Client Strategist - Financial Services

About Morning Consult:

Morning Consult is a global decision intelligence company changing how modern leaders make smarter, faster, better decisions. The company pairs its proprietary high‑frequency data with applied artificial intelligence to better inform decisions on what people think and how they will act.

This role is available in any of our office locations (Washington, DC; New York, NY; Chicago, IL) or can be based remotely.

Our award‑winning and modern, open concept offices are located in Washington, DC, Chicago, IL and New York, NY. All three offices are accessible by public transportation and in close proximity to great restaurants and shopping.

Join us in the office for catered lunch on Tuesdays, Wednesdays and Thursdays or grab a beverage from the fridge for an impromptu after‑work happy hour!

As a Client Strategist at Morning Consult, you will be a key partner to a portfolio of financial services, private equity, banking, and fintech clients, ensuring they achieve meaningful outcomes through our syndicated data products and platform. You’ll blend consultative relationship management with product expertise, proactively guiding clients to maximize value and drive business impact.

You will manage a portfolio of accounts, develop tailored engagement strategies, and serve as a trusted advisor—helping clients navigate the platform, adopt new features, and realize the full potential of Morning Consult’s solutions.

You’ll also play a critical role in identifying risks and opportunities, collaborating with internal teams, and supporting the ongoing evolution of our Customer Success function. You’ll thrive here if you enjoy building strong client relationships, are energized by solving business challenges, and are motivated by both individual and team success.

Customer Success team members are experts in the Morning Consult Intelligence products and partner closely with our clients to help them leverage the platform to address critical business needs and goals. Our mission is to drive customer engagement, retention, and expansion by helping clients best leverage their subscriptions to Morning Consult’s syndicated solutions.

• Manage a portfolio of 35-50 client accounts in financial services, private equity, banking, and fintech – building strong, consultative relationships and understanding each client’s unique business objectives.
• Lead onboarding and training sessions for new and existing users, ensuring clients are set up for success and can fully leverage the platform’s capabilities.
• Proactively engage clients to drive adoption of new features, track usage metrics, and ensure the product is meeting evolving needs.
• Develop and deliver customized dashboards and reports that align with client goals and changing business contexts.
• Monitor account health, identify and elevate risks or opportunities, and collaborate with internal teams to deliver timely solutions.
• Drive contract renewals by demonstrating value, addressing concerns, and identifying opportunities for expansion.
• Collect and relay client feedback to inform product, marketing, and operational improvements.
• Encourage client advocacy by identifying and supporting opportunities for case studies, testimonials, and referrals.
• Contribute to team strategy and process improvement as we continue to scale the Customer Success function.
• Perform such other tasks and duties as may be required or assigned from time to time in the Company’s discretion.

• Bachelor’s degree or the equivalent combination of education and relevant experience.
• 4+ years of professional experience in customer success, account management, consulting, or a related client‑facing role. Experience in financial services, private equity, banking, and fintech is preferred.
• Experience with market research: understand core ICPs, including goals, motivations, and industry challenges.
• Experience managing a portfolio of accounts and driving measurable client outcomes.
• Strong verbal and written communication skills; able to tailor messaging to different audiences and influence decision‑makers.
• Comfo…