Director of Client Experience

We are seeking a dynamic and strategic Director of Client Experience to join our team at Known. In this pivotal role, you will lead initiatives to enhance client engagement, ensuring that our clients receive unparalleled service and support throughout their journey with us. You will leverage data-driven insights to inform strategies, develop innovative solut…

At Prosper Health, we are dedicated to enhancing the happiness and health of autistic and neurodivergent adults.In the last 25 years, autism diagnoses have surged over fivefold, yet autistic adults continue to be largely overlooked. This neglect has resulted in dire outcomes, including elevated rates of co-occurring mental health issues and reduced life expectancy. Prosper is committed to reversing this trend.We provide specialized mental health services for autistic adults, with insurance coverage. We have assisted tens of thousands in obtaining their first autism diagnosis, partnering them with neurodivergent-affirming therapists, and fostering a sense of community. Our results significantly surpass traditional care for autistic adults, showing marked improvements in mood, anxiety, and overall quality of life.As a rapidly growing organization, our growth rate is threefold year over year, maintaining mid-double-digit millions in run-rate revenue, with thousands of active clients and over 400 clinicians on our team. We are a high-ownership, mission-driven group, dedicated to creating solutions that have never been available to autistic and neurodivergent adults.About the RoleOur client experience team plays a vital role in ensuring our clients feel supported on a daily basis — managing all incoming phone, text, and email inquiries. We prioritize our clients, and this commitment is reflected in every interaction we have: we hold ourselves to high standards because our clients deserve nothing less.As the Client Experience Manager, you will lead this team and fully own the function — meeting service level agreements (SLAs), developing triage structures, managing response quality, and creating standard operating procedures (SOPs). When challenges arise (e.g., a flagged spam number), you take initiative to identify solutions, implement fixes, and establish processes that prevent future issues.This is a unique opportunity for someone eager to do more than merely manage a function — you will help to shape it. Being a startup means you will report directly to senior leadership, gain a significant presence in decision-making, and cultivate processes and team culture primarily from the ground up.The ideal candidate will think like an owner, be driven by quality, and never settle for “good enough” when improvements are possible. They should thrive in uncertain environments, be resourceful with tools and systems, and genuinely care about the clients our team supports.

Join Our Team as a Client Experience StrategistAt Arch, a cutting-edge Series B financial technology firm based in New York City, we are revolutionizing the management of private investments. Our innovative platform enhances accessibility and understanding, transforming the investing experience across diverse asset classes.Private investments—encompassing venture capital, hedge funds, and private equity—constitute approximately 25% of the investment landscape. Traditionally, managing these investments is burdensome, relying on cumbersome spreadsheets and disorganized files that lead to inefficiencies and errors. Arch addresses these challenges by consolidating data, documents, and insights into a singular platform. Our mission is to save our clients time and empower them to make informed investment decisions, ultimately yielding superior financial results.As a rapidly expanding team of over 200 professionals, we proudly serve more than 400 clients, including some of America's largest banks and financial institutions. Our growth trajectory has seen us more than double in size annually since our inception, and we are eager to bring on new talent across all departments as we continue to scale.Your RoleWe are on the lookout for a Client Experience Strategist to cultivate and enhance our client relationships. This pivotal role involves post-onboarding account management, ensuring that clients receive the highest standard of service and support. As one of our early team members, you will play a crucial part in shaping and expanding our Client Experience team as we extend our reach to new users.

The Client Experience Specialist serves as the main contact for clients, focusing on smooth and positive interactions. This fully remote position centers on building trust and supporting client needs throughout their journey with jobgether. Role overview As the primary liaison, the Client Experience Specialist addresses client questions, resolves concerns, and ensures each interaction meets high standards. The role requires clear communication and a commitment to client satisfaction. What you will do Act as the first point of contact for client inquiries and requests Resolve issues promptly to maintain a seamless client experience Collect and share feedback to help improve services Build and maintain strong client relationships Requirements Strong communication skills Experience in client service or a similar role Ability to work independently in a remote setting

About RebarRebar is at the forefront of revolutionizing the operational landscape for commercial HVAC, electrical, and plumbing suppliers and subcontractors. With our innovative V1 quoting product, we've achieved remarkable scalability, processing thousands of quotes weekly, and have doubled our revenue shortly after the start of 2026. Backed by a $14M Series A investment from top construction tech investors, we are poised for significant growth. Join us as we seek a Client Experience Leader to enhance our Client Success strategy.You will collaborate directly with the Client Success (CS), Product, and Sales teams to enrich client interactions and establish the systems that will shape Rebar’s customer experience. We are transforming the $250B HVAC industry with cutting-edge AI-driven software—an industry ready for modern advancements. This is your opportunity to be a pivotal part of our journey.The Role: Client Experience LeadAs our initial product gains traction and scales rapidly, our focus remains on delivering exceptional client support that has been fundamental to our success. With plans to onboard thousands of users in the next 1-2 years, we are looking for a Client Experience Lead to develop and expand a high-performance support function from scratch.Your role will encompass more than just addressing client concerns; you will architect the systems, processes, and team that provide this support. Working in close collaboration with the Client Success, Product, Engineering, and Sales teams, you will ensure our clients receive prompt, effective assistance while continuously refining the product based on user feedback.What You’ll DoLead and develop the client support function, including processes, systems, and team structure.Act as the primary escalation point for complex or high-priority client issues.Design and implement scalable support workflows utilizing ticketing and messaging systems, enhancing speed and coverage with AI tools and on-demand resources.Establish service level agreements (SLAs), response standards, and performance metrics.Utilize reporting and analytics to identify trends, gaps, and opportunities for enhancing the client experience.Work closely with Product and Engineering teams to prioritize issues, drive resolutions, and influence the product roadmap.Create feedback mechanisms between clients and internal teams to foster continuous improvement of the platform.Recruit, train, and oversee a growing support team over time.Ensure smooth transitions and alignment between Implementation, Support, and other departments.

Join Sotheby's as a Temporary Client Experience Coordinator, where you will play a vital role in enhancing our clients' journey. You will assist in managing client communications, ensuring a seamless experience, and supporting the overall client engagement strategies. This position offers a unique opportunity to work in a prestigious environment, collaborating with a dedicated team of professionals.

About NabisNabis stands as the leading licensed cannabis wholesale platform globally, distributing over $1 billion worth of cannabis products each year from a multitude of brands to retailers in California, New York, and Nevada. Our vision is to empower individuals to explore cannabis by offering variety, accessibility, and innovative solutions. We are at the forefront of this industry, developing a cutting-edge, technology-driven platform designed to scale the cannabis market.Supported by renowned investors, including Y Combinator, Stanley Tang (Co-Founder of DoorDash), NFL Hall of Famer Joe Montana, Paul Buchheit (creator of Gmail), and Justin Kan (Co-Founder of Twitch), Nabis is rapidly expanding throughout the U.S. with the ambition to establish the most extensive and impactful cannabis distribution network worldwide.The RoleThis position, based in New York, will bolster Nabis’ expanding operations in the New York market, collaborating with brands and retail partners under the regulations of the New York State Office of Cannabis Management (OCM). The Client Experience Associate will serve as a vital extension of the Nabis team, ensuring alignment between the objectives of our brands and retail partners with our daily operations. The ideal candidate will be punctual, detail-oriented, empathetic, and possess excellent communication skills. They will thrive in customer service environments and operational settings.Responsibilities:Assist both internal and external Nabis Partners, including brands and retailers.Support customer experience managers with various projects.Provide general assistance to Operations Managers.Handle inbound and outbound communications via calls, emails, and chats.Maintain response metrics, call rates, and other KPIs at or above team standards.Monitor and manage communications to keep all departments informed and proactive.Collaborate with diverse internal and external stakeholders to advocate for partner needs and facilitate solutions that enhance partner success.Identify and escalate issues through the proper channels.

About Savvy Wealth:Savvy is revolutionizing wealth management, a $545 billion industry in the US, which has long been hindered by outdated practices and minimal technology integration. Currently, 75% of financial advisors communicate digitally only via email, and 62% still rely on Excel for financial planning. This inefficiency compromises client satisfaction and leads advisors to spend over 70% of their time on manual, non-client-facing tasks.Our mission at Savvy is to transform this landscape. We are developing the premier advisor-centric platform in wealth management, offering a digital-first solution that modernizes and enhances human financial advice. By collaborating with Savvy, advisors leverage AI-driven software, automated marketing, and streamlined back-office processes, allowing them to scale quickly and devote more time to client relationships.With over $105 million raised from esteemed investors including Thrive Capital, Index Ventures, and Canvas Ventures, our team consists of seasoned founders and operators who have contributed to the growth of industry leaders like Airbnb, Square, and Facebook. Savvy is poised for rapid growth, having achieved significant product-market fit and accumulating over $2.2 billion in Assets Under Management (AUM) within just three years. Following a 600% growth in the last 18 months, we are entering an exciting phase of expansion and product innovation. Join us and be a part of this incredible journey!The Role:As a Senior Product Designer specializing in client experience, you will take charge of the entire client journey, shaping how clients perceive, interact with, and manage their financial lives alongside their advisors. Your designs will enhance interfaces and interactions, making wealth management feel accessible, transparent, and personalized, thus transforming complex financial data into clear and confident insights.Your contributions will bridge the gap between human advisory expertise and cutting-edge technology, crafting a client experience that matches top-tier consumer fintech while maintaining the integrity and trust inherent in true advisor relationships. This role is ideal for someone passionate about redefining what wealth management can feel like for future clients and eager to bring that vision to life. You will have the opportunity to refine our design systems and innovate our client-facing platforms.This position demands high ownership and impact. You will lead complex projects from inception to execution while working closely with product, engineering, operations, and advisors. Your designs will span multiple touchpoints and systems, ensuring our product embodies the full spectrum of client interactions.

At Forge, we recognize that our team is our most valuable asset. As pioneers in private market technology, we are committed to creating a more prosperous future for all. Our approach is grounded in the values of boldness, accountability, and humility. We witness the impact of our vision daily, supporting teams behind groundbreaking innovations, ranging from space exploration to artificial intelligence and beyond. By offering liquidity solutions, exclusive insights, a custody service, and a dynamic marketplace, Forge aims to establish a premier technology infrastructure that facilitates a transparent, accessible, and seamless global private market for companies, their employees, and investors. Our platform enables employees to sell private shares, allows employers to reward shareholders with pre-IPO liquidity, and provides individual and institutional investors access to private unicorn growth opportunities. Forge's unique global marketplace responds to the increasing demand from both individual and institutional investors seeking exposure to private company stocks and fosters a growing network effect. Our capacity to deliver these robust financial solutions has sparked tremendous interest from investors and heightened demand from clients, necessitating an expansion of our team to cater to the evolving needs of more companies, teams, and innovators. The Role: We are on the lookout for a skilled full-stack engineer with a focus on front-end development, particularly in React, TypeScript, and Server-Side Rendering (SSR) principles, to join our expanding organization. This position is ideal for an engineer who possesses profound knowledge of modern front-end technologies and a strong commitment to delivering high-quality products.The ideal candidate will display an unwavering dedication to customer success, lead by example, and excel in highly collaborative, cross-functional environments.Location: This role requires 2-3 days a week in the office in Soho, NY.

About RebarRebar is revolutionizing the operating system for commercial HVAC, electrical, and plumbing suppliers and subcontractors. In just one year, our V1 quoting product has achieved remarkable success, facilitating thousands of quotes weekly, doubling revenue shortly into 2026, and securing adoption from many top suppliers across North America. With a recent $14M Series A funding led by prominent investors in construction technology, we are poised for significant growth and are seeking a Client Success Manager to drive our client success initiatives.In this role, you will collaborate closely with the Client Success, Product, and Sales teams to enhance client experiences and establish systems that define Rebar’s service. Our mission is to transform the $250B HVAC industry using AI-driven software, an area that remains largely untapped by modern solutions. This is an exceptional opportunity to be part of our early-stage growth.The Role: Client Success Manager (Post-Implementation & Growth)This role transcends the traditional definition of a CSM.Our Implementation team handles onboarding, and we are in search of an industry-savvy professional to take the reins of the client relationship after the initial handoff—focusing on driving adoption, resolving daily challenges, and ensuring clients extract real value from Rebar within their workflows.You will act as a hybrid of operator, problem-solver, and essential feedback conduit for our product. By working closely with clients and coordinating with the CS team, Sales, Product, and Engineering, you will ensure our software is optimized for real-world application and continually evolves.This position is characterized by high intensity, significant ownership, and substantial potential. If you prefer a structured, low-pressure CSM role, this position may not be suitable for you.What You’ll DoOversee client relationships post-implementation, ensuring ongoing success from initial handoff to long-term engagement.Serve as the primary liaison for clients while managing a book of business.Promote product adoption, ensuring clients maximize their use of Rebar in their operations.Address real-time issues and maintain clients' workflow continuity.Forge strong relationships with stakeholders across client organizations, from operational staff to leadership levels.Identify opportunities for account growth, increased usage, and renewals.Manage risks proactively through outreach and effective escalation strategies.Collaborate closely with Product and Engineering teams to relay client feedback and enhance the platform.Maintain CRM, client communications, and ticketing systems to track client interactions.

About Justworks Justworks builds a workplace where employees enjoy strong benefits, wellness programs, company retreats, and the chance to connect with leaders in the startup world. The team’s focus is clear: people matter most. The company helps businesses grow by letting them focus on what they do best. Data guides decisions and ongoing improvements. Those who value a supportive, entrepreneurial setting and want to make a real impact will find a good fit here. Shared values shape the way Justworks operates, both in its products and in daily teamwork. Learn more about what drives the company at Our Values. Role Overview: Experience Design Manager - Internal Experiences This role calls for a thoughtful, experienced design leader who cares deeply about building meaningful user experiences. The work goes beyond interface design, focusing on the choices that shape digital products, operational workflows, and organizational systems. What You Will Do Build and maintain cohesive design systems that support both digital and operational needs. Identify insights and patterns across different organizational groups, using design methods to turn complex ideas into clear, actionable models. Collaborate closely with stakeholders, communicate design thinking effectively, and facilitate productive discussions. Synthesize diverse feedback into focused design direction and guide junior designers toward simple, effective solutions. Apply systems thinking to keep experiences user-centered and aligned with business goals. Use data and insights to set direction and measure progress toward team and business objectives. Work closely with partners and leadership to ensure alignment and momentum. What We Look For Strategic mindset with a strong foundation in design and a passion for user experience. Ability to uncover and connect insights across teams and functions. Skilled in presenting, facilitating, and communicating design concepts clearly. Experience guiding and mentoring junior designers. Comfort working through complex challenges with a variety of stakeholders. Empathetic management style: listens well, gives and receives feedback, sets high expectations, and fosters a growth mindset. Creates a psychologically safe environment where the team can reflect and improve.

Be a Part of the Future of Dentistry, Guided by DentistsAt Dental365, we are transforming the patient experience in dental care. By placing both patients and providers at the forefront of our mission, we are pioneering new standards in dentistry. Since our establishment, we have positively impacted the lives of hundreds of thousands of patients, becoming a premier dental organization led by experienced dentists. If you are a driven innovator looking to forge a rewarding career in the dental field, now is the perfect moment to join our journey.ROLE SUMMARY:The Patient Experience Manager will ensure a seamless, world-class concierge-style experience for patients across all dental locations. This role encompasses the entire patient journey, ensuring that every interaction—from the initial call to post-visit follow-up—is intentional, welcoming, and aligned with our mission to provide a top-tier patient experience. This position combines elements of hospitality with operational discipline, leveraging secret shopping, training, analytics, and coaching to enhance patient satisfaction, loyalty, and our organizational reputation.KEY RESPONSIBILITIES:Develop and refine the Dental Concierge Playbook, establishing clear patient experience standards across phone, in-office, financial, and follow-up interactions.Oversee a structured secret shopping and patient experience audit program (both phone and in-office).Evaluate, analyze, and report on experience performance metrics by office and region.Create and implement concierge-focused training for onboarding, refresher courses, and targeted improvements.Mentor offices and field leaders to address experience gaps and maintain enhancements.Track patient experience KPIs, including reviews, surveys, and call quality metrics.Collaborate with Operations to integrate experience standards into daily practices.Act as the internal advocate for patient feedback to leadership.

As a Client Manager at SPS North America, you will play a pivotal role in fostering strong relationships with our clients, ensuring their satisfaction, and driving the success of our services. You will be responsible for understanding client needs, coordinating with internal teams, and delivering exceptional solutions that align with their goals. Your expertise will not only enhance client engagement but will also contribute to the overall growth of the organization.

The Client Service Manager is pivotal in cultivating and maintaining Tier 3 client relationships while facilitating seamless delivery for Tier 2 accounts. This role requires adept management of communications, precise tracking of project deliverables, and the orchestration of an exemplary client experience from initial project kickoff to final delivery. The Manager collaborates closely with internal teams to clarify project briefs, ensuring clients remain informed and supported throughout every phase of engagement.Key ResponsibilitiesClient Strategy & Relationship ManagementOversee Tier 3 client accounts while supporting Tier 2 engagements under the guidance of Senior Managers.Serve as the primary contact for assigned clients, providing smooth day-to-day communications and proactive updates.Build strong client trust through responsiveness, organization, and a solutions-oriented approach, particularly during active project phases.Account Growth & Commercial DevelopmentIdentify opportunities for repeat business or additional services by understanding client needs and engagement history.Escalate growth opportunities to Senior Managers or Directors with context and relevant insights.Draft initial scopes and proposals for returning clients in collaboration with internal teams.Client Delivery GovernanceEnsure timely briefing, documentation, and tracking of deliverables.Conduct regular client check-ins during live projects to set clear expectations and share updates.Facilitate project debriefs and feedback loops to monitor satisfaction and alignment with delivery expectations.Cross-Functional CollaborationCollaborate with Project Managers to ensure clear communication of client briefs and adherence to project timelines.Proactively identify risks, delays, or client concerns and coordinate appropriate responses.Participate in project kickoff, midpoint, and wrap-up meetings as the Client Service representative.Team Leadership & Capability DevelopmentGuide Coordinators and junior team members on client interaction etiquette, documentation quality, and service mindset.Provide feedback to Senior Managers regarding process challenges and team development needs.Process & Tools OptimizationMaintain organized CRM records, project documentation, and communication logs consistently.Assist in the testing and rollout of new tools, templates, and workflows within the Client Service team.Document common client inquiries or challenges to support the development of Standard Operating Procedures (SOPs).Reporting, Feedback & Escalation ManagementKeep client satisfaction metrics and project feedback updated in HubSpot or other CRM platforms.Alert senior management to any significant issues affecting client relationships or project deliverables.

Role Overview Metergy Solutions is looking for a Client Success Manager based in New York, New York. This role centers on helping clients reach their goals using Metergy’s products and services. The Client Success Manager serves as the main contact for clients, guiding them from onboarding through ongoing support. What You Will Do Act as the primary point of contact for assigned clients Guide clients through onboarding and answer their questions Analyze client needs and develop tailored strategies to support their objectives Work closely with internal teams to optimize client outcomes Identify opportunities for upselling and recommend solutions Foster long-term client relationships and ensure satisfaction

About Us: ether.fi stands at the forefront of the cryptocurrency revolution as one of the world's leading crypto companies, managing over $10 billion in assets. Our dedicated team of 30 technical experts has driven our profitability from day one, as we focus on developing impactful consumer applications.We envision a future centered on on-chain banking, with innovative products like Stake, Liquid, and Cash that allow users to earn yields through diverse DeFi strategies and utilize their assets in the real world via our credit cards. For insights into our offerings, explore public analytics on Dune for Cash and Stake.Position Overview: We are in search of a driven and seasoned Senior Customer Experience Manager to spearhead our Customer Experience function as we expand. You will manage support operations and craft the strategy, systems, and team necessary to deliver exceptional service across chat, email, and community channels. This hands-on leadership role involves coaching team leads and individual contributors, enhancing processes, and closely collaborating with product, risk, and engineering teams to enhance the end-to-end journey for all ether.fi members.

As a Client Service Manager at SPS North America, you will play a pivotal role in ensuring our clients receive unparalleled service and support. Your expertise in client relationship management will be essential in nurturing long-term partnerships and enhancing client satisfaction. You will lead a team of dedicated professionals, guiding them to deliver exceptional service and meet our clients' needs effectively.

Join modernfi as a Manager of Strategic Client Solutions, where you will lead initiatives to foster long-term partnerships with our clients. You will be responsible for developing innovative solutions that align with our clients' goals while ensuring the highest level of service and satisfaction. Your strategic vision and expertise will drive our client relationships forward, making a tangible impact on our business growth.

ABOUT THE ROLE Rightway Healthcare is seeking a driven and operationally adept Client Success Manager (CSM) to enhance our Care Navigation team. In this pivotal role, you will serve as the key contact for a diverse array of client accounts, ensuring their experience with our services is not only seamless but exceptional. This role is crucial to our success; the ideal candidate will cultivate strong relationships with essential stakeholders, including brokers, carriers, and TPAs. You will deliver value, satisfaction, and measurable outcomes aligned with our clients' business objectives while ensuring the 'voice of the client' influences our internal collaborations with cross-functional teams. Your contributions will significantly affect client retention, satisfaction, and the overall growth of the company. WHAT YOU’LL DO Relationship Management: Own and nurture the overall client relationship, establishing long-lasting connections and acting as a trusted advisor. Be the first point of contact for day-to-day inquiries from both external and internal stakeholders. Proactive Client Engagement: Adopt a strategic approach to build insightful relationships with clients and their stakeholders. Throughout the client journey, focus on understanding their goals, providing tailored solutions, and identifying opportunities for growth while preventing potential issues. Success Metrics and Reporting: Monitor client health, making data-driven decisions to support strategic planning and growth initiatives. Analyze trends and generate insights to innovate solutions that enhance value and resolve issues, delivering quarterly business reviews to clients and stakeholders. Upselling & Renewals: Oversee the entire renewal process while identifying opportunities for upselling and cross-selling additional services to elevate the client experience and support organizational growth. Cross-functional Collaboration: Collaborate with Sales, Implementation, Product, Marketing, Analytics, and Support teams to ensure a cohesive approach to client success, bringing client insights into meaningful discussions with stakeholders to improve services.

Join Vendelux as a People Experience Manager and play a pivotal role in shaping our organizational culture and employee experience. You will be responsible for developing and implementing strategies that enhance employee engagement, satisfaction, and retention. Your expertise will help cultivate a positive workplace atmosphere where our team members can thrive.