Scaled Account Specialist
You oversee a portfolio of SMB accounts and serve as the primary contact for global customers. You manage renewals, expansions, upgrades, downgrades, and cancellations in Salesforce, analyze customer data, improve scalable engagement playbooks, and collaborate across teams to identify leads and deliver a strong customer experience.
Responsibilities
- Oversee a portfolio of SMB accounts using scalable outreach strategies
- Serve as the primary contact to help global customers maximize product value and identify growth opportunities
- Manage accounts in Salesforce to support renewals and expansions
- Maintain accurate account data
- Analyze customer data and feedback to inform strategic recommendations
- Improve scalable playbooks for low-touch customer engagement
- Collaborate with internal teams across time zones
- Identify and route qualified leads
- Deliver a seamless customer experience
Requirements
- Bachelor's degree with strong academic performance
- 1-2 years of experience, preferably in a client-facing or analytical role
- Strategic thinking and ability to turn open-ended challenges into actionable solutions
- Strong organization and attention to detail
- Ability to thrive in a fast-paced environment
- Personal ownership and responsibility
- Ability to balance competing responsibilities while moving initiatives forward
- Excellent written and verbal communication skills
- Comfort with digital tools
- Experience with CRM software such as Zendesk or Salesforce
- Technical aptitude and interest in becoming a subject matter expert in the Lucid Suite and related domains
Benefits
- Hybrid work
- Remote work