OverviewThis is an office-based position.ResponsibilitiesThe 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 FunctionsClient 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.
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 QualificationsRequired 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.
BenefitsWe 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.
