Senior Client Services Project Manager (2nd Shift)

TL;DR

Senior Client Services Project Manager (2nd Shift): Manage preparation of disclosure documents and client relationships in financial services with an accent on executive-level engagement and cross-functional coordination. Focus on driving project oversight, resolving inquiries, and ensuring compliance under tight deadlines.

Multiple US locations: Palo Alto, CA; Tampa, FL; Columbus, OH; Denver, CO; Houston, TX (and 4 others). 2nd shift: Monday-Friday 2:15pm-11:30pm PST. #remote #hybrid

$40 - $55 per hour

Company

Global technology leader providing SaaS platform for regulatory disclosure and compliant content in financial, legal, health, and capital markets.

What you will do

• Nurture executive-level client relationships and serve as primary point of contact for disclosure document needs.
• Lead or assist multiple clients in document preparation, participating in meetings, presentations, and onboarding.
• Act as liaison between clients and internal teams (consulting, product support, IT, sales) for service requests.
• Drive projects, resolve inquiries by execution or escalation, and document activities for tracking and billing.
• Function as internal change agent, managing priorities and leading through high-pressure situations.

Requirements

• Bachelor's degree in business or related field (or equivalent experience).
• 5+ years in client service environment, with success in client-facing roles.
• Strong financial services knowledge, including document types.
• Excellent presentation, communication, and Microsoft Office skills.
• Proven problem-solving, multitasking, and adaptability to regulations/technology.
• Detail-oriented with organizational skills for project oversight.

Nice to have

• Knowledge of transaction/compliance services, accounting, XBRL, and SaaS tools.

Culture & Benefits

• High-trust collaboration valuing unique skills and perspectives.
• Competitive medical, dental, vision, life insurance for employees/dependents.
• 401(k) with company match (full vesting from hire).
• Paid time off: vacation, sick, holidays, parental leave, bereavement, jury duty, community involvement.
• Wellness resources and employee assistance program.