We are looking for a Client Strategy Manager to be the go-to strategic and operational partner for clients in our CPG/Data business. In this role, you will own client relationships, lead program performance discussions, advise on optimization opportunities, and make sure client programs and deliverables are executed successfully. Working closely with Product, Engineering, Analytics, and Project Management, you will turn client goals into clear plans and results. If you enjoy combining relationship management, business insight, and operational discipline, this role is for you.
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.
Skills Required
- Strong written, verbal, presentation, and client meeting facilitation skills
- Strategic thinking, problem-solving, and analytical skills, including interpreting performance data
- Strong planning, organization, and follow-through while managing multiple priorities
- Ability to collaborate with technical and non-technical stakeholders and drive cross-functional issue resolution
- Bachelor's degree in Business, Marketing, Communications, Analytics, Information Systems, or a related field, or equivalent 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
- Experience supporting data-driven programs, analytics, reporting, or technical client delivery
- Experience in CPG, data, SaaS, retail technology, or related industries
PDI Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PDI Technologies and has not been reviewed or approved by PDI Technologies.
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Leave & Time Off Breadth — Leave and time off are seen as reasonably generous, with flexibility and hybrid options contributing to a stable work-life setup. Feedback suggests certain teams value remote work programs and reliable scheduling.
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Healthcare Strength — Healthcare coverage is described as comprehensive, including medical, dental, and vision, with life and disability insurance. Some comments note the insurance package as somewhat better than average in certain cases.
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Flexible Benefits — Workplace flexibility, including remote or hybrid arrangements, is highlighted for eligible roles. Feedback suggests flexibility and schedule control are appreciated across some departments.
PDI Technologies Insights
What We Do
PDI Technologies resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers. www.pditechnologies.com
