Client Strategy, Enterprise

📋 Description

• Own enterprise accounts end-to-end; drive adoption, ROI, retention, and expansion.
• Primary partner for day-to-day users and executive stakeholders.
• Plan and run QBRs to align goals, roadmap, and next steps.
• Own renewal process end-to-end, forecasting timelines, mitigating churn.
• Monitor adoption and health signals; escalate and prevent churn.
• Build account plans with stakeholders, KPIs, and milestones.

🎯 Requirements

• 2+ years front-office experience at top banks, PE, or hedge funds (preferred).
• Alternatively, 3+ years in customer-facing roles in high-growth fintech.
• Proven track record in analyzing customer metrics and strategic recommendations.
• Skilled at owning relationships, upsell, and renewal discussions.
• Confident communicator with strategic planning across levels.
• Outstanding project management; highly organized and detail-oriented.

🎁 Benefits

• Strong product adoption with leading financial institutions.
• Extraordinary team of AI and finance experts.
• Real ownership and meaningful impact.
• Work at the frontier of AI and finance.
• Fast-paced startup with growth opportunities.