Client Strategy Manager

CLIENT STRATEGY AND RELATIONSHIP MANAGEMENT

Build trusted relationships with carrier executives, operational leaders, and technical teams.

Understand how each client makes money, where it wants to grow, and where resources are being wasted.

Create and maintain strategic client plans that document goals, initiatives, owners, timelines, risks, results, and expansion opportunities.

Lead or support regular strategy calls, performance reviews, quarterly business reviews, and annual planning discussions.

Translate client objectives into clear G1 Platform use cases and practical action plans.

Document decisions, responsibilities, deadlines, risks, and next steps.

Identify new opportunities to improve profitability, policy growth, customer retention, and operational efficiency.

G1 PLATFORM IMPLEMENTATION

Support the onboarding and implementation of new carrier partners.

Help configure carrier-specific data assets, dashboards, workflows, audiences, models, and reporting.

Coordinate implementation activities across Product, Engineering, Data Science, Analytics,

Reporting, and Client Success teams.

Document business requirements, dependencies, timelines, and progress.

Identify data, technical, ownership, or adoption issues and help drive resolution.

Train carrier teams and help them apply the platform to meaningful business decisions.

ANALYTICS AND BUSINESS INTELLIGENCE

Analyze carrier portfolios to identify profitable growth opportunities and potential risks.

Develop dashboards, executive reports, scorecards, and strategic presentations.

Support predictive modeling, segmentation, customer scoring, and audience prioritization.

Interpret policyholder, household, property, behavioral, risk, market, and campaign data.

Identify high-value customers, cross-sell opportunities, retention risks, and underserved segments.

Translate complex findings into clear recommendations for business and executive audiences.

Help determine which strategies should be scaled, refined, tested, or stopped.

GROWTH STRATEGY AND MEASUREMENT

Help carriers define measurable objectives for acquisition, retention, cross-sell, reactivation, policy

growth, profitability, and cost reduction.

Support use cases involving identity resolution, customer enrichment, intent signals, life-event

detection, churn risk, predictive scoring, next-best action, and attribution.

Establish success metrics, baselines, targets, owners, and reporting cadences.

Measure outcomes including new policies, retention, cross-sell, incremental revenue, media

efficiency, cost savings, and profitability.

Turn performance reporting into actionable recommendations.

Help create executive summaries, case studies, and client success stories.

CLIENT HEALTH AND EXPANSION

Maintain visibility into client health, adoption, results, executive sponsorship, renewal confidence,

and relationship strength.

Identify risks such as budget pressure, weak platform usage, unclear ownership, data delays, internal

turnover, or limited results visibility.

Escalate issues early and help develop recovery plans.

Identify departments and teams that could benefit from additional G1 Platform capabilities.

Develop expansion recommendations based on documented business needs and

demonstrated value.

PRODUCT INNOVATION

Work closely with Engineering, Product Strategy, Data Science, UX/UI, Marketing, and

Executive Leadership.

Communicate recurring client challenges, market needs, and implementation lessons.

Help translate carrier needs into scalable platform features, analytics, workflows, and reporting tools.

Participate in testing and improving new G1 Platform capabilities.