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You will build and lead a team to drive account expansion, NRR, and POC conversions for an AI startup. This player-coach role involves personally managing large enterprise accounts while establishing repeatable expansion motions and processes.
Head of Customer Value | AI Startup
📍 Remote / On-site travel · Spanish & English
About the company
The company is a fast-growing AI startup that turns fragmented operational and document-based data into a single source of truth, enabling AI agents to run end-to-end workflows for B2B companies. They operate in complex, real-world domains (starting with supply chain) where systems need to be reliable, scalable and deeply integrated with external partners.
The role
The company lands with a client in one area, then expands across the organization. As Head of Customer Value, you’ll own that expansion across the entire client base. You’ll build and lead the team that takes every account from Day 30, converts the Proof of Concept into Phase 2, and opens new areas within each client, in supply chain and beyond.
You’ll be accountable for three numbers:
Net Revenue Retention (NRR)
New ARR from upsell
POC conversion
You’ll build the team from zero, hiring and leading Account Strategists and Customer Operations Specialists, working closely with the Implementation Manager on handoffs and with the cofounders on Enterprise accounts.
This is a player-coach role reporting to the COO: you’ll lead the team and personally run expansion in the largest accounts. It’s ideal for someone who has grown B2B accounts hands-on, built a team around a repeatable motion, and is driven by measurable outcomes.
What you’ll do
Own NRR, upsell ARR and POC conversion: set quarterly targets per Account Strategist, track them weekly and be accountable for results
Build the team from zero: write hiring scorecards, run interviews and ramp each hire to full quota within 60 days
Run a repeatable expansion motion: Day 30 handoff, Day 45 value review, Day 60 conversion analysis, Day 75 executive review and Phase 2 signed by Day 90, plus a new-area assessment for every account each quarter
Lead expansion personally in the largest accounts, partnering with the cofounders on Enterprise accounts
Coach the team on scoping and closing: join assessments and executive reviews, review account plans and Order Forms, and raise the commercial bar every quarter
Own the forecast: keep the expansion pipeline in the CRM accurate, run the weekly expansion review and report to the COO
Partner with the FDE Manager on handoff standards, scope sign-off for integrations, and prioritization of agent quality issues
Bring field insights to Product and push the agents into new areas where clients are asking for them
Run the team’s pay plan: administer quotas and variable pay, and propose changes when the plan stops driving the right behavior
What they’re looking for
4+ years in account management, customer success, consulting or enterprise sales at a B2B company, including 3+ years leading a quota-carrying team that expanded accounts across departments
Experience building from zero: you’ve hired a team, designed a motion and made it repeatable at a startup or new business unit
Solid understanding of AI agents: you know what AI can and can’t do reliably in operations, can read an eval, and sell outcomes without overpromising
Metrics-driven: you define what good looks like, forecast accurately, build dashboards and hold a team to the plan
Fluent Spanish and English, and comfortable traveling to client facilities across the US, Puerto Rico and Latin America
Ownership mindset: accountable, low-ego, and you fix what’s off without being asked
Nice to have
Experience at an AI, automation or supply chain software company during its growth stage
Experience selling to mid-market and enterprise distributors or manufacturers
Familiarity with ERPs such as SAP, Oracle, NetSuite, Odoo, Sage or Acumatica
Hands-on experience with HubSpot and designing pay plans for expansion teams
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