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Client Strategy Manager

Company: VirtualVocations
Location: Vista
Posted on: May 22, 2025

Job Description:

A company is looking for a Client Strategy Manager to support its growing client base in making better investment decisions.
Key Responsibilities

Own and cultivate relationships with clients by leveraging product expertise and advocating for their needs
Manage commercial strategy including renewals and upsell opportunities
Contribute to best-in-class practices within the Client Strategy team and support team growth

Required Qualifications

Minimum 3+ years of relevant client-facing experience
Ability to build strategic relationships within a client portfolio
Passion for client success and investment research
Proactive identification of value-adding opportunities for clients
Ability to manage a high-touch, high-volume client base

Keywords: VirtualVocations, Anaheim , Client Strategy Manager, Executive , Vista, California

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