Mid Level Client Relationship Specialist Jobs
Mid level client relationship specialist jobs go to professionals ready to own client portfolios end to end, guide junior staff, and shape retention strategies with limited day-to-day oversight. Openings cover remote, hybrid, and on-site settings across Banking & Financial Services, Investment & Asset Management, and Fintech, with employers like Firstsource, JPMorganChase, and Invesco 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 Specialist Jobs: Frequently Asked Questions
How do I get a mid level client relationship specialist job?
Position your existing experience around ownership and outcomes. Highlight accounts you managed independently, renewals you drove, and client issues you resolved without escalation. Applications that show measurable results, such as retention rates improved or revenue protected, stand out at this level. Tailor each submission to the specific client base the employer serves, whether enterprise, mid-market, or consumer.
Which companies hire mid level client relationship specialists?
Companies hiring mid level client relationship specialists right now include Firstsource, JPMorganChase, and Invesco, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from financial services firms, SaaS companies, and professional services organizations that need experienced professionals to manage complex client relationships with minimal supervision.
Are there remote mid level client relationship specialist jobs?
Yes, though availability varies by industry and employer. About 36% of mid level client relationship specialist openings are remote or hybrid as of November 2026, reflecting strong demand for experienced professionals who can manage client relationships without being on-site daily. Industries like technology and financial services tend to offer the most flexible arrangements at this level.
How do I move up to a mid level client relationship specialist role?
Moving into a mid level role requires building a record of independent client ownership, not just supporting senior staff. Focus on deepening expertise in a specific industry or client segment, taking the lead on renewals and escalations, and demonstrating that clients stay and grow under your management. Employers want to see that you can handle a full portfolio without close oversight.
Which industries hire the most mid level client relationship specialists?
Mid Level client relationship specialist roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because their clients require consistent, knowledgeable points of contact who can manage complex needs, navigate contract cycles, and protect long-term revenue relationships.