Enterprise Client Strategy & Operations Manager

5+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations. Strong track record of using data and strategic thinking to drive results. Experience in fintech, financial services, wealth management and/or insurance is preferred. Ability to work independently, build from scratch, and get things done. Strong communication and interpersonal skills.

Onboard new enterprise clients and ensure a seamless, high-quality experience. Serve as the trusted day-to-day contact for clients, addressing questions and gathering feedback. Utilize data and insights to identify trends and support account growth strategies. Contribute to the evolution of internal tools and processes for scalable enterprise account management. Collaborate closely on product scoping, implementation, and QA.