[Hiring] Account Strategist @LPT Realty

Role Description

We are looking for a true relationship leader to drive success with our clients both with and without our product. Your role is to prove they made the right decision.

• 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., 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.