Client Partner

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 role runs an account rather than reports on one, managing financial and delivery mechanics, holding the day‑to‑day client relationship, and staying close enough to the work to see where it should go next and help scope it.

Responsibilities

• Own account operations: manage budgets, timelines, billing, and project status for assigned accounts; keep Salesforce current and ensure monthly revenue recognition is accurate and on time.
• Run project management and delivery: use Asana as the central hub for task tracking and coordination; maintain work‑back plans, surface risks early, and keep priorities aligned across internal teams.
• Spot opportunities and shape statements of work (SOWs): stay close to the work to identify new opportunities, 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: ensure 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, especially for regulated‑industry clients.

Requirements

• 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.

Benefits

• Fully remote work across all U.S. time zones.
• Collaborative team environment where every voice matters.
• 30 paid days off and 401(k) matching.
• 100% health insurance premiums covered for team members and 50% for spouses and dependents.
• Flexible schedule to accommodate different work styles and client needs.
• New equipment provided to support high‑quality work.
• Philanthropy committee and donation‑matching system to support community involvement.

Values

• Know the why behind the what – honesty and transparency guide decisions.
• Put relationships first – prioritize trust and collaboration with clients and teammates.
• Think ahead and push boundaries – pursue creative challenges and learn from mistakes.
• Bring your full self – celebrate diversity and foster an inclusive environment where everyone belongs.