Client Transition Manager, FinTech Card & Payments

Skill; Plano (TX); On-site; USD 69,000 - 73,000; Full time

Job summary

Aquent is partnering with a leading global financial technology organization to guide corporate clients through system updates and new payment platforms. In this temporary role, you will lead outreach via video and phone, collaborate with Relationship Managers, and act as the primary client advocate to ensure a seamless transition.

You will manage timelines, track activities, keep logs, and translate complex changes into clear actions.

Qualifications

• 2-4 years of professional experience in Client Onboarding, FinTech Implementation, Project Coordination, or Junior Project Management support.
• Exceptional verbal and written communication skills, with the ability to present to corporate stakeholders and simplify complex technical information.
• High proficiency in data tracking and organizational tools, including spreadsheets, collaboration platforms, and presentation software.
• A proactive, action-oriented mindset, demonstrating the ability to coordinate across teams and solve problems before they impact the client experience.

Responsibilities

• Lead personalized, video/phone-based outreach to a dedicated portfolio of corporate clients, guiding them through system modifications, new processes, and financial platform updates.
• Collaborate strategically with internal Relationship Managers to align communication, understand client nuances, and present a unified, professional front.
• Act as the primary client advocate, proactively identifying and resolving potential roadblocks, triaging technical issues, and driving solutions to ensure seamless transitions.
• Manage transition timelines by meticulously tracking activities against a detailed workplan, updating project logs, and ensuring all critical deadlines are met.
• Maintain comprehensive communication and issue logs using industry-standard tools to provide full visibility and continuity for internal project and business teams.

Skills

Client Onboarding

FinTech Implementation

Project Coordination

Junior Project Management Support

Job description

Aquent is partnering with a leading global financial technology organization to guide corporate clients through system updates and new payment platforms. In this temporary role, you will lead outreach via video and phone, collaborate with Relationship Managers, and act as the primary client advocate to ensure a seamless transition.

You will manage timelines, track activities, keep logs, and translate complex changes into clear actions.