Job Description

About us

Advocate Technologies istheinsurance intelligence platform for commercial real estate. We provide modern insurance operations for lenders, transforming their insurance functions across origination and servicing with intelligent risk management tools that automate complex coverage assessment,leveragereal-time market data, and streamline collaboration.

Founded in October 2020 by a world-class team based in New York, Athens, and Prague, we serve$1.3 trillionin commercial real estate assets — from multi-family to office. Our customers rangefrom lenders funding small mortgages,to banks funding Agency (Freddie Mac, Fannie Mae, HUD, SBA) loans, to large commercial real estate lenders funding $100M+ transactions.

Our mission is to empower businesses by simplifying complex processes throughcutting-edgetechnology and expert guidance. We are committed to a culture of quality and care, anchored in great customer outcomes, deep industry knowledge, andhigh standards.

To learn more about Advocate, visit www.tryadvocate.com

About the role

Advocate Technologies isseekingan experienced and drivenClient Solution Managerto 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 andmaintainprocess 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,identifyintegration needs, surface product challenges, and prioritize feature requests.

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

• Coordinate and manage key client initiatives across stakeholders, tracking progress and driving accountability to milestones.
• Identifyopportunities for account expansion, deeper platform adoption, and retention through proactive engagement.

Client Support & Training

• Investigate client-reported issues, triagebugsand 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, orinsurtech.

• 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.

• Demonstratedtrack recordof working cross-functionally with operations, product, and engineering teams.

• Proficiencywith Excel, Word, and structured workflow or CRM platforms.

• Working knowledge of REST API fundamentals -including integration testing, authentication, and reading technical documentation - isrequired.

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 aClient SolutionManageryou will enjoy:

• Gross annual total compensation of €40,000.

• 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.