Join a high-performing team driving innovation and excellence

Job Description:

As a Client Success Manager, you will own the satisfaction, retention, and growth of your book of business. You will manage onboarding, facilitate the day-to-day work around a client’s vendor renewals, deliver actionable insights, build account plans to drive client retention, and identify & close expansion opportunities.

This is a high-impact, individual contributor role requiring strong analytical skills, executive presence, and a consultative mindset. You’ll work cross-functionally with Sales, Procurement, Product and Managed Services to ensure clients realize maximum value from their partnership with Concertiv.

What you will do:

• Serve as the primary point of contact for assigned accounts, driving adoption, satisfaction, and renewal
• Develop and execute strategic account plans focused on retention and expansion across Concertiv’s offerings
• Lead onboarding and implementation for new clients, ensuring a seamless experience
• Collaborate internally to support clients from bespoke client delivery, structuring new offerings, to translating client “wins” into tangible case studies
• Facilitate Executive Business Reviews (EBRs) and strategic touchpoints
• Deliver performance reporting and insights using Power BI, Excel, and PowerPoint
• Act as the voice of the client internally, providing feedback to improve solutions
• Maintain accurate client data and engagement tracking in Salesforce

Skills and experience:

• 5+ years in a client-facing role, ideally within financial services, market data, or travel
• Proven success managing relationships with senior stakeholders (VP/C-suite)
• Track record of creating account plans, orchestrating renewals, and identifying & closing expansions
• Strong written and verbal communication skills
• A proactive, detail-oriented mindset with a bias for action
• Excellent organizational and project management skills
• Familiarity with Salesforce for client engagement and pipeline tracking
• Experience in Microsoft Office where you’ve created error-free analyses and presentations

Who will love this job:

• A strategist who sees the big picture and connects dots across domains
• A problem solver who thrives in ambiguity and drives toward solutions
• A communicator who builds trust and credibility with clients and colleagues
• A builder who contributes to process, playbook, and infrastructure development

Benefits:

• Competitive compensation and upside potential
• Ground floor opportunity to shape the strategic direction of an industry-disrupting business
• Exposure to business leaders across finance, law, consulting, technology, data, and corporate travel
• Sharp, motivated co-workers in a flexible office environment
• Generous Health, Dental, Vision Benefits, 401k, and Unlimited PTO Plan

Job Description:

We are seeking a dynamic, results-oriented Manager to lead our business development and strategic partnership efforts with key vendors in categories such as desktop workstations, expert networks, private company data, and technology.

In this high-impact role, you will lead the buildout of Concertiv’s vendor-facing capabilities within our Data & Technology business. You will serve as the primary point of contact to the vendor community, managing relationships that drive mutual value, streamline operations, and enhance the client experience. Success in this role requires strong commercial instincts, relationship management skills, and the ability to align incentives across internal and external stakeholders.

What you will do:

• Source, negotiate, and manage strategic partnerships with key market data and technology vendors
• Align deals with client needs by securing favorable pricing, terms, and operational efficiencies
• Work closely with vendor partners to identify ways we can help them achieve their goals and create mutual value
• Partner with internal teams (procurement, legal, client management) to structure scalable agreements
• Monitor performance and expand high-impact partnerships; act as primary relationship owner
• Create and maintain partner materials, including term sheets, pitch decks, and dashboards
• Represent Concertiv in vendor meetings and industry events with clarity and credibility

Skills and experience:

• 4–7+ years of experience driving external partnerships, M&A, or commercial relationships
• Proven track record of building, formalizing, and scaling B2B partnerships - preferably within financial services or other regulated industries; experience establishing the function from the ground up is a plus
• Skilled in leading complex negotiations, structuring partnership agreements, and managing long-term relationships
• Strong project management and cross-functional execution, with a focus on driving measurable outcomes
• Excellent communicator with the ability to influence senior stakeholders and align internal/external priorities
• Highly organized and detail-oriented, with the ability to manage multiple priorities under tight deadlines

Who will love this job:

• A competitor: you are motivated to deliver wins on behalf of clients and partners
• A team player: you know when to collaborate and when to execute solo
• A problem solver: you ask the right questions and drive towards solutions with an attention to detail
• A builder: you will help to develop our infrastructure, playbook, and process to support our growth

Benefits:

• Competitive compensation and upside potential
• Ground floor opportunity to shape the strategic direction of an industry-disrupting business
• Sharp, motivated co-workers in a fun office environment
• Generous health, dental, and vision benefits. 401k Plan with Company contribution

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