Account Strategist

Job Description

If this is the job for you, you’ll have the opportunity to oversee a wide variety of HubSpot and RevOps clients. You’ll be the point person and act as the liaison between the client’s goals and needs while also being mindful of internal resources to deliver services on time, within budget, and, our hope is to meet and exceed expectations in that process. You would be working hand-in-hand with a great team of Account Strategists, HubSpot specialists, web developers, business development team, and more.

Someone who is successful in this position must have deep knowledge and expertise of the HubSpot platform and will split time between account management, strategy development, and execution of said strategy. They’d also be a go-getter who leads through empathy and sets clear expectations. This person will need strong communication and interpersonal skills to be able to read the room and, at times, strike a balance between the client’s needs and the company’s resources.

Your main goals as an Account Strategist:

• Build and grow client relationships
• Stay at the forefront of HubSpot product updates and strategies
• Maintain client satisfaction and retention

What you’re responsible for:

• Client Relationships

  • Function as the liaison and main point of contact for assigned accounts
  • Respond in a timely, professional, and kind manner to day-to-day communications
  • Understand client goals and objectives
  • Build a strategy to accomplish the client’s goals
  • Plan for and lead client meetings and presentations
  • Communicate client expectations and responsibilities
  • Understand the scope of work, evaluate potential out-of-scope opportunities, and consult internally for additional project plans and budgets

• Project Execution and Facilitation

  • Execute project tasks such as auditing HubSpot portals, building automations, developing HubSpot implementation plans, etc.
  • Own the strategic direction for a portfolio of digital advertising, marketing, and HubSpot retainer accounts
  • Create and maintain timelines for project deliverables
  • Ensure projects are executed within their budgets and create a clear plan with options for remediation if/when that is not the case
  • Manage a number of simultaneous projects and set priorities
  • Review deliverables, send to the client, consolidate feedback, and communicate to the team
  • Organize and document project deliverables, templates, etc.
  • Assign tasks and projects
  • Collaborate with internal teams to accomplish tasks
  • Run meetings and check-in sessions
  • Document and follow up on action items from meetings (both internal and external), create tasks within our project management system to execute these items, and ensure those tasks have clear instructions and deadlines
  • Facilitate deliverables with contractors and maintain strong relationships with these individuals
  • Participate actively in team meetings and opportunities
  • Provide other administrative support as needed

• Company Growth

  • Bring your best, creative, and strategic ideas to the table
  • Share suggestions for improvements
  • Identify gaps or roadblocks and develop a strategy to address these pain points
  • Document or assist in documenting updated processes
  • Increase your HubSpot knowledge and expertise
  • Grow client accounts and company revenue

For this person to succeed,they will need:

• 5+ years of experience in a client facing role(s)

• Deep knowledge and understanding of the HubSpot platform

  • Strongly preferred: HubSpot certifications and/or experience across all Hubs. Marketing and Sales Hub experience is required.

• Experience working with remote teams and tech (ClickUp, Slack, Google, Zoom)

• Alignment and embodiment of our core values

• Desire to continuously grow and improve

• An ownership and stewardship mindset

Compensation: $75,000 - $95,000