Client Partner

TrendyMinds•Indianapolis, IN

3d•Remote

About The Position

TrendyMinds is looking for a Client Partner to own the operational health and delivery of a portfolio of client accounts. You'll be accountable for budgets staying honest, timelines holding, and the work moving cleanly between our teams and our clients. When someone asks how an account is doing, you're the person with the answer. This is a role for someone who runs an account rather than reports on one. You'll manage the financial and delivery mechanics, hold the day-to-day client relationship, and stay close enough to the work to see where it should go next and help scope it.

Requirements

5+ years of experience in account management, project management, or client services at an agency or professional services firm
Proven experience owning budgets, timelines, and billing across multiple concurrent accounts
Hands-on proficiency with project management tools (Asana or similar) and CRM systems (Salesforce or similar)
Demonstrated use of AI tools in daily account work, including drafting client communications, automating reporting, and synthesizing project data across platforms
Sound escalation judgment, with the ability to distinguish a project that is technically on track from one that is actually healthy
Strong written and verbal communication skills, and comfort being a client-facing point of contact
A track record of spotting growth opportunities within existing accounts, not just executing what's scoped

Nice To Haves

Experience drafting or contributing to statements of work (SOWs)
Experience with monthly revenue recognition processes
Experience working with clients in the healthcare Industry

Responsibilities

Own account operations: Manage budgets, timelines, billing, and project status for your assigned accounts. Keep Salesforce current and monthly revenue recognition accurate and on time.
Run project management and delivery: Use Asana as your team's central hub for task tracking and coordination. Maintain workback plans, surface risks early, and keep priorities aligned across internal teams.
Spot opportunities and shape SOWs: Stay close to the work to see where new opportunities exist, tie them to client strategic goals, and help scope them into signed engagements.
Be the client's day-to-day point of contact: Handle logistics and follow-through so client conversations can stay focused on strategy, not scheduling.
Bridge Client Partnerships and service teams: Make sure briefs are complete, handoffs are clean, and feedback loops close.
Build audit-ready discipline: Maintain project documentation, client approvals, and deliverable tracking that hold up under scrutiny. Many of our clients operate in regulated industries and cannot afford gaps.