What are the responsibilities and job description for the Client Manager position at Oculus Group?
About Our Client
Our Client is a leading cloud-based FinTech platform transforming the Commercial Real Estate (CRE) finance landscape. Their technology empowers lenders, servicers, asset managers, and investors with a unified SaaS solution that supports the full CRE loan lifecycle—from origination and underwriting through asset management, servicing, and disposition.
By combining structured data, intelligent automation, and deep industry expertise, Our Client enables greater efficiency, transparency, and smarter decision-making across organizations.
The Opportunity
Our Client is seeking a Client Manager to serve as a trusted advisor and primary point of contact for a portfolio of institutional clients. This is a highly visible, client-facing role where you will play a key part in driving client satisfaction, engagement, and long-term value.
You will partner closely with cross-functional teams and act as the bridge between clients and internal stakeholders, ensuring seamless delivery and continuous improvement of the platform experience.
What You’ll Do
- Manage and grow relationships with a portfolio of institutional clients
- Serve as the primary point of contact, ensuring a high level of client satisfaction
- Lead onboarding and training initiatives for new clients
- Drive product adoption and ongoing engagement
- Coordinate with internal teams (product, implementation, advisory) to resolve issues and deliver enhancements
- Identify opportunities for upsell, expansion, and strategic improvement
- Support client renewals, referrals, and broader business development efforts
- Advocate for client needs to help shape product and service evolution
What We’re Looking For
- 2 years of experience in client services, customer success, account management, project management, or a similar client-facing role
- Experience in FinTech or Commercial Real Estate strongly preferred
- Proven ability to build and maintain strong client relationships
- Consultative, solutions-oriented mindset
- Strong organizational and project management skills with ability to manage multiple priorities
- Analytical thinker with strong problem-solving capabilities and attention to detail
- Excellent written and verbal communication skills
- Ability to thrive in a fast-paced, collaborative environment
- Bachelor’s degree in Business, Finance, Real Estate, or a related field
Why Join
- High-impact role with direct client exposure
- Opportunity to work at the intersection of FinTech and Commercial Real Estate
- Collaborative, fast-growing environment
- Clear path for growth and advancement
Salary : $70,000 - $90,000