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Client Strategy Jobs in Michigan (NOW HIRING)

Vervint

Client Partner

Grand Rapids, MI · On-site

Client Partner | Grand Rapids, MI | Hybrid The Client Partner is dedicated to helping strategic clients achieve their most important business objectives. Acting as a trusted advisor and advocate ...

Vervint

Client Partner

Grand Rapids, MI · On-site

Client Partner | Grand Rapids, MI | Hybrid The Client Partner is dedicated to helping strategic clients achieve their most important business objectives. Acting as a trusted advisor and advocate ...

OneMagnify

Senior Experience Strategist

Detroit, MI · On-site

This role translates methodology into client-specific journey architectures and owns the blueprint design that every downstream team builds from. The Impact You'll Have Most strategy roles own a ...

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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 Michigan? The most popular types of Client Strategy jobs in Michigan are:
What cities in Michigan are hiring for Client Strategy jobs? Cities in Michigan with the most Client Strategy job openings:
Client Strategy jobs near you
Infographic showing various Client Strategy job openings in Michigan as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution.

Client Manager - Account Executive - Employee Benefits Middle Market- Troy

Kapnick & Company, Inc.

Warren, MI • On-site

Full-time

Medical, Life

Re-posted 8 days ago

Job description

Job Type
Full-time
Description
The Client Manager/Account Executive will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, and guidance. The Client Manager/Account Executive is responsible for developing and managing a 2-5 year employee benefits strategy that aligns with each client's business goals and objectives. This role provides overall leadership and oversight for the delivery of Kapnick's employee benefits services, ensuring a high-quality client experience. The role also identifies opportunities for cross-selling and account rounding, while building and maintaining strong, long-term relationships with clients and carrier partners.
Position responsibilities:
Prospect Stage : Pre-sale activities
  • When necessary for validated middle group prospects, participate in review of current benefit strategy/ alignment to Kapnick value proposition.
  • Engage in development of capabilities meeting and micro-site content, attend capabilities meeting. Assist with content relevant to strategy and service milestones.
  • Create consulting/service agreement

New Business Implementation: First 90 days
  • Attend new business internal and client-facing onboarding meeting. Support entire team in understanding new client, provide copies of consulting/service agreement, and facilitate an informed onboarding.
  • Establish client service calendar and schedule 1st quarterly meeting
  • Conduct compliance assessment
  • Identify Kapnick Lens integration needs (Innovu, Epoch) and coordinate with Analytics Consultant

Strategy: 9 months prior to renewal
  • Create and update a short and long term strategy across multiple EB disciplines.
  • Identify components of strategy to be considered for upcoming renewal. Schedule carrier/partner meetings to introduce new ideas to client
  • Identify needed benchmarking and communicate to BA
  • Collaborate with Analytics Consultant to deliver Trend Driver report
  • Collaborate with Analytics Consultant to determine supporting Lens reports appropriate to client
  • Conduct pre-meeting collaboration session with other members of the team.
  • Create content and deliver client strategy meeting
  • Take clear notes or assign note taking to another service team member. Follow up with meeting summary, decisions, and open items.

Pre-Renewal: 6 months prior to renewal
  • Create content and deliver client pre-renewal meeting
  • Based on client feedback, develop a marketing strategy in collaboration with BA
  • Identify account rounding opportunities
  • Conduct pre-meeting collaboration session with other members of the team.
  • Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.

Renewal: 90 days prior to renewal
  • Create content and deliver client renewal meeting
  • Develop timeline for renewal decisions and open enrollment with clear expectations, reasonable time for completion, and adherence to internal deadlines.
  • Conduct pre-meeting collaboration session with other members of the team.
  • Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.

Open Enrollment & Implementation: 45 days prior to renewal
  • Create smooth hand-off to service team. Communicate client decisions to all service team members clearly
  • Assist Account Manager with Renewal Decisions Document, as appropriate
  • Review and approve Renewal Decisions Document
  • Participate in Open Enrollment communication meetings in person, virtually, or recorded presentations.
  • Final sign off on guides and presentations

Post Open Enrollment & Stewardship: 60 days after renewal
  • If no Sr. BA: Audit and send Comp Disclosure to client
  • Create content and deliver Post OE/Stewardship meeting
  • Conduct pre-meeting collaboration session with other members of the team.
  • Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.

Ongoing Service
  • Provide oversight to overall client experience, holding team members accountable to client and each other.
  • Escalated service and carrier issues
  • Resolve internal conflict proactively. Identify training and development opportunities and escalate to leadership
  • Understand market trends, new opportunities and developments that could be relevant to your clients - vet promising, yet untried solutions for feasibility
  • Identify cross-sell opportunities
  • When no Sr Level BA: provide client commentary on standard financial package, insights and recommendations. Answer client financial questions.
  • Audit and deliver PCORI fees to client
  • Participate in At-Risk Client Meetings. If necessary, Lessons Learned Meetings
  • Act as a mentor to the more junior members of the team and actively transfer knowledge and experience for the betterment of others.
  • Actively engage in Kapnick sponsored and self directed training opportunities
  • Participate in projects and continuous improvement exercises for the betterment of the team and Kapnick as a whole
  • Record significant events, emails, presentations, and project work in EPIC.
  • Provide direction and oversight to Associate Team Members
  • Create strong partnerships with carriers
  • Foster strong client relationships
  • Manage appropriate service boundaries with team and client
  • Monitor and manage voice mail, incoming mailboxes, outlook and activities, per agency guidelines
  • Pursue a program for personal and professional development
  • Attend and participate in department meetings, team meetings and training sessions as required

Other
  • Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you
  • Offer innovation and process improvements where possible to help with agency wide improvements and efficiencies?
  • Regular and timely attendance is an essential function of the job.
  • Perform other duties as assigned

Requirements
To be considered for the Account Executive position, you should have:
  • Bachelor's Degree (four-year college or technical school)
  • Minimum of 5 years experience in group benefits
  • Must possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management Systems
  • Life & Health License: Required
  • Must be willing and able to travel as necessary and attend industry meetings if so instructed

What's in it for you?
  • A team-based approach to client management
  • Flexibility
  • Full benefits package
  • 11 paid holidays including your birthday!
  • Competitive Salary
  • Profit sharing (after a year of service)
  • Bonus potential
  • A caring workplace culture that has something for everyone

Apply