Client Relationship Manager Jobs in California
Client Relationship Manager jobs in California are among the most active in the country, concentrated in financial services, technology, healthcare, and professional services, with openings at every level from entry-level account coordinator through senior relationship director. The deepest hiring markets are Los Angeles, San Francisco, and San Diego, where firms like Wells Fargo, Salesforce, and Kaiser Permanente maintain large client-facing operations. The most in-demand specializations are wealth management, enterprise software accounts, and commercial banking. Find a role that fits below and apply directly.
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Showing 5 of 20+ Client Relationship Manager jobs
Company Description
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money.
We operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments.
We invest in people and new advanced technologies to unlock the power of data and to innovate. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 23,300 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.
Job Description
- Manage day‑to‑day client relationships, support issue resolution, align on goals, and deliver product enhancements.
- Lead Client Business Reviews with Sales, highlight return on investment, document action items, and outline future strategies.
- Conduct periodic Workflow Assessments, including planning sessions, user shadowing, recommendations, documentation, and leadership presentations.
- Guide clients as they transition from implementation to ongoing account management.
- Partner with Support, Product, and Development to resolve service tickets and ensure a smooth client experience.
- Promote use of the Customer Community for support cases, product updates, knowledge resources, and training.
- Collaborate with Customer Success to address product issues and performance concerns.
- Support contract renewals and contribute to revenue retention and attrition‑avoidance strategies.
- Identify cross‑sell, upsell, and expansion opportunities with the Regional Sales Director.
- Monitor product usage to ensure expected return on investment and alignment with client goals.
- Provide best‑practice recommendations and configuration guidance to improve client outcomes.
- Gather and support NPS survey participation and use feedback to inform improvements.
- Maintain client documentation and account insights in Salesforce.
- Meet all performance metrics and KPIs for assigned accounts.
Qualifications
- Healthcare Claims experience is highly beneficial
- Bachelor's degree or equivalent experience
- 4+ years experience in the healthcare IT industry
- Provider-based background recommended
- Proficient in Salesforce
- Conceptual understanding and some use of GenAI, CoPilot, or GPT functionality
- Understanding of the Healthcare Revenue Cycle
- Team player, able to collaborate across groups and learn from others - specifically sales, marketing, product, support and implementation
- Flexible in working with changing needs of organizations
- High degree of polish appropriate for meeting with clients
- Travel up to 30% required
Additional Information
Benefits/Perks:
- Great compensation package and bonus plan
- Core benefits including medical, dental, vision, and matching 401K
- Flexible work environment, ability to work remote
- Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
- Explore all our exciting benefits here: https://yourexperianbenefits.com/cand-index.html
At Experian, our people and culture set us apart. We're deeply committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what truly matters. Our people-first approach has earned us global recognition: World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others.
Want to see what life at Experian is really like? Explore Experian Life on social or visit our careers site.
Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity.
Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.
Company Description
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money.
We operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments.
We invest in people and new advanced technologies to unlock the power of data and to innovate. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 23,300 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.
Job Description
- Manage day‑to‑day client relationships, support issue resolution, align on goals, and deliver product enhancements.
- Lead Client Business Reviews with Sales, highlight return on investment, document action items, and outline future strategies.
- Conduct periodic Workflow Assessments, including planning sessions, user shadowing, recommendations, documentation, and leadership presentations.
- Guide clients as they transition from implementation to ongoing account management.
- Partner with Support, Product, and Development to resolve service tickets and ensure a smooth client experience.
- Promote use of the Customer Community for support cases, product updates, knowledge resources, and training.
- Collaborate with Customer Success to address product issues and performance concerns.
- Support contract renewals and contribute to revenue retention and attrition‑avoidance strategies.
- Identify cross‑sell, upsell, and expansion opportunities with the Regional Sales Director.
- Monitor product usage to ensure expected return on investment and alignment with client goals.
- Provide best‑practice recommendations and configuration guidance to improve client outcomes.
- Gather and support NPS survey participation and use feedback to inform improvements.
- Maintain client documentation and account insights in Salesforce.
- Meet all performance metrics and KPIs for assigned accounts.
Qualifications
- Healthcare Claims experience is highly beneficial
- Bachelor's degree or equivalent experience
- 4+ years experience in the healthcare IT industry
- Provider-based background recommended
- Proficient in Salesforce
- Conceptual understanding and some use of GenAI, CoPilot, or GPT functionality
- Understanding of the Healthcare Revenue Cycle
- Team player, able to collaborate across groups and learn from others - specifically sales, marketing, product, support and implementation
- Flexible in working with changing needs of organizations
- High degree of polish appropriate for meeting with clients
- Travel up to 30% required
Additional Information
Benefits/Perks:
- Great compensation package and bonus plan
- Core benefits including medical, dental, vision, and matching 401K
- Flexible work environment, ability to work remote
- Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
- Explore all our exciting benefits here: https://yourexperianbenefits.com/cand-index.html
At Experian, our people and culture set us apart. We're deeply committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what truly matters. Our people-first approach has earned us global recognition: World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others.
Want to see what life at Experian is really like? Explore Experian Life on social or visit our careers site.
Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity.
Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.
See All 20 Client Relationship Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find JobsClient Relationship Manager Jobs by City in California
Where California roles are concentrated, by current openings.
Client Relationship Manager Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- GHD10
- Ernest3
- Tatari2
- Bank of America1
- Charles Schwab1
Top Industries Hiring
- Consulting & Professional Services10
- Technology & Software4
- Investment & Asset Management2
- Marketing & Advertising2
- Accounting & Auditing1
What California Employers Look For
The qualifications that appear most often in client relationship manager jobs across California.
- Bachelor's degree in business, finance, marketing, or a related field
- Three or more years of client-facing account management or relationship banking experience
- Demonstrated proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for executive-level client interactions
- Experience managing book of business and hitting retention or revenue targets
- Familiarity with financial products, SaaS solutions, or healthcare services depending on industry
Client Relationship Manager Jobs in California: Frequently Asked Questions
How do you become a client relationship manager in California?
Most client relationship managers in California enter the field with a bachelor's degree in business, finance, or a related discipline, then build experience in account coordination, inside sales, or customer success roles. There is no state-issued license required for the general role, but those working in financial services often pursue FINRA Series 7 or Series 66 licenses, while wealth management-focused positions may require a California-recognized investment adviser registration through the Department of Financial Protection and Innovation.
Which companies hire client relationship managers in California?
Employers hiring client relationship managers in California right now include GHD, Ernest, and Tatari, based on current listings on Migrate Mate as of June 2026. California's concentration of major banks, enterprise tech companies, and large healthcare systems means sustained demand for this role across multiple sectors statewide.
Which California cities have the most client relationship manager jobs?
Los Angeles, Irvine, and Sacramento have the most client relationship manager openings in California. Los Angeles and San Francisco drive the largest share of postings through their dense clusters of financial institutions, enterprise technology firms, and professional services companies, while San Diego's biotech and defense sectors add a consistent stream of openings in more specialized client-facing roles.
Are there remote client relationship manager jobs in California?
Yes, and more than many client-facing roles, since a significant portion of relationship management work can be handled through video calls, CRM platforms, and digital communications. About 85% of client relationship manager openings tied to California are remote or hybrid as of June 2026, reflecting how broadly the role has shifted since the pandemic. Portfolio review, reporting, and strategy calls tend to be the most remote-friendly responsibilities, while onboarding new clients and handling complex escalations typically require in-person presence.
How can I get hired as a client relationship manager in California with little or no experience?
The most realistic entry path is through a customer success associate or junior account coordinator role at a California-based SaaS company or regional bank, where structured onboarding programs are common. Large employers like Wells Fargo, Charles Schwab, and Kaiser Permanente run new-grad and rotational associate programs that feed into relationship management tracks. Lateral moves from inside sales, retail banking, or client services put candidates on a fast path to the role, and earning a Salesforce Administrator certification adds a measurable edge when applying to tech-sector openings.
Where can I find and apply to client relationship manager jobs in California?
You can find and apply to client relationship manager jobs in California on Migrate Mate, which lists current California openings across industries and seniority levels. Find roles that fit your background and apply directly.
See All 20 Client Relationship Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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