Deployment Manager - Client Services

Company: EvolutionIQ Location: New York, NY About EvolutionIQ EvolutionIQ builds technology to improve the insurance claims process. The company’s mission centers on helping claims teams handle cases more accurately, fairly, and efficiently, so people affected by injury or illness can maintain dignity and stability. EvolutionIQ continues to grow and has earn…

Join Claylabs as a Deployment Manager in our Professional Services team! We are seeking a dynamic professional to oversee the deployment of our innovative solutions, ensuring client satisfaction and operational excellence. You will lead project teams, coordinate with clients, and drive the successful implementation of our products.

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.

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.

About ValonValon is pioneering an AI-driven operating system designed for regulated financial sectors, beginning with mortgage servicing. As a Series C enterprise backed by a16z, we are reshaping industries often deemed too complex for innovation. Instead of relying on outdated legacy systems, we've established our own mortgage servicing business, currently managing over $110 billion in loans. This strategic approach has provided us with profound insights into the complexities required for creating effective software in regulated environments.Our achievements are evident: we have revolutionized mortgage servicing from a 0% margin operation to achieving margins exceeding 60%, all while significantly enhancing customer experiences. Major enterprise contracts are being rolled out across the industry.Our flagship platform, ValonOS, streamlines processes to be structured and programmable, making it exceptionally suited for the AI era. With a unified system that leverages rich data, our AI agents not only automate tasks but also continuously optimize overall operations. Our ambition extends beyond mortgage servicing as we aim to transform regulated industries and more.

About ValonValon is pioneering an AI-native operating system tailored for regulated finance, with a focus on revolutionizing mortgage servicing. As a Series C startup backed by a16z, we are reshaping industries that have been deemed too intricate for innovation.Instead of relying on outdated legacy systems, we forged our own path by creating and managing a mortgage servicing business that oversees over $110 billion in loans. This venture was not merely a means to an end; it provided us with invaluable insights into the complexities involved in developing effective software for regulated sectors.Our achievements speak volumes. We have transformed mortgage servicing from a low-margin industry into one boasting margins exceeding 60%, while significantly enhancing customer experience. Major enterprise contracts are now being implemented across the sector.ValonOS is our integrated platform designed to streamline every process and make it programmable, perfectly positioned for the AI revolution. With all operations flowing through a single system enriched with data, our AI agents do more than just automate tasks; they continuously optimize entire workflows. Mortgage servicing is merely the beginning of our mission to revolutionize regulated industries and beyond.About the RoleAs we expand our AI-driven platform to large enterprise clients within a heavily regulated and operationally complex industry, we are seeking a Deployment Strategist to be at the forefront of this transformation. This role involves direct engagement with customers, bridging the gap between our innovative technology and real-world operational success.This hybrid role merges strategic thinking, product insight, business operations, and technical troubleshooting. You will collaborate directly with enterprise clients, translating their intricate needs into scalable workflows, resolving issues on the spot, and working alongside internal engineering and product teams to ensure successful deployments—both technically and organizationally.Your role will involve being on-site during critical phases, deeply engaging with users to comprehend specific challenges and guiding the implementation process. This is a high-impact role that requires a strong sense of ownership and a flair for navigating ambiguity, aimed at building something enduring.Key ResponsibilitiesLead Enterprise Deployments: Oversee and manage the successful implementation of Valon’s platform across our clients' intricate business sectors, ensuring adoption, usability, and sustained value. Eventually, lead a team of Deployment Strategists to extend success across a broader area.Address Complex Challenges: Spearhead initiatives to tackle our clients' most challenging operational issues, developing practical solutions.

About NevisNevis is at the forefront of revolutionizing wealth management through its cutting-edge AI platform. Our technology automates workflows from start to finish, allowing financial advisors to dedicate more time to their clients. We envision a future where every wealth management firm operates on Nevis.Founded by a remarkable team of former Revolut executives, Nevis has successfully secured $40 million in funding from prestigious investors including Sequoia Capital, ICONIQ, and Ribbit Capital. Our focus is exclusively on collaborating with the largest and fastest-growing wealth management firms across the United States.Our MissionThe role of a Deployment Strategist centers on transforming a pivotal technological evolution in financial services into tangible commercial success. Leading wealth management firms in the U.S. acknowledge the transformative potential of AI in their operations. They partner with Nevis believing that the key to serving more clients, retaining assets, and scaling their operations lies in fundamentally reshaping their advisors' workflows. As a Deployment Strategist, your mission is to actualize this vision.This position is highly commercial in nature. You will manage some of the most significant and intricate enterprise deals within the wealth management sector, overseeing every aspect from initial discussions to full-scale AI implementation and account growth. This requires an in-depth understanding of a firm's operations to pinpoint where AI can deliver the most value, developing compelling business cases to persuade leadership to take action, and leading the deployment process that achieves these objectives. You will be the trusted advisor to our clients and the internal champion ensuring that this trust is upheld.Your ResponsibilitiesWhile no two days will be identical, you can anticipate:Managing the most substantial enterprise deals in U.S. wealth management from initial engagement to comprehensive AI deployment and subsequent account expansion.Engaging onsite with senior leadership at firms managing between $10 billion and $500 billion in assets under management (AUM) to understand their critical workflows, identify operational challenges, and articulate where Nevis adds the most value.Creating detailed business cases and board-ready presentations that translate AI capabilities into commercial advantages, driving internal alignment and securing executive buy-in from clients.Collaborating with Forward Deployed Engineers to scope, configure, and implement AI agents and automated workflows that streamline thousands of advisor tasks daily.Leading complex, multi-stakeholder deployment initiatives concurrently, ensuring precise and swift coordination among customer teams, Nevis engineers, and senior leadership.Acting as the primary point of contact for client trust, reinforcing that confidence through successful project execution.

Role overview Rowspace is hiring an AI Deployment Manager to guide post-sale relationships with clients in the finance sector. This New York City-based role focuses on helping customers succeed with Rowspace’s solutions, driving adoption across their organizations, and sharing client feedback with internal teams. The position goes beyond traditional account management by requiring a deep understanding of investor workflows, including research, decision-making, and data environments. Experience in finance or consulting, especially with complex client relationships, is valuable here. What you will do Manage customer relationships after the sale, handling onboarding, adoption, expansion, and retention. Learn each client’s workflow and show how Rowspace integrates into their daily activities. Advocate for customers by gathering and sharing feedback with product and engineering teams. Identify growth opportunities and collaborate with Account Executives to pursue them. Participate in late-stage deal discussions to ensure a smooth transition and understand client needs before contracts are signed. Bring in Account Executives when expansion is possible. Create and refine playbooks that define Rowspace’s approach to customer engagement. Requirements 3–7 years of experience, ideally in finance (buy-side, sell-side, or fintech) or management consulting, with a focus on client engagement. Understanding of finance workflows or the ability to quickly learn how investors perform due diligence, build models, and make decisions. Proactive, results-oriented mindset with the ability to move projects forward independently. Strong attention to detail and curiosity, willing to explore a private equity firm’s deal pipeline in depth. Ability to identify trends across clients and share insights that influence product direction. Excellent communication skills, able to explain complex topics clearly and succinctly.

Lyratech Group seeks a Director of Client Services based in New York, NY. This leadership role centers on guiding the client services team and shaping the client experience. The Director will play a key part in building lasting relationships and making sure clients feel supported throughout their journey. Role overview This position manages daily client service operations and sets the direction for how Lyratech Group interacts with its clients. The Director is expected to set high standards for client satisfaction and engagement, working closely with both clients and internal teams. Key responsibilities Oversee the day-to-day activities of the client services team Monitor and improve client satisfaction levels Develop strategies to deepen client engagement Build and maintain long-term client partnerships Lead, mentor, and support the client services staff What we look for Success in this role requires strong relationship-building skills, a focus on client needs, and the ability to lead a team dedicated to service excellence.

Client Service Manager Location: New York, NY or Philadelphia, PA Company Overview: WithCoverage is revolutionizing the insurance brokerage industry through AI-driven risk management solutions tailored for today's economy. We collaborate with numerous high-growth, industry-defining companies, such as GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clientele includes renowned consumer brands, leading hospitality firms, general contractors, advanced manufacturers, and next-gen defense contractors, all navigating complex risk landscapes and seeking a partner that can keep pace with their needs. By replacing outdated, fragmented brokerage systems with our proprietary technology, we have created a new category of elite risk advisors. Our in-house Agency Management System provides our team and AI agents complete transparency into policies, exposures, claims, billing, and commissions, enabling deep automation, informed decision-making, and an elevated standard of service. Founded by JD Ross (co-founder of Opendoor) and Max Brenner (formerly with Bain and Compound), we have successfully raised over $43 million from prominent investors including Sequoia, 8VC, Khosla Ventures, and Crystal Venture Partners. Our growth has exceeded 10x over the past year while maintaining positive cash flow, and we are just beginning to explore the vast opportunities ahead. Our ambition extends beyond merely improving brokerage services; we aim to redefine risk management across the economy. Why Join Us? Accelerated Growth: We’re expanding rapidly, offering you substantial opportunities to learn, lead, and influence your career trajectory as well as the future of the company. Impactful Work: We safeguard the world’s most innovative brands, including consumer icons, hospitality leaders, next-generation defense contractors, and American manufacturers. Industry Redefinition: The insurance sector is one of the largest and most stagnant markets. We’re rewriting the rulebook through proprietary technology, automation, and AI. Financial Incentives: We recruit top talent and invest in your development, which translates to competitive compensation, meaningful equity, and outstanding benefits. We firmly believe in promoting from within and provide a clear pathway for career advancement. About The Role: In this position, you will collaborate with Risk Advisors on an assigned portfolio, oversee daily service operations, and support a range of strategic client-facing initiatives.

About ValonValon is pioneering an AI-native operating system tailored for regulated finance, focusing initially on mortgage servicing. Supported by a16z, our Series C company is redefining industries often deemed too intricate for innovation.Instead of relying on outdated legacy systems, we’ve created and manage our own mortgage servicing enterprise, overseeing more than $110 billion in loans. This hands-on experience has equipped us with the insights necessary to develop effective software solutions for regulated sectors.We’ve successfully transformed mortgage servicing from a business with marginal profits into one yielding over 60% margins while significantly enhancing customer satisfaction. Our groundbreaking ValonOS platform is designed for the AI era, streamlining processes and enabling continual operational improvements through rich data integration.Mortgage servicing is just the beginning; we envision a broader transformation across various regulated industries.Role OverviewAs a Deployment Strategist at Valon, you will play a pivotal role in launching our AI-driven platform for large enterprise clients within a complex, highly regulated environment. You will be the key liaison on-site with customers, ensuring a seamless connection between our innovative technology and operational success.This hybrid position combines elements of strategy, product development, business operations, and technical troubleshooting. You will engage with enterprise clients, translating intricate requirements into scalable workflows, resolving challenges in real-time, and collaborating with internal engineering and product teams to guarantee successful deployments.Expect to be deeply embedded with users during critical phases, comprehensively understanding their unique challenges and guiding the implementation process. This is a highly impactful role for individuals who thrive in dynamic environments and aspire to contribute to building a lasting legacy.

Overview: The Client Service team at Guidepoint plays a crucial role in connecting our clients with industry experts to enhance their decision-making processes. We prioritize understanding each client's unique research requirements, ensuring they receive expert insights tailored to their specific topics, often within hours. Your Role: As a Project Manager on the Client Service team, you will manage key client accounts and lead a team of Associates, ensuring optimal matches between our clients and the right Advisors for their projects. This position is critical to Guidepoint's ongoing success. Work Environment: This is a hybrid position that allows for a blend of in-office and remote work.

Mariner Wealth Advisors is seeking a Client Service Manager to lead daily operations for a wealth management team in New York City. This role centers on transaction processing, workflow oversight, and fostering a collaborative team culture. A detail-oriented and proactive approach is essential for both client service and internal processes. What you will do Process and verify money movement transactions using Wealthscape and Charles Schwab platforms. Oversee daily operations, including preparing and reviewing documents for account opening and maintenance. Use expertise in opening Taxable, Retirement, Trust, and Business accounts on Fidelity and Charles Schwab to evaluate requests efficiently. Act as the primary contact between Wealth Teams and custodians, engaging daily with custodians to resolve issues and ensure accurate processing. Delegate tasks and support team members to maintain smooth workflows. Promote accountability, collaboration, and continuous improvement within the team. Manage quarterly projects, update internal tracking spreadsheets, and oversee completion of daily team tasks. Requirements Bachelor’s degree in Business Administration, Operations Management, or a related field. 5-7 years of experience in financial business operations, preferably in a growth-focused environment. Key skills Familiarity with Salesforce. Hands-on experience with Fidelity (Wealthscape) and Charles Schwab platforms. Strong analytical and problem-solving skills. Project management experience, including managing cross-functional teams. Excellent communication and interpersonal skills for effective collaboration. Proficiency in Excel.

Join SPS North America as a Client Service Supervisor, where you will lead our dedicated team in providing exceptional service to our clients. You will be responsible for managing client relationships, ensuring satisfaction, and overseeing the effectiveness of service delivery. Your leadership will inspire the team to achieve targets and enhance client experiences, making a tangible impact on our organization.

About AssembledAt Assembled, we believe that exceptional customer support is achieved through a perfect synergy between human agents and artificial intelligence. As the only integrated platform capable of scaling this collaboration, we empower companies like Canva, Etsy, and Robinhood to unify their entire support operations—combining in-house agents, BPOs, and AI—into a single cohesive system. Our AI Agents handle cases from start to finish, while our AI Copilot offers crucial assistance to agents and AI-driven workforce management optimizes both human and AI resources. With backing from $70 million from NEA, Emergence Capital, and Stripe, we are committed to creating a platform that truly enhances human-AI teamwork.The RoleWe are seeking a dedicated Enterprise Deployment Strategist to spearhead the technical deployment process and cultivate customer relationships during the onboarding phase for our mid-market and enterprise clients. As a vital member of our Solutions Team, you will play a key role in shaping our deployment methodologies as we grow. From managing customer projects to executing technical setups, your efforts will drive revenue conversion, retention, and overall customer satisfaction. Your engagements with customers will provide valuable insights that will help us define deployment best practices, enhance our product offerings, and refine our operational processes as we scale.ResponsibilitiesBuild and maintain strong customer relationships while guiding technical deployment projects across various customer segments, focusing on mid-market and enterprise.Explore and document the functionality of our product across all areas, including our web application and API, to enhance your product knowledge and assist both customers and internal teams.Develop and refine best practices for deployment based on your comprehensive product expertise.Enhance internal processes and improve the overall customer experience during the deployment phase.Collaborate cross-functionally with Sales, Customer Success, Product, and Engineering teams to ensure successful customer launches.Act as a liaison between our customers and the product organization to influence the product roadmap.Establish and promote effective customer engagement strategies to maximize customer value.About You6+ years of experience in technical deployment or related fields.Proven track record of managing customer relationships effectively.Strong technical acumen and understanding of SaaS products.Excellent communication and interpersonal skills.Ability to work collaboratively in a fast-paced environment.Demonstrated problem-solving skills and a proactive approach to challenges.

Role overview Valon is hiring a Senior Product Manager to guide the direction of Deployment Agents. This New York-based position shapes product strategy and drives enhancements to how deployment processes operate. Key responsibilities Develop and execute product plans for deployment agents from concept through delivery Partner with engineering, design, and cross-functional teams to advance projects Spot and act on opportunities to streamline deployment workflows and increase customer value Champion new product ideas and manage them through to launch Collaboration This role involves working closely with colleagues across several departments to deliver and refine deployment solutions. Ongoing teamwork ensures continuous improvement and smooth product delivery.

Join our dynamic team at Maki as an AI Deployment Architect, where you'll play a pivotal role in configuring, deploying, and enhancing our AI agents tailored for enterprise clients. This position uniquely blends product knowledge, engineering expertise, and customer delivery, allowing you to transform business requirements into effective solutions. Your focus will be on ensuring that each deployment meets the specific needs of our clients while continuously optimizing performance and system stability.As a key technical partner, you will guide customers through crucial configuration decisions, troubleshoot complex issues, and help them leverage AI-driven screening in their operations. Additionally, you will serve as a vital feedback channel between our field teams and product development, identifying trends for platform improvements and validating new features in real-world scenarios.This role demands a high level of technical acumen and hands-on involvement. As we scale deployments across various industries and regions, you will establish standards, tools, and best practices that ensure the scalability of our AI agents.Key Responsibilities:Configuration and Deployment:Develop and customize screening flows based on client needs and job specifics.Set up state prompts, tone parameters, voice selections, transitions, and conditional logic.Establish and maintain custom vocabularies for ASR where applicable.Conduct demos and oversee pilot implementations from inception to completion.Troubleshooting and Iteration:Examine conversation transcripts to pinpoint errors or inconsistencies.Execute targeted debugging through isolated state tests.Rapidly iterate on prompts and configurations to enhance performance.Utilize SQL to analyze behavior patterns, identify systemic issues, and validate enhancements.Client Partnership:Guide customers on screening design, user personas, and AI interview best practices.Clearly communicate technical concepts, limitations, and potential trade-offs.Manage client expectations during pilot phases and create structured feedback mechanisms for ongoing improvement.Act as a trusted advisor throughout the deployment and refinement processes.Product Collaboration:Identify recurring issues and improvement opportunities to enhance our platform.Collaborate closely with product teams to validate new capabilities with actual customers.

Join Superdial as a Deployment Operations Lead, where you will spearhead end-to-end deployment processes for our enterprise clients. This opportunity is tailored for exceptional operators with consulting or Strategy & Operations backgrounds who aspire to transition from advisory roles to execution ownership.In this pivotal role, you will guide intricate customer engagements from the initial onboarding phase to full production rollout, orchestrating collaboration among customer stakeholders and internal teams. Your contributions will significantly influence customer success, retention, and growth.Key ResponsibilitiesLead Enterprise Deployments (0 → Live)Oversee comprehensive onboarding, implementation, and launch processes for enterprise clients.Facilitate smooth trial-to-production transitions, establishing clear milestones and accountability.Manage deployment timelines, execution, and outcomes across various stakeholders.Act as the Customer Operations Point of ContactServe as the main liaison for customer leadership and operational teams.Conduct operational syncs, drive decision-making processes, and maintain project momentum.Convert ambiguous business requirements into structured execution plans.Design & Drive Operational WorkflowsCreate and implement workflows tailored to operational objectives.Ensure all systems, data, and processes are prepared for go-live.Collaborate with technical teams to translate business needs into actionable production processes.Problem-Solving at the System LevelConduct root cause analyses and implement corrective actions for performance deficiencies.Identify bottlenecks within workflows and conversion points.Continuously enhance deployment quality, speed, and scalability.Cross-Functional LeadershipCoordinate efforts across Account Management, Production Operations, AI Engineering, and Platform teams.Bridge communication between customers, product teams, and engineering.Scale for GrowthDevelop playbooks and frameworks to standardize enterprise deployments.

Schrödinger is seeking a highly skilled Strategic Deployment Manager to join our dedicated team, focused on enhancing human health and quality of life through cutting-edge computational techniques. As a crucial member of our Enterprise Informatics team, you will oversee the comprehensive deployment of the Schrödinger Platform for our clients, guiding them from project inception to successful long-term integration. Your role as a customer advocate will be essential in shaping our product development strategy for the future. Discover how the Schrödinger Platform is revolutionizing collaborative therapeutic design.

The Client Services Coordinator plays a pivotal role in enhancing client satisfaction by providing essential administrative support to the Client Services team. This entry-level position involves managing documentation, scheduling meetings, and executing internal follow-ups, all aimed at maintaining an organized and efficient client experience. The Coordinator is instrumental in ensuring that all operational processes across client accounts remain consistent and effective.Key ResponsibilitiesClient Strategy & Relationship ManagementDeliver daily support across Tier 1–3 accounts by managing communications and coordinating documentation and scheduling.Assist Managers and Senior Managers with timely tracking of project actions and client requests.Prepare project documents, call notes, and meeting agendas to ensure they are polished and client-ready.Account Growth & Commercial DevelopmentCompile historical scope and delivery data to assist client-facing team members during renewal or upsell discussions.Maintain reference documents and logs to facilitate tracking of engagement history and opportunity timelines.Engage in follow-up activities to cultivate ongoing client conversations post-delivery.Client Delivery GovernanceMonitor delivery milestones using CRM tools and project management boards (e.g., HubSpot, Monday.com), ensuring all updates are current and comprehensive.Document client feedback rounds and assist with logistics for content uploads or reviews.Help create client-facing presentations, recaps, or handover notes for internal purposes.Cross-Functional CollaborationCollaborate closely with Project Managers to ensure project schedules and updates are communicated clearly.Coordinate with the Business Development team on contact records and align notes across teams.Identify recurring questions or themes in delivery for discussion in team reviews.Team Leadership & Capability DevelopmentEngage in team meetings and contribute to internal knowledge-sharing sessions.Actively seek learning opportunities from senior team members to enhance skills in tools and workflows.Process & Tools OptimizationEnsure CRM and shared documentation are consistently up-to-date.Identify repetitive tasks that could be streamlined through process improvements or templating.Assist in testing new tools and updates to Standard Operating Procedures as they are implemented across the department.Reporting, Feedback & Escalation ManagementMaintain contact logs and activity trackers, supporting NPS/feedback survey initiatives.Notify team leads if a client requires follow-up or has not received essential updates.Compile inputs for team reporting dashboards and post-project summaries.