# Client Solutions Manager

**Company:** [Chronograph](https://hotfix.jobs/companies/chronograph)
**Location:** San Francisco, CA
**Role:** Customer Success
**Salary:** $100k – $115k/yr
**Experience:** 2+ years
**Skills:** Excel, Microsoft Powerpoint, Microsoft Office, Client Success, Sales Engineering, Professional Services, Consulting, Investment Banking, Data Strategy, Project Management
**Posted:** 2026-04-30

> Manages client success, product implementations, and relationships for West Coast private capital clients at a fintech firm. Requires 2-4 years in professional services like consulting or sales engineering, superb communication, and Microsoft Office expertise.

## Job Description

## Responsibilities
- Act as a product expert and primary configuration manager for West Coast clients
- Design & implement Client Success processes and initiatives
- Collaborate with clients on strategic initiatives and optimization of their data strategy
- Develop recommended best-practices and supporting materials for diverse user base
- Coordinate resources across Client Development, Marketing, Data Operations, Product for client deliverables
- Develop and monitor client expectations
- Support project management resources and personnel
- Produce flawless client deliverables for complex project requirements
- Uphold brand standards & values in client interactions
- Proactively identify account growth opportunities
- Strategize with senior leadership on client business cases

## Requirements
- Bachelor’s degree with 2-4 years’ experience in professional services (consulting, investment banking, private capital investor relations/business development, technology client success, sales engineering, or similar)
- Demonstrated excellence producing time-sensitive deliverables for sophisticated clients
- Superb written and verbal communication skills
- Willingness to travel occasionally
- Entrepreneurial mindset with significant operational impact
- Ability to adapt to high-performance environment
- Flexibility for variety of tasks
- Proactive with leadership potential
- Expert in Microsoft Office Suite: PowerPoint and Excel

## Compensation & Benefits
- Competitive salary: $100,000—$115,000 USD (dependent on experience)
- Flexible work arrangements (in person / hybrid)
- Unlimited and flexible vacation
- Generous health benefits
- Fully-paid parental leave

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