Executive Client Success Lead – Onboarding & ROI

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

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.