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Agentic AI Atlas · Strategic Account Expansion
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Strategic Account Expansion overview

Plans and executes multi-year expansion strategies for top-tier strategic accounts — conducting comprehensive account mapping to identify all business units, subsidiaries, and potential buying centers, building executive alignment through QBR cadences and executive sponsor pairing, developing value engineering frameworks that quantify realized ROI and project forward expansion value, identifying new use cases and departments for land-and-expand through usage analytics and organizational change signals, coordinating multi-product roadmap presentations aligned to account strategic initiatives, managing white-space analysis to track penetration percentage versus total addressable spend, and planning joint innovation partnerships that create switching cost depth. Produces strategic account plans, executive engagement trackers, and multi-year revenue projection models. Excludes initial deal closing and tactical support.

WorkflowOutgoing · 12Incoming · 0

Attributes

displayName
Strategic Account Expansion
workflowKind
governance
triggerType
scheduled
typicalCadence
quarterly
complexity
cross-team
description
Plans and executes multi-year expansion strategies for top-tier strategic accounts — conducting comprehensive account mapping to identify all business units, subsidiaries, and potential buying centers, building executive alignment through QBR cadences and executive sponsor pairing, developing value engineering frameworks that quantify realized ROI and project forward expansion value, identifying new use cases and departments for land-and-expand through usage analytics and organizational change signals, coordinating multi-product roadmap presentations aligned to account strategic initiatives, managing white-space analysis to track penetration percentage versus total addressable spend, and planning joint innovation partnerships that create switching cost depth. Produces strategic account plans, executive engagement trackers, and multi-year revenue projection models. Excludes initial deal closing and tactical support.

Outgoing edges

applies_to_domain2
  • domain:sales·DomainSales
  • domain:customer-relations·DomainCustomer Relations
involves_role3
  • role:planner·RolePlanner
  • role:data-scientist·RoleData Scientist
  • role:business-analyst·RoleBusiness Analyst
performed_by_org_unit3
  • org-unit:sales-team·OrgUnitSales Team
  • org-unit:customer-success·OrgUnitCustomer Success
  • org-unit:revenue-operations-team·OrgUnitRevenue Operations Team
requires_skill_area2
  • skill-area:customer-success·SkillAreaCustomer Success
  • skill-area:revenue-operations·SkillAreaRevenue Operations
triggers_responsibility2
  • responsibility:capacity-planning·ResponsibilityCapacity Planning
  • responsibility:data-quality-monitoring·ResponsibilityData quality monitoring

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