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Posted 2 months ago

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Client Strategist

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AI Summary

A Client Strategist leads long-term partnerships with higher education institutions, setting account strategy, managing renewal outcomes, and leading a team of Engagement Managers.

About this role

Client Strategist
Location: Remote | Type: Full-Time | Team: Client Success

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!

About the Role
The Client Strategist owns the long-term partnership between PeopleGrove and a portfolio of institutions, mostly based in higher education. You set the strategic direction for each account — aligning the institution's goals with their PeopleGrove platform, setting targets, and checking in on progress. You lead a team of Engagement Managers who carry that strategy forward with clients day to day, and you're accountable for renewal outcomes across your portfolio. This position requires approximately 35 – 40% travel.

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.
    • Client Relationships & Advocacy
  • 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
  • Flexible PTO and hybrid/remote work options
  • Full medical, dental, and vision coverage
  • 401K with generous company match + financial planning
  • Company-paid life and disability insurance
  • Collaborative and purpose-driven culture

    • Skills

    ChurnZeroCRMData AnalysisHACCPSaaSSalesforceStakeholder ManagementStrategic Planning

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