Client Strategist

Summary

Join TrueAccord, a leading company transforming debt resolution, as a Client Strategist. This pivotal role involves collaborating directly with clients to design, implement, and optimize strategies for superior account recovery. You will act as a trusted advisor, translating client needs into effective Retain implementations. The position requires deep industry expertise and a proven ability to lead cross-functional teams. You will leverage data analysis and optimization techniques to maximize customer engagement and achieve the best possible results for our clients. This role offers a chance to make a significant impact in the financial health space.

Requirements

• Bachelor’s degree in a relevant field (e.g., Computer Science, Engineering, Business, or related discipline) required
• 12+ years of experience in B2B SaaS or financial services, preferably within collections, or related regulated industries
• Demonstrated success in leading cross-functional teams to scale enterprise-grade products with complex technical underpinnings
• Proven experience working with clients and prospects translating requirements to deliver world class solutions
• Exceptional ability to translate client needs and market dynamics into clear product features, and priorities
• Track record of making data-informed decisions and defining metrics that measure impact, adoption, and customer success
• Ability to inspire, align, and drive cross-functional teams, including product, compliance, sales, and client success
• Experience working within a highly regulated industry and balancing innovation with compliance requirements
• Demonstrated ability to build trust and alignment with senior stakeholders and external partners
• Excellent verbal and written communication skills, with the ability to present strategies, complex issues, and insights clearly to technical and non-technical audiences
• Adept at influencing without authority and creating consensus in a matrixed environment
• Strategic thinker with a strong bias for action and a customer-first mindset
• Comfortable navigating ambiguity and driving clarity in dynamic, fast-paced environments
• High integrity, strong work ethic, and a passion for solving hard problems with smart solutions
• Ability to remain in a stationary position, often standing or sitting for prolonged periods
• Repetitive finger motion to press keys and enter text or data into a computer by means of a keyboard

Responsibilities

• Collaborate directly with clients to understand their specific business goals, strategies, operational processes, and technical requirements to determine how the Retain product may assist clients
• Develop tailored platform solutions that align with client’s strategy objectives and industry best practices
• Provide strategic guidance on optimizing performance by leveraging the Retain platform's full suite of features to maximize customer engagement
• Serve as a subject matter expert on Retain's capabilities during client interactions, sales consultations, and implementation meetings
• Analyze client performance data to identify trends, opportunities, and areas for improvement
• Work with internal data teams to ensure accurate reporting and to leverage insights for strategic adjustments
• Partner with implementation teams to translate strategies into actionable plans, supporting the development of Business Requirements Documents (BRDs) and ensuring technical feasibility
• Contribute to the content strategy and ensure quality assurance for client communications (e.g., EVNs, disclosures, SMS, voicemails), ensuring they are impactful and compliant
• Participate in discussions around product functionality, offering insights on how features can be leveraged for better client outcomes
• Collaborate closely with sales, client success, product, and engineering teams to ensure a cohesive client experience and continuous product improvement
• Share industry knowledge and best practices across internal teams
• Act as the voice of the customer in internal strategy discussions

Preferred Qualifications

Experience leveraging AI/ML technologies to drive user engagement, automation, or decision-making is highly desirable

Benefits

• Everything you need to work remotely
• Unlimited PTO
• Medical/dental/vision insurance
• 401k through Charles Schwab
• Flexible Spending Account, Limited FSA, and Health Savings Account- with an eligible health care package
• Company-paid short-term and long-term disability plus basic life insurance
• Family-friendly maternity and paternity leave
• Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!
• PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide
• Paid time off to do volunteer work in your community
• Access to the Wellness Coach app for you and 5 family members