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

Client Journey Manager

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:

• Minimum 

  3 years of experience

   in client-facing or service-oriented roles with high-end brands or companies serving affluent individuals.
• Polished communication skills in 

  English and Hindi

  —both spoken and written.
• Based in 

  Gurgaon or Delhi

  , comfortable with on-site or hybrid work.
• Strong interpersonal, social, and relationship-building skills.
• Poised, confident, empathetic, and detail-oriented; able to make clients feel understood and cared for.
• Comfortable working with technology and digital interfaces.
• Eager to be part of a 

  founding team

  , contributing ideas and shaping client experience from day one.
• Calm under pressure, with a service mindset and refined professionalism.

Why Join Us:

• Be part of the 

  founding team

   for a unique, high-impact product at the brink of launch.
• Help define how our clients experience and trust the platform.
• Work in a professional, design-led environment that values quality, discretion, and empathy.
• Competitive compensation aligned with the premium nature of the role.
• Opportunity for professional growth and leadership as the product and team expand.

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.

Client Journey Manager – Your Name

Location:

Job Type: