Client Transition Manager (Corporate Cards & Payments)

Aquent is proud to partner with a leading financial organization dedicated to innovation and excellence in the financial services sector. This organization is at the forefront of delivering cutting-edge payment solutions to its corporate clients, ensuring seamless and efficient financial operations. We are seeking a dynamic individual to join their team and play a pivotal role in a critical system and corporate credit card migration. This is an exceptional opportunity to directly impact the success of high-value corporate relationships and contribute to a major strategic initiative.

Are you a natural problem-solver with a knack for navigating complex client landscapes? We are looking for a dedicated professional to quarterback a critical system and corporate credit card migration for a select group of the organization's highest-value corporate clients. In this high-impact role, you will own the white-glove, end-to-end transition experience for a dedicated portfolio of 10 to 15 corporate clients. Operating in a consultative, high-touch capacity, you will partner closely with internal Relationship Managers to guide clients through system updates, explain technical or process impacts, and ensure a seamless transition to the new corporate card platform. If you have a background in financial services or payments, a talent for project coordination, and the ability to transform potential client friction into a world-class experience, you will thrive in this position.

Key Responsibilities

• Lead direct, video/phone-based outreach to a dedicated portfolio of 10-15 corporate clients to guide them through system modifications, new processes, and corporate card updates.
• Collaborate seamlessly with Relationship Managers to coordinate communication timing, align on specific client nuances, and present a unified, professional front.
• Act as the primary advocate for clients; actively listen to their needs, preemptively identify roadblocks, triage technical or system issues, and drive them to resolution.
• Keep transitions on schedule by managing activities against a detailed workplan, updating project logs, and ensuring all tasks meet critical deadlines.
• Maintain meticulous communication and issue logs via standard tracking tools to ensure full visibility and continuity across internal project and business teams.

Required Skills & Experience

• 1-3 years of professional experience in Client Onboarding, FinTech Implementation, Project Coordination, or Junior Project Management/PMO support.
• Exceptional verbal and written communication skills, with the ability to present confidently to corporate stakeholders and translate system changes into simple, actionable steps.
• Highly proficient in standard tracking and presentation tools (e.g., Excel, SharePoint, PowerPoint) for managing data trackers, action registries, and building simple, clean status updates.
• A proactive, action-oriented mindset; you don't just report problems-you actively coordinate across teams to solve them before they impact the client.

Preferred Skills

• Prior experience working in Financial Services, Payments, or Commercial Banking environments.
• Experience with commercial card, banking, and/or migration projects.

Why You'll Enjoy This Role

• You will directly influence the success of a major strategic initiative and protect critical corporate relationships, offering high impact and visibility.
• You will have true autonomy to own your portfolio of clients and manage your day-to-day work within a supportive and collaborative environment.
• This role sits at the intersection of Project Management, Client Success, and Fintech Implementation, providing an incredible launchpad for your career in Financial Services.