Client Transition Manager (Corporate Cards & Payments)

Overview

Client Transition Manager (Corporate Cards & Payments)
Location: Fully Remote (Must align with CST working hours)
Experience Level: 1-3 years of experience in Client Delivery, Project Coordination, Customer Service or FinTech Implementation

About the Role
Are you a natural problem-solver who loves navigating complex client landscapes? We are seeking a Client Transition Manager to quarterback a critical system and corporate credit card migration for a select group of our highest-value corporate clients.
Unlike high-volume call center roles, you will own the white-glove end-to-end transition experience for a dedicated portfolio of just 10 to 15 corporate clients. Operating in a consultative, high-touch capacity, you will partner closely with internal Relationship Managers (RMs) to guide clients through system updates, explain technical or process impacts, and ensure an seamless transition to our new corporate card platform.
If you have a background in financial services or payments, a knack for project coordination, and the ability to turn potential client friction into a world-class experience, we want to hear from you.

Key Responsibilities
Client Transition: 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.
Strategic RM Partnership: Collaborate seamlessly with Relationship Managers to coordinate communication timing, align on specific client nuances, and present a unified, professional front.
End-to-End Problem Solving: 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.

Why You’ll Enjoy This Role
Impact & Visibility: You will 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, and fully remote 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.

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