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Account Strategist

Serendipity
Carlsbad, CA Full Time
POSTED ON 3/7/2025 CLOSED ON 4/5/2025

What are the responsibilities and job description for the Account Strategist position at Serendipity?

Who We Are

Serendipity is a rapidly growing Platinum HubSpot Agency, specializing in B2B revenue operations and growth marketing. Serendipity is relentlessly focused on driving revenue for our clients, helping bridge the gap between marketing and sales. Services include: HubSpot implementation, ongoing revenue operations support, sales funnel building, marketing and a host of creative content (website development, content creation, etc.).


Position Overview

We are seeking a passionate and driven Account Strategist to lead clients and guide them in growing their brands through Serendipity marketing services as well as maximizing their HubSpot subscriptions. As an account strategist, you will build and maintain strong relationships with our clients, ensuring their success with HubSpot's suite of tools and services. You will serve as the primary point of contact for client communication, helping them maximize the value they receive from HubSpot and achieve their business goals


As an Account Strategist, you are a combination of Customer Success, Account Management, Upselling and Digital Marketing Strategy.


An Account Strategist has HubSpot experience in the Marketing, Sales and Service Hubs, is the primary point of contact for a client, leads onboarding and discovery, leads strategy and planning, is hands on in delivery and is responsible for growing these accounts. This person is also likely to lead other team members like engineers or designers in delivering projects for clients.


The Account Strategist is a challenger and a leader, and is equal parts a relationship, sales, strategy and delivery management professional.


Skills

An Account Strategist should love being these three things:


  1. HubSpot expert: To have a passion for becoming a complete HubSpot expert. The HubSpot tool is vast and this person wants to become a technical expert in the product.
  2. Business Consultant: This person will be comfortable building meaningful relationships with clients and giving them advice. They will love understanding our clients businesses and showing them how their unique goals and use cases can be achieved through configuring HubSpot.
  3. Value Driver Through Sales: Our desire is for clients to use and maximize all the HubSpot tools, which requires regularly educating them how they can grow their contracts with Serendipity and with HubSpot.


Responsibilities

  • Maintain client relationships as well as grow their contract values.
  • Serve as the main point of contact for clients, providing timely and proactive communication and support.
  • Develop an understanding of client's business objectives, challenges, and opportunities.
  • Knowledgeable and well versed in HubSpot capabilities and infrastructure, can easily understand client goals and provide solutions in HubSpot
  • Ability to ask questions, identify client challenges and provide solutions across HubSpot’s platforms and upselling clients in Serendipity services
  • Collaborate with clients to develop and execute strategic plans for utilizing HubSpot's platform to achieve their goals.
  • Stay up-to-date on HubSpot's product offerings, industry trends, and best practices to provide informed guidance to clients.
  • Collaborate with the team to ensure excellent deliverability of products/offerings.
  • Design pitch decks, meta ads, websites etc.
  • Work collaboratively with the team on quarterly goals and objectives to grow Serendipity


Benefits

Time Off:

  • 15 Paid Vacation Days
  • 3 Paid Sick Days
  • 10 Paid Holidays


Compensation: 

  • Competitive - Depends on Experience Level


Location:

  • Mostly Remote


To apply, please send your resume and responses to the questions below to luke@myserendipitysales.com:


1. Why do you want to work for Serendipity?

2. Why do you think you would be a good fit at Serendipity?

3. In what ways would you make Serendipity better?

Salary.com Estimation for Account Strategist in Carlsbad, CA
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