Transaction Solutions Client Manager

Aon
Houston
Workplace: HybridFull timeUSD 70,000 - 90,000 annuallyFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Organization","Proactive","Attention to detail","Relationship building","Written and verbal communication"]

Partner with Transaction Solutions leadership to drive client engagement and business growth across the deal lifecycle. Serve as a trusted liaison between clients, prospects, and internal teams, coordinating proposals, RFP responses, and pipeline follow-up. Support private equity and M&A onboarding activities, manage executive scheduling and communications, and ensure smooth execution of central initiatives in a hybrid Houston role.

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FursaFursa
Aon
Aon
2 days ago

Transaction Solutions Client Manager

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Last checked: 7 hours agoStatus: Live

Job Summary

Partner with Transaction Solutions leadership to drive client engagement and business growth across the deal lifecycle. Serve as a trusted liaison between clients, prospects, and internal teams, coordinating proposals, RFP responses, and pipeline follow-up. Support private equity and M&A onboarding activities, manage executive scheduling and communications, and ensure smooth execution of central initiatives in a hybrid Houston role.
Location: Houston
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Partner with Transaction Solutions leadership to manage central initiatives, priorities, and day-to-day operations.
  • •Liaise between clients, prospects, and internal collaborators to facilitate communication and ensure responsive follow-up.
  • •Support business growth by preparing meeting documents and market insights, coordinating proposals, and monitoring pipeline progress.
  • •Lead and coordinate RFP responses with subject matter experts and Sales Enablement to produce client deliverables.
  • •Oversee execution for onboarding and executive support, including M&A deal onboarding administration and executive calendar, travel, expense reporting, and communications.

Pay and Benefits

Salary: USD 70,000 - 90,000 annually
Perks:401kEquityHealth InsuranceDentalVisionPaid LeaveLife InsuranceHsaCommuter BenefitsTuition Assistance

Key Requirements

  • •5+ years supporting senior leaders in business operations, executive support, client service, sales enablement, project management, or a related role.
  • •Manage multiple priorities and projects with exceptional attention to detail.
  • •Demonstrate strong business insight and sound judgment with sensitive or confidential information.
  • •Experience supporting business development activities, proposal management, and client communications.
  • •Proficiency with Microsoft Office Suite, CRM platforms, and collaboration tools; bachelor’s degree or equivalent experience in a related field.
Experience:Private equityM&ASales enablement
Education:Bachelor's in Business, Communications, Marketing, or related field
Skills:OrganizationProactiveAttention to detailRelationship buildingWritten and verbal communication
Tech Stack:Microsoft Office SuiteCRM platformsAon ConnectRFPs

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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