Wall Street Prep
Financial Services
ClientProgramManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Client Program Manager at Wall Street Prep. Skills: Client program management, Operations and logistics, Stakeholder management. Guide clients through onboarding process. Guide clients through product delivery process”
What You'll Achieve.
Drive revenue growth; Ensure client experience; Ensure participant experience; Key account retention; Key account expansion; Resolve problems in a timely manner; Deliver excellent work; Deliver excellent results
Industry & Context.
Troubleshoot issues; Resolve problems
Light travel required
What They're Looking For.
Must Have
3-5 years of experience in program management, 3-5 years of experience in client services, 3-5 years of experience in operations, 3-5 years of experience in event management, Bachelor’s degree from an accredited college or university
Nice to Have
Experience in financial services
What You'll Do.
Guide clients through onboarding process
Guide clients through product delivery process
Guide clients through renewal process
Oversee training program operations
Oversee training program logistics
Execute training program operations
Execute training program logistics
Develop relationships with client accounts
Contribute to key account retention
Contribute to key account expansion
Lead client engagement logistics
Communicate with clients proactively
Coordinate live seminar logistics
Coordinate virtual seminar logistics
Set up user accounts on LMS
Coordinate logistics details with client
Create virtual meeting IDs
Book travel for engagements
Create logistics documents
Create training reports
Upload classroom materials to LMS
Coordinate planning calls
Coordinate debriefing calls
Delegate tasks to team members
Oversee task completion
Use project management software
Ensure tasks are completed
Keep tasks up-to-date
Provide service to client accounts
Troubleshoot issues with Tech support
Create internal documentation
Update internal documentation
Maintain internal documentation
Coordinate staffing assignments
Work on internal team projects
Work on internal team processes
How You'll Work.
Team & Collaboration
Cross-functional teams; Account management teams; Business development teams; Operations teams; Senior leaders; Client decision-makers
Communication Scope
Verbal communication; Written communication; Presentation skills
Process & Methodology
Project management software
Full Job Description
Client Program Manager Location: Newton, Massachusetts (Hybrid, 2-3 days per week in office) Reporting to: Vice President of Global Program Management Employment Type: Full-Time Salary Range: $70,000-$79,000 Position Summary The Client Program Manager (PM) serves as a key member of our program management team, which partners with the account management and business development teams. The PM plays a central role in helping to guide clients through our onboarding, product delivery, and renewal process to help drive revenue growth. Primary responsibilities include overseeing and executing operations and logistics for our training programs, developing relationships with client accounts, which could be across corporate, public, Wharton Certificates, and university verticals, and contributing to key account retention and expansion. The PM must thrive in novel, high-stakes situations that require creativity, intuition, and big-picture thinking, and will have an opportunity to work closely with senior leaders at Wall Street Prep as well as with decision-makers at top investment banks, private equity firms, and Fortune 500 Companies. Key Responsibilities Client Program Management Lead the execution of all client engagement logistics from start to finish. Lead day-to-day communications with clients; be proactive by planning ahead to ensure both clients and participants have a great experience working with WSP. Coordinate all logistics for live seminars (in person and/or virtual), including: setting up user accounts on our LMS, coordinating logistics details with the client, creating virtual meetings IDs and/or booking travel for engagements, creating logistics docs and training reports, uploading classroom materials to LMS groups Coordinate planning and debriefing calls with existing clients; be able to work with multiple stakeholders with busy schedules and creating the PowerPoint decks for these meetings Delegate tasks to other team members (e.g., client program coordinator
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