Title: Client Services Manager

Department: SEO Career & Alternative Investments

Report to: Director, Partnership Management

Compensation: $70,500 - $83,000

FLSA: Exempt

Employee Type: Full-Time, Regular

Location: New York, NY

Work Arrangement: Hybrid - 3 days/week in the SEO office at 55 Exchange Place, New York, NY 10005

ABOUT SEO

Founded in 1963 during the Civil Rights Movement, SEO closes educational and career opportunity gaps for 7,000 ambitious young people annually.

POSITION OVERVIEW

The Client Services Manager is a strategic and tactical liaison to SEO's alternative investment partners and Conference (AICON) Sponsors, and a key operational driver of SEO's programming. This role supports management of the end-to-end partner relationship for a portfolio of 50+ alternative investment partners — collecting recruiting needs, communicating to program teams, and ensuring they are met to partners' satisfaction — while also supporting the execution of the SEO Alternative Investments Conference (AICON) and Limited Partner (LP) programming. The role maintains a comprehensive strategic plan spanning marketing, communications, tracking, and data maintenance, and supports the Director, Partnership Management and the Associate Director, AICON & E&F (Endowment & Foundations) in maintaining positive, professional relationships across the SEO community.

Partnership Management

Act as the client contact support for Director, Partnership Management, across a portfolio of 50+ alternative investment partners.
Support the Associate Director, AICON and E&F in managing and maintaining conference sponsorships.
Attend partner meetings, documenting meeting notes and action items.
Coordinate the internal partner access process, sharing candidate resumes/profiles with partners, tracking responses, and measuring outcomes.
Create partner registration forms for SEO events using tools such as Monday.com and Google Docs.
Manage and update the SEO partner portal.
Create, distribute, and track contribution invoices and contribution acknowledgement letters for partners and/or Sponsors.
Attend program and partner in-person events outside of business hours as needed. Some programs may require air or train travel 1-3 times per year.

Program Operations & Management

Support Associate Director for the seamless execution of AICON, including sponsorship outreach, marketing, tracking, invoices, data collection, reporting, speakers, and other conference-related tasks.
Facilitate the set-up of LP events, managing Zoom, Monday boards, attendance tracking, marketing, correspondence, and reporting.
Develop plans and workflows, manage the programming calendar, and track milestones.
Support event planning and execution in partnership with the AICON/LP team, including researching, sourcing, and coordinating with vendors and sponsors to secure venues, catering, and speakers; develop run-of-shows and communication plans for participants, partners, and vendors.
Coordinate with partners and internal operations teams to host webinars and educational events.
Provide timely responses to inquiries from attendees, partners, and sponsors, exercising sound judgment in resolving and escalating customer service issues.

Cross-Department Collaboration with Program Teams

Communicate partner hiring needs and role specs to program and recruiting teams, and ensure they stay updated on partner needs.
Coordinate with program teams to develop resume books for partner recruitment needs.
Track and follow up on partner event attendance with Program Managers.
Fill all partner requests to their satisfaction.

Marketing & Outreach

Liaise with the SEO Marketing & Communications team to create and distribute marketing materials, promotional content, and partner newsletters via social media, email, partner platforms, and other mediums.

Data & Analytics

Leverage Monday.com and other project management tools to track and organize program deliverables, partner factsheets, requisitions, engagement data, renewals, event planning, and hires.
Create goals and KPIs to evaluate processes and inform recommendations for continuous improvement.