Strategic Client Project Lead — Financial Reporting & Proxy

Toppan Merril; Saint Paul (MN); Hybrid; USD 41,000 - 55,000; Full time

Benefits offered by this job

Enhanced Medical, Dental, Vision &Life

401(k) with company match

Paid time off (vacation, sick, holiday

Paid parental leave

Volunteer days

Wellness Resources/EAP

Job summary

Toppan Merrill, a global leader in regulatory disclosure and secure communications, seeks a Client Service Project Manager to guide Financial Reporting, Proxy, ESG, and related services from pre-sales through delivery. You will coordinate cross-functional teams, build timelines, and ensure a seamless client experience.

The role requires a Bachelor’s degree and 5+ years in client service or project management, with strong Microsoft 365 proficiency and executive-level communication.

Qualifications

• Bachelor's degree or equivalent experience in a customer-facing role.
• 5+ years in client service, project management, or consulting.
• Strong verbal and written communication for executive-level clients.
• Experience with Microsoft 365 apps and collaborative tools.
• Ability to manage multiple client-facing projects in a dynamic environment.

Responsibilities

• Serve as the primary contact and trusted advisor for clients across Proxy, Financial Reporting, ESG/Sustainability, Design, and Advisory Services.
• Manage multiple client projects by developing plans, timelines, deliverables, and executing from kickoff to delivery.
• Partner with Sales during pre-sales engagements, discovery sessions, and solution discussions.
• Coordinate activities across Design, Consulting, Product, Operations, Typesetting, and Digital Delivery teams.
• Lead onboarding, kickoff meetings, status discussions, and ongoing communications on scope and timelines.
• Monitor milestones, identify risks, and communicate changes to help clients adapt to evolving requirements.

Skills

Client service

Project management

Communication

Relationship-building

Pre-sales support

Problem solving

Education

Bachelor's degree in Business or related field

Tools

Microsoft 365 (Outlook/Teams/PowerPoint/SharePoint)

Adobe Acrobat Pro

Solution design documentation

Job description

Toppan Merrill, a global leader in regulatory disclosure and secure communications, seeks a Client Service Project Manager to guide Financial Reporting, Proxy, ESG, and related services from pre-sales through delivery. You will coordinate cross-functional teams, build timelines, and ensure a seamless client experience.

The role requires a Bachelor’s degree and 5+ years in client service or project management, with strong Microsoft 365 proficiency and executive-level communication.