Senior Client Strategy Manager

Surgecrypto; New York (NY); On-site; USD 130,000 - 190,000; Full time

Job summary

group-surge seeks a Senior Client Strategy Manager in New York to turn client relationships into a strategic differentiator. You will inherit 5–7 strategic accounts and build scalable systems while maintaining a personal touch.

You will lead cross-functional initiatives with Product, Operations, and Compliance to drive outcomes and improve client results through scalable processes and data-driven insights.

Qualifications

• 4+ years in high-touch B2B client success, strategic account management, consulting, or banking with enterprise clients.
• Track record of controlling narratives with enterprise clients during both wins and crises.
• Demonstrated analytical capability: SQL, Excel, or BI tools (Mode, Looker, Tableau).
• Cross-functional influence without authority: partnered with Product, Operations, and Compliance to drive outcomes.
• Evidence of improving client outcomes through process innovation and scalable systems.

Responsibilities

• Own strategic accounts as primary relationship owner, anticipating client needs and building trust through transparency.
• Identify patterns across your book of business and act as intelligence engine for Product and Account Management.
• Lead monthly performance reviews that diagnose root causes and propose evidence-based solutions.
• Coordinate audit processes end-to-end with zero missed deadlines.
• Turn individual client wins into repeatable playbooks and partner with Client Operations to fix systemic friction.

Skills

Client success management

Strategic account management

SQL

Excel

BI tools

Tools

Mode

Looker

Tableau

Job description

Our client is a mission-driven financial technology company focused on improving outcomes within consumer finance. Through data-driven products and innovative technology, the company helps financial institutions streamline collections processes while providing borrowers with more compassionate and effective pathways toward regaining financial stability.

About the Role

As Senior Client Strategy Manager, you will turn client relationships into the company's strategic differentiator, not just retaining accounts but unlocking insights that reshape how they build products. You'll inherit 5–7 strategic accounts and build systems that scale without losing the personal touch, shifting the team from firefighting to proactive partnership.

Key Responsibilities

• Own strategic accounts as primary relationship owner, anticipating client needs and building trust through transparency.
• Identify patterns across your book of business and act as intelligence engine for Product and Account Management.
• Lead monthly performance reviews that diagnose root causes and propose evidence-based solutions.
• Coordinate audit processes end-to-end with zero missed deadlines.
• Turn individual client wins into repeatable playbooks and partner with Client Operations to fix systemic friction.
• Document what works and elevate team performance through knowledge sharing and scalable processes.

Requirements

• 4+ years in high-touch B2B client success, strategic account management, consulting, or banking with enterprise clients (ideally 5–15 deep accounts).
• Track record of controlling narratives with enterprise clients during both wins and crises.
• Demonstrated analytical capability: SQL, Excel, or BI tools (Mode, Looker, Tableau).
• Cross-functional influence without authority: partnered with Product, Operations, and Compliance to drive outcomes.
• Evidence of improving client outcomes through process innovation and scalable systems.

Bonus Skills

• Consulting (Bain or similar top-tier firms) or investment banking background.
• Experience at organizations with strong operational discipline.
• SaaS/tech/startup experience managing a small number of accounts very deeply.

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Frequently Asked Questions

We’re always looking for people who are curious, driven, and committed to building meaningful work. Whether your expertise is in recruitment, advisory, or product development, we value individuals who think critically, execute well, and want to contribute to a growing team. Below are some common questions about joining our team.

What types of roles do you usually hire for?

We primarily hire across recruitment, research, advisory, operations, and product-focused roles depending on current business needs.

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