Client Success Strategist

Growdi; Charlotte (NC); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Growdi is seeking a Client Success Strategist to act as the operational bridge between our engineering team and elite clientele. You will manage relationships with Managing Partners, Surgeons, and top-tier Brokers from onboarding through deployment, ensuring ROI is demonstrated and client retention is maximized.

Responsibilities include leading executive onboarding, coordinating with automation architects, and presenting data-driven QBRs.

Qualifications

• Impeccable communication skills, able to engage C-level executives with authority and empathy.
• Strong operational background with experience in B2B sales pipelines and CRM basics.
• Hyper-organized and proactive; anticipates client needs and guides execution.
• Bilingual proficiency in English and Spanish is a strong advantage.

Responsibilities

• Lead executive onboarding for high-net-worth clients with clear timelines.
• Serve as strategic liaison between client stakeholders and internal automation teams.
• Conduct Quarterly Business Reviews to showcase ROI and identify upsell opportunities.
• Identify and resolve friction points before they escalate to technical issues.

Skills

Elite communication

Operational excellence

Hyper-organization

Bilingual English/Spanish

Tools

CRM software

Job description

This is not a standard “customer service” position. As a Client Success Strategist at Growdi, you are the operational bridge between our engineering team and our elite clientele. You will manage the relationship with Managing Partners, Surgeons, and top-tier Brokers from the moment they sign a $10,000+ infrastructure deal. Your objective is to ensure smooth onboarding, flawless deployment communication, and ultimate client retention by proving the ROI of our systems.

Your Responsibilities

Lead the executive onboarding process for high-net-worth clients, setting clear expectations and deployment timelines.

Act as the strategic liaison between the client’s stakeholders and our internal automation architects.

Conduct Quarterly Business Reviews (QBRs) to present data, showcase ROI, and identify opportunities for infrastructure expansion (upselling).

Proactively identify client friction points and resolve them before they become technical escalations.

Who We Are Looking For

Immaculate communication skills. You must project authority, empathy, and extreme competence when speaking with C-level executives.

Strong operational background. You understand B2B sales pipelines, CRM basics, and business logic.

Hyper-organized and proactive. You don’t wait for clients to complain; you anticipate their needs and guide them.

Bilingual proficiency (English/Spanish) is a strong advantage.

Why Join Us?

High-Value Exposure: You will build a professional network by working directly with some of the most successful practice owners in the country.

Hybrid / Remote Flexibility: Based near our Charlotte HQ or fully remote, with the flexibility to manage your own schedule.

Career Trajectory: As Growdi scales its client base, this role is positioned to evolve into a Director of Operations or VP of Client Success.

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