Account Strategist

LPT Realty

1d

About The Position

We are looking for a true relationship leader to drive success with our clients both with and without our product. Our belief system at Speculo has many core values, one of which is ‘Be the Pro’… This means that our clients come to us and sign up with us because we know and can do something they can not on their own our trust we can do better. That is important and your role is to prove they made the right decision. From managing their onboarding experience to long term success, you are their point of contact and the relationship that makes or breaks the value they see in the speculo.ai brand.

Requirements

• Experience managing client accounts post-onboarding, ideally in a customer success, account management, or strategic partnerships role
• Working knowledge of residential real estate — how buyers and sellers move through the process, and what agents need to succeed
• Familiarity with real estate CRM tech stacks (e.g., (e.g., Follow Up Boss, bold trail, sierra, suresend, BoomTown, Lofty, etc.) and how agents actually use them day to day
• Strong analytical skills — comfortable pulling insights from performance data and turning them into recommendations, not just reports
• Excellent communication skills, with the ability to translate complex data into clear business outcomes for a non-technical audience
• A proactive, solutions-oriented mindset — you spot risks early and bring answers, not just problems
• Comfortable owning a book of business against revenue, retention, and renewal targets

Nice To Haves

• Experience with AI-powered products or platforms is a plus

Responsibilities

• Client strategy & relationship management
• Develop a deep understanding of Speculo's product to provide strategic guidance to clients based on best practices
• Serve as a trusted advisor, addressing client challenges and proposing tailored, data-backed solutions
• Lead strategic check-ins, communicate proactively about performance, and translate complex retention data into clear business outcomes
• Collaborate with clients to understand their business needs and objectives
• Develop and maintain strong client relationships that drive a consistently positive client experience
• Performance & insights
• Extract and communicate actionable insights from client performance data to inform decision-making
• Regularly audit active flows and identify optimization opportunities
• Develop comprehensive performance reports with clear, actionable recommendations
• Resolve client concerns with data-backed solutions and strategies
• Account Ownership
• Own the performance of your accounts against revenue forecasts and retention KPIs
• Own the long-term health of accounts, including retention, renewal, and expansion
• Spot at-risk accounts early and execute save plans before churn indicators fully surface
• Translate commitments into clear plans with defined owners, timelines, dependencies, and success measures
• Identify delivery risks early, resolve issues directly, and escalate thoughtfully when needed
• Cross-functional collaboration & continuous improvement
• Maintain open communication with internal and external stakeholders to align client and product expectations
• Gather feedback from key clients and use it to improve Speculo's services
• Stay informed about industry trends, market conditions, and competitor activity in real estate and real estate tech
• Turn successful approaches into reusable frameworks and playbooks that strengthen other client programs

Benefits

• Referrals generated from your clients: 1.5% of lifetime customer value (LTV is calculated by the payment terms committed to on the quote)
• Upsell/renewals on current clients:1.5% of lifetime customer value (LTV is calculated by the payment terms committed to on the quote)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed