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Agent Strategist

130k – 160kSan Francisco, CAHybrid5+ YOE
Summary

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 role

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
APIsCRMCustomer SuccessTechnical Account ManagementSolutions ConsultingStakeholder ManagementQBRsRenewal StrategyExpansion StrategyUsage Analytics
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