Client Strategist

Fenyx delivers growth and revenue for brands.

We help brands rise with results driven and A.I. optimized marketing.

• Disciplined with data
• Fierce with innovation
• Committed to excellence

We are Fenyx.

*All interviews will begin week of 9/23

*Start date for this role will be between 10/7 and 10/14

A successful Client Strategist will combine Lead Screening, Proposal Scoping, Client Onboarding and Coordination related tasks.

Primary Job Responsibilities

1. Lead Screening & Discovery Intake

• Receive incoming briefs and project requirements from prospective clients, event leads, and digital inquiries.
• Conduct initial 15-to-20-minute discovery and screening calls to probe technical, organizational, and operational needs.
• Evaluate prospective clients against internal best fit criteria (e.g., target verticals like Fintech, MedTech, Telco, Pharma) to ensure alignment with team capabilities and bandwidth.
• Prepare brief summary sheets for senior strategists prior to high-value proposal presentations.

2. Proposal Scoping & Client Onboarding

• Collaborate with internal SMEs (media, creative, data) to define clear Scope of Work (SOW) requirements during proposal development.
• Ensure operational clarity, project deliverables, and execution timelines are explicitly mapped out before proposals are delivered.
• Lead onboarding logistics for newly signed accounts, including asset collection, tech stack access setup, kick-off scheduling, and internal workflow setup.

3. Account Management & Day-to-Day Coordination

• Serve as the central front-facing point of contact for active client accounts and incoming business inquiries.
• Manage day-to-day client communications, setting clear expectations for task delivery, project milestones, and feedback loops.
• Handle incoming requests for new campaigns or channel expansions, ensuring proper scoping and resource allocation before work begins.

4. Internal Communication & SME Translation

• Act as the communication hub between clients and internal execution teams (creative, media buyers, data analysts, developers).
• Field client questions, route them to the correct internal SMEs, and translate complex technical explanations into clear, actionable client updates.
• Track internal deliverables against project schedules to maintain on-time execution and prevent scope creep.
• Maintain strict CRM hygiene (HubSpot/Salesforce) by logging touchpoints, call notes, and deal stage progressions.

Experience Qualifications

1. 2–4 years of experience in client coordination, account management, or sales operations within a digital agency or B2B environment.
2. Proven ability to conduct intake/screening calls and manage client communication
3. Tech-savvy with hands-on experience in modern CRM platforms (HubSpot or Salesforce)
4. Familiarity with performance marketing terms OR digital agency service models
5. Skilled in using A.I. tools to streamline note-taking, draft communications, and organize workflows.
6. Strong organizational skills, sharp attention to detail, and exceptional written and verbal English communication skills.