Client Transition Manager (Corporate Cards & Payments) [AQ-10890]

About the Role

Join a leading global financial technology organization at the forefront of innovation, shaping the future of digital transactions and payment solutions. We are seeking a dynamic individual to manage the end-to-end transition experience for a portfolio of our most valued corporate clients. This isn't a high-volume call center role; instead, you will act as a dedicated partner, guiding a select group of clients through significant system updates and the adoption of new financial platforms. Your expertise will be crucial in translating complex technical changes into clear, actionable steps, ensuring a world-class experience and strengthening key business relationships.

Responsibilities

• Lead personalized, video/phone-based outreach to a dedicated portfolio of 10–15 corporate clients, guiding them through system modifications, new processes, and financial platform updates.
• Collaborate strategically with internal Relationship Managers to align communication, understand client nuances, and present a unified, professional front.
• Act as the primary client advocate, proactively identifying and resolving potential roadblocks, triaging technical issues, and driving solutions to ensure a smooth transition.
• Manage transition timelines by meticulously tracking activities against a detailed workplan, updating project logs, and ensuring all critical deadlines are met.
• Maintain comprehensive communication and issue logs using industry-standard tools to provide full visibility and continuity for internal project and business teams.

Qualifications

• 2–4 years of professional experience in Client Onboarding, FinTech Implementation, Project Coordination, or Junior Project Management support.
• Exceptional verbal and written communication skills, with the ability to confidently present to corporate stakeholders and simplify complex technical information.
• High proficiency in data tracking and organizational tools, including Excel, SharePoint (for managing data trackers and action registries), and PowerPoint (for creating clear status updates).
• A proactive, action-oriented mindset, demonstrating the ability to coordinate across teams and solve problems before they impact the client experience.

Nice-to-Have Qualifications

• Prior experience working within Financial Services, Payment Solutions, or Commercial Banking environments.

Why You'll Thrive in This Role

• Impact & Visibility: Directly influence the success of a major strategic initiative and safeguard critical corporate relationships, making a significant difference to the business.
• True Autonomy: Take ownership of your client portfolio and manage your day-to-day work within a supportive and collaborative environment.
• Growth Potential: This role offers an incredible launchpad for your career, sitting at the intersection of Project Management, Client Success, and Financial Technology Implementation.