Client Strategy Executive

About the role

MX, a fintech focused on delivering smarter financial experiences, is looking for a results‑driven Client Strategy Executive to join its Revenue team. You will own client relationships, drive strategic initiatives, and help clients achieve their business objectives using MX’s technology.

Key responsibilities

• Take full ownership of client relationships, managing risk, billing, and contractual issues.
• Act as the Voice of the Customer, collaborating with internal teams to deliver customer‑centric outcomes.
• Identify, negotiate, and close cross‑sell, up‑sell, and renewal opportunities in partnership with account executives.
• Define technical and strategic value drivers and KPIs that align MX products with client business goals.
• Grow client portfolio usage and platform adoption while executing client business objectives.
• Develop and execute strategic plans with clients to enhance their business and customer experiences.
• Lead strategic business reviews that build confidence and drive progress.
• Become a subject‑matter expert on MX products, communicating roadmap updates and new features.

Required profile

• Minimum 2 years of client success or B2B account management experience in a SaaS environment.
• Strong organizational and communication skills, especially when negotiating with executive‑level stakeholders.
• Proven track record of meeting or exceeding sales and client‑growth targets.

Required skills