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Client Management Jobs (NOW HIRING)

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 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 ...

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Client Management information

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$59.5K

$70K

$78.5K

How much do client management jobs pay per year?

As of Sep 9, 2026, the average yearly pay for client management in the United States is $69,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $75,000.00 per year, depending on experience, location, and employer.

What is client management?

Client management refers to the processes and strategies used by businesses or professionals to build, maintain, and grow relationships with their clients. This role involves understanding client needs, providing excellent service, addressing concerns, and ensuring client satisfaction to foster long-term partnerships. Effective client management can lead to increased loyalty, repeat business, and valuable referrals. It often includes activities like regular communication, account management, and problem-solving to meet both client and company goals.

What are the key skills and qualifications needed to thrive in client management, and why are they important?

To thrive in Client Management, you need strong relationship-building abilities, strategic thinking, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, data analysis tools, and project management systems is typically required. Exceptional communication, problem-solving, and negotiation skills help professionals stand out in this role. These skills ensure effective client retention, satisfaction, and business growth in a competitive marketplace.

What are some common challenges faced in a client management role, and how can I effectively address them?

One of the most common challenges in client management is balancing multiple client expectations and priorities while ensuring clear communication and timely delivery. You may also encounter situations where clients have shifting needs or unforeseen issues arise. To address these challenges effectively, it's important to set transparent expectations early, maintain proactive communication, and collaborate closely with internal teams. Building strong relationships and demonstrating reliability helps foster trust, making it easier to navigate occasional setbacks or changes in project scope.

What is the difference between Client Management vs Customer Service Representative?

AspectClient ManagementCustomer Service Representative
CredentialsRelevant experience, certifications in account management or salesCustomer service training, communication skills
Work EnvironmentBusiness settings, client meetings, account oversightCall centers, retail, support desks
Employer & IndustryConsulting firms, financial services, B2B companiesRetail, telecom, hospitality
Search & Comparison IntentManaging client relationships, account growthHandling 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.

More about Client Management jobs

What cities are hiring for Client Management jobs?

Cities with the most Client Management job openings:

What are the most commonly searched types of Client Management jobs?

The most popular types of Client Management jobs are:

What states have the most Client Management jobs?

States with the most job openings for Client Management jobs include:

What other helpful pages are available for Client Management?

Other pages related to Client Management:

Infographic showing various Client Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $69,999 per year, or $33.7 per hour.

Associate Director, Client Management

San Francisco, CA • On-site

Vouch, Inc
201 - 500 employees

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.
About You
  • 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.
Nice to Have
  • Exposure to and passion for early‑stage startups and/or high‑growth environments.
  • Experience with Fintech, Web3, SaaS, Enterprise AI, and Professional Services accounts.
Benefits
  • 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.
Interview Process
  • 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
Compensation Philosophy

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))

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