Client Strategy, Enterprise
On-siteNew York City, New York, United States
Job Summary
Own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion. Serve as the primary contact for enterprise clients using a prescriptive and consultative approach. Plan and run QBRs to align on client goals, roadmap, and next steps. Monitor adoption and health signals, quarterback escalations, and prevent churn through proactive engagement. Build success and account plans for each customer, including stakeholder maps, KPIs, and mutual action plans. Use customer performance metrics to identify and deliver on upsell opportunities. Relay client insights back to product and engineering teams to aid continuous improvement.
Required Qualifications
- 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund
- 3+ years of experience in customer-facing roles, including customer success, account management, or related roles
- Experience within high-growth, enterprise financial technology companies that sell to investment banking, private equity, and/or other related high finance customers
- Proven track record in analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes and improve processes
- Skilled in owning and managing customer relationships, including upsell and renewal conversations to maximize customer value
- Confident communicator with strong strategic planning and relationship management skills
- Adept at engaging with and influencing stakeholders across all levels in real time
- Outstanding project management skills
- Extremely organized and detail-oriented
- Strong presentation and communication skills
Desired Qualifications
- High-volume client-facing experience within the AI space
- Early experience at a hyper-growth startup
- Direct experience in finance, including banking, private equity, or similar roles
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.