Executive Client Success Lead

Colorado Psychiatric

Savage (MN)

Hybrid

USD 65,000 - 95,000

Full time

14 days+

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Job summary

StrategicSource (SSI) in Savage, Minnesota, seeks a hands-on Program Manager / Client Services Manager to own the end-to-end client journey for a portfolio of accounts—from onboarding to renewal. You will guide onboarding, audits, and day-to-day interactions while confidently communicating with senior stakeholders to drive satisfaction and retention.

The role requires travel and may be remote, hybrid, or in-office.

Qualifications

  • BS/BS Degree in Business or related degree.
  • Executive presence & C-suite communication: confidently present, discuss, and negotiate program value with executives.
  • 3+ years in client services or related client-facing role.
  • Strong negotiation skills and ability to advocate for both client and company.
  • Familiarity with the Client Journey and service delivery models.
  • Proficiency with ERP, Microsoft Office, and portal/collaboration tools.
  • Strong organizational skills; manage multiple accounts and deadlines.
  • Willingness to travel to client sites.

Responsibilities

  • Own the direct execution of the Client Journey for assigned accounts from onboarding through renewal.
  • Initiate projects, present recommendations, run client meetings, and manage day-to-day relationships.
  • Lead onboarding of new clients and professional offboarding of departing clients.
  • Coordinate project submissions and ensure accuracy and client-driven delivery.
  • Review recommendations with Sourcing and present to clients for timely decisions.
  • Coordinate implementation and hand-off of each category.
  • Initiate client audits with required steps and follow-up.
  • Develop approved monthly client meeting agenda and present via Client Portal.
  • Deliver standard SSI reporting: Monthly Client Updates and Pending/Rejected categories.
  • Build and manage relationships across accounts; surface risk early.
  • Request client referrals monthly to support sales objectives.
  • Align every stage of the Client Journey with evolving playbooks and coaching updates.

Skills

Executive presence & C-suite comms
Negotiation
Project coordination
Client relationship management

Education

BS/BS Degree in Business or related degree

Tools

ERP
Microsoft Office
Portal/collaboration tools

Job description

StrategicSource (SSI) in Savage, Minnesota, seeks a hands-on Program Manager / Client Services Manager to own the end-to-end client journey for a portfolio of accounts—from onboarding to renewal. You will guide onboarding, audits, and day-to-day interactions while confidently communicating with senior stakeholders to drive satisfaction and retention.

The role requires travel and may be remote, hybrid, or in-office.

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