Client Engagement Manager

Remote: 
Full Remote
Contract: 
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Offer summary

Qualifications:

4–5 years in a client-facing, onboarding, or customer success role, preferably in events, travel, or professional services., Strong written and verbal communication skills., Highly organized with the ability to manage multiple priorities., Familiarity with tools like Salesforce, Cvent, and Google/Microsoft Suites is a plus..

Key responsibilities:

  • Guide new clients through the onboarding process and act as the main point of contact.
  • Provide responsive support for client requests and foster trusted relationships.
  • Coordinate project handovers and ensure alignment among internal teams.
  • Participate in team meetings to improve the client experience and maintain CRM updates.

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TripActions Large http://Navan.com
1001 - 5000 Employees
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Job description

We’re looking for a Client Engagement Manager to join our US Events team. This is not a sales role—it’s a high-touch client engagement role focused on creating a smooth, welcoming, and efficient onboarding experience and providing responsive, ongoing support as client needs arise.

This position is ideal for someone who is client-focused, process-driven, and thrives in a collaborative, people-first environment.

As the US Client Engagement Manager, you will be the first point of contact for newly signed clients and a trusted partner throughout the onboarding and early engagement phases. You’ll ensure clients are properly set up for success, feel supported during their journey, and have a clear understanding of our services and how to access them.

Your goal is to provide a seamless client experience, bridging internal teams and client needs with empathy, organization, and professionalism.

What You’ll Do:

Client Onboarding & Enablement

  • Guide new clients through the onboarding process, ensuring a smooth setup and clear expectations.
  • Act as the main point of contact during onboarding, answering questions and aligning internal teams on client needs.
  • Coordinate project handovers from Sales to Operations with clarity and attention to detail.
  • Host client kickoff calls and support documentation efforts to ensure all stakeholders are aligned.

Ongoing Client Engagement & Support

  • Provide responsive, solution-oriented support for inbound client requests or concerns—especially prior to handoff to the operational delivery team.
  • Foster trusted client relationships by being approachable, dependable, and proactive.
  • Troubleshoot issues or escalate to the appropriate internal teams while ensuring the client feels supported.
  • Stay informed about client history and preferences to maintain continuity across engagements.

Internal Collaboration

  • Partner closely with Sales, Operations, and Leadership to maintain a cohesive client journey.
  • Keep CRM and internal systems updated with key onboarding and client engagement milestones.
  • Participate in team meetings and feedback loops to continuously improve the client experience.

Compliance & Process Adherence

  • Follow established procedures and client onboarding frameworks, offering suggestions for improvement where needed.
  • Support the company’s commitment to compliance and certification standards.

What We’re Looking For:

  • 4–5 years in a client-facing, onboarding, or customer success role—ideally in events, travel, or professional services.
  • A people-first mindset with a genuine passion for helping others succeed.
  • Strong written and verbal communication skills.
  • Highly organized with the ability to manage multiple moving parts and priorities.
  • Comfortable working independently in a remote environment.
  • Familiarity with tools like Salesforce, Cvent, and Google/Microsoft Suites is a plus.
  • Occasional travel for team meetings or industry events may be required.
The posted pay range represents the anticipated low and high end of the compensation for this position and is subject to change based on business need. To determine a successful candidate’s starting pay, we carefully consider a variety of factors, including primary work location, an evaluation of the candidate’s skills and experience, market demands, and internal parity.

For roles with on-target-earnings (OTE), the pay range includes both base salary and target incentive compensation. Target incentive compensation for some roles may include a ramping draw period. Compensation is higher for those who exceed targets. Candidates may receive more information from the recruiter.
Pay Range
$63,750$110,000 USD

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Problem Solving
  • Communication
  • Empathy
  • Proactivity
  • Detail Oriented
  • Collaboration
  • Reliability

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