The Client Strategist will work with clients to develop and optimize strategies for account recovery using TrueAccord's platform, while analyzing performance data and collaborating with various internal teams.
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.
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
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 in a relevant field (e.g., Computer Science, Engineering, Business, or related discipline) required.
Experience:
- 12+ years of experience in B2B SaaS or financial services, preferably within collections, or related regulated industries.
- Demonstrated success in leading cross-functional teams to scale enterprise-grade products with complex technical underpinnings.
- Proven experience working with clients and prospects translating requirements to deliver world class solutions
- Experience leveraging AI/ML technologies to drive user engagement, automation, or decision-making is highly desirable.
Product Strategy & Execution:
- Exceptional ability to translate client needs and market dynamics into clear product features, and priorities.
- Track record of making data-informed decisions and defining metrics that measure impact, adoption, and customer success.
Leadership & Collaboration:
- Ability to inspire, align, and drive cross-functional teams, including product, compliance, sales, and client success.
- Experience working within a highly regulated industry and balancing innovation with compliance requirements.
- Demonstrated ability to build trust and alignment with senior stakeholders and external partners.
Communication & Influence:
- Excellent verbal and written communication skills, with the ability to present strategies, complex issues, and insights clearly to technical and non-technical audiences.
- Adept at influencing without authority and creating consensus in a matrixed environment.
Attributes:
- Strategic thinker with a strong bias for action and a customer-first mindset.
- Comfortable navigating ambiguity and driving clarity in dynamic, fast-paced environments.
- High integrity, strong work ethic, and a passion for solving hard problems with smart solutions.
Physical Requirements:
- Ability to remain in a stationary position, often standing or sitting for prolonged periods.
- Repetitive finger motion to press keys and enter text or data into a computer by means of a keyboard.
We are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueAccord and make a difference.
Our Dedication to Diversity & Inclusion
TrueML and TrueAccord are equal-opportunity employers. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions, and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
For California Applicants: we collect personal information for employment purposes. We do not sell personal information. Most of the information we have is provided to us by you and/or collected as part of the employment process. For more details on how we use, share, and delete personal information see our Privacy Policy.
Top Skills
AI
Data Analytics
Ml
Predictive Models
SaaS
Similar Jobs at TrueML
Fintech • Machine Learning • Social Impact • Software • Financial Services
As a Technical Product Manager at TrueML, you'll define and prioritize data-driven products, collaborating with cross-functional teams to align AI-based solutions with business needs.
Top Skills:
Aws SagemakerAzure MlGoogle Ai PlatformPower BIPythonPyTorchRSparkSQLTableauTensorFlow
Fintech • Machine Learning • Social Impact • Software • Financial Services
Lead the Quality Engineering team, develop test automation frameworks, evaluate tools, and ensure high-quality software delivery while mentoring team members.
Top Skills:
AppiumAzure DevopsC#CypressDockerGitGithub ActionsGitlab CiJavaJavaScriptJenkinsJunitKubernetesPlaywrightPostmanPytestPythonRest AssuredSeleniumSoapuiTestng
Fintech • Machine Learning • Social Impact • Software • Financial Services
The Technical Program Manager II will lead cross-functional teams, manage complex programs, and ensure timely delivery of product initiatives in a dynamic agile environment.
Top Skills:
AgileJIRAScrum
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
