Client Experience Specialist

Job Description Who You Are Highly organized and proactive relationship manager who thrives in a fast-paced environment A proactive relationship builder passionate about delivering white-glove client service and driving long-term engagement. Excels in a fast-paced, dynamic environment, managing multiple accounts and priorities effectively. A strategic thinker capable of analyzing client usage trends and translating those insights into actionable strategies. A dynamic communicator skilled in leading product demos, training sessions, and client-facing meetings. A collaborative people person who builds strong internal and external rapport. The Role The Client Experience Manager drives success across our partnership trial accounts by maximizing client engagement, ensuring seamless onboarding, and accelerating product adoption and utilization. This role is a critical part of a firm's initial three-month experience, overseeing engagement, strategy, and outcomes to ensure a successful conversion to a long-term partner. Serving as a key strategic partner to both clients and internal teams, the manager proactively monitors account health, coordinates outreach, and delivers a high-touch experience designed to increase long-term value and retention. Responsibilities Lead and coordinate onboarding for new trial accounts, ensuring seamless activation and user setup. Host weekly internal strategy sessions with the teams to review account health, usage trends, and outreach plans. Monitor account usage and proactively identify opportunities to improve engagement and product adoption Develop and execute strategic outreach campaigns to drive product adoption and identify expansion opportunities. Conduct high-touch product demos and training sessions for both new and existing users. Partner cross-functionally with Sales, Client Advisory and LNC teams to deliver a white-glove customer experience. Maintain detailed account insights to prioritize engagement and maximize long-term partnership value. Benefits Full benefits: Medical, Dental, Vision, 401(k) with match Work in a dynamic, fast-paced environment where you can have a voice Be part of a team that values curiosity, innovation, and professional growth #J-18808-Ljbffr