Job responsibilities

• Support day-to-day management of a portfolio of client relationships, serving as a reliable point of contact for routine needs and requests

• Partner with senior client managers to understand client objectives, operating models, and engagement priorities

• Coordinate with internal partners across sales, product, client service, onboarding, implementation, and banking to deliver solutions aligned to client needs

• Prepare materials for periodic business reviews, including client performance insights, pipeline updates, and action plans

• Monitor client health indicators and help identify risks, service issues, or retention concerns, escalating as appropriate

• Support product and solutions activation activities to help clients realize value from their payments capabilities

• Assist with deal execution by gathering required documentation, coordinating internal alignment, and tracking approvals through completion

• Support pricing-related activities by preparing analysis and partnering with relevant teams on pricing events and updates

• Help manage Know Your Customer (KYC) requirements by coordinating outreach, tracking completion, and communicating status updates

• Maintain accurate client coverage information, pipeline updates, and account plans in applicable systems

Required qualifications, capabilities, and skills

• Three years of experience in client management, sales, or a related role

• Experience supporting relationships with complex clients across multiple products and/or regions

• Working knowledge of payments products and payments industry dynamics

• Strong communication and interpersonal skills, with the ability to engage effectively with clients and internal partners

• Demonstrated ability to build and maintain client relationships with a client-first mindset

• Strong organizational skills and the ability to manage multiple priorities and deadlines

• Analytical skills with the ability to identify trends, risks, and growth opportunities

• Proficiency in CRM tools and Microsoft Office applications

Preferred qualifications, capabilities, and skills

• Knowledge of the healthcare industry