Mid Level Client Relationship Analyst Jobs
Mid level client relationship analyst jobs go to professionals ready to own client portfolios, guide junior team members, and make strategic recommendations with limited oversight. Openings are concentrated across Investment & Asset Management, Banking & Financial Services, and Fintech, with a strong mix of on-site, remote, and hybrid settings, and employers like Firstsource, Invesco, and JPMorganChase hiring at this level now.
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FIRSTSOURCE Client Relationship Manager – Director / Assistant Vice President
LOCATION: Florida
Overview
Client Relationship Manager will serve as the primary point of contact for assigned clients. In this role, you will function as the business owner for assigned accounts, working directly with delivery teams to ensure that the clients’ needs are met. The CRM will act as the client’s voice within the organization, ensuring that there is collaboration on all aspects of delivery in alignment with the client’s expectations.
- Two to five accounts and a portfolio range of $15-30M
- Work from home
- Will require travel (at least 25 - 50%)
- Desired location would be Midwest to East Coast
This position demands an in-depth understanding of the client’s business needs and challenges, uncovering opportunities in their processes, and the ability to offer proactive solutions to solve for those opportunities.
Duties & Responsibilities:
- Ensure project members are sufficiently enabled to meet client expectations.
- Propose actions to improve our performance metrics.
- Build and leverage relationships with all internal and external stakeholders.
- Effectively leverage internal resources and leadership.
- Develop a plan to proactively secure timely contract renewals.
- Develop strategic plans that align with client priorities and emphasize tools and services that can improve efficiency.
- High level of client attention and support via a variety of communication methods.
- Shape and solution engagements in collaboration with subject matter experts as relevant.
- Manage and nurture client relationships to ensure satisfaction and retention.
- Understand the competitive landscape in healthcare, back office and be able to participate in design/solutioning of support experiences based on market/customer requirements.
- Drive pricing and MSA negotiations with clients as well as internal approvals.
- Collaborate with cross-functional teams to ensure project objectives are met and client expectations are exceeded.
- Advise and support clients, offering solutions and tactics to help achieve their business goals while also increasing company revenue.
- Track industry developments, disruptors, and technology developments.
- Participate in the development, presentation, and sales of a value proposition.
- Identify and develop strategic alignment with key third party influencers.
- Experience managing Client P & L of $15M+ dollars including reporting and metric assessment for the portfolio.
Qualifications
- Strong Background in Sales; 5-10 years
- Blues Experience (preferred)
- Ability to present sales propositions
- Client Relationship Management/Account Management experience
- Healthcare Payor Experience
- BPO/Call Center Experience, BPaaS
- Curious, always shaping the “art – of – the – possible”
- Grow and cultivate long-term relationships with clients
- Ability to interface at all levels of an organization
- Bachelor’s degree or equivalent experience
Firstsource is an Equal Employment Opportunity employer. All employment decisions are based on valid job requirements, without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other characteristic protected under federal, state or local law. Firstsource also takes Affirmative Action to ensure that protected veterans and qualified disabled persons are introduced into our workforce and considered for employment and advancement opportunities.
FIRSTSOURCE Client Relationship Manager – Director / Assistant Vice President
LOCATION: Florida
Overview
Client Relationship Manager will serve as the primary point of contact for assigned clients. In this role, you will function as the business owner for assigned accounts, working directly with delivery teams to ensure that the clients’ needs are met. The CRM will act as the client’s voice within the organization, ensuring that there is collaboration on all aspects of delivery in alignment with the client’s expectations.
- Two to five accounts and a portfolio range of $15-30M
- Work from home
- Will require travel (at least 25 - 50%)
- Desired location would be Midwest to East Coast
This position demands an in-depth understanding of the client’s business needs and challenges, uncovering opportunities in their processes, and the ability to offer proactive solutions to solve for those opportunities.
Duties & Responsibilities:
- Ensure project members are sufficiently enabled to meet client expectations.
- Propose actions to improve our performance metrics.
- Build and leverage relationships with all internal and external stakeholders.
- Effectively leverage internal resources and leadership.
- Develop a plan to proactively secure timely contract renewals.
- Develop strategic plans that align with client priorities and emphasize tools and services that can improve efficiency.
- High level of client attention and support via a variety of communication methods.
- Shape and solution engagements in collaboration with subject matter experts as relevant.
- Manage and nurture client relationships to ensure satisfaction and retention.
- Understand the competitive landscape in healthcare, back office and be able to participate in design/solutioning of support experiences based on market/customer requirements.
- Drive pricing and MSA negotiations with clients as well as internal approvals.
- Collaborate with cross-functional teams to ensure project objectives are met and client expectations are exceeded.
- Advise and support clients, offering solutions and tactics to help achieve their business goals while also increasing company revenue.
- Track industry developments, disruptors, and technology developments.
- Participate in the development, presentation, and sales of a value proposition.
- Identify and develop strategic alignment with key third party influencers.
- Experience managing Client P & L of $15M+ dollars including reporting and metric assessment for the portfolio.
Qualifications
- Strong Background in Sales; 5-10 years
- Blues Experience (preferred)
- Ability to present sales propositions
- Client Relationship Management/Account Management experience
- Healthcare Payor Experience
- BPO/Call Center Experience, BPaaS
- Curious, always shaping the “art – of – the – possible”
- Grow and cultivate long-term relationships with clients
- Ability to interface at all levels of an organization
- Bachelor’s degree or equivalent experience
Firstsource is an Equal Employment Opportunity employer. All employment decisions are based on valid job requirements, without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other characteristic protected under federal, state or local law. Firstsource also takes Affirmative Action to ensure that protected veterans and qualified disabled persons are introduced into our workforce and considered for employment and advancement opportunities.
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Mid Level Client Relationship Analyst Jobs: Frequently Asked Questions
How do I get a mid level client relationship analyst job?
Position your experience around ownership, not just tasks. Highlight accounts you managed end to end, problems you solved independently, and outcomes you can measure. Applications that show you have handled client escalations, built reporting processes, or expanded relationships without heavy supervision stand out at this level. Tailor your resume to the specific client segments each employer serves.
Which companies hire mid level client relationship analysts?
Companies hiring mid level client relationship analysts right now include Firstsource, Invesco, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. At this level, you will find openings at financial services firms, technology companies, consulting practices, and enterprise software providers that need analysts who can manage accounts with limited direction.
Are there remote mid level client relationship analyst jobs?
Yes, though availability varies by industry and employer. About 33% of mid level client relationship analyst openings are remote or hybrid as of November 2026, reflecting strong demand for analysts who can manage client relationships digitally. Industries like financial technology and enterprise software tend to offer the most flexible arrangements at this experience level.
How do I move up to a mid level client relationship analyst role?
Moving from entry level to mid level requires building a record of independent client ownership. Focus on expanding your scope one project at a time, taking on accounts with greater complexity, and demonstrating that your recommendations drive measurable results. Developing skills in data analysis, client communication, and cross-functional coordination accelerates the transition and signals readiness for greater responsibility.
Which industries hire the most mid level client relationship analysts?
Mid Level client relationship analyst roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors rely heavily on sustained client relationships and recurring account management, which makes mid level analysts who can operate with autonomy and handle complex stakeholder needs especially valuable.