Senior Client Management Specialist

Orchestra
New York +13 more
HybridCareer-pivot friendly

Who this role is best for

Best suited to process-oriented professionals with agency experience working in communications and marketing. The role emphasizes cross-functional collaboration and systems management across multiple U.S. locations.

Best fit for

  • Candidates with 4-6 years of operations or project management experience in fast-paced environments
    — “4-6 years of experience in operations, project management, agency, startup, campaign, or similarly fast-paced environments”
  • Individuals with a track record in managing business development or campaign planning within agencies
    — “At least 2 years of direct experience managing business development or campaign planning processes within an agency setting”
  • Professionals who thrive in cross-functional, multi-stakeholder environments
    — “Collaborate cross-functionally across Operations, Finance, Culture, and client-facing teams”

Things to consider

  • The role may require frequent travel or in-office presence in multiple U.S. locations
    — “This role will ideally be hybrid in one of our offices”
  • There is a focus on internal process adoption and change management
    — “Help drive change management initiatives by supporting adoption of new processes”

How to stand out

  • Highlight experience in implementing or improving client management systems
    — “strengthen the systems, processes and tools that power our Client Management function”
  • Demonstrate ability to manage multiple projects and prioritize effectively
    — “Manage and prioritize multiple workstreams, balancing urgent requests with longer-term projects”
  • Showcase experience in creating actionable reports or trainings for leadership
    — “Prepare briefings, summaries, and materials for executive and cross-functional meetings”
  • Demonstrate skills in workflow automation and standardization
    — “Identify opportunities for automation, standardization and improvement”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Translated Client Management priorities into actionable processes
  • Improved client retention and growth
Typical background
Experience in client management or operations

Skills & requirements

Required

Client ManagementProcess ImprovementReportingTrainingProject Management

Preferred

AutomationData Analysis

Stack & domain

Client ManagementData AnalysisProcess ImprovementCommunicationTeamworkProject ManagementStrategic CommunicationsMarketing

About the role

Original posting from Orchestra via Greenhouse

Start date: Immediate

Salary: $70,000 - $80,000 annually 

Location: New York, NY, Washington, D.C., Boston, MA, Miami, FL, Seattle, WA, San Francisco, CA, San Diego, CA, Los Angeles, CA

ABOUT ORCHESTRA

Orchestra is a strategic communications and marketing company built for today’s complex and fragmented world. From decoding audiences to designing bold strategies, Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span from the highest level strategic business counsel through to tactical execution. Orchestra brings together 700+ people with experience across consumer and lifestyle, technology, nonprofit and philanthropy, real estate, sports, travel, hospitality, and more. Made up of leading firms BerlinRosen, Civitas Public Affairs Group, Derris, Glen Echo Group, Inkhouse, M18, Message Lab, Onward and Small Girls PR. It also launched Brightmode, a talent acquisition firm for communications professionals, and Versus Media Group, a strategy-first political media team. Learn more at www.orchestraco.com.

People of all backgrounds and abilities are strongly encouraged to apply. Orchestra is committed to building and maintaining a diverse staff, and recognizes that its continued success depends on hiring and retaining high-quality creative professionals with a variety of backgrounds and experiences. Opportunities for advancement exist, and we are committed to helping all staff develop and grow.

ABOUT THE ROLE

Orchestra is seeking a Client Management Specialist to support the execution of the firm’s core client management initiatives and strengthen the systems, processes and tools that power our Client Management function. This role is central to scaling Client Management at Orchestra and will serve as a key operational partner to leadership. 

The Specialist will be responsible for translating Client Management priorities, data and stakeholder needs into actionable processes, reporting tools, trainings, and resources that help teams manage and grow client relationships, as well as effectively retain client relationships. It ensures that the systems, trainings, and processes that support client retention and growth are executed consistently and effectively. 

This is an ideal opportunity for a highly organized, process-oriented and systems-minded operator who thrives in fast-moving environments, is comfortable managing up, and enjoys working across multiple stakeholders with competing priorities.

Role location: This role will ideally be hybrid in one of our offices (New York, NY, Washington, D.C., Boston, MA, Miami, FL, Seattle, WA, San Francisco, CA, San Diego, CA, Los Angeles, CA), or can be fully remote in the U.S. for the right candidate.

ACCOUNTABILITIES AND QUALIFICATIONS

As a Specialist on the Client Management team, you will:

Partner closely with client management leaders to translate strategic priorities into scalable processes, systems, tools and actionable plans 

Collaborate cross-functionally across Operations, Finance, Culture, and client-facing teams to design and improve Client Management workflows, reporting and operating processes 

Own and project manage key client management priorities including client leadership model adoption, internal trainings, and cross-sell and growth readiness efforts

Identify opportunities gaps and opportunities for automation, standardization and improvement; simplify workflows, improve clarity, and reduce rework

Manage and prioritize multiple workstreams, balancing urgent requests with longer-term projects

Help drive change management initiatives by supporting adoption of new processes and ways of working

Leverage data and feedback to identify trends and recommend actionable improvements to Client Management programs and processes 

Own and manage specific processes, programs, or internal initiatives end-to-end

Help enforce core Client Management processes (inputs, timelines, ownership), escalating gaps as needed to ensure consistency and follow-through

Support intake, triage, and prioritization of Client Management requests to ensure focus on the highest-impact work

Prepare briefings, summaries, and materials for executive and cross-functional meetings to enable faster, more effective decision-making

Support planning and execution of high-visibility internal and external events (e.g., trainings, conferences), as needed

Essential skills

4-6 years of experience in operations, project management, agency, startup, campaign, or similarly fast-paced environments

At least 2 years of direct experience managing business development or campaign planning processes within an agency setting 

Strong stakeholder management skills and comfort working with senior leaders

Excellent project management skills, with the ability to prioritize workstreams and track progress across multiple stakeholders

Experience building and maintaining workflows, dashboards, or reporting in Asana or comparable project management platforms 

Proven ability to manage multiple projects simultaneously, work efficiently under pressure, and meet deadlines with high attention to detail

Ability to take initiative, manage up, maintain confidentiality, and exercise sound judgment

Strong judgment and comfort handling sensitive information

Preferred Skills 

Experience with HubSpot and NetSuite (or similar CRM and ERP platforms) 

Data visualization skills and working proficiency in Power BI or Tableau 

Familiarity with Zendesk or other ticketing/intake systems

A background supporting system implementations, integrations, process automation or data/reporting initiatives in partnership with technical teams

WORKING AT ORCHESTRA

Salary range (commensurate with experience and skills): $70,000 - $80,000

Orchestra is the first communications company built for today’s media landscape. Since 2022, it’s acquired nine firms, including: BerlinRosen, Civitas Public Affairs Group, Derris, Glen Echo Group, Inkhouse, M18, Message Lab, Onward and Small Girls PR. It also launched Brightmode, a talent acquisition firm for communication professionals. Learn more at: www.orchestraco.com.

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Source: Orchestra careers (Greenhouse)

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