Account Strategist

📌 Core Information

🔹 Job Title: Account Strategist

🔹 Company: Fulcrum

🔹 Location: Australia (Remote)

🔹 Job Type: Full-Time

🔹 Category: Software Development

🔹 Date Posted: June 23, 2025

🔹 Experience Level: Mid-Senior Level (2-5 years)

🔹 Remote Status: Fully Remote

🚀 Job Overview

Key aspects of this role include:

• Bridging the gap between client onboarding and ongoing success
• Implementing HubSpot solutions enhanced by AI automation
• Refining sales processes and ensuring continuous, measurable improvements
• Leading and coordinating offshore teams for project delivery
• Identifying and executing upsell opportunities to grow client accounts

ASSUMPTION: This role requires a balance of strategic thinking and tactical execution, with a strong focus on client relationships and data-driven decision making.

📋 Key Responsibilities

✅ Building phased implementation roadmaps aligned with client goals and HubSpot configurations

✅ Running onboarding sessions, workshops, and strategy calls to understand clients' businesses and ensure alignment

✅ Leveraging dashboards, analytics, and insights to optimize marketing funnels, sales pipelines, improve conversion rates, and deliver measurable ROI

✅ Leading and coordinating offshore teams to ensure timely, high-quality project delivery

✅ Identifying and executing upsell opportunities to grow client accounts and foster long-term partnerships

ASSUMPTION: This role involves managing multiple projects simultaneously, requiring strong organizational skills and the ability to prioritize tasks effectively.

🎯 Required Qualifications

Education: Bachelor's degree in a relevant field (e.g., Marketing, Business, or a related discipline)

Experience: 3+ years of hands-on experience implementing HubSpot for clients in an agency environment

Required Skills:

• Proven ability to build strong client relationships and communicate effectively with stakeholders
• Strategic mindset and ability to translate client needs into scalable solutions
• Solid understanding of digital marketing, website builds, PPC, SEO, and content marketing
• Business acumen and ability to balance strategic thinking with tactical execution
• Background in agency work and ability to manage multiple clients simultaneously

Preferred Skills:

• Experience with AI tools and data-driven decision making
• Familiarity with sales processes and CRM systems

ASSUMPTION: Candidates with experience in agency environments and a proven track record of driving client success are likely to be the best fit for this role.

💰 Compensation & Benefits

Salary Range: Based on industry standards for mid-senior level roles in Australia, the estimated salary range for this position is AU$90,000 - AU$120,000 per year. This range takes into account the required experience level, the company's size, and the remote nature of the role.

Benefits:

• Competitive base salary plus bonuses tied to client success, upsells, and retainers
• 100% remote, flexible hours
• Mentorship from seasoned leaders and ongoing training
• Potential to become a practice lead or thought leader in the industry

Working Hours: Full-time (40 hours per week) with flexible hours and a focus on productivity

ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's specific experience and qualifications.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development, specifically focused on revenue and growth consulting for B2B companies

Company Size: 51-200 employees, which means a mid-sized company structure with opportunities for growth and impact

Founded: The company was founded in 2022, making it a relatively new but fast-growing organization

Company Description:

• Fast-growing revenue and growth consultancy
• Partners with ambitious businesses to transform sales, marketing, and customer success functions
• Combines strategy, systems, and advanced AI tooling to unlock growth

Company Specialties:

• HubSpot implementation and optimization
• Sales and marketing strategy
• Customer success and retention

Company Website: wearefulcrum.com

ASSUMPTION: As a relatively new company, Fulcrum offers opportunities for growth and career development as it continues to expand.

📊 Role Analysis

Career Level: Mid-Senior Level (2-5 years of experience)

Reporting Structure: This role reports directly to the company founders and may have supervisory responsibilities for offshore teams

Work Arrangement: Fully remote, with a focus on productivity and results

Growth Opportunities:

• Potential to become a practice lead or thought leader in the industry
• Opportunities to influence roadmap decisions and set the stage for future leadership responsibilities
• Chance to shape the company's growth and direction as an early employee

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to make a meaningful impact on the company's success.

🌍 Location & Work Environment

Office Type: Fully remote, with no physical office locations

Office Location(s): N/A (fully remote)

Geographic Context:

• Australia and Asia-Pacific region
• Candidates should be comfortable working in a fully remote environment and collaborating with team members across different time zones
• Opportunity to work with a diverse and global client base

Work Schedule: Flexible hours with a focus on productivity and results

ASSUMPTION: The fully remote work environment requires strong self-motivation, time management, and communication skills.

💼 Interview & Application Insights

Typical Process:

• Phone screen with Talent Partner
• Two-way recorded video interview with Talent Partner
• Interview with Founders
• Take-home assessment and presentation back to the Founders

Key Assessment Areas:

• HubSpot implementation experience
• Client relationship management skills
• Strategic thinking and problem-solving abilities
• Communication and presentation skills

Application Tips:

• Highlight specific examples of successful HubSpot implementations and client outcomes in your resume
• Tailor your cover letter to demonstrate your understanding of the role and how your skills and experience make you a strong fit
• Prepare for behavioral and situational interview questions that focus on your problem-solving skills, client management, and strategic thinking

ATS Keywords: HubSpot, client management, strategic thinking, data-driven decision making, sales process refinement, project management, digital marketing, PPC, SEO, content marketing, AI utilization, upselling, workflow optimization, communication, adaptability

ASSUMPTION: The interview process is designed to assess the candidate's technical skills, strategic thinking, and cultural fit with the company's fast-paced and innovative environment.

🛠️ Tools & Technologies

• HubSpot
• AI tools and data analytics platforms
• Project management tools (e.g., Asana, Trello, or similar)

ASSUMPTION: Familiarity with HubSpot and relevant AI tools is essential for this role, while experience with project management tools is also beneficial.

👔 Cultural Fit Considerations

Company Values:

• Curiosity and continuous learning
• Problem-solving mindset
• Relentless focus on the customer

Work Style:

• Adaptable and innovative
• Data-driven and strategic
• Collaborative and supportive

Self-Assessment Questions:

• Do you thrive in fast-paced environments and view gaps as opportunities to innovate?
• Are you comfortable managing multiple clients or projects simultaneously?
• Do you enjoy proactive upselling and leveraging data to drive commercial outcomes?

ASSUMPTION: Candidates who are curious, adaptable, and data-driven are likely to be a strong cultural fit for Fulcrum.

⚠️ Potential Challenges

• Managing multiple clients and projects simultaneously may require strong organizational skills and time management
• Working in a fully remote environment may present unique challenges related to communication and collaboration
• The fast-paced nature of the role may require candidates to be comfortable with ambiguity and adapt quickly to changing priorities
• Working with a diverse and global client base may present cultural and time zone challenges

ASSUMPTION: Candidates should be aware of these potential challenges and be prepared to address them proactively in their application and interview process.

📈 Similar Roles Comparison

• This role differs from traditional HubSpot implementation roles in its focus on strategic thinking, upselling, and client relationship management
• Industry-specific context: The B2B revenue and growth consulting space is competitive and fast-paced, with a strong focus on data-driven decision making and continuous improvement
• Career path comparison: This role offers significant growth potential, with opportunities to become a practice lead or thought leader in the industry

ASSUMPTION: Candidates should be aware of the unique aspects of this role and how it differs from other HubSpot implementation or client management positions.

📝 Sample Projects

• Developing a phased implementation roadmap for a new B2B client, including HubSpot configuration and AI automation strategies
• Conducting a comprehensive audit of an existing client's sales and marketing processes, and recommending data-driven optimizations to improve conversion rates
• Leading a team of offshore consultants to deliver a complex HubSpot implementation project for a multinational enterprise client

ASSUMPTION: These sample projects demonstrate the strategic, data-driven, and client-focused nature of the Account Strategist role at Fulcrum.

❓ Key Questions to Ask During Interview

• Can you describe the company's approach to upselling and account growth, and how this role fits into that strategy?
• How does the company support the professional development and growth of its employees, particularly in this role?
• Can you provide an example of a time when the company adapted to a significant change or challenge, and how that experience shaped the organization's culture?
• What are the key priorities for this role in the first 30, 60, and 90 days, and how will my success be measured during this period?
• How does the company foster a collaborative and supportive work environment, particularly in a fully remote setting?

ASSUMPTION: These interview questions are designed to assess the candidate's understanding of the role, the company's culture, and their fit within the organization's growth strategy.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the provided link
• Highlight specific examples of successful HubSpot implementations and client outcomes in your resume
• Tailor your cover letter to demonstrate your understanding of the role and how your skills and experience make you a strong fit
• Prepare for behavioral and situational interview questions that focus on your problem-solving skills, client management, and strategic thinking
• Follow up with the hiring manager one week after submitting your application to express your continued interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.