Senior Client Strategy Manager
Senior Client Strategy Manager
Senior Client Strategy Manager
New York
Full-Time
About the role
Application
About the Company
Our client is a mission-driven financial technology company focused on improving outcomes within consumer finance. Through data-driven products and innovative technology, the company helps financial institutions streamline collections processes while providing borrowers with more compassionate and effective pathways toward regaining financial stability.
About the Role
As Senior Client Strategy Manager, you will turn client relationships into the company's strategic differentiator, not just retaining accounts but unlocking insights that reshape how they build products. You'll inherit 5–7 strategic accounts and build systems that scale without losing the personal touch, shifting the team from firefighting to proactive partnership.
Key Responsibilities
Own strategic accounts as primary relationship owner, anticipating client needs and building trust through transparency.
Identify patterns across your book of business and act as intelligence engine for Product and Account Management.
Lead monthly performance reviews that diagnose root causes and propose evidence-based solutions.
Coordinate audit processes end-to-end with zero missed deadlines.
Turn individual client wins into repeatable playbooks and partner with Client Operations to fix systemic friction.
Document what works and elevate team performance through knowledge sharing and scalable processes.
Requirements
4+ years in high-touch B2B client success, strategic account management, consulting, or banking with enterprise clients (ideally 5–15 deep accounts).
Track record of controlling narratives with enterprise clients during both wins and crises.
Demonstrated analytical capability: SQL, Excel, or BI tools (Mode, Looker, Tableau).
Cross-functional influence without authority: partnered with Product, Operations, and Compliance to drive outcomes.
Evidence of improving client outcomes through process innovation and scalable systems.
Bonus Skills
Consulting (Bain or similar top-tier firms) or investment banking background.
Experience at organizations with strong operational discipline.
SaaS/tech/startup experience managing a small number of accounts very deeply.
