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Account Strategist - job 1 of 2

SmartBug Media is the full-service digital agency of choice for organizations looking to

create resilient growth across the entire customer lifecycle, with a strong focus on the

HubSpot ecosystem. From marketing to sales, revenue operations to customer success,

and e-commerce to integration, SmartBug combines sound strategies and technology with

top talent to help clients set the course for continued success. Recognized globally,

we've made the Inc. 5000 list seven times, the Adweek 100 four years running, and won

numerous Comparably awards for our culture and leadership. We're not just HubSpot's

highest-rated partner worldwide but also a two-time HubSpot North American

Partner of the Year and proud Elite Partner. SmartBug is also a proud Google

Premier Partner.


**Only U.S. based candidates will be considered as we are not currently hiring internationally**


Job Summary:


The Account Strategist will report to the Senior Director of Account Strategy and act as the strategic account lead, working with client executives to define goals and develop strategies that will achieve them. You are responsible for translating customer goals and needs into strategic plans that span the customer lifecycle. You will hand these plans to your specialty strategist team for further planning and implementation while closely monitoring performance and client health. You are the face of SmartBug and the first impression of the company to our customers, you should be adept at building relationships and trust with senior-level clients.


To succeed in this role, you must be an engaged professional with unwavering requirements for providing an incredible customer experience, including strong client communication and impactful client results.


As an Account Strategist, you will be measured on delivering the following:

Client satisfaction (results, retention, awards, reviews, referenceable clients)

Customer growth and profitability

Client effective billing rates (EBRs)

Out-of-scope revenue attainment

Setting and achieving SMART client goals

Timely strategy delivery

Individual utilization rates that meet company goals


Requirements:
  • Client Success
  • Build and maintain strong relationships with clients; comfortable interacting with C-Suite executives
  • Lead the discovery and onboarding process for new clients and have a strong understanding of client goals, objectives, and challenges
  • Create the top-level strategy for your clients, working with other departments to have those strategies expanded and implemented—you drive the strategy with the client
  • Act as the main point of contact and the face of SmartBug for your clients
  • Address client feedback and concerns promptly
  • Ensure your clients see SmartBug as an indispensable partner in their growth, and that each receives a 5-star customer experience as measured by being the highest-rated partner on the HubSpot partner directory—your clients should be happy to be a reference
  • Deliver consistent, world-class quality across all customer lifecycle strategies and implementations (marketing, sales, customer success, operations)
  • Have a strong understanding of strategic opportunities to expand retainer scope; identify and recommend additional and complementary services to help meet client needs and goals; provide scoping, quotes and strategic direction for implementation
  • Partner with the Director of Service Strategy to ensure new services represent the voice of the customer
  • Develop a deep understanding of clients' businesses, industries, and market challenges to tailor lifecycle strategies that effectively address their specific needs and drive mutual success
  • Stay informed about the latest industry trends, market developments, competitive landscape, and HubSpot’s competitive position to ensure the clients’ strategies remain cutting-edge and effective
  • You are responsible for being an expert in your clients’ industry such that they see you as a peer and trusted advisor

Strategy Development and Execution
  • Work with specialty strategist teams to develop value-based goals for our clients across the customer lifecycle
  • Understanding of demand generation, sales and CRM, and customer success strategies and tactics listed below including the ability to identify gaps in the customer’s strategy, and oversee the development and execution of tailored customer strategies to meet client goals, enhance client satisfaction, and drive revenue growth
  • Demand Generation: Ideal customer profiles, buyer personas, inbound marketing, content marketing and syndication, conversion rate optimization, event marketing, social media, conversational marketing, influencer marketing, account-based marketing, lead nurturing, paid media; all features within HubSpot Marketing Hub and Content Hub—not just inbound marketing and/or HubSpot methodology
  • Sales and CRM: Product knowledge, building rapport, analyzing customer needs, communicating with different buyer personas, contact management, account-based marketing and selling, sequences, lead qualification, lead routing, pipeline management, pipeline automation, handling objections, prospecting, competitive analysis, presentation and sales training; all features within HubSpot CRM
  • Customer Success: Establishing strong customer relationships, customer acquisition strategies, customer retention strategies, customer onboarding, customer loyalty, customer health metrics, customer feedback surveys, cross-sell and upsell strategies, customer lifetime value, service and support analytics; all features within HubSpot Service Hub
  • Develop full customer lifecycle strategy for clients that meets their stated business goals—demonstrating ROI for your clients should be your North Star
  • Understanding of third-party tools and how they integrate with HubSpot for the purposes of recommending strategies
  • Work with SmartBug technologists to optimize client’s HubSpot instances as well as execute the technology strategy in HubSpot
  • Work with creatives to create and curate sales collateral, presentations, and other content pieces to support your clients’ sales processes

Reporting and Analytics
  • Regularly assess and report on the impact of sales enablement and operations efforts—remember, ROI is the North Star
  • Use insights to optimize strategies and improve results
  • Work with specialty strategists to provide monthly reports, quarterly business reviews (QBRs), and additional strategic recommendations based on a strong understanding of performance data

Leadership
  • Directly manage and develop 1-2 account specialists—you are responsible for their performance and their development
  • Lead a cross-functional team of digital strategy professionals specializing in demand generation, sales and CRM, customer success, technology, copy and design, website development, paid media, and public relations

Delivery Process
  • Monitor and manage campaign budgets and scope
  • Track and meet effective billing rate (EBR) goals
  • Work with internal SmartBug team to ensure quality work is delivered to clients
  • Ensure you create and follow processes that result in differentiated client results and quality

SmartBug Sales and Marketing Support (For Senior Account Strategist Only)
  • Collaborate with the SmartBug sales team to develop tailored strategies to prospects
  • Assist SmartBug sales reps in delivering recommendations during sales calls
  • Participate in the company's content, thought leadership, and organic social programs


Requirements:
  • Bachelor’s degree in Marketing, Business Administration, Communications, or a related field.
  • Minimum of 6 years of experience in digital strategy.
  • Experience in the Healthcare, Professional Services, SaaS, Education, Manufacturing, or Senior Living industries is a plus.
  • Proven experience with HubSpot and a deep understanding of the HubSpot ecosystem.
  • Proven ability to lead and direct a team of professionals working on client accounts.
  • Experience in setting and achieving annual and quarterly goals for clients.
  • Demonstrated ability to build and maintain a positive and productive team spirit.
  • Ability to deliver constructive and sometimes tough feedback to clients and internal SmartBug departments.
  • Strong interpersonal skills and the ability to inspire and motivate a team.
  • Demonstrated ability to ensure high client satisfaction, retention, and achieving sales, marketing, and ROI goals without sacrificing client goals and adhering to SmartBug values.
  • Exceptional communication and presentation skills.
  • High level of organization, attention to detail, and the ability to manage multiple priorities.
  • Strong problem-solving capabilities and the ability to navigate complex challenges.
  • High level of integrity, work ethic, and professionalism.
  • Passion for client success and a commitment to delivering outstanding results
  • Experience working remotely in similar roles is strongly preferred.
  • HubSpot Marketing, Sales, and Customer Service Certifications, as well as account management certifications.


WHAT WE OFFER - PERKS!
  • Annual Salary between $70,000- $90,000 DOE
  • Health insurance with company contribution
  • Paid maternity and paternity leave
  • Paid vacation
  • Paid time off
  •  4-week paid sabbatical every 5 years of employment
  • Monthly remote work allowance
  • 401(k) with employer matching
  • Flexible spending plan
  • Company-funded short-term disability and life insurance
  • Long-term disability
  • Training budget
  • The flexibility of working remotely
  • MacBook Air issued to you at time of hire


$70,000 - $90,000 a year
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What You Should Know About Account Strategist, SmartBug Media

Join the vibrant team at SmartBug Media as an Account Strategist, where your expertise will shape the future of our clients and their growth paths. We are the leading full-service digital agency focusing on the HubSpot ecosystem, putting our clients at the forefront of everything we do. In this remote position, you will engage with client executives to define goals and build strategic plans that span their customer lifecycle. As the face of SmartBug, it's vital to establish trusting relationships and ensure outstanding communication with senior-level clients. Your role will involve translating customer goals into actionable strategies and working closely with specialty strategist teams to monitor client performance and health. With a strong emphasis on client satisfaction, you will drive results, retention, and ensure each client sees us as an indispensable partner in their growth journey. Your creative problem-solving skills and ability to stay informed about industry trends will empower you to tailor lifecycle strategies that effectively meet client needs. If you possess a passion for delivering exceptional client experiences and aspire to work in a supportive and award-winning culture recognized by Inc. and Adweek, SmartBug Media is the place for you. We're excited to invite you to be part of our mission to help clients create resilient growth—apply now to embark on this rewarding journey with us!

Frequently Asked Questions (FAQs) for Account Strategist Role at SmartBug Media
What are the main responsibilities of an Account Strategist at SmartBug Media?

As an Account Strategist at SmartBug Media, you will be the strategic account lead, guiding client executives in defining goals and developing effective strategies across the customer lifecycle. Key responsibilities include building strong relationships with clients, translating their goals into actionable plans, and collaborating with specialty strategist teams to monitor client performance and ensure satisfaction.

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What qualifications are required to become an Account Strategist at SmartBug Media?

To qualify for the Account Strategist position at SmartBug Media, candidates should have a bachelor's degree in Marketing or a related field, along with a minimum of 6 years of experience in digital strategy. Proven experience with HubSpot and outstanding interpersonal skills are essential for building relationships with clients and leading a team effectively.

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How does SmartBug Media measure success for an Account Strategist?

Success for an Account Strategist at SmartBug Media is measured through several key performance indicators, including client satisfaction, retention, and the attainment of customer growth and profitability. Additionally, achieving timely strategy delivery and individual utilization rates are vital components of success in this role.

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What skills are essential for an Account Strategist at SmartBug Media?

Essential skills for an Account Strategist at SmartBug Media include exceptional communication and presentation abilities, strong problem-solving capabilities, and a deep understanding of strategic opportunities that enhance client growth. Strong organizational skills to manage multiple priorities and a solid work ethic are also critical.

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What type of work culture can an Account Strategist expect at SmartBug Media?

At SmartBug Media, the work culture is highly supportive and collaborative, with a strong focus on employee satisfaction and development. Recognized for our incredible culture and leadership, we encourage our team members to thrive, innovate, and contribute to our clients’ success in a flexible remote work environment.

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Common Interview Questions for Account Strategist
What strategies do you use to build trust with clients as an Account Strategist?

Building trust with clients involves consistent communication, understanding their unique needs, and delivering on promises. Demonstrating expertise in their industry and showing your commitment to their success is key to fostering a positive client relationship.

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How do you approach the process of understanding a new client's goals and challenges?

I start by conducting thorough discovery sessions, asking targeted questions to uncover their pain points, objectives, and expectations. This allows me to tailor a strategic plan that aligns with their goals and sets the stage for a successful partnership.

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Can you describe a time when you successfully managed a challenging client relationship?

In my previous role, I encountered a client who was unhappy with progress. I scheduled a meeting to openly discuss their concerns, listened actively, and proposed actionable solutions that addressed their issues while managing their expectations, which ultimately restored their confidence in our partnership.

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What methods do you employ to monitor client performance and health?

I use a combination of performance metrics, regular check-ins, and feedback surveys to monitor client health continuously. I also analyze data to spot trends and address any issues proactively before they escalate.

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How do you prioritize tasks when managing multiple client accounts?

I prioritize tasks by evaluating deadlines, client needs, and project complexity. I utilize project management tools to keep track of progress and ensure timely completion while staying flexible to adapt to changing priorities.

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What is your experience with HubSpot, and how do you leverage it in your role?

I have extensive experience with HubSpot, using its tools for marketing automation, sales coordination, and customer success strategies. I leverage HubSpot’s analytics to monitor client ROI and adjust strategies as needed for optimal outcomes.

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Can you provide an example of how you've implemented a successful client lifecycle strategy?

In a past engagement, I developed a comprehensive lifecycle strategy for a client by analyzing their customer journey. I focused on optimizing touchpoints through targeted content marketing and lead nurturing, resulting in a significant increase in engagement and revenue.

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How do you handle client feedback and concerns?

I prioritize addressing client feedback promptly and constructively. I ensure they feel heard by acknowledging their concerns and working collaboratively to find solutions that meet their expectations while aligning with our capabilities.

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What role does analytical reporting play in your strategy development process?

Analytical reporting is crucial for understanding the effectiveness of our strategies. I regularly assess performance data to inform decision-making, optimize ongoing strategies, and present insights to clients during business reviews.

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How do you stay informed about industry trends relevant to your clients?

I actively follow industry publications, attend webinars, and participate in professional networks to stay updated on trends. This knowledge helps me provide informed recommendations and position my clients ahead of their competition.

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SmartBug Media is the fully remote full service digital agency of choice for organizations looking to create resilient growth across the entire customer lifecycle.

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Full-time, remote
DATE POSTED
March 24, 2025

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