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Client Strategy Jobs in Boston, MA (NOW HIRING)

Prelim

Client Strategy Analyst

Boston, MA · Remote

$130K - $140K/yr

Why We're Looking for You We're looking for a Client Strategy Analyst to support our growing portfolio of live banking clients. In this role, you'll act as a trusted partner to financial institutions ...

Ibotta

Client Partner Director

Boston, MA

$250K - $290K/yr

As a Client Partner Director, you will lead our most strategic partnerships, expand enterprise-level client relationships, and influence company-wide growth initiatives. We are looking for a ...

SCS Financial

Client Portfolio Manager

Boston, MA

$225K - $325K/yr

Act as a guest speaker and strategist, translating investment views into actionable insights for ... Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction ...

SCS Financial

Client Portfolio Manager

Boston, MA · On-site

$225K - $325K/yr

Client & Relationship Management * Partner with PCG Managing Directors on complex client ... Act as a guest speaker and strategist, translating investment views into actionable insights for ...

Xometry

Content Strategy Associate

Waltham, MA · Hybrid

$60K - $70K/yr

Associates collaborate closely with SEO, Client Services, and vendors to ensure content meets strategic goals, drives measurable results, and aligns with brand voice. Besides, they are expected to ...

Xometry

Content Strategy Associate

Waltham, MA

$60K - $70K/yr

Associates collaborate closely with SEO, Client Services, and vendors to ensure content meets strategic goals, drives measurable results, and aligns with brand voice. Besides, they are expected to ...

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Client Strategy information

See Boston, MA salary details

$60.3K

$135.4K

$236.3K

How much do client strategy jobs pay per year?

As of Jun 1, 2026, the average yearly pay for client strategy in Boston, MA is $135,429.00, according to ZipRecruiter salary data. Most workers in this role earn between $97,800.00 and $171,100.00 per year, depending on experience, location, and employer.

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 are the most commonly searched types of Client Strategy jobs in Boston, MA? The most popular types of Client Strategy jobs in Boston, MA are:
Client Strategy jobs near you
Client Strategy Analyst

Client Strategy Analyst

Prelim

Boston, MA • Remote

$130K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

Transform how banks serve their customers

Prelim is modernizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to multi-billion dollar financial institutions. We're a fast-growing, remote-first startup on a mission to make banking more accessible for everyone.

Why We’re Looking for You

We’re looking for a Client Strategy Analyst to support our growing portfolio of live banking clients. In this role, you’ll act as a trusted partner to financial institutions after they go live, helping them successfully operate, troubleshoot, and scale their use of the Prelim platform.

This role sits at the intersection of customer success, problem-solving, and internal coordination. You’ll work closely with bank stakeholders, as well as Prelim’s product, engineering, and sales teams.

What You’ll Do

  • Manage a portfolio of live banking clients as their trusted partner after go-live

  • Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives

  • Develop and maintain customer workflows & configurations to align with each institution's goals

  • Handle support escalations, troubleshoot platform issues, and make adjustments on live calls with financial institutions

  • Partner closely with product and engineering teams to investigate bugs, advocate for customer needs, and communicate resolution timelines

  • Manage support ticket flow to ensure timely resolution of customer issues

  • Educate and enable bank employees on platform capabilities and best practices during and after implementation

  • Step in to support strategic implementations during resource crunches, helping with configuration and project management

  • Analyze, synthesize, and communicate product releases to customers

  • Navigate complex customer relationships and de-escalate high-stakes situations while protecting the team

What We’re Looking For

  • Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively

  • Strong analytical aptitude and a structured approach to diagnosing and solving problems

  • Technical skills in a scripting language

  • Grace under pressure, you stay calm during escalations or high-stakes customer situations

  • Excellent written and verbal communication skills, especially when explaining complex topics to non-specialist audiences

  • Strong organizational skills and comfort managing multiple priorities and accounts

  • Proactive mindset, you identify and address issues before they become problems

  • Genuine care for customers and willingness to go above and beyond

  • Legally authorized to work in the United States and located within the continental United States

About Prelim

Prelim is a San Francisco and New York City-based startup that operates with fully remote positions across the US, helping banks onboard their customers. Our platform is designed to streamline the account opening process for both consumers and businesses, accelerating speed-to-market and enhancing the customer experience for financial institutions. If you’re excited to help shape the future of the banking industry, we encourage you to apply and join our team at Prelim. We are seeking individuals who are driven, ambitious, and eager to make a real impact in a traditional industry ready for technological innovation.

We offer equity, a sponsored 401K, parental leave, and fully paid health, vision, and dental insurance. Additional benefits include unlimited PTO, a remote work stipend, a life-style stipend, and twice-yearly company retreats.

Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.

Compensation Range: $130K - $140K