Client Strategist

About the role

Responsibilities

• Lead annual strategy sessions with institutional stakeholders to align campus goals with their PeopleGrove platform.
• Set clear targets and give direction on platform usage based on each institution's priorities.
• Map platform capabilities to the institution's broader student success, advancement, or enrollment goals.
• Check in on progress against strategic targets and adjust the plan as institutional priorities change.
• Identify opportunities to expand platform usage in ways that support the institution's goals.
• Balance one-to-one strategic guidance with one-to-many programming.
• Shape the direction of client-facing events, including webinars, conferences, campus visits and PeopleGrove hosted events. Identify opportunities to plan, organize and attend the ones that matter most to the portfolio.
• Serve as the voice of the collective client inside PeopleGrove, sharing and providing feedback with CS Leadership, Product and Engineering.
• Own the renewal strategy for your portfolio, including forecasting, timing, and negotiation.
• Identify risk metrics and monitor account health; work with your Engagement Manager team to identify and intervene early on accounts at risk.
• Identify up- and cross-sell opportunities to tee up to New Sales team.
• Serve as the senior point of contact for institutional leadership within your portfolio.
• Represent your clients' priorities internally, working with Product, Support, and Sales to close gaps and inform the roadmap.
• Build a network of institutional champions who can speak to the value of the PeopleGrove partnership.
• Manage and coach a team of Engagement Managers, setting priorities and reviewing progress against adoption goals. Support Engagement Mangers in building and implementing a scalable engagement strategy for portfolio of clients.
• Run regular one-on-ones and support the professional growth of your team.
• Help onboard and train new Engagement Managers as the team grows.
• Track monthly gross and net retention rates, logo retention, account health, and adoption metrics across your portfolio.
• Report on portfolio performance and flag risk early enough to act on it.
• Use data to decide where your team should focus its engagement efforts.

Benefits

• Competitive salary + annual bonus
• Flexible PTO and hybrid/remote work options
• Full medical, dental, and vision coverage
• 401K with generous company match + financial planning
• Company-paid life and disability insurance
• Collaborative and purpose-driven culture
• Dental
• Vision
• 401(k)
• PTO
• Bonus