Personal Client Manager

Summary

Join 20four7VA as a Personal Client Manager (PCM) and manage a portfolio of clients, providing high-touch service. Build strong relationships, create performance reports, and identify opportunities/risks. Monitor client satisfaction, execute upsell targets, and reduce churn. Act as an escalation point for client issues and maintain high response standards. Use CRM tools, follow internal SOPs, and contribute to process refinement. This role requires a Bachelor's degree, 2+ years of relevant experience, strong communication skills, and proficiency with spreadsheets and CRM systems.

Requirements

• Education Bachelor’s Degree (Required) — preferably in Business, Finance, Marketing, or related field
• Experience 2+ years experience in client success, relationship management, account management, or a similar customer-facing role
• Skills Strong written and verbal English communication skills
• Highly organized, responsive, and detail-oriented
• Analytical thinker — able to understand client performance data and recommend actions
• Comfortable working across time zones and in a remote-first team environment
• Competent with spreadsheets, CRM systems, and helpdesk tools

Responsibilities

• Client Relationship Management Manage a portfolio of assigned clients based on AUM tier (Top 15%, Mid Segment, or <20k USDT)
• Build strong, trust-based relationships through proactive check-ins, reviews, and responsiveness
• Maintain detailed knowledge of each client’s trading performance, profile, and engagement history
• Performance Reporting Create and deliver monthly reports and performance summaries tailored to your segment
• Flag opportunities or risks based on trading outcomes, billing patterns, or engagement trends
• Coordinate with support and billing teams to ensure client data is accurate and timely
• Retention & Upsells Monitor satisfaction and initiate upsell conversations where relevant (e.g. premium tier upgrades)
• Execute quarterly upsell targets (≥20% of segment)
• Reduce churn to <1% monthly within your managed book
• Support Escalations & Triage Act as the escalation point for high-value or sensitive client tickets
• Collaborate with Support & Ticketing and Onboarding to resolve issues quickly
• Maintain high response standards (SLA ≤ 2 hours on escalated items)
• System & Workflow Management Use CRM tools (Google Sheets / Zoho) to track client touchpoints and tasks
• Follow internal SOPs and maintain meticulous client records
• Contribute to refining processes for client retention, reporting, and upsell automation

Preferred Qualifications

Experience in fintech, trading platforms, or financial services is highly preferred

Benefits

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you