Scaled Account Specialist
Core
Lead strategic growth and management for Small and Midsize Business (SMB) accounts by managing the commercial lifecycle including renewals, expansions, upgrades, and cancellations.
Role type
Scaled Account Specialist (Transactional Business Team)
Builds
Revenue growth and retention for a large portfolio of low-touch SMB accounts
Domain
SaaS / Business Visualization / SMB Sales
Required skills
Account lifecycle management, Salesforce proficiency, data analysis, scalable outreach strategy, cross-functional collaboration, strategic thinking
Preferred skills
CRM software experience (Zendesk), technical aptitude, subject matter expertise in Lucid Suite
Responsibilities
Oversee a portfolio of SMB accounts with scalable outreach strategies, manage accounts in Salesforce to support renewals and expansions, analyze customer data to inform strategic recommendations, contribute to development of scalable playbooks for low-touch engagement, work cross-functionally to identify and route qualified leads
Seniority
Junior, individual contributor
