Scaled Account Specialist

The role

The Scaled Account Specialist manages the commercial lifecycle of Small and Midsize Business accounts through scalable engagement. This role serves as the primary contact for a large portfolio of low-touch accounts to drive renewals, expansions, and retention.

What you will do

• Oversee a portfolio of SMB accounts with scalable outreach strategies.
• Serve as the primary contact to help global customers maximize value and uncover growth opportunities.
• Manage accounts in Salesforce to support renewals and expansions.
• Maintain accurate account data.
• Analyze customer data and feedback for strategic recommendations.
• Contribute to the development and improvement of scalable playbooks.
• Work cross-functionally to identify and route qualified leads.

Required qualifications

• Bachelor's degree with strong academic performance
• 1-2 years of experience
• Strategic thinker with the ability to tackle open-ended challenges
• Highly organized and detail-oriented
• Ability to thrive in a fast-paced environment
• A strong sense of personal ownership and responsibility
• Skilled at balancing competing responsibilities
• Excellent communication skills (written and verbal)
• Comfortable with digital tools

Nice to have

• Experienced with CRM software (such as Zendesk or Salesforce)
• Curious and eager to learn
• Technical aptitude and passion to become a subject matter expert in the Lucid Suite and related domains

About the company

Lucid Software is a leader in AI-driven work acceleration with products including the Lucid Visual Collaboration Suite and airfocus. The company serves over 100 million users and is a hybrid workplace.