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Project Managers

Project Managers at C3 are the driving force behind execution, bringing structure, consistency, and alignment to all projects. Whether coordinating multi-year builds or fast-moving deployments, they operate as an extension of your team, adjusting to the size, scope, and pace of your goals.

Their involvement is fluid and collaborative, working in lockstep with Advisors, Account Managers, and Client Lifecycle Managers throughout the entire process. By joining early, they help define goals, uncover potential roadblocks, and ensure vendors, timelines, and expectations are aligned from the start.

Key responsibilities include:

  • Coordinating cross-functional teams and project milestones

  • Managing timelines, dependencies, and communication

  • Serving as the central point of contact for vendors and stakeholders

  • Providing consistent updates, planning sessions, and milestone tracking

  • Applying experience to keep everything moving smoothly

Having a Project Manager means you’re never navigating complexity alone, they’re there to guide, communicate, and deliver outcomes every step of the way.

Learn More About Hallie & Heather

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Client Lifecycle Managers

Client Lifecycle Managers are dedicated to ensuring clients gain maximum value from their technology investments from the moment a solution goes live. Their focus is on long-term success, working closely with clients to support adoption, drive engagement, and keep solutions aligned with evolving business needs. By staying connected throughout the lifecycle of each solution, they help clients realize both immediate impact and sustained performance.

Their hands-on, strategic involvement includes:

  • Drive adoption and usage of tech solutions
  • Lead onboarding and enablement
  • Monitor client success metrics and satisfaction
  • Facilitate QBRs and optimization recommendations

More than just managing post-implementation, Client Lifecycle Managers are committed to helping clients succeed long after the initial rollout, ensuring technology delivers results not just once, but over time. 

Learn More About Alyson & Kimmie

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Account Managers

Account Managers play a crucial role in delivering the long-term value that C3 promises to our clients. They are more than just a point of contact, working consistently to build continuity between the decisions made early in the process and the long-term results that follow. From day one, they’re dedicated to understanding your business goals, aligning technology solutions accordingly, and supporting your team through each stage of growth and change.

Their role extends far beyond the initial deal. Through consistent engagement and deep client understanding, they:

  • Serve as your primary point of contact for ongoing technology needs 
  • Align new opportunities to your business goals 
  • Coordinate renewals, expansions, and supplier relationships 
  • Offer regular touchpoints and executive business reviews 
  • Facilitate QBRs and optimization recommendations

Learn More About Steven, Blake, & Doran

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Engineers

C3 Engineers are the technical foundation of every successful engagement, translating vision into real-world results through precision, problem-solving, and hands-on support. From day one, they work closely with clients, vendors, and internal teams to ensure solutions are built correctly, deployed smoothly, and positioned for long-term success. With a strong focus on communication, quality, and customer satisfaction, they guide each implementation with care and clarity.

Key responsibilities include:

  • Overseeing solution implementation and technical execution

  • Collaborating with stakeholders to remove roadblocks and maintain momentum

  • Ensuring projects are delivered with accuracy, efficiency, and scalability in mind

  • Communicating proactively to keep all teams aligned and informed

  • Upholding high standards of integrity, detail, and follow-through

Our engineers install more than just technology by building confidence in every decision and becoming trusted partners in your success.

Learn More About Ryan, Steve, James, & Mark

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C3 Careers

If you’re interested in joining a team dedicated to customer success and team member growth, check out our careers page.

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