Digital Account Strategist

Digital Account Strategist

Position Overview
Seeking experienced Digital Account Strategist to build and sell a advertising solutions, using our proven conversion-driven and brand-building solutions.

Key Responsibilities

• Serve as primary point of contact for assigned accounts, building trusted relationships with key stakeholders and executive sponsors.
• Drive renewals, retention and revenue growth through proactive account planning, upselling and cross-selling strategies.
• Develop and execute strategic account plans that align customer goals with product capabilities and company objectives.
• Manage contract lifecycle activities including pricing & quoting, negotiation, execution and compliance with SLAs.
• Own forecasting and pipeline management for assigned territory or book of business to meet or exceed quarterly and annual targets.
• Coordinate onboarding, implementation and handoffs with Customer Success and Professional Services teams to ensure seamless customer adoption.
• Manage billing, invoicing and order management in collaboration with Finance and Sales Operations to ensure accuracy and timely collection.
• Operate CRM systems (Salesforce, Microsoft Dynamics, HubSpot) to maintain account records, activity logs and opportunity progression.
• Leverage ERP (Oracle, SAP) and support tools (Zendesk/Intercom) to resolve operational issues and manage escalations.
• Produce regular account reporting and analytics using Advanced Excel, Google Sheets, Tableau/Looker and basic SQL to inform decisions and executive updates.
• Collaborate with Sales Operations to optimize territory management, quotas and go-to-market motions.
• Mitigate account risk through proactive issue resolution, SLA oversight and stakeholder communication.
• Deliver compelling presentations and business reviews (PowerPoint) to demonstrate value and influence renewal/expansion outcomes.
• Partner with cross-functional teams (Product, Finance, Support) to advocate for customer needs and influence roadmap and process improvements.
• Maintain thorough documentation of account plans, contract terms, pricing history and escalation paths.

Qualifications

• 5 years of account management, client relationship management or customer success experience, preferably in SaaS or technology services.
• Proven track record of driving renewals, retention, upsell and cross-sell to achieve revenue targets.
• Hands-on experience with CRM platforms: Salesforce, Microsoft Dynamics and HubSpot.
• Familiarity with ERP/order systems such as Oracle or SAP and order-to-cash processes (billing & invoicing, order management).
• Strong contract management and negotiation experience, including SLA oversight and risk mitigation.
• Demonstrated expertise in forecasting, pipeline management and use of forecasting tools.
• Advanced skills in Excel, Google Sheets and PowerPoint; experience with reporting/BI tools (Tableau, Looker) and basic SQL.
• Experience with customer support platforms (Zendesk/Intercom) and escalation management.
• Excellent stakeholder management, presentation and communication skills with ability to influence at all levels.
• Solid project management skills to coordinate onboarding, implementations and cross-functional initiatives.
• Analytical mindset with experience in reporting & analytics to drive account decisions and executive updates.
• Detail-oriented, organized and able to manage a dynamic book of business with competing priorities.
• Bachelors degree or equivalent experience; certifications in sales, account management or CRM platforms are a plus.

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data. This position is onsite and requires you to work closely with other individuals in a collaborative team environment.

Benefits

Creative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service.

Email Your Resume In Word To
Bbelardinelli@creativecircle.com
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Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : BB14-1983350 -- in the email subject line for your application to be considered.
Brenna Belardinelli - Recruitment Strategist, Enterprise

For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.This is a new role.

This job was first posted by Creative Circle on 04/10/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Creative Circle is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.  Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. United Healthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Creative Circle.

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