PMI: Client Strategist ( Multiple Office Locations )
Core
Strategic narrative partner to Payments Advisors, translating treasury expertise and market intelligence into executive-level stories, business cases, and Go-to-Market initiatives to drive client growth and revenue.
Role type
Senior IC Client Strategist (Treasury & Payments)
Builds
Executive presentations, business cases, strategic account plans, seller playbooks, and reusable intellectual property (IP) for treasury and payments solutions.
Domain
Financial Services / Corporate Treasury / Payments
Required skills
Executive storytelling, strategic thinking, financial acumen, business case development, stakeholder alignment, market research, ROI modeling, Go-to-Market strategy
Preferred skills
Commercial banking experience, treasury operations knowledge, L&D strategy, executive content creation
Technologies
None stated
Responsibilities
Partner with Payments Advisors to build executive-ready presentations and business cases; Develop financial impact analyses and ROI models; Build client-specific strategic account plans and opportunity frameworks; Lead strategic Go-to-Market initiatives from prioritization to launch narratives; Equip sellers with strategic playbooks and IP; Serve as trusted internal advisor on presentation strategy and messaging.
Seniority
Senior, hands-on IC