Agent Strategist

What You’ll Do

30 Day

• 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.

60 Day

• 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.

90 Day

• 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.

Who You Are

• 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.

What We Offer

• Competitive salary and excellent equity ownership.
• Comprehensive health coverage: medical, dental, and vision plans.
• Flexible time off.
• $10k annual L&D budget.