Senior Client Strategist

Wellist; Boston (MA); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Outstanding benefits

Hybrid/flexible work

Job summary

Wellist is seeking a Senior Client Strategist to lead enterprise client engagements from kickoff through launch and optimization. You will work with HR and Benefits leaders to design tailored experiences that drive platform adoption and measurable outcomes.

You will partner with internal teams to translate client needs into coordinated solutions, manage timelines, and define success metrics for scale. This role requires strong communication, a builder mindset, and experience in high-growth B2B

Qualifications

• Experience advising executive stakeholders and leading enterprise initiatives.
• Ability to design scalable client experience strategies.
• Strong analytical and communication skills.

Responsibilities

• Serve as the primary strategic lead for new enterprise client engagements from kickoff to launch.
• Build tailored implementation plans aligned with workforce needs and engagement goals.
• Collaborate with internal teams to translate client needs into cross-functional solutions.
• Track milestones, manage risks, and maintain timelines with precision.
• Define success metrics and help shape scalable implementation methodology.

Skills

Strategic advisory

Client consulting

Cross-functional leadership

Project management

HR/Benefits knowledge

B2B SaaS experience

Education

MBA preferred

Job description

At Wellist, we're helping employers deliver the right resources at the right time—so employees can feel supported through every life moment, and HR leaders can maximize the value of their investments.

As our Senior Client Strategist you'll serve as a trusted strategic advisor to enterprise employers as they launch Wellist. Rather than simply executing implementation plans, you'll partner with HR and Benefits leaders to solve complex organizational challenges, design tailored employee experience strategies, and guide clients through meaningful change that drives platform engagement and measurable business outcomes.

We're looking for a structured problem solver who thrives in ambiguity, communicates with executive presence, and enjoys building scalable frameworks from the ground up. If you're energized by partnering with enterprise customers, influencing senior stakeholders, and helping build a world-class implementation function within a high-growth company, this role is for you.

What You'll Own

End-to-End Implementation Leadership

• Serve as the primary strategic lead for new enterprise client engagements, owning the relationship and implementation from kickoff through launch and early optimization.
• Build tailored implementation plans that align with each employer’s workforce needs, benefits portfolio, and engagement goals.
• Partner closely with internal stakeholders (Support, Product, Directory, and Activation) to translate client needs into coordinated, cross-functional solutions.
• Track project milestones and dependencies, manage risks, and keep timelines on track with precision.

Client Strategy & Customization

• Design the overall client experience, implementation strategy, activation approach, communication plan, and directory customization strategy to reflect each employer’s culture, workforce, and priorities.
• Lead discovery conversations to understand workforce challenges and translate those into actionable solutions.
• Collaborate with client stakeholders to develop launch campaigns, email communications, and internal engagement strategies.

Program Activation & Optimization

• Implement and refine strategic activation plans—including segmented outreach, referral prompts, and tailored content—to drive employee engagement, adoption, and measurable client outcomes.
• Analyze client performance data and user feedback to identify early wins and opportunities for improvement.
• Serve as a strategic advisor to HR and Benefits leaders—ensuring that each program delivers value and exceeds expectations.

Scalable Systems & Process Excellence

• Codify implementation workflows, toolkits, and playbooks to support future scale.
• Define and track key success metrics (e.g., time to launch, adoption rates, satisfaction scores).
• Help shape Wellist’s enterprise implementation methodology and play a key role in building a scalable, consultative client success function.

What Success Looks Like

3 months in: You are implementing your first client with confidence and clarity, developed a strong cross-functional rhythm, and introduced new tools or templates that improve team efficiency.

6 months in: You’re juggling multiple enterprise deployments, proactively managing timelines, and delighting client stakeholders. You’ve introduced creative activation strategies that boost employee adoption and early ROI.

12 months in: You’ve helped shape Wellist’s scalable implementation model. Your client launches are smooth, outcomes are strong, and the processes you’ve built are repeatable across industries and segments.

What You Bring

• Demonstrated success in client facing roles at an early stage, high growth start up
• 2+ years experience consulting or strategy role strongly preferred
• Proven ability to solve ambiguous business problems and lead complex, cross-functional initiatives from strategy through execution
• Experience managing enterprise clients, influencing executive stakeholders, and building trusted consultative relationships
• A builder’s mindset—you enjoy creating scalable processes, playbooks, and systems that improve how work gets done
• Thrives in fast-paced, high-growth environments where adaptability, ownership, and comfort with ambiguity are essential
• Strong analytical, communication, and project management skills, with the ability to balance multiple priorities and deliver measurable results
• Experience in HR technology, healthcare technology, employee benefits, digital health, or another complex B2B SaaS environment is strongly preferred
• MBA or other advanced degree is a plus
• Ability to work from our Boston office 2–3 days per week in a hybrid environment and travel up to 20–30% as needed

Why Work Here

• A meaningful mission – Join a team building the support system we all want for our loved ones.
• Outstanding benefits – Excellent medical, dental, and life insurance; generous PTO and parental leave.
• Opportunity to grow – Help define how a Series A digital health startup scales with enterprise clients.
• Award-winning culture – Recognized by Fast Company, MassTLC, Rock Health, and more.

At this time, Wellist will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).