Client Services Manager

About the role

• Title: Client Services Manager
• Department: SEO Career & Alternative Investments
• Report to: Director, Partnership Management
• Compensation: $70,500 - $83,000
• FLSA: Exempt
• Employee Type: Full-Time, Regular
• Location: New York, NY

Work Arrangement: Hybrid - 3 days/week in the SEO office at 55 Exchange Place, New York, NY 10005

Position Overview

The Client Services Manager is a strategic and tactical liaison to SEO's alternative investment partners and Conference (AICON) Sponsors, and a key operational driver of SEO's programming.

This role supports management of the end-to-end partner relationship for a portfolio of 50+ alternative investment partners - collecting recruiting needs, communicating to program teams, and ensuring they are met to partners' satisfaction - while also supporting the execution of the SEO Alternative Investments Conference (AICON) and Limited Partner (LP) programming.

The role maintains a comprehensive strategic plan spanning marketing, communications, tracking, and data maintenance, and supports the Director, Partnership Management and the Associate Director, AICON & E&F (Endowment & Foundations) in maintaining positive, professional relationships across the SEO community.

Partnership Management

• Act as the client contact support for Director, Partnership Management, across a portfolio of 50+ alternative investment partners.
• Support the Associate Director, AICON and E&F in managing and maintaining conference sponsorships.
• Attend partner meetings, documenting meeting notes and action items.
• Coordinate the internal partner access process, sharing candidate resumes/profiles with partners, tracking responses, and measuring outcomes.
• Create partner registration forms for SEO events using tools such as Monday.com and Google Docs.
• Manage and update the SEO partner portal.
• Create, distribute, and track contribution invoices and contribution acknowledgement letters for partners and/or Sponsors.
• Attend program and partner in-person events outside of business hours as needed. Some programs may require air or train travel 1-3 times per year.

Program Operations & Management

• Support Associate Director for the seamless execution of AICON, including sponsorship outreach, marketing, tracking, invoices, data collection, reporting, speakers, and other conference-related tasks.
• Facilitate the set-up of LP events, managing Zoom, Monday boards, attendance tracking, marketing, correspondence, and reporting.
• Develop plans and workflows, manage the programming calendar, and track milestones.
• Support event planning and execution in partnership with the AICON/LP team, including researching, sourcing, and coordinating with vendors and sponsors to secure venues, catering, and speakers; develop run-of-shows and communication plans for participants, partners, and vendors.
• Coordinate with partners and internal operations teams to host webinars and educational events.
• Provide timely responses to inquiries from attendees, partners, and sponsors, exercising sound judgment in resolving and escalating customer service issues.

Cross-Department Collaboration with Program Teams

• Communicate partner hiring needs and role specs to program and recruiting teams, and ensure they stay updated on partner needs.
• Coordinate with program teams to develop resume books for partner recruitment needs.
• Track and follow up on partner event attendance with Program Managers.
• Fill all partner requests to their satisfaction.

Marketing & Outreach

• Liaise with the SEO Marketing & Communications team to create and distribute marketing materials, promotional content, and partner newsletters via social media, email, partner platforms, and other mediums.

Data & Analytics

• Leverage Monday.com and other project management tools to track and organize program deliverables, partner factsheets, requisitions, engagement data, renewals, event planning, and hires.
• Create goals and KPIs to evaluate processes and inform recommendations for continuous improvement.
• Track program and partner data; retain accountability for data accuracy and management.
• Provide ad-hoc reporting support to the Director, Associate Director, and other team members as needed.
• Perform other duties as assigned in service of SEO's Career & Alternative Investments team objectives and SEO's mission.

Qualifications

• Bachelor's degree required.
• 3+ years of professional work experience in client services, account management, partnerships, and/or program management, including experience as a point of contact in a client-facing role.
• Direct experience in nonprofit or educational program management is a plus.
• Event planning and coordination experience for large-scale conferences is a plus.
• A background in or working knowledge of financial services, private equity, or corporate staffing is preferred.

Competencies & Skills

• Passion for SEO: A deep curiosity and awareness of the barriers to entry and obstacles facing pre-professionals launching careers in Corporate America, and a dedication to closing those opportunity gaps.
• Creativity & Innovation: An ability to generate new ideas by drawing on diverse sources of information (including arts, culture, data, and insights), grounding ideas in evidence, and evaluating creative solutions for continuous improvement.
• Relationship Management & Building: Proven ability to build relationships across (and outside of) an organization, influence key stakeholders, and deliver high-touch service as both a self-starter and team player who centers the partner and participant experience and SEO's mission. Able to quickly gain a working knowledge of how distinct parts of SEO's organization function and develop a deep understanding of partner needs.
• Strategic Communication: Excellent verbal, written, and interpersonal communication skills, understandable to a diverse audience including candidates, interns, partners, and executive team members. Exemplary attention to detail, copywriting, and proofing; expertise in drawing meaningful insights from data to tell a narrative and operationalize solutions; comfortable speaking and presenting in public and matching narrative and tone to audience.
• Initiative: Proactive in identifying ways to contribute to SEO's goals by setting achievable objectives, addressing problems head-on, preparing for contingencies, and identifying opportunities as they arise.
• Critical Thinking & Flexibility: The capacity to anticipate needs, use the best resources, and employ careful decision-making; able to adjust to changes and work demands quickly while maintaining strategic and tactical vision to complete work efficiently.
• Independence, Teamwork & Collaboration: The ability to be both a self-starter and a team player, building people-first relationships that center SEO's mission.
• Project Management: An affinity for strategic planning with the ability to break down issues into component pieces, build work plans, assume accountability for timelines, lead cross-functional working teams, evaluate data for continuous improvement, and navigate ambiguity.
• Technical/Analytical Proficiency: General technical proficiency within a cloud-based environment, including MS365/MS Office, Box, Monday.com, Zoom, Canva, Salesforce, and intermediate-to-advanced Excel.

Compensation & Benefits

SEO offers a competitive compensation package and comprehensive benefits plan including low-cost health, vision, and dental options, a generous holiday schedule and PTO policies, disability coverage, fully paid time off for new parents, and employer contributions to health reimbursement and retirement accounts. We are constantly working to improve our benefits each year based on the needs of our employees. We value wellness and strive to put people first and foremost.

The compensation listed in this posting reflects what SEO believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and SEO reserves the right to modify this pay range at any time.

EEOC Policy

At SEO we are committed to cultivating a team that embodies the backgrounds and experiences of the constituencies we serve and the communities we live in, and a workplace that reflects the impact we make in the world. Candidates from all communities - including people of color, women, members of the LGBTQIA+ Community, veterans, and people with disabilities - are strongly encouraged to apply.

Equal Employment Opportunity is not just the law, it is our commitment.

If you need accommodation while applying for a role with SEO, due to a disability, please email SEO Talent.