Morning Consult · 2 months ago
Client Strategist - Financial Services
United States
Full-time
Remote
Mid Level
$72K/yr - $113K/yr
4+ years expMorning Consult is a global decision intelligence company that helps leaders make informed decisions. As a Client Strategist, you will manage a portfolio of financial services clients, ensuring they achieve meaningful outcomes through the company's data products and platform while developing strong consultative relationships.
Artificial Intelligence (AI)Big DataBusiness IntelligenceMachine LearningPredictive Analytics
Responsibilities
Manage a portfolio of 35-50 client accounts in financial services, private equity, banking, and fintech – building strong, consultative relationships and understanding each client’s unique business objectives
Lead onboarding and training sessions for new and existing users, ensuring clients are set up for success and can fully leverage the platform’s capabilities
Proactively engage clients to drive adoption of new features, track usage metrics, and ensure the product is meeting evolving needs
Develop and deliver customized dashboards and reports that align with client goals and changing business contexts
Monitor account health, identify and escalate risks or opportunities, and collaborate with internal teams to deliver timely solutions
Drive contract renewals by demonstrating value, addressing concerns, and identifying opportunities for expansion
Collect and relay client feedback to inform product, marketing, and operational improvements
Encourage client advocacy by identifying and supporting opportunities for case studies, testimonials, and referrals
Contribute to team strategy and process improvement as we continue to scale the Customer Success function
Perform such other tasks and duties as may be required or assigned from time to time in the Company’s discretion
Qualification
Required
Bachelor's degree or the equivalent combination of education and relevant experience
4+ years of professional experience in customer success, account management, consulting, or a related client-facing role
Experience with market research: understand core ICPs, including goals, motivations, and industry challenges
Experience managing a portfolio of accounts and driving measurable client outcomes
Strong verbal and written communication skills; able to tailor messaging to different audiences and influence decision-makers
Comfortable analyzing data and creating dashboards or reports to demonstrate value
Proactive, strategic thinker who anticipates client needs and takes initiative to solve problems
Able to maintain composure and structure in ambiguous or challenging situations
Motivated by achieving both individual and team goals, open to feedback and continuous improvement
Preferred
Experience in financial services, private equity, banking, and fintech
Familiarity with SaaS platforms and/or data products is a plus
Willing to take feedback, learn, and grow; an ethos of continuous self-improvement
Benefits
Additional variable compensation
Equity grant
Company
Morning Consult
Morning Consult is a global decision intelligence company changing how modern leaders make smarter, faster, and better decisions.
201-500 employees
H1B Sponsorship
Morning Consult has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
$91.03MKey Investors
Advance Venture PartnersLupa Systems
2021-06-08Series B· $60M
2020-05-12Series A· $31M
2019-05-01Angel
Leadership Team
Michael Ramlet
Co-Founder and CEO
Alex Dulin
Co-Founder & Chief Technology Officer
Recent News
Australian FinTech
2025-11-12
Company data provided by crunchbase