Client Solution Manager, InsurTech

Client Solution Manager, Insur Tech About us

Advocate Technologies is the insurance 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, leverage real-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 trillion in commercial real estate assets - from multi‑family to office. Our customers range from 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 through cutting‑edge technology and expert guidance. We are committed to a culture of quality and care, anchored in great customer outcomes, deep industry knowledge, and high standards.

To learn more about Advocate, visit

Advocate Technologies is seeking an experienced and driven Client Solution 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.

• 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.

• 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.

• 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.

• 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…