Scaled Account Specialist

Lucid Software is the leader in AI-driven work acceleration, helping teams see and build the future by turning ideas into reality. Its products include the Lucid Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. The Lucid Visual Collaboration Suite, combined with powerful accelerators for cloud and process transformation, empowers organizations to streamline work, foster alignment, and drive business transformation at scale. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team. Lucid Software is ranked #13 on the list of most used business applications among Fortune 500 businesses, and some of the world's largest organizations, such as Google, GE, Siemens, VW, NBC Universal, JLR and T-Mobile, rely on Lucid's solutions to accelerate critical business workflows across product design, process planning, team and infrastructure visualisation. The company boasts more than 100 million users. Despite already having such a dominant position in the market, Lucid is continuing to grow at pace and is acquiring hundreds of thousands of new users each month. Lucid’s Sales Team plays a critical role in driving growth at Lucid Software by helping customers recognize the value of Lucid’s products and expand their use across teams and organizations. The **Scaled Account Specialist** leads the strategic growth and management for Lucid Customers by managing the commercial lifecycle of Small and Midsize Business accounts through scalable, operational engagement. The Transactional Business Team is a scaled, operational sales team that drives revenue by managing a large portfolio of low touch accounts through a combination of automated outreach and targeted direct engagement. The focus is on operational account management at scale, rather than individual deal-based selling. The **Scaled Account Specialist** serves as the primary point of contact for a large portfolio of low-touch accounts, owning the commercial aspects of the account lifecycle, including renewals, expansions, upgrades, downgrades, and cancellations. As part of the Transactional Business Team, this role supports growth by managing accounts with precision and care, ensuring SMB customers receive timely, value-driven engagement that maximizes retention, satisfaction, and expansion. This role plays a critical part in executing Lucid’s go-to-market strategy through disciplined account management at scale and close cross-functional collaboration. Success in this role requires strategic collaboration, innovative thinking, and a proactive sense of ownership to deliver meaningful customer outcomes and revenue impact. **Responsibilities:** - Actively oversee a portfolio of SMB accounts with scalable outreach strategies, serving as the primary contact to help global customers maximize value from Lucid products and uncover growth opportunities. - Manage accounts in Salesforce, taking actions to support renewals and expansions while maintaining accurate account data. - Analyze customer data and feedback to inform strategic recommendations and improvements for both the customer and internal teams. - Contribute to the development and continuous improvement of scalable playbooks for low-touch customer engagement. - Work cross-functionally with internal teams and across time zones to identify and route qualified leads and deliver a seamless customer experience. **Requirements:** - Bachelor's degree with strong academic performance - 1-2 years of experience, preferably in a client-facing or analytical role - Strategic thinker with the ability to tackle open-ended challenges and turn them into actionable solutions - 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 while moving initiatives forward. - Excellent communication skills (written and verbal) and comfortable with digital tools. - This position is hybrid, combining remote work with in-person collaboration at our South Jordan, UT office two days per week (Tuesday and Thursday). **Preferred Qualifications:** - Experienced with CRM software (such as Zendesk or Salesforce). - Curious and eager to learn, with a genuine interest in tackling new questions and challenges. You’ll often face obstacles that don’t have clear answers, which means exploring new areas, trying out different tools, and finding creative ways to solve them. - Technical aptitude and passion to become a subject matter expert in the Lucid Suite and related domains #LI-KC1