Manage client accounts and projects through document composition, manufacturing, SEC EDGAR filings, printing, and final distribution. Serve as the primary customer liaison, translate requirements into workflow instructions, monitor SLAs and quality standards, coordinate internal teams and vendors, resolve issues, review deliverables, and support client presentations. Mentor associates, improve workflows, and ensure accurate, timely service delivery across multiple concurrent projects.

Lead ArcCharting software implementations from discovery through final sign-off. Gather client requirements, document chart specifications and business rules, coordinate development and testing, manage project tickets and deadlines, resolve issues, and communicate status with clients and internal teams. The role requires working with Adobe Illustrator, XML-based configuration files, SaaS implementations, and Microsoft Office while ensuring accurate, compliant deliverables.