Client Strategist

Employment Type: Full-time

Why TrueAccord?

TrueAccord, a wholly owned subsidiary of TrueML, is a category-defining company. We combine machine learning with a human-based approach to transform debt resolution and to get people on the path towards financial health. Every year, more than 70 million Americans have negative experiences dealing with debt. We are changing this by providing personalized digital experiences that guide lenders and consumers through this challenging financial process.

With a world-class leadership team, passionate team members, and proprietary predictive models trained on years worth of transactional data, TrueAccord is well-positioned to deliver on a huge opportunity: helping millions of consumers to regain and keep their financial footing while lowering the cost of doing business for creditors across many industries.

The Role

We are seeking a highly experienced and results-oriented Client Strategist to join our team. This pivotal role will work directly with our clients, utilizing deep industry expertise to design, implement, and optimize strategies that drive superior account recovery outcomes. The Client Strategist will act as a trusted advisor, translating client business needs into effective Retain implementations, ultimately ensuring our clients achieve the best possible results.

Key Responsibilities

Client Partnership & Strategy Development

• Collaborate directly with clients to understand their specific business goals, strategies, operational processes, and technical requirements to determine how the Retain product may assist clients.
• Develop tailored platform solutions that align with client’s strategy objectives and industry best practices.
• Provide strategic guidance on optimizing performance by leveraging the Retain platform's full suite of features to maximize customer engagement.
• Serve as a subject matter expert on Retain's capabilities during client interactions, sales consultations, and implementation meetings.

Data Analysis & Optimization

• Analyze client performance data to identify trends, opportunities, and areas for improvement.
• Work with internal data teams to ensure accurate reporting and to leverage insights for strategic adjustments.

Implementation & Process Enhancement

• Partner with implementation teams to translate strategies into actionable plans, supporting the development of Business Requirements Documents (BRDs) and ensuring technical feasibility.
• Contribute to the content strategy and ensure quality assurance for client communications (e.g., EVNs, disclosures, SMS, voicemails), ensuring they are impactful and compliant.
• Participate in discussions around product functionality, offering insights on how features can be leveraged for better client outcomes.

Internal Collaboration & Training

• Collaborate closely with sales, client success, product, and engineering teams to ensure a cohesive client experience and continuous product improvement.
• Share industry knowledge and best practices across internal teams.
• Act as the voice of the customer in internal strategy discussions.

Educational Requirements

• Bachelor's degree

Benefits & Perks

• Everything you need to work remotely
• Unlimited PTO
• Medical/dental/vision insurance
• 401k through Charles Schwab
• Flexible Spending Account, Limited FSA, and Health Savings Account - with an eligible health care package.
• Company-paid short-term and long-term disability plus basic life insurance.
• Family-friendly maternity and paternity leave
• Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!
• PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide.
• Paid time off to do volunteer work in your community.
• Access to the Wellness Coach app for you and 5 family members