Client Transition Manager (Corporate Cards & Payments)

Overview

Aquent is partnering with a leading global financial technology organization that stands 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, and 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.

Step into a pivotal role where your expertise will directly shape the success of key initiatives and strengthen vital client relationships. As a dedicated partner, you will guide a select portfolio of our most valued corporate clients through significant system updates and the adoption of new financial platforms. This is an exciting opportunity to translate complex technical changes into clear, actionable steps, ensuring a world-class experience and making a tangible impact on the future of digital transactions and payment solutions.

Key Responsibilities

• Lead personalized, video/phone-based outreach to a dedicated portfolio of 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 seamless transitions.
• 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 spreadsheet software, collaboration platforms (for managing data trackers and action registries), and presentation software (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 major strategic initiatives and safeguard critical corporate relationships, making a significant difference to the business.
• 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.