Remote Client Partner - Strategic Accounts

Remote Genie; United States; Remote; USD 124,000 - 210,000; Full time

Benefits offered by this job

100% paid employee health insurance

401k with employer match

Remote-friendly benefits

HSA/FSA

Paid time off + holidays

Wellness program

Job summary

ReSource Pro is seeking a Client Partner to serve as the senior onshore owner of the relationship across major and strategic accounts. This role translates contracted commitments into operational and technology-enabled outcomes, leading cross-functional Pod teams through the Integrate-Optimize-Digitize lifecycle and aligning with senior client contacts.

Remote role based in the United States, requiring deep insurance industry fluency, executive relationship skills, and ability to travel up to

Qualifications

• 10+ years in client success management handling large, complex accounts.
• 10+ years in a P&C insurance, BPO, or professional services environment.
• 10+ years applying project or program management methodologies in a client-facing delivery context.
• Proven track record managing multi-stakeholder relationships at the Director-to-VP level.
• Deep operations fluency with insurance carriers, brokers, and MGAs.
• Ability to travel 30-50% domestically and internationally.

Responsibilities

• Serve as senior onshore liaison between client executives and internal teams.
• Own the account through the full transformation lifecycle, maintaining VP- and C-level relationships on the client side.
• Oversee onboarding and existing work conversions to tech-enabled service offerings, ensuring initiatives go live on time.
• Lead regular Executive Business Reviews (EBRs) and account health check-ins while establishing client-facing reporting and internal key metrics monitoring.
• Act as the senior owner for service delivery performance across assigned strategic accounts, ensuring adherence to SLAs, KPIs, and contractual and operational obligations.
• Initiate and oversee tech-enablement projects by collaborating with Service Delivery, internal and external tech partners, and key client contacts to define scope, approach, and execution.
• Develop and deepen executive-level and senior stakeholder relationships, positioning ReSource Pro as a trusted advisor and strategic partner.
• Identify expansion signals within the account and partner with Sales and Account Management to shape proposals, close opportunities, and support cross-tower growth.
• Maintain current account documentation in Salesforce and completely own the account health record.
• Lead and influence a 10-30 person cross-functional Pod team drawn from SDU, OpEx, Global Account Management, Tech Enablement, AI Factory, Operations Advisory, and Tech Services.

Skills

Client success management

Relationship management

Executive communication

Cross-functional coordination

Strategic account management

Travel readiness

Education

Bachelor’s degree

Tools

Salesforce

Project management

Job description

ReSource Pro is seeking a Client Partner to serve as the senior onshore owner of the relationship across major and strategic accounts. This role translates contracted commitments into operational and technology-enabled outcomes, leading cross-functional Pod teams through the Integrate-Optimize-Digitize lifecycle and aligning with senior client contacts.

Remote role based in the United States, requiring deep insurance industry fluency, executive relationship skills, and ability to travel up to