Strategic account ownership (relationship + sentiment)
You maintain high-level visibility into active engagements without running the day-to-day. You show up at the moments that matter.
- Sales → Production handoff: Lead the transition into kickoff and ensure context, goals, and expectations are established before PMs assume daily execution.
- Client pulse checks: Mid-project check-ins (not status updates) to assess sentiment, surface unvoiced needs, and uncover “what’s next.”
- Delivery & continuity: Support closeout from a business-outcome perspective, then transition the conversation into future work.
- Escalation owner: You own relationship-level escalations; PMs own execution-level issues.
- QBRs (where applicable): Run QBRs / analytics walkthroughs to demonstrate ROI and reinforce long-term value.
Explicit boundary: You do not attend recurring production meetings or manage tasks, timelines, or assets.
Revenue expansion + commercial ownership
You are accountable for revenue growth within existing accounts through proactive, consultative selling.
- Maintain awareness of client roadmaps and proactively identify upsell / cross-sell opportunities.
- Own the expansion sales cycle for existing clients: opportunity → discovery → pricing → proposal → close.
- Own renewals across subscription-based and recurring work.
- Partner with PMs to scope/price/negotiate change orders when scope expands, ensuring commercial clarity and profitability.
Consultative fluency (technical curiosity, not execution)
You don’t need to be an artist, engineer, or PM—but you must understand our solutions well enough to advise credibly and frame value.
- Product clients: interactive solutions (3D viewer, AR, tours, configurators), web/e-commerce implications, and how content supports conversion and sales.
- ArchViz clients: typical inputs (CAD/Revit), deliverable types (renderings, animation, floor plans, interactive tours), and how visuals support marketing/leasing/sales.
Fluency is a progression expectation—not day one.