Strategic Client Partner — Remote Transformation Leader

ReSource Pro; Connecticut; Remote; USD 124,000 - 210,000; Full time

Benefits offered by this job

Health insurance Day 1

Medical/Dental/Vision benefits Day 1

Remote position Internet stipend

401k with employer match

HSA/FSA available

Disability insurance

Generous PTO + holidays

Development and growth opportunities

Wellness program

Job summary

ReSource Pro seeks a Client Partner to act as the senior onshore owner of client relationships across major accounts. You will translate contracts into operational outcomes, lead cross-functional pods through the IOD lifecycle, and align with senior client executives.

The role requires 10+ years in client success within P&C insurance or professional services, with strong program management and stakeholder skills. Remote in the U.S., travel 30–50% expected.

Qualifications

• Bachelor’s degree required; Business, Risk Management, or related field preferred.
• 10+ years in client success management handling large, complex accounts and deals.
• 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 an understanding of how insurance carriers, brokers, and MGAs run.
• Insurance designations are preferred.
• Ability to travel 30–50% domestically and internationally.

Responsibilities

• Serve as the senior onshore point of contact and strategic liaison between senior client contacts, internal stakeholders, and all relevant functional teams.
• Own the account through the full transformation lifecycle, maintaining VP- and C-level relationships on the client side.
• Oversee complex 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

Project management methodologies

Stakeholder management

Insurance operations

Travel availability

Education

Bachelor’s degree

Tools

Salesforce

Job description

ReSource Pro seeks a Client Partner to act as the senior onshore owner of client relationships across major accounts. You will translate contracts into operational outcomes, lead cross-functional pods through the IOD lifecycle, and align with senior client executives.

The role requires 10+ years in client success within P&C insurance or professional services, with strong program management and stakeholder skills. Remote in the U.S., travel 30–50% expected.