Strategic Account Director

About This Role

As Strategic Account Director at Boldin, you are a relationship-driven, strategic operator committed to deepening our impact in the world of financial planning and wellness. You serve as the primary point of contact for a portfolio of strategic partner clients, acting as both trusted advisor and account strategist. You’re passionate about helping clients succeed with our co-branded financial planning solutions, and your focus is on driving long-term satisfaction, growth, and expansion across accounts.

You build deep relationships with senior client stakeholders, manage cross-functional internal teams, and identify ways to maximize value. Whether guiding a complex implementation or uncovering new business opportunities, you are always looking to grow revenue, enhance the client experience, and amplify Boldin’s value.

Reporting directly through the Sales Department, you are focused on driving revenue growth and expanding Boldin’s presence within B2B2C client accounts. This role centers on strategic sales execution, account expansion, and maximizing commercial outcomes by delivering Boldin’s financial planning solutions tailored for business clients serving their end consumers. The director acts as the primary sales strategist and trusted advisor to clients, ensuring retention, upsell, and cross-sell success.

This role includes periodic travel to client sites or conferences to build rapport and strengthen relationships in person.

Key Responsibilities

• Own the full client lifecycle — from post-sale onboarding and implementation through renewal, expansion, and the ongoing long-term relationship — as the primary point of contact throughout
• Serve as the senior leader and main point of contact across assigned accounts; Drive strategic account planning, renewals, and expansion opportunities
• Build and maintain deep, executive-level client relationships that position Boldin as a long-term strategic partner; ensure ongoing client success through proactive communication, regular touchpoints, QBRs, and client satisfaction surveys
• Identify, scope, and lead upsell and cross-sell opportunities in partnership with the Sales team
• Monitor key success metrics and client health scores to anticipate needs and mitigate churn risk
• Operate with significant latitude in a lean, fast-moving environment — spotting where the practice needs to grow and helping build it, rather than waiting for a fully defined playbook
• As an early team member, help set the standard for what great strategic account management looks like at Boldin and influence the model future hires will run on
• Collaborate closely with Sales to scope and develop tailored proposals, leveraging the Ideal Customer Profile (ICP) to ensure strategic fit and alignment with both client needs and company objectives.
• Serve as the liaison between Sales, Success and Product teams, facilitating communication and feedback to ensure solutions meet client requirements and support long-term business strategy.
• Collaborate with internal Product, Engineering, and Client Success teams to deliver timely solutions and product enhancements
• Travel to client sites and industry events as needed to strengthen relationships