About the Role
This role is responsible for guiding clients toward long-term success by developing and implementing strategic plans that align with their business goals. The strategist will act as a trusted advisor, using insights and collaboration to drive retention, expansion, and satisfaction across the customer lifecycle.
Responsibilities
- Develop long-term plans for client account development
- Identify opportunities to expand service adoption within existing accounts
- Lead regular strategic reviews with client stakeholders
- Translate customer goals into measurable success plans
- Coordinate cross-functional teams to support account objectives
- Monitor key performance indicators and adjust strategies accordingly
- Maintain detailed records of client interactions and progress
- Anticipate client needs through market and usage analysis
- Drive renewal and upsell initiatives with data-backed proposals
- Act as primary strategic advisor for assigned accounts
- Facilitate onboarding and adoption of new features
- Gather feedback to inform product and service improvements
- Align internal resources with client timelines and priorities
- Produce quarterly business reviews with executive summaries
- Maintain up-to-date knowledge of industry trends and competitive landscape
- Support crisis resolution with strategic recovery planning
- Ensure compliance with contractual obligations and service levels
- Track and report on customer health scores
- Build trust through consistent, value-focused communication
- Manage stakeholder expectations across multiple departments
- Use CRM tools to forecast growth and retention
- Promote best practices in customer engagement
- Escalate critical issues with clear resolution paths
- Maintain confidentiality of sensitive client information
- Adapt strategies based on customer lifecycle stage
Compensation
Competitive salary with performance incentives
Work Arrangement
Hybrid remote available
Team
Collaborative team focused on client success and revenue expansion
What You’ll Do
- Create and execute strategic plans for key accounts
- Turn client objectives into actionable roadmaps
- Lead discussions on performance and growth opportunities
- Work closely with delivery and support teams to ensure alignment
What We’re Looking For
- A proactive thinker with a history of managing complex accounts
- Someone who uses data to guide decisions and recommendations
- A communicator who builds credibility across levels
Available for qualified candidates
