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Client Strategy Jobs in Florida (NOW HIRING)

Zelis

Client Solutions Consultant

Saint Petersburg, FL · On-site

Collaborating closely with the Strategic Client Executive (SCE), the CSC helps clients achieve targeted outcomes while maximizing revenue and value for Zelis. As the subject matter expert (SME) for ...

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Client Strategy information

What does a customer strategist do?

A customer strategist develops plans to improve customer experience and loyalty by analyzing customer data, market trends, and feedback. They collaborate with marketing, sales, and product teams to create targeted strategies that meet customer needs and drive business growth, often using tools like CRM software and data analytics platforms.

What is the salary of a client executive?

The salary of a client executive typically ranges from $50,000 to $100,000 annually, depending on experience, location, and industry. Many roles also include performance-based bonuses and benefits. Entry-level positions may start lower, while experienced professionals with strong client management skills can earn higher compensation.

Is strategy a high paying job?

A client strategy role is generally considered well-paying, especially at senior levels or within large organizations, due to the skills required in analysis, planning, and client management. Compensation varies based on experience, industry, and location, but strategic roles often offer competitive salaries and bonuses. Advanced certifications and expertise in data analysis or consulting can further increase earning potential.

What is the difference between Client Strategy vs Client Services?

AspectClient StrategyClient Services
Primary FocusDeveloping long-term client growth plans and strategic initiativesManaging day-to-day client needs and support
Skills & CredentialsStrategic thinking, market analysis, communication skillsCustomer service, problem-solving, technical knowledge
Work EnvironmentCollaborative, planning sessions, cross-departmentalClient meetings, support teams, operational tasks
Industry UsageConsulting firms, marketing agencies, tech companiesService providers, account management roles

While both roles involve working closely with clients, Client Strategy focuses on creating long-term growth plans and strategic initiatives, whereas Client Services emphasizes managing ongoing client needs and support. Understanding these differences helps organizations assign the right responsibilities and professionals to each role.

What does a client strategist do?

A client strategist develops and implements plans to meet clients' business goals by analyzing their needs, creating tailored strategies, and coordinating with teams to deliver solutions. They often use data analysis, communication skills, and industry knowledge to build strong client relationships and ensure satisfaction.
What are the most commonly searched types of Client Strategy jobs in Florida? The most popular types of Client Strategy jobs in Florida are:
Client Strategy jobs near you
Infographic showing various Client Strategy job openings in Florida as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

VP, Client Strategy & Success

SmartX Advisory Solutions

West Palm Beach, FL • On-site, Remote

Full-time

Re-posted 3 days ago

Job description

Job Description
VP, Client Strategy & Success
Opportunity
SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a leader with the drive and expertise to advance SMArtX's strategic relationship management, engagement, and adoption goals across our client channels-including Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians.
The team's objective is to help customers solve key challenges, scale their businesses, and maximize the value of SMArtX solutions.
As part of the Client Success team, you'll be tech-savvy and knowledgeable about Managed Accounts, TAMPs, UMAs, and the broader FinTech ecosystem. Passion for our platform's capabilities-and for driving client outcomes-is essential. In this role, you will manage critical relationships and coordinate efforts across SMArtX and third-party partners.
The ideal candidate can navigate large, complex organizations, build trusted executive relationships, and drive platform adoption and usage.
Position Requirements
  • Demonstrated ability to identify, develop, and proactively pursue opportunities within strategic and enterprise client accounts.
  • Strong ability to quickly assess client and prospect needs and map them to SMArtX's value proposition, platform capabilities, and workflow solutions.
  • Proven success managing complex client relationships and influencing stakeholders at all levels, including executives and decision-makers.
  • Experience developing strategic account plans, including account mapping, goal setting, and multi-year growth strategies.
  • Familiarity with client health metrics, KPI tracking, and data-driven approaches to monitoring risk, adoption, engagement, and satisfaction.
  • Ability to lead business reviews, present insights, and translate client goals into measurable success outcomes.
  • Strong organizational skills and attention to detail, with the ability to manage timelines, cross-functional deliverables, and competing priorities.
  • Excellent communication skills-written, verbal, and presentation-with the ability to convey complex concepts clearly and persuasively.
  • Ability to manage multiple requests and time demands while achieving performance and growth goals across an assigned book of strategic accounts.
  • A strong sense of urgency and ownership; proactively brings forward ideas, identifies areas for improvement, and executes with discipline.
  • Team-oriented mindset with a commitment to shared goals and cross-functional success.
  • High degree of drive, resilience, and strategic thinking; ability to operate effectively in a fast-paced, evolving environment.
  • Bachelor's degree required.
  • Proficiency communicating the value of Unified Managed Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions, and TAMP solutions used by RIAs.
  • 10+ years of experience in financial services or FinTech with a focus on relationship management, strategic accounts, or client success.

Responsibilities
  • Cultivate and maintain strong, long-term relationships across strategic and enterprise accounts.
  • Become a subject matter expert on SMArtX's platform, capabilities, and workflows; serve as a trusted advisor to clients.
  • Lead executive-level interactions, presentations, and business reviews with decision-makers and key stakeholders.
  • Develop, execute, and maintain strategic account plans, including account mapping, opportunity identification, and long-term partnership strategies.
  • Oversee client health metrics, proactively monitoring adoption, engagement, risk indicators, and client satisfaction.
  • Define, track, and report KPIs and shared client-success goals aligned with retention, expansion, and platform utilization.
  • Guide clients on best practices and optimize their use of SMArtX's platform and workflows.
  • Collaborate cross-functionally on contract terms, business agreements, and renewal/expansion opportunities.
  • Educate clients on new and upcoming capabilities, product enhancements, and workflow optimizations.
  • Deliver platform and technology demonstrations tailored to client needs and strategic objectives.
  • Report on pipeline, account health, and client activity using CRM tools; maintain accurate documentation and executive visibility.
  • Partner with Product, Operations, and Service teams to escalate and resolve issues, driving continuous improvement.
  • Travel up to 10-20% as needed.

About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.
Submit your resume today to join our team.
Skills Required
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More Details
Employment Type: Full Time Location: [REMOTE] Experience Required: Director/ Vice-President Date Published: 02 Dec 2025

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