and financial platform updates.
• Collaborate strategically with internal Relationship Managers to align communication, understand client nuances, and present a unified, professional front.
• Act as the primary client advocate, proactively identifying and resolving potential roadblocks, triaging technical issues, and driving solutions to ensure a smooth transition.
• Manage transition timelines by meticulously tracking activities against a detailed workplan, updating project logs, and ensuring all critical deadlines are met.
• Maintain comprehensive communication and issue logs using industry-standard tools to provide full visibility and continuity for internal project and business teams.

Must-Have Qualifications

• 2-4 years of professional experience in Client Onboarding, FinTech Implementation, Project Coordination, or Junior Project Management support.
• Exceptional verbal and written communication skills, with the ability to confidently present to corporate stakeholders and simplify complex technical information.
• High proficiency in data tracking and organizational tools, including Excel, SharePoint (for managing data trackers and action registries), and PowerPoint (for creating clear status updates).
• A proactive, action-oriented mindset, demonstrating the ability to coordinate across teams and solve problems before they impact the client experience.

Nice-to-Have Qualifications

• Prior experience working within Financial Services, Payment Solutions, or Commercial Banking environments.

Why You'll Thrive in This Role

• **Impact & Visibility:** Directly influence the success of a major strategic initiative and safeguard critical corporate relationships, making a significant difference to the business.
• **True Autonomy:** Take ownership of your client portfolio and manage your day-to-day work within a supportive and collaborative environment.
• **Growth Potential:** This role offers an incredible launchpad for your career, sitting at the intersection of Project Management, Client Success, and Financial Technology Implementation.

About Aquent Talent:

Aquent Talent connects the best talent in marketing, creative, and design with the world's biggest brands.

Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits!

Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.