Strategic Account Advisor

Job Description

Job Description

Strategic Account Advisor

Facilisgroup is the leading provider of SaaS solutions for the Promotional Products industry. We blend powerful technology, deep industry expertise, and a thriving peer network to drive repeatable, profitable growth. Our platform is used by over 240 partners who process $1.5B+ in promo sales annually. We’re not just a SaaS vendor — we’re a true partner, invested in the success of our clients.

Job Type: Full Time

Reports to: Manager Success Teams

The ideal candidate:

A proactive, trusted advisor who develops strong Partner relationships, understands business needs, and translates insights into practical account strategies. This individual balances business development with risk mitigation and responsive support, using sound judgment, data, and consistent follow-through to serve as a reliable source of information, expertise, and best practices within the Success Team.

In this role you will:

• Serve as the primary strategic advisor for an assigned portfolio of Facilisgroup Partners.
• Lead proactive engagement, support onboarding and growth planning.
• Identify solution and supplier opportunities.
• Monitor Partner health, coordinate issue resolution, and maintain clear account documentation that supports retention, adoption, and measurable Partner success.

As Strategic Account Advisor, you bring with you:

• Experience in account management, customer or Partner success, consultative sales, business development, or a related client-facing role.
• Ability to build trusted relationships, conduct effective business reviews, and guide customers toward clear goals and action plans.
• Strong business judgment and problem-solving skills, with the ability to balance proactive growth opportunities and reactive account needs.
• Ability to interpret account data, identify trends and risks, and translate insights into prioritized actions and recommendations.
• Clear, professional written and verbal communication, including effective documentation, follow-up, and cross-functional coordination.
• Strong organization and time-management skills, with the ability to manage multiple Partner relationships, priorities, and deadlines.
• Commitment to continuous learning, collaborative teamwork, exceptional Partner experiences, and measurable business outcomes. 

Key Responsibilities:

• Drive proactive Partner engagement and account strategy (approximately 2.5 hours daily) by leading Business Review calls, managing consistent outreach and follow-up, identifying supplier, spend, platform, and service opportunities, and guiding Partner goal setting and growth planning.
• Guide new Partner onboarding and transition (approximately 2 hours weekly) by assessing the Partner’s business, team, systems, and goals; communicating needs, risks, and opportunities internally; identifying early Syncore, Business Services, and supplier opportunities; and coordinating the handoff to ongoing SAA management.
• Resolve reactive support needs and Partner risks (approximately 1.5 hours daily) by escalating and addressing concerns, coordinating issue resolution with internal teams, monitoring Partner health and retention risk, and maintaining risk notes and action plans.
• Maintain reporting, documentation, and account visibility (approximately 2 hours daily) by recording Partner goals, engagement activity, Business Review outcomes, risks, opportunities, and follow-up actions in the appropriate systems.
• Use reporting and Partner data to identify trends, prioritize outreach, measure progress against Success Team goals, and provide leadership with timely updates regarding Partner health, retention concerns, adoption progress, and growth opportunities.
• Dedicate approximately 30 minutes weekly, or 26 hours annually, to professional growth by staying current on Facilisgroup solutions, Syncore functionality, Business Services offerings, supplier programs, reporting tools, and industry best practices.
• Apply ongoing training and Facilisgroup Core Values to daily Partner interactions, internal collaboration, and account strategy.

Key measures of success:

• Retention: 
  • 1st 12 months live | Goal of 95% retention
  • Post 12 months live | Goal of 99% retention
• Business Services adoption: 
  • 50% Partners using 2+ Facilisgroup services/solutions
  • 35% Partners using 3+ Facilisgroup services/solutions
  • 10% Partners using 4+ Facilisgroup services/solutions
• Partner engagement: 
  • Goal of 90% attending 1 event yearly
• Partner growth: 
  • Following industry growth % but with an aim to surpass
  • FPC %

• Partner training: 
  • Syncore Release Training | 80% Participation

• New Partner onboarding:

• Completed partner discovery within first 30–60 days
• Documented partner goals, current systems, preferred supplier usage, and growth opportunities
• Identified early adoption opportunities for Syncore, Business Services, and preferred supplier engagement
• Successful transition from onboarding to ongoing SAA relationship management
• Early risk/opportunity tracking entered and maintained for each new partner

• Professional growth
  • Meeting the outlined requirements for Strategic Account Advisor training module

Why Facilisgroup?

Through the principles of technology, supply chain and community, Facilisgroup delivers unparalleled growth to its partners within the promotional products industry. More importantly is what we delivery internally:  we take care of our people.

Recognized by ASI as one of the  Best Places to Work , we take our dedication to company culture seriously, with a commitment to diversity, inclusion, dignity and respect in the workplace. We strive to provide an open, friendly and creative atmosphere where collaboration and conversation between teams and leaders is encouraged.

We provide:

• A forward-thinking path to success with competitive pay and plenty of opportunity for growth
• Healthcare coverage, including health, dental, vision and flexible spending
• Exceptional retirement matching to make saving for the future even more rewarding
• Market-leading paid time off and paid holidays to enjoy your other passions in life 
• Annual volunteer time to devote toward a passion project or volunteer option you love
• New parent perks like additional paid leave and flexible scheduling

Equal Opportunity Employer

Facilisgroup is committed to treating everyone with dignity and respect. All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, disability status, or criminal history. Facilisgroup believes in “fair chance hiring “and reserves the right to administer a criminal background check upon hiring and review criminal history.