Strategic Account Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the entire client lifecycle — from post-sale onboarding and implementation to renewal, growth, and fostering a long-term relationship — acting as the primary contact throughout.

• Act as the senior leader and key point of contact for assigned accounts; spearhead strategic account planning, renewals, and opportunities for expansion.

• Develop and sustain deep, executive-level client relationships that establish Boldin as a long-term strategic partner; ensure ongoing client success through proactive communication, regular check-ins, quarterly business reviews (QBRs), and client satisfaction surveys.

• Identify, scope, and spearhead upsell and cross-sell initiatives in collaboration with the Sales team.

• Monitor essential success metrics and client health scores to proactively address needs and reduce churn risk.

• Operate with considerable autonomy in a dynamic, fast-paced environment — identifying areas for growth within the practice and contributing to its development, rather than waiting for a fully defined strategy.

• As an early member of the team, help establish the benchmarks for exemplary strategic account management at Boldin and shape the model for future hires.

• Work closely with Sales to design and develop customized proposals, utilizing the Ideal Customer Profile (ICP) to ensure strategic alignment with both client needs and company objectives.

• Serve as the intermediary between Sales, Success, and Product teams, fostering communication and feedback to ensure solutions align with client requirements and support long-term business strategies.

• Collaborate with internal Product, Engineering, and Client Success teams to deliver timely solutions and product improvements.

• Travel to client locations and industry events as necessary to strengthen relationships and represent Boldin.

⛳️ Requirements

• A minimum of 5 years of experience in client account management, customer success, or program management roles within SaaS or fintech sectors.

• Experience in evolving or scaling an account management/customer success practice at an early-stage or rapidly growing company — adept at enhancing existing foundations while building what is still needed.

• A proven history of growing and expanding large, complex accounts.

• Exceptional interpersonal, communication, and client-facing abilities, including experience engaging with internal and external executive stakeholders.

• A strategic mindset with strong problem-solving skills and commercial awareness.

• Self-motivated and comfortable with autonomy, ambiguity, and shifting priorities, adept at navigating uncertainty in a fast-paced, remote-first environment.

• Experience in financial planning, wellness, or benefits platforms is highly desirable.

• Willingness to travel occasionally for client meetings and events.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Flexible work arrangements to promote work-life balance.

• Opportunities for professional development and career advancement.

• Collaborative and inclusive company culture.