Client Transition Manager (Corporate Cards & Payments) [AQ-10272]

About the role

This role is anticipated to last 8 months, and will require candidates to work onsite 5 days each week in one of these locations: Chicago, IL Fort Worth, TX Plano, TX

Key Responsibilities

• Lead direct, video/phone-based (Zoom) outreach to your dedicated portfolio of 10–15 corporate clients to walk them through system modifications, new processes, and corporate card updates.
• Collaborate seamlessly with Relationship Managers to coordinate communication timing, align on specific client nuances, and present a unified, professional front.
• Act as the primary advocate for your clients; actively listen to their needs, preemptively identify roadblocks, triage technical or system issues, and drive them to resolution.
• Project & Workplan Management: Keep transitions on schedule by managing activities against a detailed workplan, updating project logs, and ensuring all tasks hit critical deadlines.
• Data-Driven Tracking: Maintain meticulous communication and issue logs via Excel and SharePoint to ensure full visibility and continuity across internal project and business teams.

What We're Looking For (Required Skillsets)

• Experience: 1–3 years of professional experience in Client Onboarding, FinTech Implementation, Project Coordination, or Junior PM/PMO support.
• Industry Context: Prior experience working in Financial Services, Payments, or Commercial Banking environments is highly ideal.
• Elite Communication: Exceptional verbal and written communication skills. You must be comfortable presenting confidently to corporate stakeholders over Zoom and translating system changes into simple, actionable steps.
• Tracking & Organization Discipline: Highly proficient in Excel and SharePoint (managing data trackers, action registries) and PowerPoint (building simple, clean status updates).
• The “X-Factor”: A proactive, action-oriented mindset. You don’t just report problems—you actively coordinate across teams to solve them before they impact the client.