Client Solutions Manager, InsurTech

About the Role

Advocate Technologies is seeking an experienced and driven Client Solutions Manager to lead client onboarding, technical integrations, and ongoing client success across a portfolio of lender accounts.

You will own the end-to-end client experience — from implementation through long-term account growth — partnering closely with operations, product, and engineering to translate client needs into scalable workflows. As a manager-level individual contributor on the Client Solutions Team, you will set the standard for execution, mentor junior team members, and serve as a trusted advisor to senior stakeholders at our clients.

Key Responsibilities

Client Onboarding & Implementation

• Lead end-to-end onboarding engagements for new clients, including project planning, data migration, system configuration, reconciliation, and go-live readiness on the Advocate platform.

• Translate complex onboarding requirements, loan and asset information, and program specifications into scalable account configurations.

• Own quality assurance and validation across implementations to ensure data integrity and alignment with client expectations.
• Drive cross-functional execution with operations, product, and engineering stakeholders to shape client workflows and contribute to standard operating procedures.

• Develop and maintain process documentation, product guides, and internal playbooks to scale onboarding excellence.

• Build deep technical mastery of the Advocate platform, current features, and product roadmap; advocate for client needs in roadmap discussions.

Client Success Management

• Serve as the primary point of contact and trusted advisor for a designated portfolio of client accounts.

• Lead recurring client business reviews, identify integration needs, surface product challenges, and prioritize feature requests.

• Partner with internal product and engineering teams to translate client feedback into roadmap inputs and ensure timely resolution of escalations.

• Coordinate and manage key client initiatives across stakeholders, tracking progress and driving accountability to milestones.

• Identify opportunities for account expansion, deeper platform adoption, and retention through proactive engagement.

Client Support & Training

• Investigate client-reported issues, triage bugs and feature requests, and manage escalations to resolution.

• Design and deliver client training sessions and lead change management efforts during new rollouts, releases, and transitions.

• Mentor junior team members on client engagement best practices and technical troubleshooting.

Requirements

• 4+ years of experience in client onboarding, client success, technical account management, or implementation roles, ideally in B2B SaaS, fintech, or insurtech.

• Strong analytical skills and attention to detail in managing client data, configurations, and workflows.

• Excellent written and verbal communication skills, with the ability to explain technical concepts clearly to both technical and non-technical audiences.

• Proven ability to lead multiple complex projects and client engagements simultaneously.

• Demonstrated track record of working cross-functionally with operations, product, and engineering teams.

• Proficiency with Excel, Word, and structured workflow or CRM platforms.

• Working knowledge of REST API fundamentals — including integration testing, authentication, and reading technical documentation — is required.

What we offer

At Advocate, we believe in supporting our team with meaningful benefits that enhance work-life balance, well-being, and professional growth. As a Client Solutions Manager you will enjoy:

• Gross annual total compensation of €45,000.

• An annual performance bonus tied to successful new account onboarding.

• Private health insurance, fully covered by the company.

• A hybrid work model: 2 days in the office and 3 days working from home.

• Extra “work from anywhere” days annually for added flexibility.

• A home office stipend to help you set up or upgrade your remote workspace.

• A monthly team bonding budget to foster connection and collaboration.