Overview

The Advisory Client Relationship Manager is ahigh levelindividual 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 productexpertise, this role influences client engagement strategy,adviseon 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.

Client Engagement & Relationship Management:

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

• Ownrelationship 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 asescalationpoint for complex client issues, ensuring rapid resolution and long-term satisfaction.

• Develop andmaintainaccount 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 toidentifyupsell and cross-sell opportunities within existing accounts.

• Participate in executive steering committee meetings, contributing clientperspectiveto shape solution strategy.

• Identifyopportunities for process improvements ornew solutionsto 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 monthhorizons.

• 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.

• Providestrategic 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.

Qualifications

Typically requires 15+ years of experience in strategic client relationship roles in technology, SaaS, or fintech industries.Experience managing large enterprise accounts.Must haveAgileexperience.Executive education or leadership training in customer success, product strategy, or enterprise growth is a strong asset.

• Industry Knowledge: Experienceanticipatingindustry 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 experienceestablishingenterprise 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. Experiencerepresentingthe 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 experienceadvisingexecutive stakeholders and leading enterprise-level engagements.

• Expertiseinaccountrisk mitigation, enterprise growth, and long-term retention planning.

• Visionary thinking withabilityto influence internal product direction based on client needs.

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

Benefits

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 6 all in a creative, fast-growing, and innovative company.