Top Tech Jobs & Startup Jobs in Charlotte, NC

Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewal preparation, training coordination, and self-service enablement. Monitors client engagement and utilization to identify retention risks and growth opportunities, maintains accurate CRM records, and collaborates with internal teams to deliver consistent service. The role supports high-volume client portfolios and seasonal financial reporting and proxy deadlines.

Leads workflow strategy, process design, governance, documentation, standardization, and continuous improvement across Client Service & Delivery. Establishes process ownership, decision rights, KPIs, governance routines, and adoption plans; analyzes operational data to identify root causes and improvement opportunities. Facilitates workshops, develops training and executive materials, partners with analytics and technology teams, coaches stakeholders, and drives measurable operational outcomes across domestic and offshore teams.