Overview

The Advisory Client Relationship Manager is a high level individual contributor who provides strategic leadership and guidance for enterprise-level client relationships in the insurance and wealth management technology space. Drawing on extensive industry and product expertise, this role influences client engagement strategy, advise on large-scale initiatives, and acts as a key escalation point for critical accounts. This role partners closely with executive stakeholders across both client and internal organizations to shape product evolution, ensure value realization, and foster long-term partnerships. The advisory client relationship manager also mentors the client relationship team and helps define best practices and frameworks for enterprise account management. 

 

Essential Job Functions 

Client Engagement & Relationship Management:  

• Serve as a trusted advisor to executive stakeholders at major client organizations, fostering long-term partnerships. 

• Own relationship strategy, governance, and executive alignment. 

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Account Monitoring & Retention:  

• Oversee retention strategies for the most strategic accounts and guide internal teams to address emerging challenges 

• Serve as escalation point for complex client issues, ensuring rapid resolution and long-term satisfaction. 

• Develop and maintain account plans to ensure retention, growth, and profitability. 

• Lead monthly and quarterly governance meetings, preparing and presenting account performance and roadmap updates 

 

Opportunity Identification & Sales Support:  

• Drive identification of transformative opportunities and support strategic sales pursuits with deep client insight. 

• Partner with Sales and Executive teams to identify upsell and cross-sell opportunities within existing accounts. 

• Participate in executive steering committee meetings, contributing client perspective to shape solution strategy. 

• Identify opportunities for process improvements or new solutions to enhance customer value and strengthen partnerships. 

 

Financial Accountability: 

• Own financial performance of assigned accounts: oversee billing accuracy, forecasting, and profitability targets. 

• Monitor and proactively report on risk, opportunities, and billing performance over 3–6 month horizons. 

• Partner with finance to ensure alignment with budgetary constraints and revenue recognition standards. 

 

Project Delivery and Oversight: 

• Oversee Statements of Work (SOWs) to ensure clarity, feasibility, and alignment with both customer needs and organizational goals. 

• Provide strategic guidance to project managers and delivery teams, ensuring compliance with best practices and methodologies. 

• Ensure implementations are completed on time, within scope, and within budget, driving milestone completion without compromising quality. 

• Support Agile planning cycles (releases, sprints) and ensure integration across cross-functional teams. 

All other duties as assigned 

Required Qualifications / Technical Competencies:  

• Industry Knowledge: Experience anticipating industry trends and providing thought leadership on client engagement strategies. Ability to advise product and strategy teams on macroeconomic and regulatory shifts. 

• Product & Platform Proficiency: Experience influencing product roadmap by aligning client trends with platform evolution. Experience defining best practices for strategic solution deployment. 

• Client Engagement Tools & Systems: Advanced experience establishing enterprise engagement frameworks using advanced tooling and reporting. Experience standardizing scalable account management methodologies. 

• Data Analysis & Reporting: Deep experience building business cases from client data to support internal investment or resource changes.  

• Issue Tracking & Resolution: Experience leading resolution strategy for systemic or reputational issues. Experience defining enterprise escalation paths and risk management models. 

• Communication & Documentation: Experience shaping executive communication templates and contributing to high-visibility messaging. Experience representing the voice of the client in high-level discussions or investor communications. 

• Opportunity & Account Management: Experience defining portfolio growth strategies across regions or verticals. Experience partnering with sales and marketing leadership to refine go-to-market strategies for high-value clients. 

• Significant experience advising executive stakeholders and leading enterprise-level engagements. 

• Expertise in account risk mitigation, enterprise growth, and long-term retention planning. 

• Visionary thinking with ability to influence internal product direction based on client needs. 

• Proven leadership in mentoring client success teams and defining best practices. 

 

We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.