Client Partner

Pathstream

. Own and grow an enterprise B2B client portfolio clustered into an industry, industries, or functions .

Posted 9/21/2026full-timeNew York City • New York • United StatesSeniorLead💰 $200,000 - $235,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing enterprise B2B client portfolios, driving revenue growth, and enhancing client engagement through strategic partnerships and data-driven decision-making. Proven ability to lead cross-functional teams and deliver impactful results in customer success and program management.

Highest-signal resume keywords

Strategic PartnershipsCustomer Success ManagementData AnalysisRevenue GrowthClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Program ManagementPortfolio ManagementData InterpretationROI CalculationCampaign Strategy Evaluation

Soft Skills

Exceptional Written CommunicationStrategic ThinkingAlignment Across TeamsCuriosityMotivation

Industry Keywords

Financial ServicesInsuranceContact CenterB2BEnterprise Clients

About the role

Key responsibilities & impact

Own and grow an enterprise B2B client portfolio clustered into an industry, industries, or functions
Drive revenue growth, product adoption, renewals, and expansion across the portfolio
Own portfolio metrics, client outcomes, engagement quality, and portfolio health; refresh the portfolio quarterly
Move clients through proof-of-concept scholarship, paid pilot, and division rollout stages on defined timelines
Serve as account lead for one portfolio client
Establish internal understanding of industry and client business issues, financial performance, and relevant trends
Direct matrixed customer success, marketing, and operations partners to improve activations, enrollments, completions, and coaching engagement
Track program performance and attrition data, calculate ROI, and direct interventions when metrics need attention
Evaluate user-facing marketing and provide substantive feedback on campaign strategy
Deliver quarterly verdicts on coaching, curriculum, user experience, business objectives, and ROI; recommend roadmap changes
Set portfolio operating cadence, agenda, and quality bar for client-facing narratives
Manage and develop a customer success lead
Set priorities for matrixed sales, marketing, coaching, learning design, operations, and data partners
Advocate for portfolio resources and translate learnings into efficient, scalable operational processes
Report to the CRO

Requirements

What you’ll need

7+ years in strategic partnerships, customer success, program management, general management, or consulting — ideally owning a portfolio of large enterprise clients
A track record of owning a number, not just a workstream, and achieving and exceeding renewal, expansion, and revenue targets
Strong analytical skills, including pulling and interpreting data and communicating findings and compelling narratives to diverse client stakeholders
Exceptional written communication, including executive summaries, client emails, and substantive marketing campaign feedback
Proven ability to drive alignment across multiple internal teams without direct authority
Proven track record of developing and maintaining strong internal and external client relationships
Strategic thinking ability to set direction and unblock execution
High performer with early-stage experience, comfortable with ambiguity, curious, motivated, humble, and hardworking
Ability to work from the NYC office a minimum of 2–3 days per week; this role requires a hybrid schedule with regular in-person presence
Financial services, insurance, or contact center experience a plus
Prior strategy consulting experience a plus

Benefits

Comp & perks

Transparent and social culture, challenging work, fast learning cycles, practical training, and meaningful feedback
Strong sense of ownership and strategic work that impacts our product, users, colleagues, business, and world
Competitive salary commensurate with experience and geographic location
Bonus
100% employer-paid medical, dental, and vision insurance coverage for you and 50% for your partner/spouse and dependents
Flexible spending account (health)
Employee Assistance Program (mental health, financial health, legal support, and more)
Free access to wellbeing apps like Ginger and Headspace
Flexible paid time off and 13 paid holidays
Generous paid parental leave
Short and long-term disability insurance (100% company paid)
Annual professional development budget
Company-provided laptop
Remote-first culture
Life insurance (100% company paid)
Optional supplemental life insurance
401(k)
Discounted pet insurance