Account Strategist

Serendipity is a rapidly growing Platinum Hub Spot Agency, specializing in revenue operations and growth marketing. We're relentlessly focused on driving revenue for our clients, helping bridge the gap between marketing and sales. Our services span Hub Spot implementation, ongoing revenue operations support, sales funnel building, marketing, and a full range of creative content — from website development to AEO and content creation.

Serendipity is a faith forward agency that hosts optional weekly bible studies and interlaces scripture into everything we do. The right person for this role loves that and wants to drive that even more.

This is a revenue operations –heavy role. You'll be the strategic and technical owner of a portfolio of client accounts, diagnosing where their revenue engine is leaking, architecting the Hub Spot solution to fix it, and driving the upsell conversations that grow the account. Success looks like a book of clients who trust you as their Rev Ops partner, not just their Hub Spot admin.

As an Account Strategist, you are a combination of Customer Success, Account Management, Technical Advisor, Upselling and Digital Marketing Strategy.

An Account Strategist is Hubspot forward and is the primary point of contact for a client. You lead onboarding and discovery, leads strategy and planning, are hands on in delivery and are responsible for growing these accounts. You likely to lead other team members like engineers or designers in delivering projects for clients.

We're looking for someone who can ramp up quickly and independently manage a full client account load — including all client communication and delivery oversight.

As an Account Strategist, you are a challenger and a leader. You are a professional who can balance relationship, sales, strategy and delivery management.

• Own a portfolio of client accounts end-to-end: strategy, delivery, and growth
• Ramp to full independence fast: within your first 90 days, you'll be managing 4–5 accounts of high client value on your own.
• Diagnose client business objectives, challenges, and revenue bottlenecks, and translate them into Hub Spot-driven solutions across Marketing, Sales, and Service Hub.
• Serve as the main point of contact for clients, providing timely, proactive communication and support.
• Identify upsell opportunities and lead the conversations that grow contract value across Hub Spot and Serendipity services.
• Collaborate with engineers, designers, and the broader team to deliver pitch decks, meta ads, websites, and other client work.
• Stay current on Hub Spot's product roadmap and Rev Ops best practices to keep client guidance sharp.

Required:

• Experience owning client relationships and revenue outcomes, Rev Ops, account management, or a comparable client-facing role.
• 2 Years of Business experience.
• Comfort operating independently. You should be ready to own a full account load within 90 days of starting.
• A genuine interest in becoming a Hub Spot expert across Marketing, Sales, and Service Hub training is provided, but the curiosity has to be there.
• Based in or willing to be in the San Diego area for in-person collaboration 3-4 times per month.

• Prior Hub Spot experience across Marketing, Sales, or Service Hub.
• Background in revenue operations, sales funnel design, or growth marketing strategy.
• Experience leading cross-functional delivery teams (engineers, designers) on client projects.