At least 5 years in strategy and operations roles, including at least 3 years at a top-tier strategy firm such as McKinsey, Bain, or BCG, or within a Big 4 strategy practice, leading go-to-market and commercial excellence programs.
Regularly engage with C-level executives, provide strategic counsel, and build trusted relationships at senior organizational levels.
Have in-depth understanding of revenue operations technology, including CRM, CMS, ABM, and sales intelligence platforms, and hands-on experience applying AI/ML solutions to optimize revenue operations and customer success strategies.
Be familiar with sales, Salesforce, and the sales SaaS/AI domain.
Demonstrate emotional intelligence and the ability to balance strategic framing with hands-on execution.
Bachelor's degree required.
Responsibilities
Deliver outcome-focused pre-sales demonstrations aligned to customer priorities; lead technical discovery to assess workflow fit and data feasibility, and identify expansion opportunities through increased platform adoption.
Retain existing customers and expand accounts by delivering tailored business solutions that enhance sales pipelines and account intelligence.
Partner with customers and Applied AI to transition from pre-sales to delivery; work with Agent Builders to deploy agentic workflows and lead go-live readiness, including quality assurance and user acceptance testing.
Ensure seamless onboarding and enablement for new customers, aligned with their business objectives.
Collaborate with customers and Product and Engineering teams to identify agentic patterns that improve go-to-market productivity.
Drive customer satisfaction and adoption to secure renewals and long-term partnerships.
Develop and execute multi-year strategic account plans, including stakeholder maps, expansion roadmaps, and mutual success plans aligned with Salesforce's internal priorities.
Orchestrate co-sell and co-marketing initiatives with Salesforce's ISV partnership and AppExchange teams to generate joint pipeline.
Identify workflow expansion opportunities and drive demand generation efforts.
Help customers select workflows that maximize go-to-market productivity.
Build relationships with key stakeholders to develop a network of champions within client organizations.
Conduct quarterly business reviews to assess progress and align strategies with customer goals.
Serve as the account-management point of contact to ensure customer success and satisfaction.
Monitor and optimize net retention, consumption of deployed workflows, and account relationship health.
Desired Qualifications
An MBA or advanced degree is preferred.
About Databook Databook is the AI guided selling platform and decision-support system built for enterprise GTM teams. Its three-layer architecture—verified customer-back intelligence, structured agentic reasoning, and guided coaching with closed-loop analytics—gives revenue organizations the consistency, confidence, and leadership visibility they need to win complex enterprise deals. Databook's customers drive more than $500B in annual revenue and include Salesforce, Microsoft, Databricks, Konica Minolta, and Schneider Electric. Learn more at www.databook.com.
Role Summary
This role centers on managing a portfolio of clients and partnering with sales leaders in leading tech and consulting firms to accelerate business growth through innovative technology solutions. Key objectives include onboarding new customers, ensuring their success and retention, and proactively expanding relationships. Responsibilities range from seamless customer onboarding and enablement, tailored AI solution delivery, and workflow optimization to driving customer satisfaction, adoption, and renewal rates. The role also involves conducting business reviews, providing dedicated support, monitoring account health and consumption, and cultivating strong executive relationships—all with the aim of maximizing customer value, fostering long-term partnerships, and sustaining high net retention.
Key Responsibilities
Lead Value-Driven Pre-Sales Engagements: Deliver compelling, outcome-focused demonstrations aligned to customer priorities. Lead technical discovery to assess workflow fit and data feasibility, and identify opportunities to drive expansion through increased platform adoption
Customer Retention and Growth: Focus on retaining existing customers and expanding accounts by delivering tailored business solutions that enhance sales pipelines and account intelligence.
Own Seamless Post-Sales Delivery: Partner closely with customers and Applied AI to ensure a smooth transition from pre-sales to delivery. Work with Agent Builders to deploy agentic workflows, and lead go-live readiness including QA and UAT to ensure successful customer outcomes.
Onboarding and Enablement: Ensure seamless onboarding and enablement processes for new customers, aligning with their business objectives.
Shape The Future of AI GTM Product Innovation: Collaborate with Customers and our Product and Engineering teams to identify new agentic patterns that drive GTM productivity.
CSAT and Adoption (Renewals): Drive high customer satisfaction and adoption rates to secure renewals and long-term partnerships.
Develop and execute a multi-year strategic account plan: Including stakeholder maps, expansion roadmaps, and mutual success plans aligned to Salesforce's internal priorities
Orchestrate co-sell and co-marketing initiatives with Salesforce's ISV partnership and AppExchange teams to generate joint pipeline
Demand Generation (Workflow Expansion): Identify opportunities to expand workflows and drive demand generation efforts.
Guiding Workflow Choices: Assist customers in selecting optimal workflows to maximize go-to-market productivity.
Building a Champion Network: Develop strong relationships with key stakeholders to build a network of champions within client organizations.
Quarterly Business Reviews: Conduct regular business reviews to assess progress and align strategies with customer goals.
Point of contact Account Management to ensure customer success and satisfaction.
Key Metrics include: Net Retention (Focus on maintaining a high net retention rate), Account Consumption (Monitor and optimize account consumption of deployed workflows), Account Relationship Health (Foster strong relationships with workflow owners to ensure healthy account dynamics)
What you’ll bring
5+ years in strategy and operations roles, with at least 3 years at a top-tier strategy firm (such as McKinsey, Bain, BCG) or within a Big 4 strategy practice, leading go-to-market (GTM) and commercial excellence programs.
C-Suite and Boardroom Presence: Regular engagement with C-level executives, providing strategic counsel and building trusted relationships at the highest organizational levels.
Deep RevOps and Technology Expertise: In-depth understanding of the revenue operations technology stack—including CRM, CMS, ABM, and Sales Intelligence platforms—as well as hands-on experience applying AI/ML solutions to optimize revenue operations and customer success strategies.
Familiarity with Sales, Salesforce and the Sales SaaS/AI tech domain
Strategic and Operational Agility: High emotional intelligence with a reputation as a change agent who can balance big-picture strategic framing with hands-on, sleeves-rolled-up execution.
Academic Credentials: Bachelor’s degree required; MBA or advanced degree preferred.
Databook provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, genetic characteristics, or any other considerations made unlawful by applicable state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Databook expressly prohibits any form of workplace harassment based on race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, or genetic characteristics.