RevOps Account Strategist

Join Harvest

ROI as a Rev Ops Account Strategist to lead client engagements, optimize revenue operations, and drive business growth with innovative strategies.

The Rev Ops Account Strategist is responsible for leading client engagements, ensuring project execution aligns with budget and scope, and optimizing revenue operations strategies to drive client success and growth.

Reports To:

Director of Rev Ops
Department:
Rev Ops

Employment Type:

Full-Time

Serve as the primary point of contact for assigned clients, ensuring strategic alignment and success.

Lead client engagements, acting as an advisor on Rev Ops best practices and implementation.

Develop strong client relationships to drive retention, satisfaction, and upsell opportunities.

Build and manage monthly sprint plans to ensure alignment with project budgets.

Ensure projects remain within scope , identifying and mitigating risks that could affect execution.

Maintain clear communication with internal teams and clients on project status and deliverables.

Review and analyze client Rev Ops performance , identifying gaps and opportunities for improvement.

Identify and scope upsell and cross-sell opportunities to maximize client value.

• Collaborate with internal teams to refine and optimize Rev Ops processes for efficiency.

Review work completed by Rev Ops Engineers before client delivery to ensure quality control.

Provide feedback to the Director of Rev Ops on areas for team upskilling and process improvement.

Collect and analyze client feedback to measure satisfaction and enhance service delivery.

Maintain strong client relationships to drive renewals and expand revenue opportunities

Client Retention Rate:
Percentage of clients retained over a given period.

Project Delivery Success:
Percentage of projects completed on time, within budget, and meeting client expectations.

Revenue Growth from Existing Accounts:
Measured through upsell/cross-sell success.

Customer Satisfaction Score (CSAT):
Feedback from clients post-project execution.

• Gets It – Deep understanding of revenue operations, client success strategies, and cross-functional collaboration across sales, marketing, and customer success.
• Wants It – Passionate about helping clients achieve measurable growth through optimized Rev Ops practices and proactive account leadership.
• Capacity to Do It – Demonstrated experience leading Rev Ops engagements, managing client relationships, and aligning project execution with strategic objectives.

Quality – Upholds high standards in client deliverables and team feedback loops.

Collaboration – Actively partners with Engineers, Directors, and clients for seamless execution.

• Integrity & Transparency – Builds trust through honest reporting, proactive issue management, and clear communication.

3–5 years of experience in Rev Ops, client strategy, or related consulting roles.

Proven track record of leading client accounts and facilitating cross-functional alignment.

Strong understanding of Hub Spot (certifications a plus).

Experience building and managing project sprint plans and budgets.

Excellent communication and presentation skills, especially with executive stakeholders.

Ability to identify growth opportunities (upsell/cross-sell) through account analysis.

What’s It Like Working at Harvest

ROI?

Mission-Driven: Every project is about creating meaningful impact for our clients.

Collaborative Culture: We work as one team, supporting and learning from each other every day.

Growth Opportunities: Rapidly growing company means chances to shape your own path.

Modern Tools & Methods: We use the latest process architecture techniques and technology stack.

Flexibility: Hybrid work model, with remote-first mindset and supportive management.

People-First: We care about our team’s well-being, professional development, and work-life balance.

Recognition: Your expertise is valued—your voice will be heard.