Client Services Manager

Roles & Responsibilities include, but are not limited to:

Travel & Statewide Support

• Travel with STP staff to meetings throughout the state, at no additional cost to the State.
• Be available for on-site meetings in Sacramento, CA within twenty-four (24) hours’ notice, if requested by STP.
• Operate on a Pacific Time Zone (PT) (UTC -8:00) work schedule.

Implementation & Onboarding

• Lead the onboarding and implementation of new User Agencies
• Provide detailed implementation plans outlining specific actions, timelines, and milestones.
• Conduct weekly calls with STP and User Agencies to ensure consistent communication and progress tracking.
• Develop and manage a structured 90-day onboarding timeline to ensure a smooth and effective transition for each new User Agency.
• Oversee integration and configuration of:
  • Custom travel policies
  • Custom rule classes
  • Approval processes
  • User roles and permissions
  • Future system configurations
  • Ongoing site maintenance

Strategic Planning & Agency Development

• At the request of STP, develop comprehensive goals and tailored strategies specific to each User Agency.
• Establish and maintain strong professional relationships with both existing and prospective User Agencies.
• Provide proactive account management to ensure long-term engagement and program growth.

Performance Review & Opportunity Analysis

• Conduct, at minimum, a bi-annual analysis and review of the top ten (10) User Agencies, at the request of STP.
• Identify missed travel opportunities and new business opportunities.
• Align findings with each User Agency’s specific goals and strategic objectives.