Client Strategy Manager

PDI Technologies
United States
RemoteCareer-pivot friendly

Who this role is best for

Aimed at mid-level professionals in client-facing roles who can bridge technical and business needs.

Best fit for

  • Candidates with 3-5 years of client success or account management experience in data or SaaS industries
    — “3 to 5 years of experience in client success, account management, program management, professional services, operations, or a related client-facing role”
  • Individuals who can translate business goals into operational plans and drive cross-functional teams
    — “Translate client objectives and business goals into execution plans and operational priorities, and identify opportunities to strengthen results and expand program participation.”
  • Professionals with strong communication and presentation skills who can lead client meetings and deliver insights
    — “Confidence leading client meetings and performance discussions, with strong written, verbal, and presentation skills.”

Things to consider

  • The role demands managing multiple priorities in a dynamic environment with high client interaction
    — “Excellent planning, organization, and follow-through, with the ability to manage multiple priorities in a dynamic environment.”
  • Candidates must be comfortable working with technical and non-technical stakeholders
    — “Ability to work effectively with technical and non-technical stakeholders and drive cross-functional resolution.”

How to stand out

  • Showcase experience in driving client program growth through data insights and actionable recommendations
    — “You use data to understand program performance and bring clients proactive recommendations rather than waiting to be asked.”
  • Highlight your ability to coordinate cross-functional teams and resolve complex client issues
    — “Escalate and help resolve data, reporting, platform, and service-related issues, and support technical configurations, data feeds, and analytics outputs tied to client delivery.”
  • Emphasize your track record in managing client relationships and delivering on service commitments
    — “You are a trusted advisor your clients turn to first.”
  • Demonstrate your ability to oversee program execution and ensure timely delivery of client deliverables
    — “Monitor timelines, milestones, and commitments to ensure work is delivered accurately and on schedule.”
  • Position yourself as someone who can shape client program delivery and improve service standards
    — “Drive continuous improvement in processes, service delivery standards, and the overall client experience.”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • improved client satisfaction
  • optimized program performance
  • increased program participation
Typical background
client successaccount managementprogram management

Skills & requirements

Required

Client ManagementStrategic PlanningProject ManagementData AnalysisCross-functional Collaboration

Preferred

CPG Industry KnowledgeSaas Experience

About the role

Original posting from PDI Technologies via Lever

At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy.  We’re a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.

What You'll Do:

  • Serve as the primary day-to-day operational and strategic partner and main point of contact for assigned clients.
  • Lead regular client meetings, business reviews, and program performance discussions.
  • Advise clients on program performance, optimization opportunities, and actionable insights drawn from reporting and trends.
  • Translate client objectives and business goals into execution plans and operational priorities, and identify opportunities to strengthen results and expand program participation.
  • Oversee execution of client programs and ongoing service delivery, including reporting, campaign and program performance reviews, and client deliverables.
  • Monitor timelines, milestones, and commitments to ensure work is delivered accurately and on schedule.
  • Partner with our Project Management Organization on the Data Services solution to support the execution of key data initiatives and client onboardings.
  • Act as the liaison between clients and Product, Engineering, Analytics, and Project Management, communicating requirements clearly and coordinating solutions.
  • Escalate and help resolve data, reporting, platform, and service-related issues, and support technical configurations, data feeds, and analytics outputs tied to client delivery.
  • Prepare summaries, insights, status updates, and recommendations for clients and internal stakeholders.
  • Drive continuous improvement in processes, service delivery standards, and the overall client experience.

What You'll Bring:

  • Confidence leading client meetings and performance discussions, with strong written, verbal, and presentation skills.
  • Strong strategic thinking, problem-solving, and analytical skills, including interpreting performance data to identify actionable insights.
  • Excellent planning, organization, and follow-through, with the ability to manage multiple priorities in a dynamic environment.
  • Ability to work effectively with technical and non-technical stakeholders and drive cross-functional resolution.
  • Experience supporting data-driven programs, analytics, reporting, or technical client delivery is preferred.
  • Experience in CPG, data, SaaS, retail technology, or related industries is a plus.
  • Bachelor's Degree in Business, Marketing, Communications, Analytics, Information Systems or a related field, or equivalent combination of education and experience.
  • 3 to 5 years of experience in client success, account management, program management, professional services, operations, or a related client-facing role

What Success Looks Like:

You are a trusted advisor your clients turn to first. You build confidence through clear communication, sound judgment, and reliable follow-through. You use data to understand program performance and bring clients proactive recommendations rather than waiting to be asked. You manage ambiguity well, rally internal teams around client priorities, and resolve issues before they become escalations. Your clients stay, and their programs grow.

Why Join Us:

This role offers meaningful ownership of client relationships and program outcomes in a business where data drives real decisions. You will work alongside experienced partners across Product, Engineering, Analytics, and Project Management, shape how we deliver and improve client programs, and have a clear opportunity to grow your impact in client strategy, program delivery, and cross-functional leadership.

PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career.  This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements.  Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.

Source: PDI Technologies careers (Lever)

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