TrendyMinds

Client Partner

TrendyMinds$80K — $95K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in account or project management, ideally in an agency or professional services setting.
  • Proven track record managing budgets and timelines across multiple accounts simultaneously.
  • Hands-on experience with project management and CRM tools, particularly Asana and Salesforce.
  • Familiarity with AI tools for client communications and project reporting.
  • Ability to assess project health and distinguish between on-track and genuinely successful projects.
  • Strong communication skills to effectively interact with clients and internal teams.
  • Demonstrated ability to identify growth opportunities within existing accounts.

Responsibilities

  • Own account operations, managing budgets, timelines, billing, and project status for client accounts.
  • Run project management and delivery, using Asana for task tracking and maintaining workback plans.
  • Spot opportunities for additional work tied to client goals and assist in scoping them into contracts.
  • Serve as the day-to-day client contact, ensuring logistics are handled and focus remains on strategy.
  • Facilitate effective communication between client partnerships and service teams to ensure clarity and quality in briefs.
  • Maintain thorough project documentation and client approvals, ensuring audit-readiness for regulated industries.

Benefits

  • Fully remote work arrangement, allowing flexibility in location and working hours.
  • Collaborative team environment that values diverse contributions and ideas.
  • Generous time-off policy with 30 paid days off annually and flexible scheduling options.
  • Excellent health benefits, including full coverage of health insurance premiums for employees and partial coverage for dependents.
  • Investment in team members' success with new equipment provided for optimal performance.
  • Supportive of community engagement through philanthropy initiatives and donation matching.
Full Job Description
About the Role

TrendyMinds is looking for a Client Partner to own the operational health and delivery of a portfolio of client accounts. You'll be accountable for budgets staying on track, timelines holding, and the work moving cleanly between our teams and our clients. When someone asks how an account is doing, you're the person with the answer.

This is a role for someone who runs an account rather than reports on one. You'll manage the financial and delivery mechanics, hold the day-to-day client relationship, and stay close enough to the work to see where it should go next and help scope it.

What You'll Do
  • Own account operations: Manage budgets, timelines, billing, and project status for your assigned accounts. Keep Salesforce current and monthly revenue recognition accurate and on time.
  • Run project management and delivery: Use Asana as your team's central hub for task tracking and coordination. Maintain workback plans, surface risks early, and keep priorities aligned across internal teams.
  • Spot opportunities and shape SOWs: Stay close to the work to see where new opportunities exist, tie them to client strategic goals, and help scope them into signed engagements.
  • Be the client's day-to-day point of contact: Handle logistics and follow-through so client conversations can stay focused on strategy, not scheduling.
  • Bridge Client Partnerships and service teams: Make sure briefs are complete, handoffs are clean, and feedback loops close.
  • Build audit-ready discipline: Maintain project documentation, client approvals, and deliverable tracking that hold up under scrutiny. Many of our clients operate in regulated industries and cannot afford gaps.


What You'll Need
  • 5+ years of experience in account management, project management, or client services at an agency or professional services firm
  • Proven experience owning budgets, timelines, and billing across multiple concurrent accounts
  • Hands-on proficiency with project management tools (Asana or similar) and CRM systems (Salesforce or similar)
  • Demonstrated use of AI tools in daily account work, including drafting client communications, automating reporting, and synthesizing project data across platforms
  • Sound escalation judgment, with the ability to distinguish a project that is technically on track from one that is actually healthy
  • Strong written and verbal communication skills, and comfort being a client-facing point of contact
  • A track record of spotting growth opportunities within existing accounts, not just executing what's scoped


Nice to Have
  • Experience drafting or contributing to statements of work (SOWs)
  • Experience with monthly revenue recognition processes
  • Experience working with clients in the healthcare Industry


What Makes TrendyMinds a Great Place to Work

We believe a happy team is a solid team; it's as simple as that.
  • Fully remote: We believe the best team is one that isn't limited by proximity to a physical location. Whether it's the West Coast or the East Coast, we work with team members across all of the U.S. time zones.
  • Collaborative team environment: Your voice is important, and we believe the best projects include contributions from everyone.
  • Great benefits: 30 paid days off and 401(k) matching. What more could you ask? Oh yeah, we cover 100% of health insurance premiums for all team members and 50% for their spouses and dependents.
  • Flexible schedule: Some people are early birds who love collaborating in-person at our offices. Others are night owls who enjoy working from home. We are flexible to accommodate different work styles, times, and locations - within reason and the needs of our clients - of course!
  • New equipment: In order to produce incredible work, we have to have incredible equipment. Sorry if you were hoping for a 7-year-old PC. That's just not our style.
  • Philanthropy: We like to do our part to help our community. With our philanthropy committee and donation matching system, we offer you the resources you need to make a difference.


Our Values

At TrendyMinds, we aim to hire people who share our values. They are at the center of how we treat each other and our clients, and they act as our guideposts for every decision.

Know the Why behind the What.

We aim to be as honest and transparent as possible with our team and clients. The idea of Why lives at the heart of our LOGIQ process and grounds us with clear reasons for the decisions we make. (You will learn more about our LOGIQ process if you join our team.)

Put relationships first.

We not me. For more than 25 years, we've grown a business built on strong relationships with clients. But we also know that developing trust and a collaborative spirit is equally important to cultivate a healthy team that loves having fun.

Think Ahead and push boundaries.

Our tagline isn't Think Ahead for nothing. We bring a contagious passion to our craft, always searching for creative ways to challenge ourselves and deliver results, even though things don't always go according to plan. Don't be afraid to make mistakes, improve, and try again.

Bring your full self.

Show up. Each of us has something unique to contribute. In all that we do, we celebrate diversity and strive to create an equitable, inclusive environment so that everyone feels a sense of belonging.

About TrendyMinds

TrendyMinds is a full-service marketing agency that specializes in digital marketing, branding, web design, and video production. The company was founded in 2003 and is headquartered in Indianapolis, Indiana. TrendyMinds has worked with a variety of clients across industries, including healthcare, education, and technology. The company's mission is to help clients achieve their business goals through innovative marketing strategies and creative solutions.
Learn more about TrendyMinds
Size
50 employees
Industry
Founded
2003

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