Demo

Client Service Manager (CSM)

Training The Street
New York, NY Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 4/19/2025

About Us
Training The Street is a global finance and business training provider passionate about teaching finance fundamentals and advanced topics in a way that is immediately applicable at work. Training The Street leverages experienced instructors and a blend of learning methods to equip corporate & academic clients with a competitive advantage. Our real-world-focused curriculum, taught by instructors with proven track records, prepares students for desk-ready success.

The Role
As a Client Service Manager (CSM) at TTS, you will play a vital role in managing and growing client relationships. You will work closely with learning & development teams, HR and recruiting specialists, finance professionals, and university career centers to ensure seamless training program execution and long-term client satisfaction. Your role will be a mix of relationship management, project coordination, and problem-solving, acting as the key liaison between clients and our internal teams.

What You’ll Do

  • Client Relationship Management – Develop strong, trusted partnerships with corporate and academic clients to ensure a positive customer experience.
  • Project & Logistics Management – Oversee the execution of training programs, ensuring smooth delivery for both in-person and virtual sessions.
  • Client Onboarding & Relationship Handoff – Serve as the primary connection between Business Development and Client Success, ensuring a smooth transition from initial client acquisition to long-term relationship management.
  • Contract & Proposal Support – Assist in preparing and finalizing client agreements.
  • Program Customization – Collaborate with content experts to tailor training programs based on client needs.
  • Cross-Team Collaboration – Work closely with instructors, the LMS team, Accounting, and Admin to coordinate seamless program delivery and client experience.
  • Client Engagement & Support – Proactively address client questions, optimize internal systems (Salesforce, SharePoint), and support follow-ups.

Requirements

What We’re Looking For

  • 1-3 years of experience in client services, preferably in finance, higher education (career services, corporate relations) or a related industry.
  • Exceptional communication and relationship-building skills with internal and external stakeholders.
  • Strong problem-solving and project management abilities to handle multiple priorities effectively.
  • Excellent organizational skills and attention to detail.
  • Proficiency in Microsoft Ecosystem (Excel, Word, Outlook, Teams).
  • Ability to write professional client correspondence with clarity and professionalism.
  • Located in New York City or Charlotte, NC or working remotely from AZ, CA, FL, GA, IL, KY, MN, NC, NJ, NV, NY, OH, SC, VA, WA, WI

You’ll Thrive in This Role If You Are

  • A fast learner who adapts quickly.
  • Highly organized with a strong ability to prioritize.
  • A team player who also works well independently.
  • Proactive and solution-oriented in managing client needs.
  • Passionate about delivering an outstanding client experience.

Benefits

Compensation
$80,000 to $95,000, depending on location and experience

Benefits

The company offers a comprehensive benefits package which includes:

  • Medical
  • Dental
  • Vision
  • Short- and long-term disability plans
  • Life insurance
  • Employee assistance program
  • Retirement plan with match
  • Paid time off and paid holidays
  • Ability to work fully remotely or hybrid in our NYC or Charlotte, NC offices.

TTS is an equal-opportunity employer. We are committed to providing a safe and inclusive environment and are proud to acknowledge that our differences make up the core of our strength. We expect all members of our team to embrace this commitment as it directly aligns with our values.

Salary : $80,000 - $95,000

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