Account Strategist MX
Core
Account Strategist who owns B2B accounts post-implementation, expanding AI agent usage across departments (supply chain, finance, logistics) and converting proofs of concept to Phase 2 contracts.
Role type
Senior individual contributor account strategist (B2B expansion)
Builds
New revenue streams and expanded AI agent workflows for B2B clients
Domain
B2B SaaS, AI automation, Supply Chain
Required skills
Account management, process consulting, expansion selling, on-site discovery, ROI modeling, stakeholder management, contract negotiation, CRM management, retention management
Preferred skills
AI/automation software experience, ERP data-level experience (SAP, Oracle, NetSuite), Lean/Six Sigma, HubSpot
Technologies
ERPs, data extracts, integrations, AI agents, HubSpot, Lean, Six Sigma
Responsibilities
Own book of accounts and build relationships with executive sponsors; Convert Proofs of Concept into Phase 2 contracts; Map account white space across departments; Run on-site assessments to design processes and present ROI; Close new areas to meet quarterly ARR quotas; Run quarterly business reviews based on client results; Own retention and renewals; Maintain CRM pipeline and forecast weekly.
Seniority
Senior, hands-on IC