Client Transition Manager (Corporate Cards & Payments) [AQ-14069]

Join an established financial organization at the forefront of innovation, dedicated to delivering cutting-edge payment solutions and exceptional client experiences. We are seeking a strategic problem-solver to drive critical strategic initiatives and strengthen relationships with our most valued corporate clients.

About the role

This is an unparalleled opportunity to quarterback a critical system and financial platform migration, ensuring a seamless transition for a select portfolio of our most important corporate partners. As a dedicated advocate, you won’t just manage a process; you’ll ensure every step of this significant update is a world-class experience. Your impact will be immediate and highly visible, directly influencing the success of a major strategic initiative and protecting critical corporate relationships.

Responsibilities

• Lead direct, video/phone-based outreach to your dedicated portfolio of 10–15 corporate clients to walk them through system modifications, new processes, and financial platform updates.
• Collaborate seamlessly with internal 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.
• Keep transitions on schedule by managing activities against a detailed workplan, updating project logs, and ensuring all tasks hit critical deadlines.
• Maintain meticulous communication and issue logs to ensure full visibility and continuity across internal project and business teams.

Requirements

• 3+ years of professional experience in Client Onboarding, FinTech Implementation, Project Coordination, or Junior PM/PMO support.
• Exceptional verbal and written communication skills, comfortable presenting confidently to corporate stakeholders and translating complex system changes into simple, actionable steps.
• Highly proficient in data management tools (e.g., Excel) and collaboration platforms (e.g., SharePoint) for managing data trackers, action registries, and building simple, clean status updates.
• A proactive, action-oriented approach, actively coordinating across teams to solve problems before they impact the client.

Nice-to-Have Qualifications

• Prior experience working in Financial Services, Payments, or Commercial Banking environments.

Why You’ll Love This Role

• Impact & Visibility: Directly influence the success of a major strategic initiative and protect critical corporate relationships.
• True Autonomy: Own your portfolio of clients and manage your day-to-day work within a supportive, collaborative environment.
• Growth Potential: This role sits at the intersection of Project Management, Client Success, and Fintech Implementation, providing an incredible launchpad for your career in Financial Services.

Benefits

• Subsidized health, vision, and dental plans.
• Paid sick leave.
• Retirement plans with a company match (Fidelity 401(k)).
• Access to FSA Program (pre-tax payment toward bus or train passes, etc.).
• Direct deposit for your paycheck.
• Access to free online training via Aquent’s Gymnasium.
• Talent Rewards Program (rewards for referrals).
• Aquent support: dedicated agent checks in during your contract and helps find new opportunities.