Agent Strategist

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 a 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 Requirements 5+ years in customer success, technical account management, or solutions consulting at a B2B SaaS or API-first company Experience managing a portfolio of enterprise accounts ($100K+ ACV) with complex deployments and integrations Strong stakeholder management skills with the ability to engage VP and C-level executives Technically fluent enough to discuss APIs, integrations, deployment workflows, and architecture without needing to write code Experienced in renewal and expansion motions and comfortable building commercial narratives Highly organized with strong CRM hygiene, documentation habits, and follow-through Comfortable operating in ambiguity and helping build process in a high-growth environment Bonus: Experience in voice, conversational AI, telephony, contact center technology, or AI/ML products Hard Skills API Discussions Deployment Workflows Integration Management Health Metrics Auditing Usage Data Analysis Commercial Strategy Development QBR Reporting Post-Sales Playbook Refinement Documentation Standards CRM Hygiene Soft Skills Strong Organization Ability to Operate in Ambiguity Relationship Building Follow-Through #J-18808-Ljbffr Jobtailor