ACCOUNT STRATEGIST JOB DESCRIPTION

A curated collection of Account Strategist job descriptions covering responsibilities, qualifications, and specializations across multiple sectors.

Account Strategist Job Description Template

1. About the Role

Managing a portfolio of advertiser accounts sounds like relationship work. It is, but the part that separates a capable Account Strategist from an average one is what happens between client calls: the campaign diagnosis, the spend pattern that flags a churn risk three weeks early, the QBR narrative that reframes a missed KPI as a testable hypothesis. This role sits inside ad tech and digital media organizations where advertiser retention rates and quarterly revenue goals are tracked publicly across the team. The Account Strategist owns both the client relationship and the performance number behind it, answering to revenue and account leadership while coordinating daily with campaign management, product specialists, and sales.

2. Position Summary

As the Account Strategist, you own a defined portfolio of advertiser accounts, translating performance data into strategic recommendations that protect retention and grow revenue within a digital advertising or ad tech environment. You operate with a high degree of autonomy, reporting to account or revenue leadership while working daily alongside campaign managers, product specialists, and sales counterparts to move accounts forward.

3. Why Join Us

Career Impact: Deep fluency in paid media measurement, including incrementality testing, lift studies, and attribution modeling, is among the most transferable skill sets in digital marketing, and this role builds it against live advertiser budgets.

Business Impact: Advertiser churn on a managed book of business shows up directly in quarterly revenue figures, and the Account Strategist is the person whose judgment determines whether at-risk accounts are saved or lost.

Growth Opportunity: Strong performance in this seat is a documented path to Senior Account Strategist, Strategic Partnerships, or Client Solutions roles, where portfolio size and revenue ownership increase substantially.

4. Key Responsibilities

  • Manage a defined portfolio of advertiser accounts against quarterly revenue and retention targets.
  • Analyze campaign performance data to diagnose issues, identify growth opportunities, and build a forward-looking account strategy.
  • Conduct regular client check-ins and business reviews, presenting optimization roadmaps and performance narratives.
  • Collaborate with campaign management and product teams to escalate issues and implement platform recommendations.
  • Partner with sales to identify upsell opportunities and support revenue expansion within existing accounts.
  • Guide advertisers on measurement frameworks, including attribution, incrementality, and cross-channel lift analysis.
  • Oversee the onboarding of new client partners to ensure smooth activation and early performance alignment.
  • Monitor spend pacing, delivery health, and account-level KPIs to surface risks before they affect client outcomes.

5. Required Qualifications

  • Bachelor's degree in Marketing, Advertising, or a related field, or equivalent work experience.
  • 3 or more years of client-facing experience in digital advertising or ad tech, with demonstrated account ownership.
  • Proven ability to interpret campaign performance data and translate findings into clear strategic recommendations.
  • Strong written and verbal communication skills, with experience presenting to advertisers or agency stakeholders.
  • Demonstrated ability to manage multiple accounts simultaneously while maintaining attention to detail and deadline discipline.
  • Comfortable navigating cross-functional environments, coordinating across sales, product, and campaign operations teams.
  • Analytical proficiency in spreadsheet-based reporting, including data organization, metric tracking, and performance visualization.

6. Preferred Qualifications

  • Experience managing app-install or performance-based campaigns across major self-serve advertising platforms.
  • Familiarity with ecommerce retail advertising models, including on-site vendor marketing or retail media networks.
  • Exposure to audience segmentation frameworks such as contextual targeting, behavioral cohorts, or first-party data activation.
  • Certification in digital advertising or analytics programs, such as Google Digital Workshop or Facebook Blueprint equivalents.

7. Success Metrics & Environment

  • Portfolio revenue retention rate, measuring renewal and expansion of the managed advertiser book.
  • Quarterly revenue goal attainment, reflecting account growth and upsell conversion within assigned accounts.
  • Client churn rate, tracking the frequency at which managed accounts reduce spend or disengage.
  • QBR completion rate, measuring whether strategic reviews are delivered on schedule across the portfolio.
  • Campaign optimization response time, reflecting how quickly flagged performance issues are diagnosed and actioned.
  • Typical tools: CRM platforms (commonly Salesforce); analytics and reporting (commonly Google Analytics, AppsFlyer, or equivalent DSP reporting dashboards).

8. Compensation & Benefits (US Market Benchmark)

  • Base Salary Range: $65,000 to $95,000 annually, depending on experience and market.
  • Bonus: Performance-based bonus tied to portfolio revenue and retention metrics.
  • Equity: Equity grants uncommon at this level; may vary by company stage.
  • Health Benefits: Medical, dental, and vision coverage; employer contribution typical.
  • PTO: 15 to 20 days annually; sick leave and holidays additional.
  • Common Perks: Remote or hybrid flexibility; ad platform certification reimbursement; professional development stipend.


Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

9. EEO & Legal

Work authorization in the United States is required for this position, and employment is contingent on successful completion of a background check. Reasonable accommodations are available to qualified individuals with disabilities throughout the application and employment process - applicants may request accommodations at any time. All qualified candidates will receive equal consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law.

Account Strategist Job Description Examples

1. Account Strategist (Digital Advertising & Retention)

The Account Strategist owns strategic account management for large advertisers, leading clients through goal-building, strategy execution, and channel education across devices to grow revenue and reduce churn. Working with cross-functional teams and senior client stakeholders, the role delivers custom performance insights and upsells solutions that connect to clients' long-term business plans.


Key Responsibilities

  • Lead clients through goal-building, strategy execution, and operational delivery.
  • Coach and mentor peers to drive skill development and contribute to team success.
  • Manage and lead cross-functional side projects with departmental or business impact.
  • Provide strategic account management to large advertisers in line with service level agreements.
  • Grow revenue, optimize accounts, and maintain long-term client goals.
  • Develop and maintain strong partnerships with large-sized clients at all levels of their organizations.
  • Lead clients' digital strategy and educate advertisers on technology across channels and devices.
  • Build a network and share key insights across the Ad Tech industry.
  • Anticipate and reduce client churn, sharing best practices and suggesting process improvements.
  • Analyze performance metrics and KPIs, delivering custom reports and insights to clients.
  • Guide clients on measurement, incrementality, and attribution in line with their marketing goals.
  • Upsell new solutions consultatively, connecting to clients' short, medium, and long-term business plans.


Required Qualifications

  • 3-5 years of experience in a retention role managing the upper sales funnel.
  • 3+ years of experience in digital marketing.
  • Proven track record of exceeding goals and contributing to team success.
  • Strong understanding of the digital advertising industry and competitive landscape.
  • Strong analytical skills with the ability to interpret complex technological environments.
  • Strong organizational, time management, and project management skills.
  • Detail-oriented with the ability to work effectively across functions and teams.
  • Strong communication and presentation skills, with persuasive verbal and written expertise.
  • Strong team player with a collaborative and consultative approach.
  • Business proficient in German and English, spoken and written.

2. Account Strategist (Healthcare Benefits & SPD)

Embedded within the account management team, the Account Strategist serves as a direct client-facing member managing a book of business across NA and KA segments to create, deliver, and maintain Summary Plan Descriptions for medical and ancillary products across the full UHC product line. Working closely with account management and operational staff, the role ensures high-quality SPD output under QA review while meeting production metrics and legal and HCR compliance standards.


Core Functions

  • Manage an assigned book of business covering NA and KA segments to deliver SPD expertise and consultative services.
  • Serve as a direct client-facing member of the AMT for NA cases via telephonic, written, and live interaction.
  • Create and complete SPDs for medical and ancillary products across the full UHC product line within agreed delivery dates.
  • Deliver and execute MMU and SMM processes for the book of business twice per year within agreed delivery dates.
  • Review and extract benefit information from source documents to input into SCI and produce draft SPDs.
  • Maintain close working relationships with a wide range of account management and operational staff.
  • Handle high volumes of cases, prioritize multiple SPDs and projects simultaneously, and meet unit production metrics.
  • Stay current on legal, SPD, product, and HCR updates and apply changes to existing SPDs and book of business.
  • Produce high-quality SPDs subject to QA program review and metrics.
  • Review customer-produced SPDs against source documentation and coordinate with the account management team.
  • Lead or participate in process improvement projects.


Qualifications & Experience

  • Bachelor's degree or High School Diploma with relevant experience.
  • 3+ years of healthcare industry experience.
  • Experience in healthcare, benefits, contract SPD, legal, client management, claims, onboarding, eligibility, and operations.
  • Experience with BTB, Benefit Summary, SCI, Key Accounts, and National Accounts.
  • Experience with Microsoft Word, Microsoft Outlook, XML tagging, and rSuite/Cirrus.
  • Prior account management team experience, including complex and customer-facing roles.
  • Strong grasp of benefit, contract, SPD, and legal acumen with attention to spelling, formatting, and grammar.
  • Excellent verbal and written communication, interpersonal, presentation, and relationship-building skills.
  • Strong organization, prioritization, proactive management, initiative, and ability to work with minimal supervision.
  • Able to work effectively in a matrixed team environment across multiple clients and deadlines.

3. Account Strategist (Strategic Sales & Real Estate Tech)

Reporting to senior sales leadership, the Account Strategist leads the full sales process across an assigned territory, including prospecting, demonstrations, negotiation, and closing to grow ARR with the largest accounts. Partnering with other business units to develop and implement integrated sales plans, the role drives new business through market analysis and relationship leverage to exceed annual quotas and deliver transformative outcomes for clients.


Primary Duties

  • Drive and manage the full sales process, including prospecting, demonstrations, negotiation, and closing within an assigned territory.
  • Act as an industry expert, consulting clients on critical business issues and strategic initiatives.
  • Focus on the largest accounts to increase ARR and retention.
  • Mentor the sales team on account management and new business development strategies.
  • Generate new business by leveraging existing relationships, prospecting, and conducting market analysis.
  • Develop and implement strategic and integrated sales plans in conjunction with other business units.
  • Exceed assigned annual sales quota and analyze expenditures to conform to budgetary requirements.
  • Design sales and marketing programs and set short and long-term sales strategies for targeted prospects.
  • Monitor and evaluate competitor activities and products.
  • Prepare and submit regional sales reports covering volume, potential sales, and proposed opportunities.
  • Represent the company at trade associations, conferences, and industry events as an overall industry expert.


Skills & Qualifications

  • Bachelor's degree or equivalent sales experience.
  • 10+ years of strategic sales experience, ideally including the real estate investment industry.
  • Demonstrated track record of closing new business, exceeding sales targets, and delivering software demonstrations.
  • Experience selling software products.
  • Knowledge of web technologies, CRM systems, employee self-service, and broader business system applications.
  • Strong marketing orientation with the ability to develop competitive sales and marketing strategies.
  • Excellent verbal and written communication skills with the ability to build and deliver powerful presentations.
  • Strong time management, decision-making, organization, and planning skills with the ability to manage multiple high-level priorities.
  • Ability to push past rejection, operate in a fast-paced environment, and work independently from a remote home office.
  • Professional appearance and presentation required; out-of-town travel required.

4. Account Strategist (Mid-Market Cybersecurity Sales)

Sitting at the intersection of channel partnerships and direct mid-market sales, the Account Strategist leads all aspects of the sales cycle, including uncovering, qualifying, developing, and closing new accounts and white-space territories while leveraging cross-functional resources to exceed quota. Operating across inside sales, field marketing, cybersecurity specialists, and partner ecosystems, the role shapes a channel-centric go-to-market strategy that scales revenue growth within the assigned territory.


Duties

  • Perform high-level sales planning and accurate business forecasting.
  • Generate volume opportunities and engage a programmatic approach to demand generation to grow and expand the territory.
  • Lead all aspects of the sales cycle, including uncovering, qualifying, developing, and closing new accounts and white-space territories.
  • Demonstrate mid-market account selling strategies into the install base and competitively held accounts in partnership with a Systems Engineer.
  • Communicate value propositions to clients and stakeholders tailored to their needs.
  • Leverage all cross-functional resources, including inside sales, channel SE, field marketing, cybersecurity specialists, services, and sales ops to achieve quota.
  • Win through channel partners using a channel-centric go-to-market approach, with a focus on partners and marketing at scale.
  • Provide technical coverage for accounts when the SE is occupied.
  • Stay updated on industry news and trends and their impact on Palo Alto Networks products and services.
  • Travel as necessary within the territory and to company-wide meetings.


Requirements

  • Demonstrated ability to segment accounts and leverage the full partner and marketing ecosystem across a territory.
  • Proven track record of exceeding quota and successfully selling complex solutions directly to mid-market customers.
  • Fundamental understanding of security threats, solutions, security tools, and network technologies.
  • Excellent time management skills.
  • Ability to work with high levels of autonomy and self-direction.
  • Highly competitive, quickly adaptable, and consistently exceeds production goals.

5. Account Strategist (Professional Services & Product Strategy)

A key member of the strategy team, the Account Strategist builds and improves client account relationships while setting account strategy based on deep knowledge of each client's business and product goals. Collaborating across internal teams, including the VP of Strategy and Practice Directors, the role identifies product development opportunities, co-leads strategic planning sessions, and shapes proposals and statements of work to sustain and expand client engagements.


Functions

  • Build, maintain, and improve client account relationships, ensuring clients feel supported and represented internally.
  • Set account strategy and areas of focus based on client goals, knowing their business and product strategy deeply.
  • Identify opportunities for additional product development and collaborate with the internal team to set product-level strategy.
  • Develop account contacts at all levels of the client organization and conduct regular check-ins with clients and the internal team.
  • Monitor client data, performance, and goals on a monthly, quarterly, and annual basis.
  • Participate in day-to-day planning and agile ceremonies to support ongoing work.
  • Co-lead strategic planning sessions with the VP of Strategy.
  • Write and present new sales proposals, and work with the VP of Strategy and Practice Directors on requirements and estimates for new work.
  • Ensure statements of work are complete and accurate for assigned clients.


Experience & Qualifications

  • Experience in an account management or strategy role within professional services.
  • Strong background in product and/or application development, including web-based or mobile applications.
  • Proven track record of building strong relationships with both clients and internal teams.
  • Excellent written and verbal communication skills.
  • Ability to translate client requirements to internal teams.
  • Comfortable leading virtual or in-person whiteboard sessions and collaborative working environments.

6. Account Strategist (Personal Finance Advertising)

Consistent client revenue growth relies on the Account Strategist, who supports Account Directors and external clients, including advertising agencies, with responsive pre-sales and post-launch account management across personal finance products. Based within the sales and marketing team, the Account Strategist manages Salesforce workflows, onboarding checklists, asset acquisition, and day-to-day lifecycle activities such as rate changes, compliance, invoicing, and reporting to maintain accurate and timely client operations.


Accountabilities

  • Support Account Directors and external clients, including advertising agencies and partners, with responsive customer service.
  • Deliver proposals, documents, and materials to aid the sales and marketing team.
  • Coordinate and track account activities and provide accurate status updates.
  • Develop a clear understanding of personal finance products to provide better client insights.
  • Maintain Salesforce workflow and accurate client data.
  • Manage client pre-sales activities, including onboarding checklists, asset acquisition, and client communication.
  • Manage client launch activities, including Salesforce operations, ticket management, and inter-departmental communication.
  • Handle day-to-day client lifecycle maintenance, including rate changes, copy changes, recaps, reports, compliance, invoicing, screenshot decks, and launch status.
  • Maintain client asset management, including links and creatives, and proactively request new assets.


Technical Qualifications

  • Bachelor's degree strongly preferred.
  • 2-4 years of professional work experience, preferably in sales or advertising.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Familiar with one or more CRM platforms, including Salesforce and Tableau.
  • Strong interpersonal, written, verbal communication, and organizational skills.
  • Detail-oriented, able to maintain confidential information, and manage multiple tasks simultaneously.
  • Professional, self-motivated, and able to communicate clearly with complete personal and professional integrity.

7. Account Strategist (Yahoo Digital Media & Audience Optimization)

As the Account Strategist, this role works closely with internal partner teams to deliver outstanding service for Yahoo's premier clients, identifying and implementing proactive optimization recommendations across assigned accounts. The Yahoo advertising team relies on this work to grow revenue through performance analysis, strategic consultation on Audiences, Video, Native, and Mobile Ads, and the ongoing development of client relationships and product adoption.


Activities

  • Work closely with internal partner teams to deliver outstanding service for Yahoo's premier clients.
  • Identify, prioritize, and implement proactive optimization recommendations for assigned accounts.
  • Evaluate and analyze performance using analytics tools to diagnose issues, identify opportunities, and grow revenue.
  • Serve as a specialist on Yahoo Audiences, Video, Native Ads, and Mobile Ads optimization and communicate these to advertisers.
  • Build and nurture client relationships, consult on strategy, and promote Yahoo products.


Position Requirements

  • Bachelor's degree in Marketing, Advertising, or a related field, or comparable proven experience.
  • 3+ years of experience providing strategic marketing advice within a blue-chip company or agency.
  • Experience servicing and/or consulting in a vendor-client relationship.
  • Deep understanding of digital marketing strategies, campaign development and management, and current industry trends.
  • Ability to creatively solve problems and uncover opportunities through data, analytics, and critical thinking.
  • Ability to write copy that translates client marketing objectives into highly effective ads.
  • Strong Google Suite and Excel skills.
  • Excellent verbal and written communication skills.
  • Demonstrated success working cross-functionally, building consensus, and leading change among peers and senior management.

8. Account Strategist (Data-Driven Campaign Management)

Account Strategist delivers strategic account management by analyzing campaign data to build future client strategy, communicating optimizations in regular business reviews, and partnering with sales to upsell accounts and drive additional revenue. The work directly supports efficient onboarding of new client partners and timely resolution of technical issues, ensuring cross-functional campaign execution meets client goals and revenue targets.


Operational Focus

  • Manage day-to-day client partner relationships to exceed goals and expectations.
  • Analyze campaign data to build future client strategy and communicate optimizations and planned roadmaps in regular check-ins and business reviews.
  • Escalate client issues and concerns internally and work with the campaign management team to ensure smooth campaign execution and timely resolution of technical issues.
  • Partner with the sales team to upsell accounts and drive additional revenue through insightful recommendations.
  • Ensure timely and efficient onboarding of new client partners.


Knowledge, Skills & Abilities

  • 3+ years of direct client management experience in a data-driven environment.
  • 2+ years of direct advertising or marketing industry experience.
  • Proven experience managing and growing client relationships in a fast-paced, revenue-driven environment, including onboarding and partnering with sales to accelerate early client growth.
  • Experience working with eCommerce retail clients is a plus.
  • Proven analytical, problem-solving, and decision-making skills.
  • Ability to navigate and collaborate across internal departments to produce positive results.
  • Superior written and verbal communication and presentation skills.
  • Self-driven and highly motivated to deliver outstanding service and optimal campaign performance.

9. Account Strategist (App Campaign & Cross-Channel Performance)

The Account Strategist produces measurable impact by performing daily campaign management across all assigned platforms, including spend checks, performance analysis, and optimization against KPIs and quarterly OKRs. Collaborating with cross-functional teams and client partners through frequent phone consultations, the role advances revenue by implementing product betas, lift studies, and cross-channel experiments to maximize digital marketing returns.


Key Deliverables

  • Work towards strategic business goals while prioritizing and delivering against KPIs and quarterly OKRs.
  • Perform daily campaign management, including performance analysis, spend checks, and optimization across all assigned platforms.
  • Conduct frequent phone consultations with partners to maximize return on digital marketing investment.
  • Suggest and implement improvements to campaign performance through product betas, experiments, lift studies, and cross-channel analysis.
  • Communicate proactively with team members and establish aligned relationships across cross-functional teams.


Professional Experience

  • Bachelor's degree or equivalent practical experience.
  • 2+ years of experience in digital marketing.
  • Google Digital Workshop and Facebook Blueprint certifications or equivalent experience.
  • Experience running app campaigns on Facebook Ads, Google Ads, and Apple Search Ads, including implementing experiments.
  • Proficient in analytical tools, including Google Analytics and AppsFlyer.
  • Strong analytical skills combined with the ability to develop thought leadership and industry expertise.
  • Demonstrated ability to influence stakeholders internally and externally to deliver impact.
  • Proactive, with the ability to lead, motivate, multi-task, and manage multiple projects with attention to detail.
  • Fluent in English and Spanish, spoken and written.

10. Account Strategist (Retail Media & Ecommerce Advertising)

Reporting to senior account and revenue leadership, the Account Strategist develops QBRs, yearly business plans, and actionable data-driven insights to grow and maintain revenue with existing retail partners on Criteo's Retail Media platform. Partnering with technical and product teams to co-manage complex workstreams and forecast revenue opportunities, the role advances quarterly revenue goals by navigating retailer organizations and holding strategic conversations with stakeholders across merchants, product, finance, and ecommerce teams.


Areas of Ownership

  • Serve as an industry expert in digital advertising, Criteo's Retail Media platform, and competitive on-site vendor marketing programs.
  • Act as a consultant to clients, educating them on products, new solutions, and best practices to drive action and grow existing business.
  • Leverage data to develop actionable insights and recommendations to grow and maintain revenue with existing retail partners.
  • Develop and present QBRs and yearly business plans aligned with clients' technical and commercial roadmaps.
  • Navigate retailers' organizations and hold strategic conversations with stakeholders across merchants, product, finance, and ecommerce teams.
  • Work cross-functionally with technical and product teams to co-manage complex workstreams, forecast revenue opportunities, and achieve quarterly revenue goals.


Education & Experience

  • Bachelor's degree preferred.
  • Up to 5 years of client-facing experience within ecommerce or online advertising.
  • Experience selling technology or SaaS solutions is a bonus.
  • Strong written and verbal communication and persuasion skills.
  • Ability to think on your feet, develop creative customer solutions, and uncover new revenue opportunities.
  • Self-motivated team player with strong initiative and problem-solving skills.
  • Curious and eager to learn in an ambiguous and fast-moving environment.

11. Account Strategist (SaaS & Financial Services Sales)

Reporting to sales leadership, the Account Strategist refines MetaMap's revenue pipeline by consulting potential customers to understand their needs, closing accounts ranging from $20K to $200K ARR through independent prospecting, and managing customer relationships across the full lifecycle. Partnering with clients in the financial and banking sector, the role positions MetaMap to expand into additional functional organizations and business units while consistently overachieving quota.


Role Responsibilities

  • Consult potential customers to understand their needs and position MetaMap's value proposition effectively.
  • Provide consistent product value and manage customer relationships across their entire lifecycle.
  • Identify client needs, investigate long-term business objectives, and anticipate future needs.
  • Position MetaMap to set each relationship and project up for success.
  • Identify opportunities to expand into additional functional organizations or business units.
  • Close accounts ranging from $20K to $200K ARR and conduct independent prospecting.


Background & Experience

  • Experience selling SaaS products.
  • Experience within the financial or banking sector is a plus.
  • Proven track record of over-achieving quota with the ability to close and self-prospect.
  • Strong interpersonal and communication skills with the ability to articulate value effectively.
  • Intellectually curious with a genuine interest in understanding client needs.
  • Passionate about technology, software, and its impact on business success.
  • Competitive and self-driven with a results-oriented mindset.
  • Native or bilingual Spanish speaker with effective English communication skills.

12. Account Strategist (Events & Creative Content Agency)

Sitting at the intersection of strategic client guidance and project execution, the Account Strategist operates as the primary client point of contact for a portfolio of new and existing accounts within an events and creative content agency, building relationships and leading project teams from initiation through delivery. Operating across client organizations, including C-suite executives and internal project teams, the role manages SOWs, change orders, and strategic planning to ensure deliverables meet client expectations and business objectives.


Job Functions

  • Operate as the primary client point of contact, providing clear and professional communication across all account matters.
  • Build, strengthen, and grow client relationships while providing strategic guidance and organizational support for project execution.
  • Foster growth with existing clients by increasing existing work and identifying new and emerging opportunities.
  • Develop an in-depth understanding of clients' industries, organizations, and project goals, and communicate this clearly to project teams.
  • Ensure timeliness and quality of deliverables in line with client needs and strategic objectives.
  • Create and maintain project planning documents, including master calendars, deadlines, and high-level workflow tasks.
  • Create and manage SOWs and change orders, ensuring scope and budget are understood and maintained throughout execution.
  • Anticipate and resolve challenges collaboratively with clients and project teams.
  • Lead and participate in client meetings, including agenda development, presentations, and project updates.
  • Support new business opportunities, proposals, and pitches as required.


Minimum Qualifications

  • 5-8+ years of client management experience, preferably within a communications, events, or marketing agency.
  • Strong project leadership and management expertise.
  • High emotional intelligence with the ability to connect and build trust across a broad range of personality types.
  • Comfortable working with individuals at all levels, including C-suite executives and senior management.
  • Able to prioritize and work efficiently in a fast-paced environment with rapidly changing client priorities.
  • Travel may be required depending on the client's needs.

13. Account Strategist (Enterprise Digital Transformation)

A key member of the Microsoft sales organization, the Account Strategist develops an account-level understanding of each client's industry needs to initiate digital transformation conversations, manage multi-account execution plans, and capture line-of-business wins that support Microsoft's growth targets. Collaborating with extended virtual teams, partners, and cross-functional stakeholders, the role ensures revenue targets, sales consumption, and adoption goals remain on track across enterprise customer accounts.


What You'll Do

  • Initiate and contribute to digital transformation conversations with customers for assigned accounts.
  • Develop an understanding of each client's industry and account needs to identify optimization and digitalization opportunities.
  • Capture line-of-business wins such as testimonials for referencing.
  • Manage and execute plans for multiple accounts to meet Microsoft targets and customer business needs.
  • Coordinate with extended virtual teams, hold self and team accountable, and orchestrate partners to scale business.
  • Outline revenue targets, ensure sales consumption, and keep adoption goals on track.


Required Qualifications

  • Bachelor's degree or MBA preferred, or equivalent experience.
  • 3+ years of experience selling to or consulting with enterprise customers, or 5+ years driving digital transformation from within enterprise organizations.
  • Solid knowledge of at least one industry, such as Government, Education, Healthcare, Financial Services, Retail, or Manufacturing.
  • Proven ability to understand customer needs and deliver customized, customer-focused pitches and solutions.
  • Experience leading multi-cultural, diverse, and remote teams across different disciplines.
  • Ability to navigate ambiguity and complexities in client management while adapting to different people and situations.
  • Embody a customer-first and collaborative mindset that prioritizes long-term success.

14. Account Strategist (Ecommerce Channel Management)

Sustainable ecommerce growth depends on the Account Strategist, who serves as the primary account lead managing day-to-day relationships with external selling partners to optimize sales, profit, site visits, conversion, and AOV across major online marketplaces. Based within the ecommerce and digital marketing team, the Account Strategist evaluates, prioritizes, and manages initiatives including online product assortment, SEO-driven listing content, and advertising ROI reporting to drive clear financial performance against channel goals.


Day-to-Day Responsibilities

  • Serve as the primary ecommerce account lead, managing day-to-day relationships with external selling partners to optimize sales, profit, site visits, conversion, and AOV.
  • Evaluate, prioritize, strategize, develop, implement, and manage ecommerce initiatives.
  • Monitor and manage online product assortment and content to maximize online presence and drive sales.
  • Create online listing content for new products, including copywriting, keywords, and SEO, using templates.
  • Provide analytic and advertising reports, including ROI on marketing spend, channel analysis, and clear financial performance goals.


Qualifications & Experience

  • Bachelor's degree in Marketing, Computer Science, or equivalent.
  • Minimum 3 years of eCommerce experience.
  • Experience with major ecommerce platforms, including Walmart, Wayfair, Sam's Club, eBay, Overstock, Shopify, or Amazon.
  • Microsoft Excel fluency, including VLookUp, Pivot Tables, sorting, filtering, and data manipulation for catalog management.
  • Strong analytical skills with the ability to improve decision-making and business performance.
  • Copywriting experience, including SEO and keyword integration.
  • Self-motivated, detail-oriented, and able to lead with and without direct authority as a team player.

15. Account Strategist (Google Ads & SMB Consulting)

As the Account Strategist, this role manages a portfolio of Google Customer Solutions and Small Business Sales accounts, delivering high-quality strategic advice and creative advertising solutions to help advertisers optimize returns through one-to-one and scalable outreach. The Google Ads team relies on this work to identify growth opportunities, manage risks, develop advertiser understanding of Google advertising solutions, and sustain high-trust relationships that support both advertiser success and product feature development.


Scope of Work

  • Manage a portfolio of Google Ads accounts by identifying growth opportunities and managing risks.
  • Pitch strategies and suggestions to advertisers consultatively via email or phone.
  • Improve customer relationships by tailoring and sharing performance-enhancing suggestions.
  • Collaborate with Specialists and Product team members on new feature development.
  • Identify key client stakeholders and handle client objections effectively.
  • Manage high-trust relationships with advertisers and develop a thorough understanding of their business challenges.
  • Collaborate within the sales team to align workflow, ensure accountability, and deliver outstanding customer experience.


Skills & Qualifications

  • Bachelor's degree or equivalent practical experience.
  • Experience in sales and/or digital marketing, including Google Ads and online marketing best practices.
  • Strong analytical skills with the ability to analyze data, create and maintain spreadsheets, and track metrics with excellent attention to detail.
  • Ability to apply business judgment to strategically assess and solve client needs and develop relationships with agency and advertiser customers.
  • Proactive, highly organized, and able to work effectively in a fast-paced, constantly evolving team environment.
  • Fluent in English and Portuguese, spoken and written.

16. Account Strategist (Tokyo Agency & Ad Operations)

Account Strategist manages post-sale client relationships with agencies and direct advertisers in Tokyo, translating client goals into clear project deliverables and overseeing campaign budgets, schedules, and spend rates throughout the project lifecycle. The work directly supports business growth across the company and inventory partners by leading cross-functional project teams, managing change requests, and executing effective communications plans tailored to each client and internal stakeholder.


Work Activities

  • Translate client goals and needs into clear project deliverables through strategic thinking.
  • Manage project schedules, budgets, and spend rates throughout the project lifecycle, adjusting plans and resources as needed.
  • Develop and execute an effective project communications plan tailored to the client and internal teams.
  • Communicate timely project status updates to the client and internal stakeholders.
  • Lead and collaborate with cross-functional internal and client-side project teams to ensure project success.
  • Identify and address potential project risks and opportunities proactively.
  • Manage the change request process by identifying and documenting scope changes.
  • Collaborate on pitches and proposals, and coordinate contracts, budgets, NDAs, and vendor documentation.


Requirements

  • 3+ years of agency experience in a Project Manager or Account Manager role.
  • Strong background in implementing project plans and monitoring progress, resource usage, and quality.
  • Ability to manage both waterfall and agile projects across multiple clients in a fast-paced environment.
  • Experience with Marketing Automation Platforms such as Marketo, Pardot, Eloqua, or HubSpot, and CMS platforms such as Sitefinity, Kentico, or Contentful is a plus.
  • Exceptional listening skills with the ability to distill client needs and make strategic suggestions.
  • Strong communication skills with the ability to foster positive, collaborative relationships with clients and colleagues.
  • Self-starting, detail-oriented, and driven by a strong ownership mindset and passion for delivering great work.

17. Account Strategist (Ecommerce Advertising)

The Account Strategist creates measurable client success by managing online advertising campaigns and maintaining long-term relationships with brands in eCommerce market, conducting regular face-to-face meetings and multichannel client communications to drive customer success. Working with clients across the full product and campaign lifecycle, the role elevates performance through data improvement, optimization, and in-depth product knowledge to ensure advertisers launch and scale effective campaigns.


Performance Expectations

  • Cooperate with brands from the e-commerce market in Mexico.
  • Conduct regular face-to-face meetings with clients to ensure premium customer service.
  • Execute client communications personally and via telephone, video calls, and email in line with standards and processes.
  • Respond to customer requests and inquiries professionally and in a timely manner.
  • Drive customer success and maintain long-term relationships.
  • Provide specific information regarding the company's services and products, and assist customers in launching ad campaigns.
  • Develop and maintain in-depth product knowledge and perform data improvement and optimization.


Experience & Qualifications

  • Bachelor's degree.
  • 3+ years of general work experience with 1+ year managing online advertising campaigns for clients.
  • Interest in digital marketing and e-commerce.
  • Proficient in MS Word, Excel, and PowerPoint.
  • Knowledge of customer support tools and processes.
  • Excellent analytical, problem-solving, and multi-tasking skills with the ability to identify and understand customer needs.
  • Well-developed verbal and written communication skills with a positive, high-energy, and motivated attitude.
  • Proficient in Spanish with advanced command of English at the B2/C1 level.

18. Account Strategist (Brand Strategy & Integrated Communications)

Embedded within JPL's strategic accounts practice, the Account Strategist leads strategic engagements by conducting qualitative and quantitative research, forming insights, and developing brand, marketing, and communications recommendations that align with client business objectives. Working closely with Creative Directors, Account Managers, and client teams, the role oversees timelines, budgets, and billing for integrated communications programs while translating strategy into creative briefs and measurable content marketing plans.


Core Responsibilities

  • Lead strategic engagements by collaborating with clients, conducting research, forming insights, and developing brand, marketing, and communications recommendations.
  • Conduct or commission qualitative and quantitative research to inform brand, marketing, and communications strategy.
  • Collect, organize, and analyze data on audience demographics, market trends, competitors, and sales intelligence.
  • Help clients define target markets using market segmentation techniques and customer journey mapping.
  • Translate research insights into brand, marketing, and communications strategies aligned with client business objectives.
  • Write and present brand strategies, messaging platforms, and strategic presentations to clients.
  • Manage timelines, logistics, budgets, and billing for strategic engagements to ensure milestones are met and work is profitable.
  • Develop integrated communications programs detailing tactical elements, digital marketing, lead nurturing, metrics, tactical calendars, and budgets.
  • Plan and implement content marketing programs, including content calendars, workflows, and marketing automation.
  • Communicate brand strategy and client expectations to the Creative Director, Account Manager, and client team.


Technical Qualifications

  • Minimum 5 years of strategic planning experience in brand building, marketing, and integrated communications.
  • Hands-on experience conducting qualitative and quantitative research with a proven ability to form strategic recommendations from insights.
  • Up-to-date knowledge of digital and mobile marketing, analytics, social media, content marketing, and lead nurturing.
  • Solid understanding of business and marketing fundamentals with proficiency in marketing automation software.
  • Proven ability to inspire creative teams with clear, actionable strategies and translate strategic detail into focused creative briefs.
  • Excellent business and sales writing skills, including proposals, strategy documents, communications plans, and presentation talking points.
  • Strong verbal presentation skills with experience presenting to senior-level decision makers.
  • Proven track record in client service, new business development, and managing projects to on-time, on-budget completion.
  • Fluent in Microsoft Word, Excel, PowerPoint, and digital technologies.

Editorial Process and Content Quality

This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.

Research framework by Lam Nguyen, Founder & Editorial Lead.

Reviewed by Thanh Huyen, Managing Editor.

Learn more about our editorial standards.