Scaled Account Specialist

Lucidsoftware; Salt Lake City (UT); Hybrid; USD 52,000 - 70,000; Full time

Job summary

Lucid Software in Utah is seeking a Scaled Account Specialist to manage a portfolio of SMB accounts, driving renewals and expansions while ensuring customers receive value from Lucid products.

You will work hybrid from the South Jordan, UT office two days per week (Tuesday and Thursday), collaborating with sales, CS, and product teams to optimize the customer lifecycle. This role emphasizes ownership, data-driven decisions, and scalable playbooks.

Qualifications

• Bachelor's degree with strong academic performance.
• 1-2 years of experience, preferably in a client-facing or analytical role.
• Strategic thinker with the ability to tackle open-ended challenges and turn them into actionable solutions.
• Highly organized and detail-oriented.
• Ability to thrive in a fast-paced environment.
• A strong sense of personal ownership and responsibility.
• Skilled at balancing competing responsibilities while moving initiatives forward.
• Excellent communication skills (written and verbal) and comfortable with digital tools.
• This position is hybrid, combining remote work with in-person collaboration at our South Jordan, UT office two days per week (Tuesday and Thursday).

Responsibilities

• Actively oversee a portfolio of SMB accounts with scalable outreach strategies, serving as the primary contact to help global customers maximize value from Lucid products and uncover growth opportunities.
• Manage accounts in Salesforce, taking actions to support renewals and expansions while maintaining accurate account data.
• Analyze customer data and feedback to inform strategic recommendations and improvements for both the customer and internal teams.
• Contribute to the development and continuous improvement of scalable playbooks for low-touch customer engagement.
• Work cross-functionally with internal teams and across time zones to identify and route qualified leads and deliver a seamless customer experience.

Skills

Strategic thinking

Ownership

Excellent communication

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

Zendesk

Job description

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft.

Lucid’s Sales Team plays a critical role in driving growth at Lucid Software by helping customers recognize the value of Lucid’s products and expand their use across teams and organizations. The Scaled Account Specialist leads the strategic growth and management for Lucid Customers by managing the commercial lifecycle of Small and Midsize Business accounts through scalable, operational engagement. The Transactional Business Team is a scaled, operational sales team that drives revenue by managing a large portfolio of low touch accounts through a combination of automated outreach and targeted direct engagement. The focus is on operational account management at scale, rather than individual deal-based selling.

The Scaled Account Specialist serves as the primary point of contact for a large portfolio of low-touch accounts, owning the commercial aspects of the account lifecycle, including renewals, expansions, upgrades, downgrades, and cancellations. As part of the Transactional Business Team, this role supports growth by managing accounts with precision and care, ensuring SMB customers receive timely, value-driven engagement that maximizes retention, satisfaction, and expansion. This role plays a critical part in executing Lucid’s go-to-market strategy through disciplined account management at scale and close cross-functional collaboration. Success in this role requires strategic collaboration, innovative thinking, and a proactive sense of ownership to deliver meaningful customer outcomes and revenue impact.

Responsibilities:

• Actively oversee a portfolio of SMB accounts with scalable outreach strategies, serving as the primary contact to help global customers maximize value from Lucid products and uncover growth opportunities.
• Manage accounts in Salesforce, taking actions to support renewals and expansions while maintaining accurate account data.
• Analyze customer data and feedback to inform strategic recommendations and improvements for both the customer and internal teams.
• Contribute to the development and continuous improvement of scalable playbooks for low-touch customer engagement.
• Work cross-functionally with internal teams and across time zones to identify and route qualified leads and deliver a seamless customer experience.
  

Requirements:

• Bachelor's degree with strong academic performance
• 1-2 years of experience, preferably in a client-facing or analytical role
• Strategic thinker with the ability to tackle open-ended challenges and turn them into actionable solutions
• Highly organized and detail-oriented
• Ability to thrive in a fast-paced environment
• A strong sense of personal ownership and responsibility
• Skilled at balancing competing responsibilities while moving initiatives forward.
• Excellent communication skills (written and verbal) and comfortable with digital tools.
• This position is hybrid, combining remote work with in-person collaboration at our South Jordan, UT office two days per week (Tuesday and Thursday).

Preferred Qualifications:

• Experienced with CRM software (such as Zendesk or Salesforce).
• Curious and eager to learn, with a genuine interest in tackling new questions and challenges. You’ll often face obstacles that don’t have clear answers, which means exploring new areas, trying out different tools, and finding creative ways to solve them.
• Technical aptitude and passion to become a subject matter expert in the Lucid Suite and related domains