Agent Strategist - SF
Core
Drive retention, expansion, and long-term customer value for enterprise accounts by managing post-sales engagement and commercial strategy.
Role type
Senior Technical Account Manager / Post-Sales Strategist
Builds
Enterprise voice AI deployments and agent integrations
Domain
B2B SaaS, Voice AI, Conversational AI, Telephony
Deliverable
client delivery
Required skills
Enterprise account management, stakeholder management (VP/C-level), renewal and expansion strategy, technical fluency (APIs/integrations/architecture), CRM hygiene, process building in high-growth environments
Preferred skills
Voice AI, conversational AI, telephony, contact center technology, AI/ML products
Technologies
APIs, integrations, deployment workflows, architecture
Responsibilities
Take ownership of a portfolio of enterprise accounts and build trusted relationships with key stakeholders; Deeply understand each customer's deployment architecture, use cases, and success criteria; Audit current health metrics, renewal timelines, usage patterns, and engagement cadence; Align with FDE, CSE, Sales, and Product on open workstreams and deployment priorities; Establish structured cadence of weekly, biweekly, or monthly syncs based on account tiering; Implement proactive health monitoring using usage data, stakeholder engagement, and sentiment signals; Begin identifying renewal risks and expansion signals across your portfolio; Deliver structured QBRs for Tier 1 and Tier 2 accounts with executive-ready reporting; Drive renewal conversations beginning 120 days out and partner with AEs on commercial strategy; Surface qualified expansion opportunities supported by usage data and deployment success metrics; Enforce service tier boundaries and protect the integrity of the engagement model; Contribute to refining post-sales playbooks, documentation standards, and tooling as the function scales.