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Client Partner

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🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

đźź  Senior

🤝 Client Partner

đź‘» Ghost score 15%

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TrendyMinds

51 - 200 employees

🏥 Healthcare

đź’Ľ Consulting

🍽️ Food & Beverage

Healthcare • Consulting • Food & Beverage

TrendyMinds is a strategic and creative agency that partners with clients across various industries to inspire curiosity and improve lives. They offer expansive services ranging from campaign communications, content creation, design, and development to experience insights, planning, and production. TrendyMinds works on diverse projects, such as health awareness campaigns, finance website development, and not-for-profit initiatives, utilizing their expertise in strategy, creativity, and technology to enhance audience engagement.

đź“‹ Description

• 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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