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Financial Finesse · 1 day ago

Client Engagement Manager

United States

Full-time

Onsite

Senior Level

$140K/yr - $170K/yr

5+ years exp

Financial Finesse is a boutique firm dedicated to building innovative financial wellness partnerships within the retirement industry. The Client Engagement Manager will serve as a trusted advisor to enterprise partners, managing relationships and ensuring the successful implementation of engagement programs.

EducationFinancial ServicesSecurity

Growth Opportunities

Responsibilities

Serve as the primary point of contact for a portfolio of enterprise-level clients, building strong, strategic relationships with key stakeholders

Design and implement customized engagement programs that drive product adoption, usage, and measurable success across complex organizations

Lead onboarding for new and existing enterprise clients, ensuring a smooth and value-driven implementation experience

Oversee and execute multiple client and internal projects simultaneously, ensuring timely delivery, alignment with business objectives, and effective resource coordination

Partner with sales support and marketing teams to ensure our services are effectively integrated into the sales and relationship management process

Prepare materials for internal/client meetings, including customized presentations, agendas, reporting, and follow-up documentation

Develop and manage client success plans aligned with our client’s business goals, proactively identifying risks and opportunities

Partner with Corporate Client Success, Tech, and Support teams to advocate for client needs and drive continuous improvement

Provide clients with regular insights and performance reporting

Support retention efforts and identify upsell opportunities, collaborating with the sales team to execute

Process and Prepare invoices through detailed participant file management and collaboration with Finance for timely invoices

Qualification

Client Success ManagementAccount ManagementProgram ManagementCRM PlatformsEngagement Program DesignBusiness AcumenCommunication SkillsPresentation SkillsRelationship BuildingDetail OrientedTeam Player

Required

5+ years of experience in a Client Success, Account Management, or Program Management specific to retirement industry to completion, including planning, resource coordination, timeline management, and stakeholder communication

Exceptional communication, presentation, and relationship-building skills

Strong business acumen with the ability to understand client goals and translate them into actionable plans

Experience using CRM and CS platforms (e.g., Salesforce, Gainsight, HubSpot, etc.)

Must take initiative, be imaginative, and persuasive

Comfortable managing multiple and changing priorities, working cross-functionally in fast-paced, and meeting deadlines in an entrepreneurial environment

Experience designing and scaling engagement programs is a plus