Account Strategist

KBF is built differently. By pairing an entrepreneurial mindset with deep technical experience, KBF is a trusted partner and recognized leader in tax, audit, and advisory services, providing a comprehensive range of solutions designed to support our clients’ growth and expansion.

Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.

Graybox/KBF is currently seeking an Account Strategist to join our team to work directly with our clients and help their business grow through effective digital strategy. 

The Graybox team helps companies rapidly increase their revenues. We leverage deep knowledge, data, automation, and the latest technologies to help identify, engage, and convert target audiences; we design & build cutting-edge online experiences to attract and retain users; and we plan and develop integrated processes, tools & systems to efficiently scale operations. 

Responsibilities 

• Drive healthy account relationships and client strategy.
• Build, maintain, and improve existing account relationships — you set the tone and ensure that clients feel supported and represented internally at Graybox.
• Set account strategy and areas of focus based on a client’s goals.
• Know your clients’ business and product strategy like it was your own (including data and performance)
• Identify opportunities for additional expansion.
• Collaborate with internal team to set account strategy.
• Represent clients’ perspective internally.
• Develop account contacts up and down the client organization.
• Lead regular account check-ins with clients and internal team.
• Ensuring client goals are being met on a monthly, quarterly, and annual basis.
• Participate in day-to-day planning to support ongoing work.
• Co-leading strategic planning sessions with VP of Strategy.
• Grow your book of business through the following business development activities:
  • Develop opportunities with existing clients — you’re always on the lookout for new ways we can serve our clients well
  • Write and present new sales proposals
  • Work with VP of Strategy on gathering requirements and estimates for new work from the team
  • Attend relevant industry events, as a Graybox representative, to increase brand visibility
  • Ensure statements of works, created by our teams (not you), are complete and accurate for your clients.

These should all describe you:

• You have a strong track record of building relationships with clients and internal teams alike
• You love working with clients and they love working with you
• You love a good [virtual or in-person] whiteboard session and can translate client requirements to the internal team

Qualifications & Requirements 

• Professional services experience in an account management or strategy role
• Strong background of experience within product and/or application development, including web-based or mobile applications
• Excellent communication skills, both written and verbal
• Able to work independently and as part of a team
• Individuals must be eligible to work in the U.S.

Location & Remote Work

• Role is open to anywhere in the USA
• Working while traveling is okay up to 4 weeks/year — just do good work on time
• Must be working from 9am-2pm Pacific Time, remaining full-time hours are at your discretion

The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $100,000 - $140,000.

Why KBF?

Benefits are a vital component of overall compensation. At KBF, we also offer a unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit—within a highly entrepreneurial and collaborative culture. We are proud to provide a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs, along with a clear path for professional growth and advancement. Our benefits are designed to support your health, protect your family, and enhance your overall quality of life.