Agent Strategist
Owns portfolio of enterprise accounts in post-sales, driving retention, renewals, and expansions through stakeholder relationships, health monitoring, and QBRs. Requires 5+ years in customer success or TAM at B2B SaaS, technical fluency in APIs/integrations.
About the job
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.
Skills
APIs, CRM, Customer Success, Technical Account Management, Solutions Consulting, Stakeholder Management, QBRs, Renewal Strategy, Expansion Strategy, Usage Analytics
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