客户合伙人
Client Partner
职位描述
TrendyMinds 正在寻找一名客户合作伙伴，负责管理一组客户账户的运营健康状况和交付情况。你将对预算保持在计划内、时间线按期推进，以及团队与客户之间的协作顺畅负责。当有人询问某个账户的进展时，你就是那个能给出答案的人。
这是一个以管理客户账户为主，而非仅做汇报的角色。你将负责财务和交付流程，维护日常客户关系，并紧密关注工作进展，了解下一步方向并协助制定计划。
你将负责
· 管理账户运营：负责所辖账户的预算、时间线、计费和项目状态。确保 Salesforce 数据及时准确，每月收入确认按时完成。
· 运营项目管理和交付：使用 Asana 作为团队任务跟踪和协调的核心平台。维护工作倒推计划，提前识别风险，并确保内部团队优先级一致。
· 发现机会并制定工作范围（SOW）：密切关注工作进展，发现新机会，将其与客户的战略目标挂钩，并协助将其转化为已签署的合作。
· 成为客户日常联系人：处理后勤事务和跟进，使客户对话聚焦于战略，而非日程安排。
· 搭建客户合作与服务团队之间的桥梁：确保简报完整、交接清晰、反馈闭环。
· 建立可审计的规范：维护项目文档、客户批准和交付物跟踪，经得起审查。我们许多客户处于监管行业，不能有任何疏漏。
你需要具备
· 在营销或创意机构从事客户管理、项目管理或客户服务工作，或在营销岗位上拥有 5 年以上经验
· 有在多个同时进行的账户中管理预算、时间线和计费的实际经验
· 熟练使用项目管理工具（如 Asana 或类似工具）和 CRM 系统（如 Salesforce 或类似系统）
· 有在日常工作中使用 AI 工具的经验，包括撰写客户沟通内容、自动化报告以及跨平台整合项目数据
· 具备良好的风险判断能力，能够区分一个技术上按计划推进的项目和一个真正健康的项目
· 具备出色的书面和口头沟通能力，能够作为客户接触点进行交流
· 有发现增长机会的记录
查看英文原文
About the Role
TrendyMinds is looking for a Client Partner to own the operational health and delivery of a portfolio of client accounts. You'll be accountable for budgets staying on track, timelines holding, and the work moving cleanly between our teams and our clients. When someone asks how an account is doing, you're the person with the answer.
This is a role for someone who runs an account rather than reports on one. You'll manage the financial and delivery mechanics, hold the day-to-day client relationship, and stay close enough to the work to see where it should go next and help scope it.
What You'll Do
- Own account operations: Manage budgets, timelines, billing, and project status for your assigned accounts. Keep Salesforce current and monthly revenue recognition accurate and on time.
- Run project management and delivery: Use Asana as your team's central hub for task tracking and coordination. Maintain workback plans, surface risks early, and keep priorities aligned across internal teams.
- Spot opportunities and shape SOWs: Stay close to the work to see where new opportunities exist, tie them to client strategic goals, and help scope them into signed engagements.
- Be the client's day-to-day point of contact: Handle logistics and follow-through so client conversations can stay focused on strategy, not scheduling.
- Bridge Client Partnerships and service teams: Make sure briefs are complete, handoffs are clean, and feedback loops close.
- Build audit-ready discipline: Maintain project documentation, client approvals, and deliverable tracking that hold up under scrutiny. Many of our clients operate in regulated industries and cannot afford gaps.
What You'll Need
- 5+ years of experience in account management, project management, or client services at a marketing or creative agency, or in a marketing role
- 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, with the ability to distinguish a project that is technically on track from one that is actually healthy
- Strong written and verbal communication skills, and comfort being a client-facing point of contact
- A track record of spotting growth opportunities within existing accounts, not just executing what's scoped
Nice to Have
- Experience drafting or contributing to statements of work (SOWs)
- Experience with monthly revenue recognition processes
- Experience working with clients in the healthcare Industry
What Makes TrendyMinds a Great Place to Work
We believe a happy team is a solid team; it's as simple as that.
- Fully remote: We believe the best team is one that isn't limited by proximity to a physical location. Whether it's the West Coast or the East Coast, we work with team members across all of the U.S. time zones.
- Collaborative team environment: Your voice is important, and we believe the best projects include contributions from everyone.
- Great benefits: 30 paid days off and 401(k) matching. What more could you ask? Oh yeah, we cover 100% of health insurance premiums for all team members and 50% for their spouses and dependents.
- Flexible schedule: Some people are early birds who love collaborating in-person at our offices. Others are night owls who enjoy working from home. We are flexible to accommodate different work styles, times, and locations — within reason and the needs of our clients — of course!
- New equipment: In order to produce incredible work, we have to have incredible equipment. Sorry if you were hoping for a 7-year-old PC. That's just not our style.
- Philanthropy: We like to do our part to help our community. With our philanthropy committee and donation matching system, we offer you the resources you need to make a difference.
Our Values
At TrendyMinds, we aim to hire people who share our values. They are at the center of how we treat each other and our clients, and they act as our guideposts for every decision.
Know the Why behind the What.
We aim to be as honest and transparent as possible with our team and clients. The idea of Why lives at the heart of our LOGIQ process and grounds us with clear reasons for the decisions we make. (You will learn more about our LOGIQ process if you join our team.)
Put relationships first.
We not me. For more than 25 years, we've grown a business built on strong relationships with clients. But we also know that developing trust and a collaborative spirit is equally important to cultivate a healthy team that loves having fun.
Think Ahead and push boundaries.
Our tagline isn't Think Ahead for nothing. We bring a contagious passion to our craft, always searching for creative ways to challenge ourselves and deliver results, even though things don't always go according to plan. Don't be afraid to make mistakes, improve, and try again.
Bring your full self.
Show up. Each of us has something unique to contribute. In all that we do, we celebrate diversity and strive to create an equitable, inclusive environment so that everyone feels a sense of belonging.
Equal Opportunity Employer Statement
TrendyMinds is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.
Reasonable Accommodation Statement
TrendyMinds is committed to providing reasonable accommodations throughout the recruiting process. If you require an accommodation to participate in the application or interview process, please contact us and let us know how we can support you.
Originally posted on Himalayas