Senior Strategic Accounts Lead - Client Success & Insights

group-surge; 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

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.