Mid Level Client Success Specialist Jobs

You will have a broad range of responsibilities, primarily focusing on leading post-sales engagement.

This includes collaborating closely with McKinsey’s client development, operations, and advisory teams to ensure the successful delivery of our solutions and managing ongoing client activities.

You will optimize onboarding processes, training, communications, and user adoption strategies, adapting to changing needs throughout the client lifecycle. Building and maintaining meaningful relationships with a portfolio of clients and internal teams is crucial to demonstrate the value of Intelligent Diligence Applications (IDA’s) offerings and a key part of your role, with the expectation to regularly share additional use cases, identify expansion opportunities, and drive product adoption and satisfaction.

Your role also involves leading innovative efforts to broaden client impact and proactively deliver client engagement activities such as workshops, trainings, business reviews, and strategic outreach, particularly introducing new capabilities. You will address and lead the resolution of issues related to adoption, business operations, and client relationships, acting as a client advocate within the team and the broader firm.

Furthermore, you will deliver thought leadership by staying abreast of client needs, industry trends, and competitor offerings. This involves building and optimizing client delivery and development strategies, contributing ideas, and spearheading the implementation of new product development, marketing, and operational enhancements. You will also lead the contract extension and renewal process, serving as the main point of contact for all contractual and billing matters. Your position requires a willingness to travel 10-30% of the time, accommodating the needs of our diverse client base, global team, and ensuring the highest level of service and engagement.

IDA is part of the McKinsey Private Capital Practice. You will be based in [Atlanta/Boston/Dallas] but also work with colleagues across the globe. You’ll enable sophisticated investment strategies and corporate value creation through IDA, a cloud-based research and capital allocation application, in combination with other GenAI-enabled assets.

IDA empowers our clients to research industries, products, and companies and execute deals. We combine the most cutting-edge genAI technologies to McKinsey’s broader offerings to make category dominant value for our clients. Its mix of intuitive technology, proprietary data, and McKinsey business advisory enables clients to perform fast and powerful research, screen opportunities, execute deals, and monitor and generate value creation in their portfolios.

You will partner directly with our client leaders, collaborate with c-suite executives and work directly with our own internal client service teams to help shape strategy and build our holistic approach to client experience. You will have the opportunity to engage with a wide array of clients across industries and will have access to McKinsey’s world class training programs and experts to develop deep transformation expertise and best-in-class business acumen.

• Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.
• A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions, all while upholding our unwavering commitment to ethics and integrity. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.
• Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.
• World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family.

Undergraduate degree with an excellent academic record; MBA/graduate degree a plus

3+ years of account management, client relationship management or pre-sales experience in a consultative product or services environment; prior consulting experience desirable but not required

Experience with SaaS, CRM and/or digital products is required; experience in project management, program management or change management is desirable

Relationship management skills; able to manage key stakeholders, both internally and with clients

Strong entrepreneurial drive and sense of ownership

Commitment to delivering exceptional results

A proactive desire to solve new problems and a coachable attitude

Readiness to experiment, radiate learnings, and build playbooks from such iteration to further scale impact

10-30% travel time during some seasons of the year

Clear oral and written communication skills to present complex value propositions to senior client executives