Senior Client Services Project Manager - 2nd shift

Milwaukee Succeeds; Palo Alto, Northern (CA, KY); Hybrid; USD 55,000 - 76,000; Full time

Benefits offered by this job

Enhanced Medical, Dental, Vision

401(k) with company match

Paid time off

Parental leave

Volunteer days

Wellness Resources

Job summary

Toppan Merrill is seeking a Senior Client Services Project Manager for the 2nd shift to serve as the primary contact for disclosure document needs across multiple U.S. sites.

You will collaborate with internal teams to manage complex client engagements, meetings, onboarding, and issue resolution. Requires 5+ years in client service with strong project management, executive communication, and MS Office expertise.

Qualifications

• Minimum 5+ years in a client service environment with project management exposure.
• Experience managing executive-level client relationships and multi-stakeholder projects.
• Strong written and verbal communication with formal presentation skills.
• Proven ability to coordinate across consulting, product support and sales teams.
• Background in financial services or SaaS is a plus.

Responsibilities

• Develop and nurture executive-level client relationships to maximize satisfaction and retention.
• Oversee overall project management for disclosure documents and deliverables.
• Lead or support multiple clients in preparing complex documents with cross-functional teams.
• Participate in client meetings, presentations, and onboarding activities.
• Coordinate with consulting, product support, IT, customer service sites and sales for requested services.
• Drive change through internal teams and ensure timely resolution of client inquiries.
• Document activities and resolutions in the workflow tool and for billing purposes.
• Maintain detailed documentation to support job tracking and invoicing.

Skills

Client relationship mgmt

Project management

Cross-functional collaboration

Communication skills

MS Office proficiency

Education

Bachelor's degree in business or related field

Tools

MS Office Suite

Job description

Senior Client Services Project Manager - 2nd shift

Palo Alto , CA / Philadelphia , PA / Grove City , OH / New York , NY / Union , NJ / Charlotte , NC / Jackson , MS / Saint Paul , MN / Chicago , IL / Atlanta , GA / Manchester , NH / Jacksonville , FL / Bridgeport , CT / Denver , CO / Los Angeles , CA / Indianapolis , IN / Phoenix , AZ / Des Moines , IA / Milwaukee , WI / Houston , TX / Sioux Falls , SD

Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. We offer the most intuitive end-to-end SaaS platform for complex compliant content creation and enhancement of multi-stakeholder collaboration. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.

We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture. Learn more at https://www.toppanmerrill.com/careers/ .

Toppan Merrill has an exciting opportunity for a Senior Client Service Project Manager to join our team. You will work closely with clients and our internal consulting, product support, sales, and service teams assisting customers as the primary point of contact for all disclosure document needs.

Shift: Monday - Friday 2:15pm - 11:30pm - Pacific Standard Time

Overtime hours required

#remote

Job Responsibilities

• Responsible for nurturing and developing effective and positive executive-level client relationships.
• Accountable for overall project management.
• Will take the lead or assist multiple clients in the preparation of disclosure documents.
• Actively participates in client meetings, presentations, and on-boarding.
• Liaison between client and other internal departments (consulting, product support, IT, customer service sites, and sales) for requested services.
• Ability to drive and act as an internal change agent while working with cross-functional teams.
• Is the first point of contact for clients with requests or inquiries.
• Responsible for ensuring resolution to client inquiries by either executing directly or escalating to the appropriate internal teams.
• Documents all activities and resolutions using an internal workflow tool.
• Ensures proper and detailed documentation for job tracking and billing.

About You

• Bachelor's degree in business or related field preferred or equivalent combination of education and experience.
• 5+ years of previous work experience in a similar client service environment.
• Role model in service excellence with demonstrated success in a client-facing environment.
• Ability to connect and engage with high-level clientele and internal employees.
• Excellent presentation and formal communication skills.
• Strong technical aptitude with a high level of skill and experience in the Microsoft Office Suite.
• Proven problem-solving and decision-making skills.
• Ability to quickly learn and adapt to changing conditions, regulations & technology.
• Ability to work productively both individually and in a team environment.
• Propensity to successfully manage priorities and respond to deadlines ahead of schedule.
• Detail oriented with strong organizational skills.
• Experience with project oversight, multitasking and ability to lead others through high pressure situations.
• Strong financial services industry knowledge with an understanding of document types, including their purpose and application.
• Preference given to candidates with knowledge and experience in the transaction & compliances services industry, accounting, XBRL, and SaaS tools.

We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $40 - $55 per hour, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.

Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:

• Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
• 401(k) with company match with full vesting from date of hire
• Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.
• Paid parental leave
• Paid community involvement/volunteer days
• Wellness Resources and Employee Assistance Programming

Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.

Toppan Merrill is an equal opportunity employer (EEO) and furthers the principles of EEO through Assertive Action.