Client Strategist
🌏 Worldwide
CRM
Management
Finance
Salesforce
Machine Learning
Account Management
Sales
SaaS
Customer Support
$95,000 - $115,000
Client Strategist
from 🌏 Worldwide
$95,000 - $115,000
PeopleGrove is seeking a driven and dynamic Client Strategist to champion our higher education partners using our cutting-edge product suite. If you thrive in fast-paced environments, have a passion for helping others succeed, and love turning complex challenges into meaningful outcomes, this role is for you!Â
What You'll Do
Strategic Planning & Account Direction
- Lead annual strategy sessions with institutional stakeholders to align campus goals with their PeopleGrove platform.
- Set clear targets and give direction on platform usage based on each institution's priorities.
- Map platform capabilities to the institution's broader student success, advancement, or enrollment goals.
- Check in on progress against strategic targets and adjust the plan as institutional priorities change.
- Identify opportunities to expand platform usage in ways that support the institution's goals.
- Balance one-to-one strategic guidance with one-to-many programming.
- Shape the direction of client-facing events, including webinars, conferences, campus visits and PeopleGrove hosted events. Identify opportunities to plan, organize and attend the ones that matter most to the portfolio.
- Serve as the voice of the collective client inside PeopleGrove, sharing and providing feedback with CS Leadership, Product and Engineering.
Renewal Management
- Own the renewal strategy for your portfolio, including forecasting, timing, and negotiation.
- Identify risk metrics and monitor account health; work with your Engagement Manager team to identify and intervene early on accounts at risk.
- Identify up- and cross-sell opportunities to tee up to New Sales team.
- Serve as the senior point of contact for institutional leadership within your portfolio.
- Represent your clients' priorities internally, working with Product, Support, and Sales to close gaps and inform the roadmap.
- Build a network of institutional champions who can speak to the value of the PeopleGrove partnership.
Team Leadership
- Manage and coach a team of Engagement Managers, setting priorities and reviewing progress against adoption goals. Support Engagement Mangers in building and implementing a scalable engagement strategy for portfolio of clients.
- Run regular one-on-ones and support the professional growth of your team.
- Help onboard and train new Engagement Managers as the team grows.
Metrics & Reporting
- Track monthly gross and net retention rates, logo retention, account health, and adoption metrics across your portfolio.
- Report on portfolio performance and flag risk early enough to act on it.
- Use data to decide where your team should focus its engagement efforts.
Who You Are
Experience
- 6+ years in client success, account management, or a related role in higher education or SaaS, including experience leading or mentoring a team.
- Track record of managing renewals and account growth for institutional or enterprise clients.
- Experience with customer success or CRM platforms such as ChurnZero and Salesforce.
Skills
- Strong strategic and consultative skills, comfortable setting direction with senior stakeholders at a college or university.
- Clear communicator, in writing and in front of a room.
- Data-driven approach to tracking account health and identifying risk.
- Comfortable managing multiple institutional relationships and competing priorities at once.
Education
- Bachelor's degree in a related field; advanced degree a plus.
- Background in higher education, SaaS, or both preferred.
Perks & Benefits
- Competitive salary + annual bonus Â
- Flexible PTO and hybrid/remote work options  Â
- Full medical, dental, and vision coverage Â
- 401K with generous company match + financial planning Â
- Company-paid life and disability insurance Â
- Collaborative and purpose-driven culture Â








