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Client Strategy Manager

Role overview

Summary

The Client Strategy Manager role at PDI Technologies focuses on managing client relationships and ensuring successful program execution. You will collaborate with various teams to align client goals with operational plans, driving improvements in service delivery and client experience.

Qualifications

  • Bachelor's Degree in Business, Marketing, Communications, Analytics, Information Systems or a related field, or equivalent combination of education and experience.
  • 3 to 5 years of experience in client success, account management, program management, professional services, operations, or a related client-facing role
  • Confidence leading client meetings and performance discussions, with strong written, verbal, and presentation skills.
  • Strong strategic thinking, problem-solving, and analytical skills, including interpreting performance data to identify actionable insights.
  • Preferred: Experience supporting data-driven programs, analytics, reporting, or technical client delivery

Responsibilities

  • Serve as the primary day-to-day operational and strategic partner for assigned clients.
  • Lead regular client meetings, business reviews, and program performance discussions.
  • Advise clients on program performance and optimization opportunities based on reporting and trends.
  • Translate client objectives into execution plans and oversee the delivery of client programs.

Key facts

Hard skills

Other skills

  • Strategic Thinking
  • Program Management
  • Communication
  • Problem Solving
  • Planning

About the company

ZipLine logo

ZipLine

  • Fintech & Payments
  • 51–200
ZipLine was acquired by PDI in June 2020. Please follow @pdi-software for updates on all of our solutions.Every day, ZipLine empowers retailers to make real, meaningful consumer connections. With unprecedented expertise in the field, we are the engine behind hundreds of private label debit payment and loyalty programs. With merchant branded debit programs, each transaction is processed for a flat fee rather than a percentage of the ticket. Our merchants use these savings to fund rewards and drive remarkable consumer loyalty. And unlike the major card brands, we provide access to consumer spending data through our Merchant Portal, where merchants can track consumer behavior for targeted marketing that triggers greater in-store sales activity.ZipLine is the leading processor of mobile payments in the C-store space, supporting highly successful merchants such as Cumberland Farms, Circle K, and Speedway.

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Job description

At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy.  We’re a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.

About the Role

We are looking for a Client Strategy Manager to be the go-to strategic and operational partner for clients in our CPG/Data business. In this role, you will own client relationships, lead program performance discussions, advise on optimization opportunities, and make sure client programs and deliverables are executed successfully. Working closely with Product, Engineering, Analytics, and Project Management, you will turn client goals into clear plans and results. If you enjoy combining relationship management, business insight, and operational discipline, this role is for you.


What You'll Do
  • Serve as the primary day-to-day operational and strategic partner and main point of contact for assigned clients.
  • Lead regular client meetings, business reviews, and program performance discussions.
  • Advise clients on program performance, optimization opportunities, and actionable insights drawn from reporting and trends.
  • Translate client objectives and business goals into execution plans and operational priorities, and identify opportunities to strengthen results and expand program participation.
  • Oversee execution of client programs and ongoing service delivery, including reporting, campaign and program performance reviews, and client deliverables.
  • Monitor timelines, milestones, and commitments to ensure work is delivered accurately and on schedule.
  • Partner with our Project Management Organization on the Data Services solution to support the execution of key data initiatives and client onboardings.
  • Act as the liaison between clients and Product, Engineering, Analytics, and Project Management, communicating requirements clearly and coordinating solutions.
  • Escalate and help resolve data, reporting, platform, and service-related issues, and support technical configurations, data feeds, and analytics outputs tied to client delivery.
  • Prepare summaries, insights, status updates, and recommendations for clients and internal stakeholders.
  • Drive continuous improvement in processes, service delivery standards, and the overall client experience.

  • What You'll Bring
  • Confidence leading client meetings and performance discussions, with strong written, verbal, and presentation skills.
  • Strong strategic thinking, problem-solving, and analytical skills, including interpreting performance data to identify actionable insights.
  • Excellent planning, organization, and follow-through, with the ability to manage multiple priorities in a dynamic environment.
  • Ability to work effectively with technical and non-technical stakeholders and drive cross-functional resolution.
  • Experience supporting data-driven programs, analytics, reporting, or technical client delivery is preferred.
  • Experience in CPG, data, SaaS, retail technology, or related industries is a plus.
  • Bachelor's Degree in Business, Marketing, Communications, Analytics, Information Systems or a related field, or equivalent combination of education and experience.
  • 3 to 5 years of experience in client success, account management, program management, professional services, operations, or a related client-facing role

  • What Success Looks Like

    You are a trusted advisor your clients turn to first. You build confidence through clear communication, sound judgment, and reliable follow-through. You use data to understand program performance and bring clients proactive recommendations rather than waiting to be asked. You manage ambiguity well, rally internal teams around client priorities, and resolve issues before they become escalations. Your clients stay, and their programs grow.


    Why Join Us

    This role offers meaningful ownership of client relationships and program outcomes in a business where data drives real decisions. You will work alongside experienced partners across Product, Engineering, Analytics, and Project Management, shape how we deliver and improve client programs, and have a clear opportunity to grow your impact in client strategy, program delivery, and cross-functional leadership.

    PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career.  This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements.  Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.

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