Account Strategist

LPT-Realty; United States; Remote; USD 75,000 - 120,000; Full time

Job summary

Speculo.ai is seeking a true relationship leader to guide clients from onboarding to long-term success, serving as the primary point of contact and ensuring clients see the value of the Speculo.ai platform.

You will manage accounts, translate performance data into business outcomes, identify optimization opportunities, and drive retention, renewal, and expansion while collaborating with cross-functional teams in real estate tech.

Qualifications

• Experience managing client accounts post-onboarding.
• Strong ability to interpret performance data and translate into recommendations.
• Excellent communication skills for non-technical audiences.
• Proactive, solutions-oriented mindset with risk spotting abilities.
• Comfortable owning a book of business against revenue, retention, and renewal targets.

Responsibilities

• Client strategy & relationship management.
• Develop a deep understanding of Speculo's product to provide strategic guidance.
• Serve as a trusted advisor, addressing client challenges with data-backed solutions.
• Lead strategic check-ins and translate performance data into business outcomes.
• Collaborate with clients to understand business needs and objectives.
• Develop and maintain strong client relationships driving a positive experience.

Job description

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.

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

Additional Compensation

• 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)
• Requirements are signed agreement and paid quote for commission to be

applied and paid out monthly

• Commission pay out terms are 30 days following the signing and payment submission of the quote

Your quality and customer service to the accounts you manage should not be secondary to the above additional compensation opportunity. The company reserves the right to remove or adjust the above additional compensation model if quality and customer service standards are not met.

Qualifications:

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