Customer Success Team: Client


  • Direct Reports

  • Education / Experience

  • Application / Technical Aptitude

  • Soft Skills

  • Role Requirements

  • Account Strategist



  • None

  • 1-2 years of experience

  • •CRM/Salesforce Experience
    •Strong computer skills (Word, Excel, PowerPoint, Outlook)
    •Familiarity with Digital Media platforms (Google Ads, Microsoft Ad, Facebook, YouTube, Google Analytics)

  • •Internal presentation skills
    •Confident verbal & written communications with command
    •Customer-centric mindset
    •Propose mutually beneficial business solutions
    •High-quality work
    •Critical thinker; ability to anticipate needs and impact of decisions
    •Time management skills
    •Collaborate & problem-solve cross-functionally
    •Self-motivated, critical thinker
    •Understands the big picture
    •Treat other departments with respect

  • •Understand & use SOPs
    •Meet & communicate deadlines
    •Understand & use the L2TPlaybook
    •Hold monthly review calls
    •Know the rate card & OEM programs
    •Escalate issues to manager
    •Understand competitive landscape

  • Senior Account Strategist



  • None

  • 3+ years of experience

  • Mastery of Acct. Strategist Tech Aptitude Skills
    •Utilization of L2T Internal Systems
    •Analyze results & find areas of opportunity

  • Mastery of Acct. Strategist Soft Skills
    •Prepare presentations for customers
    •High-level of customer service
    •Comfortable presenting results to clients
    •Analyze & develop recommendations
    •Cross-sell products
    •Objection handling
    •Mentor & train new hires
    •Develop strong cross-department relationships

  • Mastery of Acct. Strategist Role Requirements
    •Understand L2T benchmarks & KPIs
    •Client management
    •Close upsell/cross-sell opportunities
    •Meet/exceed sales goals
    •Maintain sales pipeline
    •Communicate value of L2T products & features
    •Identify at risk revenue

  • Key Account Strategist



  • None

  • •3+ years of experience
    •Work experience in Digital Media platforms

  • Mastery of Sr. Acct. Strategist Tech Aptitude Skills
    •Utilization of L2TMedia Internal Systems
    •Analyze results & find areas of opportunity to develop recommendations on a monthly basis
    •Support Supervisor and Manager level with process training

  • Mastery of Sr. Acct. Strategist Soft Skills
    •Presentation creation for internal & external audiences
    •High-level of customer service
    •Analyze results to develop recommendations
    •Cross-sell products that are mutually beneficial business solutions
    •Objection handling
    •Mentor and help train new hires

  • Mastery of Sr Acct. Strategist Role Requirements
    •Communicate mid-month account progress and suggestions
    •Identify upsell/cross-sell opportunities, present, pitch and close
    •Maintain a monthly opportunity pipeline of 15 (or more)
    •Escalate critical issues and identify at risk revenue

  • Senior Key Account Strategist



  • None

  • •4-6 years of experience
    •4+ years of experience in communication, digital media, account management, sales
    •3 years digital media/agency/customer management experience required
    •Work experience in Digital Media platforms

  • Mastery of Key Account Strategist Tech Aptitude Skills
    •Understand technical processes
    •Individual contributor & supervisor

  • Mastery of Key Acct. Strategist Soft Skills
    •Presentation creation for internal & external audiences
    •Presentation creation for internal & external audiences
    •Lead company & industry presentations
    •High-level of customer service
    •Cross-sell for business solutions
    •Report progress up & down
    •Manage & exceed customer expectations
    •Develop processes
    •Collaborate across departments
    •Leadership
    •Conflict resolution

  • Mastery of Key Acct. Strategist Role Requirements
    •Able to travel 25-40% of the time
    •Quarterly in-person client visits
    •Become a true digital expert & partner
    •Management of highest net revenue dealer groups
    •Consultative selling & retention
CST Client