Operate with a high degree of independence and ambiguity--managing competing priorities, complex client situations, and cross‑functional coordination without close managerial oversight.
Operate with a high degree of independence and ambiguity--managing competing priorities, complex client situations, and cross‑functional coordination without close managerial oversight.
The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to ...
The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to ...
The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to ...
The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to ...
Wealth Client Management Consultant
Sacramento, CA · On-site
$75K - $90K/yr
The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to ...
Wealth Client Management Consultant
Sacramento, CA · On-site
$75K - $90K/yr
The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to ...
Wealth Client Management Consultant
Boston, MA · On-site
$85K - $100K/yr
The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to ...
Wealth Client Management Consultant
Boston, MA · On-site
$85K - $100K/yr
The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to ...
Vice President, Client Management
Manhattan, NY · On-site
$152K - $194K/yr
This role oversees the Client Management function for specific clients, ensuring best-in-class creator-led branded content delivery while strengthening agency partnerships, and managing a team. The V ...
Vice President, Client Management
Manhattan, NY · On-site
$152K - $194K/yr
This role oversees the Client Management function for specific clients, ensuring best-in-class creator-led branded content delivery while strengthening agency partnerships, and managing a team. The V ...
Vice President, Client Management
Manhattan, NY · On-site
$152K - $194K/yr
This role oversees the Client Management function for specific clients, ensuring best-in-class creator-led branded content delivery while strengthening agency partnerships, and managing a team. The V ...
Vice President, Client Management
Manhattan, NY · On-site
$152K - $194K/yr
This role oversees the Client Management function for specific clients, ensuring best-in-class creator-led branded content delivery while strengthening agency partnerships, and managing a team. The V ...
Director-Client Management, Fund Accounting Hybrid Work Schedule in Livingston, NJ Monday to Friday 9:00 a.m. to 6:00 p.m. EST Candidates for this position must be eligible to work in the United ...
Director-Client Management, Fund Accounting Hybrid Work Schedule in Livingston, NJ Monday to Friday 9:00 a.m. to 6:00 p.m. EST Candidates for this position must be eligible to work in the United ...
CAPTRUST is seeking a Institutional Client Management Consultant who will work with one to several financial advisors to service and retain institutional client relationships. These relationships may ...
CAPTRUST is seeking a Institutional Client Management Consultant who will work with one to several financial advisors to service and retain institutional client relationships. These relationships may ...
Account Manager, Client Management
Arlington, VA · On-site
$65K - $70K/yr
This includes working closely with Media Solutions sales and other Client Management team members and internal stakeholders, such as Advertising Operations, to ensure client campaigns are ...
Account Manager, Client Management
Arlington, VA · On-site
$65K - $70K/yr
This includes working closely with Media Solutions sales and other Client Management team members and internal stakeholders, such as Advertising Operations, to ensure client campaigns are ...
Sales Executive Associate-Client Management
Cincinnati, OH · On-site
$70K - $104K/yr
We're looking for a Sales Executive Associate-Client Management to join our ever evolving team and help shape the future of global commerce. What you'll own * Serve as the primary relationship ...
Sales Executive Associate-Client Management
Cincinnati, OH · On-site
$70K - $104K/yr
We're looking for a Sales Executive Associate-Client Management to join our ever evolving team and help shape the future of global commerce. What you'll own * Serve as the primary relationship ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...
Sales Executive Associate-Client Management
Cincinnati, OH · On-site
$70K - $104K/yr
We're looking for a Sales Executive Associate-Client Management to join our ever evolving team and help shape the future of global commerce. What you'll own * Serve as the primary relationship ...
Sales Executive Associate-Client Management
Cincinnati, OH · On-site
$70K - $104K/yr
We're looking for a Sales Executive Associate-Client Management to join our ever evolving team and help shape the future of global commerce. What you'll own * Serve as the primary relationship ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...
As a senior leader, you will guide and develop a team of Client Management Coordinators, managing complex cases and partnering with stakeholders to prioritize onboarding. Your role is pivotal in ...
As a senior leader, you will guide and develop a team of Client Management Coordinators, managing complex cases and partnering with stakeholders to prioritize onboarding. Your role is pivotal in ...
Manager, Employee Benefits Client Management
Dallas, TX · On-site
$85K - $130K/yr
This role is responsible for leading client management strategies, coaching teams to deliver proactive and consultative service, and partnering closely with Sales leadership to strengthen revenue ...
Manager, Employee Benefits Client Management
Dallas, TX · On-site
$85K - $130K/yr
This role is responsible for leading client management strategies, coaching teams to deliver proactive and consultative service, and partnering closely with Sales leadership to strengthen revenue ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
Wealth Client Management Associate
West Chester, OH · On-site
$13.75 - $18.75/hr
CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
Wealth Client Management Associate
West Chester, OH · On-site
$13.75 - $18.75/hr
CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
Vice President of Client Management
Chicago, IL · On-site
$175K - $227K/yr
Vice President of Client Management Employee Status: Full Time, Exempt Salary: Grade 10 Starting range of $175,000 - $227,000 Chicago Detroit Milwaukee Starting range of $160,000 - $210,000 Indiana ...
Vice President of Client Management
Chicago, IL · On-site
$175K - $227K/yr
Vice President of Client Management Employee Status: Full Time, Exempt Salary: Grade 10 Starting range of $175,000 - $227,000 Chicago Detroit Milwaukee Starting range of $160,000 - $210,000 Indiana ...
Client Management information
See salary details
$59.5K - $61.2K
8% of jobs
$61.2K - $63K
8% of jobs
$64.5K is the 25th percentile. Wages below this are outliers.
$63K - $64.7K
11% of jobs
$64.7K - $66.4K
8% of jobs
$66.4K - $68.1K
11% of jobs
The median wage is $69.4K / yr.
$68.1K - $69.9K
8% of jobs
$69.9K - $71.6K
11% of jobs
$71.6K - $73.3K
8% of jobs
$74K is the 75th percentile. Wages above this are outliers.
$73.3K - $75K
11% of jobs
$75K - $76.8K
8% of jobs
$76.8K - $78.5K
11% of jobs
$59.5K
$70K
$78.5K
How much do client management jobs pay per year?
What is client management?
What are the key skills and qualifications needed to thrive in client management, and why are they important?
What are some common challenges faced in a client management role, and how can I effectively address them?
What is the difference between Client Management vs Customer Service Representative?
| Aspect | Client Management | Customer Service Representative |
|---|---|---|
| Credentials | Relevant experience, certifications in account management or sales | Customer service training, communication skills |
| Work Environment | Business settings, client meetings, account oversight | Call centers, retail, support desks |
| Employer & Industry | Consulting firms, financial services, B2B companies | Retail, telecom, hospitality |
| Search & Comparison Intent | Managing client relationships, account growth | Handling customer inquiries, issue resolution |
While both roles involve interaction with clients or customers, Client Management focuses on building long-term relationships and managing accounts, often in a B2B context. Customer Service Representatives primarily address immediate customer needs and resolve issues, typically in a retail or support environment. Understanding these differences helps job seekers target the right roles based on their skills and career goals.
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Cities with the most Client Management job openings:
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The most popular types of Client Management jobs are:
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The top searched job categories for Client Management jobs are:
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Associate Director, Client Management
San Francisco, CA • On-site
Other
Medical, Dental, Vision
Re-posted 3 days ago
Job description
Vouch is the insurance broker that powers ambition.
We’re a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service.
Backed by over $200M from world‑class investors, Vouch combines deep industry expertise with AI-powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster.
Why you should join our team and Vouch?Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We’re a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are "Be Client Obsessed", "Own it together", "Act with integrity and empathy", "Stay Curious and Grow", and "Empower People".
What does a work environment look like at Vouch?Vouch has employees located across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building.
What You’ll Do- Own and grow a strategic book of commercial insurance accounts ($1M+ revenue), serving as a trusted senior advisor to founders, CFOs, and executive stakeholders at venture‑backed companies.
- Lead end‑to‑end renewal strategy—including proactive risk advisory, coverage gap analysis, and client‑facing program recommendations that anticipate business growth milestones (new funding, headcount expansion, international entry, new products).
- Drive retention and revenue expansion by identifying upgrade and cross‑sell opportunities independently, building a point of view on each client’s evolving risk profile, and acting on it.
- Manage complex coverage conversations across Management Liability (D&O, EPLI, Fiduciary), Cyber/Tech E&O, GL, Professional Liability, and Workers’ Compensation with depth and confidence—without relying on escalation for standard coverage questions.
- Partner with the Placements team as a strategic peer—bringing client context, funding stage intelligence, and risk narrative to market submissions.
- Support new business by engaging during late‑stage sales conversations and ensuring a high‑quality handoff from Sales that sets the client relationship up for long‑term success.
- Operate with a high degree of independence and ambiguity—managing competing priorities, complex client situations, and cross‑functional coordination without close managerial oversight.
- Contribute to team development by sharing coverage knowledge, mentoring Client Managers, and participating in onboarding and training initiatives as the function scales.
- Leverage AI‑powered tools (Vouch proprietary systems, AI copilots) to increase coverage accuracy, renewal efficiency, and client communication quality—and actively identify opportunities to improve workflows.
- 5+ years of commercial insurance brokerage experience, with a demonstrated track record of independently managing a complex P&C book.
- Deep coverage knowledge across General Liability, Management Liability, Cyber/Tech E&O, and Professional Liability—able to lead substantive coverage conversations with C‑suite executives without support.
- Active P&C License required.
- Proven ability to manage high‑touch client relationships at Series A–C companies or equivalent complexity, with direct experience navigating funding‑stage triggers, board‑level dynamics, and rapid growth environments.
- Strong retention and growth track record—can point to specific accounts retained, expanded, or recovered through proactive advisory.
- Operates autonomously: sets priorities, manages workload, and makes quality decisions with limited managerial direction.
- Excellent communicator—able to translate complex insurance concepts into plain language for non‑expert audiences and influence internal stakeholders across functions.
- Comfortable with ambiguity and changing conditions; adapts quickly without losing quality or client focus.
- Exposure to and passion for early‑stage startups and/or high‑growth environments.
- Experience with Fintech, Web3, SaaS, Enterprise AI, and Professional Services accounts.
- Competitive compensation and equity packages
- Health, dental, and vision insurance
- Wellness allowance
- Company‑sponsored personal and professional development
- L&D: Partnerships with Ethena and monthly Lunch & Learns
- Wellbeing: access to many wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+, etc.
- Caregiver Support: company seed into the dependent care FSA and company sponsored Care.com membership.
- Regular performance reviews: Vouch conducts regular performance discussions with all team members, offering goal setting and check‑ins, development discussions, and promotion opportunities.
- 30‑minute phone call with our recruiting team
- 30‑45 minute video interview with the hiring manager
- Case study/technical screen
- Meet the team! 30‑45 min 1:1 video discussion with 3‑4 team members you’d work closely with in the role
- Executive chat
The base salary for this role varies by location. In addition to base salary, this role is eligible for a variable annual performance bonus.
Salary Ranges- San Francisco & New York: $150,000 – $180,000 per year + eligible for 20% variable annual bonus
- Chicago: $140,000 – $165,000 per year + eligible for 20% variable annual bonus
Our salary ranges are based on paying competitively for our size and industry and are part of our total compensation package, which also includes benefits and other perks. We also include stock options in all compensation packages and believe all Vouch employees should have the opportunity to become owners in the company. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The pay range provided is subject to change and may be modified in the future.
Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team.
If you require reasonable accommodation to complete this application, interview, complete any pre‑employment testing, or otherwise participate in the employee selection process, please direct your inquiries to recruiting@vouch.us.
The pay range for this role is:
150,000 - 180,000 USD per year (San Francisco, CA (hybrid))
150,000 - 180,000 USD per year (New York, NY (Hybrid))
140,000 - 165,000 USD per year (Chicago, IL (Hybrid))
About Vouch
Sourced by ZipRecruiter
Company size
201 - 500 Employees
Headquarters location
San Francisco, CA, US
Year founded
2018