Client Journey Manager

Company Description

The Plan Beyond is an upcoming premium digital platform designed to help individuals manage and preserve what truly matters—securely and thoughtfully. We are at the cusp of our public launch and are building a small, high-calibre founding team that will shape how our clients experience this one-of-a-kind product and service.

If you enjoy being part of something meaningful from its very beginning—where your work directly shapes client trust and experience—this role will suit you perfectly.

Role Description

We are seeking an articulate, service-driven  Client Journey Manager  to be the human face of our product. You will guide clients through their onboarding journey, address their queries and concerns, coordinate with internal teams for solutions, and ensure every client feels heard, valued, and confident.

This is a relationship-focused role requiring polish, empathy, and initiative. You will play a central role in creating the tone and standard of service that defines our brand.

Responsibilities

• Serve as the primary touchpoint for clients through onboarding and continued engagement.
• Guide clients through the platform’s interface, ensuring a seamless and reassuring experience.
• Handle questions, problems, and concerns promptly and professionally.
• Maintain a proactive, relationship-driven communication approach—making clients feel supported and confident.
• Keep detailed records of client interactions and feedback to help refine processes and improve the product.
• Collaborate closely with product and operations teams to relay insights and help enhance user experience.
• Represent the brand with warmth, professionalism, and discretion at all times.

Candidate Profile :

Why Join Us :

How to Apply :

Send your résumé and a short note (max 250 words) on why you’re excited to join an early-stage product and how you’ve built trust with discerning clients in the past.

Email to ankit@theplanbeyond.com with the subject line :   Client Journey Manager – Your Name

Location : Onsite – Gurugram, Haryana

Job Type : Full-Time | Permanent