Senior Client Management Specialist

Orchestra•Washington, NY

6d•Hybrid

About The Position

Orchestra is seeking a Client Management Specialist to support execution of the firm’s core client management initiatives and strengthen the systems, processes, and tools that power the Client Management function. The role helps scale Client Management and serves as an operational partner to leadership by translating priorities, data, and stakeholder needs into processes, reporting tools, trainings, and resources that help teams manage, grow, and retain client relationships. The position is suited to an organized, process-oriented, systems-minded operator who thrives in a fast-moving environment, is comfortable managing up, and works effectively with stakeholders who may have competing priorities. The role is ideally hybrid in one of Orchestra’s listed offices, but may be fully remote in the U.S. for the right candidate.

Requirements

4–6 years of experience in operations, project management, an agency, a startup, a campaign, or a similarly fast-paced environment.
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, including prioritizing workstreams and tracking progress across multiple stakeholders.
Experience building and maintaining workflows, dashboards, or reporting in Asana or comparable project management platforms.
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.

Nice To Haves

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 and intake systems.
Background supporting system implementations, integrations, process automation, or data/reporting initiatives in partnership with technical teams.

Responsibilities

Partner with client management leaders to translate strategic priorities into scalable processes, systems, tools, and actionable plans.
Collaborate across Operations, Finance, Culture, and client-facing teams to design and improve Client Management workflows, reporting, and operating processes.
Own and project-manage priorities such as client leadership model adoption, internal trainings, and cross-sell and growth readiness efforts.
Identify 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.
Support change management initiatives and adoption of new processes and ways of working.
Use 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, including inputs, timelines, and ownership, escalating gaps as needed.
Support intake, triage, and prioritization of Client Management requests to focus on high-impact work.
Prepare briefings, summaries, and materials for executive and cross-functional meetings.
Support planning and execution of high-visibility internal and external events, such as trainings and conferences, as needed.