Aligns client strategy with business goals and identifies growth opportunities. * Partners with internal teams to ensure execution and service excellence. Hands-On Execution & Delivery * Actively ...
Aligns client strategy with business goals and identifies growth opportunities. * Partners with internal teams to ensure execution and service excellence. Hands-On Execution & Delivery * Actively ...
Sales Executive, Employee Benefits
Midvale, UT · On-site +1
The SE plays a dual strategic and hands-on role, contributing to organizational growth through new revenue generation, client retention, and expansion of services across practice areas. Key ...
Sales Executive, Employee Benefits
Midvale, UT · On-site +1
The SE plays a dual strategic and hands-on role, contributing to organizational growth through new revenue generation, client retention, and expansion of services across practice areas. Key ...
Director of Client Development - DesignBuild & EPC Capital Projects (CPG / Food)
Salt Lake City, UT · On-site
By blending people-centric leadership with disciplined operational strategies and purpose-driven ... This client-facing growth leadership role blends strategic client alignment with deep technical ...
Director of Client Development - DesignBuild & EPC Capital Projects (CPG / Food)
Salt Lake City, UT · On-site
By blending people-centric leadership with disciplined operational strategies and purpose-driven ... This client-facing growth leadership role blends strategic client alignment with deep technical ...
Director of Client Development - DesignBuild & EPC Capital Projects (CPG / Food)
Salt Lake City, UT · On-site
By blending people-centric leadership with disciplined operational strategies and purpose-driven ... This client-facing growth leadership role blends strategic client alignment with deep technical ...
Director of Client Development - DesignBuild & EPC Capital Projects (CPG / Food)
Salt Lake City, UT · On-site
By blending people-centric leadership with disciplined operational strategies and purpose-driven ... This client-facing growth leadership role blends strategic client alignment with deep technical ...
Director of Client Development - DesignBuild & EPC Capital Projects (Life Sciences)
Salt Lake City, UT · On-site
By blending people-centric leadership with disciplined operational strategies and purpose-driven ... Role Overview We are seeking a Director, Client Development - Life Sciences Manufacturing ...
Director of Client Development - DesignBuild & EPC Capital Projects (Life Sciences)
Salt Lake City, UT · On-site
By blending people-centric leadership with disciplined operational strategies and purpose-driven ... Role Overview We are seeking a Director, Client Development - Life Sciences Manufacturing ...
By blending people-centric leadership with disciplined operational strategies and purpose-driven ... Role Overview We are seeking a Director, Client Development - Life Sciences Manufacturing ...
By blending people-centric leadership with disciplined operational strategies and purpose-driven ... Role Overview We are seeking a Director, Client Development - Life Sciences Manufacturing ...
Client Executive - Private Client
$90K - $105K/yr
Strategic Thinking: Analyzes client risk profiles with a forward-looking perspective, anticipating coverage needs and market changes. Identifies growth opportunities within the book of business and ...
Client Executive - Private Client
$90K - $105K/yr
Strategic Thinking: Analyzes client risk profiles with a forward-looking perspective, anticipating coverage needs and market changes. Identifies growth opportunities within the book of business and ...
This role serves as a strategic bridge between operations, board relationships, and business ... Client Retention & Success * Develop and execute proactive client retention strategies across ...
This role serves as a strategic bridge between operations, board relationships, and business ... Client Retention & Success * Develop and execute proactive client retention strategies across ...
Client Executive
Salt Lake City, UT · On-site
$72K/yr
Develop with National Account Sales Leaders new target marketing plans and strategies that grow ... Negotiate client contracts and serve as agent in making contractual commitments on behalf of the ...
Client Executive
Salt Lake City, UT · On-site
$72K/yr
Develop with National Account Sales Leaders new target marketing plans and strategies that grow ... Negotiate client contracts and serve as agent in making contractual commitments on behalf of the ...
Achieve and surpass monthly gross profit targets and quarterly Sales Quotas through strategic ... Ability to understand client pain points, anticipate their needs, and provide proactive solutions ...
Achieve and surpass monthly gross profit targets and quarterly Sales Quotas through strategic ... Ability to understand client pain points, anticipate their needs, and provide proactive solutions ...
Client Director
Salt Lake City, UT · On-site
Achieve and surpass monthly gross profit targets and quarterly Sales Quotas through strategic ... Ability to understand client pain points, anticipate their needs, and provide proactive solutions ...
Client Director
Salt Lake City, UT · On-site
Achieve and surpass monthly gross profit targets and quarterly Sales Quotas through strategic ... Ability to understand client pain points, anticipate their needs, and provide proactive solutions ...
Client Director
Salt Lake City, UT · On-site
$80K/yr
Achieve and surpass monthly gross profit targets and quarterly Sales Quotas through strategic ... Ability to understand client pain points, anticipate their needs, and provide proactive solutions ...
Client Director
Salt Lake City, UT · On-site
$80K/yr
Achieve and surpass monthly gross profit targets and quarterly Sales Quotas through strategic ... Ability to understand client pain points, anticipate their needs, and provide proactive solutions ...
Pricing and Sales Strategy_Manager, Strategy, Growth, and Transformation
Salt Lake City, UT · On-site
Client Management: Day-to-day interactions and relationships with executive clients and sponsors. Support clients in making strategic decisions and implementing changes in areas within pricing ...
Pricing and Sales Strategy_Manager, Strategy, Growth, and Transformation
Salt Lake City, UT · On-site
Client Management: Day-to-day interactions and relationships with executive clients and sponsors. Support clients in making strategic decisions and implementing changes in areas within pricing ...
Client Executive- Group Benefits
Provo, UT · On-site
$72K - $98K/yr
Client Relationship Management & Strategy * Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line benefit accounts. * Develop tailored ...
Quick apply
Client Executive- Group Benefits
Provo, UT · On-site
$72K - $98K/yr
Client Relationship Management & Strategy * Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line benefit accounts. * Develop tailored ...
Client Executive- Group Benefits
Provo, UT · On-site
$72K - $98K/yr
Client Relationship Management & Strategy * Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line benefit accounts. * Develop tailored ...
Client Executive- Group Benefits
Provo, UT · On-site
$72K - $98K/yr
Client Relationship Management & Strategy * Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line benefit accounts. * Develop tailored ...
Client Executive- Group Benefits
Provo, UT · On-site
$72K - $98K/yr
Client Relationship Management & Strategy * Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line benefit accounts. * Develop tailored ...
Client Executive- Group Benefits
Provo, UT · On-site
$72K - $98K/yr
Client Relationship Management & Strategy * Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line benefit accounts. * Develop tailored ...
Market, Sales, and Competitive Intelligence • Partner with Sales, Marketing, and Client Strategy to translate client feedback, trends, and analytics into actionable product insights. • Conduct ...
Quick apply
Market, Sales, and Competitive Intelligence • Partner with Sales, Marketing, and Client Strategy to translate client feedback, trends, and analytics into actionable product insights. • Conduct ...
Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation
Salt Lake City, UT · On-site
Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation Our Deloitte ... Lead client engagements that identify, design and implement advanced pricing / technology and ...
Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation
Salt Lake City, UT · On-site
Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation Our Deloitte ... Lead client engagements that identify, design and implement advanced pricing / technology and ...
Market, Sales, and Competitive Intelligence • Partner with Sales, Marketing, and Client Strategy to translate client feedback, trends, and analytics into actionable product insights. • Conduct ...
Market, Sales, and Competitive Intelligence • Partner with Sales, Marketing, and Client Strategy to translate client feedback, trends, and analytics into actionable product insights. • Conduct ...
Join client calls to understand strategic goals and help translate them into AI workflows, including scoping use cases, defining success metrics, and shaping implementation plans. * Troubleshoot ...
Join client calls to understand strategic goals and help translate them into AI workflows, including scoping use cases, defining success metrics, and shaping implementation plans. * Troubleshoot ...
Client Strategy information
What does a customer strategist do?
What is the salary of a client executive?
Is strategy a high paying job?
What is the difference between Client Strategy vs Client Services?
| Aspect | Client Strategy | Client Services |
|---|---|---|
| Primary Focus | Developing long-term client growth plans and strategic initiatives | Managing day-to-day client needs and support |
| Skills & Credentials | Strategic thinking, market analysis, communication skills | Customer service, problem-solving, technical knowledge |
| Work Environment | Collaborative, planning sessions, cross-departmental | Client meetings, support teams, operational tasks |
| Industry Usage | Consulting firms, marketing agencies, tech companies | Service 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?

Full-time
Re-posted 26 days ago
Job description
Sales Executive, Employee Benefits – Job Description
Position Summary
As a direct member of a sales and advisory team, the Sales Executive (SE) owns the end-to-end account leadership of new and existing client relationships. This role is responsible for driving business development, managing complex client strategies, and partnering with service teams to deliver proactive risk management solutions. The SE plays a dual strategic and hands-on role, contributing to organizational growth through new revenue generation, client retention, and expansion of services across practice areas.
Key Responsibilities
Functional Leadership & Ownership
• Owns leadership of client relationships and overall account strategy.
• Acts as primary advisor and decision-maker for client risk management programs.
• Aligns client strategy with business goals and identifies growth opportunities.
• Partners with internal teams to ensure execution and service excellence.
Hands-On Execution & Delivery
• Actively prospects and develops new business opportunities through networks, events, and referrals.
• Builds and maintains a strong sales pipeline at 3x annual goal.
• Manages sales activity within CRM systems.
• Analyzes coverage, structures programs, and executes plan changes.
• Presents solutions and recommendations directly to clients.
Reporting, Quality & Operational Support
• Ensures accuracy and quality of proposals, renewals, and client deliverables.
• Meets timelines and ensures readiness of all client-facing materials.
• Monitors account performance and proactively resolves issues.
• Maintains confidential client and business information.
Cross-Functional Partnership & Integration
• Collaborates with Client Executives, Managers, and Account Managers.
• Coordinates carrier relationships and market strategy discussions.
• Supports seamless handoffs across service teams.
• Identifies and drives cross-selling and account rounding opportunities.
Growth, Change & Special Initiatives
• Achieves or exceeds annual sales goals.
• Leads client growth and retention strategies.
• Participates in strategic initiatives and business development efforts.
• Expands professional network and industry presence.
Process Improvement & Best Practices
• Identifies opportunities to improve sales and client service processes.
• Stays current on market trends, products, and legislation.
• Promotes best practices across teams.
• Leverages tools and insights to enhance client outcomes.
Accountability
• Delivering scalable revenue growth and client retention.
• Maintaining high-quality client service and satisfaction.
• Effectively managing pipeline and achieving sales targets.
• Building strong internal and external relationships.
• Exercising sound judgment and ownership in client decisions.
Qualifications
Required
• 5+ years of insurance sales or consulting experience.
• Proven success in building and managing a book of business.
• Strong problem-solving and analytical capabilities.
• Excellent communication and presentation skills.
• Proficiency in Microsoft Office tools.
• Life & Health license or ability to obtain within 60 days.
Preferred
• Bachelor’s degree.
• CEBS designation.
• Experience in professional services or brokerage environment.
• Track record of high client retention.
Key Competencies
• Strategic & Systems Thinking
• Ownership & Accountability
• Consulting & Influence
• Relationship Building
• Business Acumen
• Growth Mindset
Employment Type: FULL_TIME