Senior Strategist, Account Group Lead

Location: Palm Beach Gardens, FL

Type: Full Time

Min. Experience: Mid Level


At Levatas, we are united by our shared passion for technology, a devotion to understanding human behavior, and the challenge of designing beautiful customer experiences. We take pride in working with our partners to solve hard problems, which requires thinking differently about the customer experience, applying design to the creation of new strategies, and pressing hard against the status quo in an effort to speed up digital transformation. To do truly transformational work, we must find and embrace exceptional people; people who are hybrid talents with diverse expertise that allows us to solve problems and uncover opportunities in unique ways.

The Position

As Senior Strategists and Account Group leaders on the Client Solutions team at Levatas, your primary role will be to identify and grow new and existing client relationships across the full range of Levatas’ services. This requires a unique combination of skills and experience that makes our Client Solutions team members part consultant, part sales strategist and part client relationship manager.

In addition to being being solutions consultants, Account Group Leads focus on a defined set of accounts. They work with project, data, design and technical teams for a smooth onboarding, stay connected to each account to ensure proper execution, and build out strategies for growth. To accomplish this, they must bring a thoughtful and consultative approach to the job every day. They will convey a keen understanding of their clients’ business, as well as Levatas’ complete value across product and service design, strategy, technology, and data offerings. A working knowledge of principles, best practices, and trends within digital strategy, customer experience, data and analytics, UI/UX, and custom software solutions is critical. Building of long term relationships with decision makers and influencers around this knowledge is a must.

While most time as a dedicated account group lead is spent managing and growing a portfolio of accounts, client strategists will also spend time leading and/or facilitating multi-disciplinary discovery and pitch teams. These new business teams, with contributions from other Client Solutions team members, are meant to understand the nature of the client/prospects problems, connect the solutions to Levatas’ core service offerings, and persuasively present the Levatas solution.

How you contribute

  • Work with prospects and build teams who can appropriately discover core business challenges
  • Connect business challenges to Levatas’ core service offerings
  • Play a leadership role in pitch efforts by pulling in appropriate resources, building out strategies, and persuasively presenting the Levatas solution
  • Provide inputs to the new business funnel, offering accurate and timely reporting of all new project opportunities to Client Solutions Leadership
  • Participate in the creation and execution of account growth strategies in collaboration with account discipline leads and project teams; will create, track and hit account revenue goals
  • Contribute to account plans and reviews, reporting, project kickoffs, and key project deliverables
  • Gain an intimate understanding of your clients’ business strategy, product group/service offerings, organization, processes, and decision-making structures.
  • Communicate and build/maintain strong relationships with clients who are interested in building relationships with Levatas; often times in the C-suite.  
  • Learn organization structure, culture, and process of all accounts in group in order to facilitate a seamless onboarding, mitigate risk, and present new opportunities
  • Ensure closure on client commitments to new projects, including decision-maker verbal/email approval and timely signatures on Statements of Work.
  • Offer day-to-day leadership and management of assigned Jr. account managers/strategists
  • Organize and run meetings related to new client onboarding or extending work
  • Work with accounting and leadership on pricing structure; negotiate and write SOW’s
  • Solicit client feedback and own communicating plans for stronger communications, if necessary
  • Seek out and communicate success stories that can be merchandised within the organization
  • Uncover roadblocks and client concerns; build plans and communicate how to address them
  • Lead account status meetings, update client status reports and prepare meeting recaps for and with client and to Levatas directors
  • Lead the management of lead generation and CRM tools, and provide updates to department leads and the executive team
  • Work well within the existing organization and receive high peer evaluations as a team player

The skills you have

  • A strong background in consulting sales with a proven track record in leading cross-functional business development processes
  • A problem solving nature that comes through in the ability to put together large, complex proposals, most of which may not be outlined like an RFP
  • A knack for prospering in ambiguous environments, both with customers and internally
  • A solid business acumen, particularly as it relates to digital technology and data/analytics
  • Ability to identify organizational structure including influencers and decision makers
  • Ability to articulate a technical understanding of typical corporate ecosystems, with an understanding of the clients’ challenges and business goals.  
  • Executive level verbal and written communication skills including the ability to navigate complicated communications, diffuse negative situations, lead meetings, participate in presentations, and manage email communications in an ultra-responsive, friendly manner
  • The ability to independently think and collaborate on proposal and SOW creation, including structure, terms, billing, deliverables, and billing rates
  • Ability to help customers identify pain points, sometimes on the fly, craft a solution to address them, and close the sale of new projects
  • The ability to recognize hurdles in the sales cycle and work through them with client
  • The ability to proactively establish and achieve quarterly growth goals
  • The ability to balance profitability goals while driving maximum value for the client
  • A dedication to excellence, and the ability to become a trusted advisor



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