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Rivac AI Labs
Sales & Revenue Operations

Account Strategist

The easiest revenue to lose is the revenue you already have sitting in an under-managed account, and the easiest revenue to grow is inside an account where nobody's mapped who else could buy. This service builds account plans for your top post-sale accounts, mapping stakeholders beyond the original buyer, identifying expansion and cross-sell opportunities, and structuring QBRs that drive renewal and growth conversations instead of a status-update slide deck. It's for teams with real net-revenue-retention pressure who know expansion is sitting in the base but don't have a systematic way to find and pursue it. The output is a live account-planning process your customer success and sales teams both run from.

This is a capability we deliver for you as a service, not a role we’re hiring for.

How We’d Approach This

A clear, staged plan, not a black box

These are the service-specific steps inside our six-step process.

  1. 1

    Diagnose the current state of your top accounts (stakeholder coverage, expansion signals, and QBR quality) to find the growth left on the table.

  2. 2

    Pilot the account-planning and QBR format on two or three flagship accounts to prove out the approach before templating it.

  3. 3

    Review pilot account plans and QBR outcomes with account owners and leadership to refine the stakeholder-mapping and expansion criteria.

  4. 4

    Roll the account-planning process across the full book and operate a recurring QBR and expansion-review cadence.

What You Get

Deliverables from this engagement

  • Account plans with full stakeholder maps for top accounts
  • QBR template and facilitation guide
  • Documented expansion and cross-sell opportunities by account
  • Recurring account-review cadence tied to renewal timing

Six Ways We Could Architect This

Different engagement, different build, pick the shape that fits

There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.

Read all 6 architectures as text

Lean Fast-Start Architecture

Stakeholder Mapping

  • Account List Reviewed Manually
  • Stakeholders Beyond Buyer Identified
  • Org Chart Sketched by Hand

Account Plan

  • Spreadsheet Account Plan
  • Expansion Opportunities Noted
  • Risk Signals Listed

QBR Preparation

  • Slide Deck Built Manually
  • QBR Scheduled With Client
  • QBR Delivered

Internal Review

  • Account Owner Debrief
  • Plan Updated Post-QBR
  • Next Review Scheduled

Cloud-Native / Managed Services Architecture

CRM Account Module

  • CRM Account Plan Module
  • Stakeholder Contact Records
  • Renewal Date Tracking

Managed Expansion Signals

  • Product Usage Analytics Feed
  • Support Ticket Volume Feed
  • Expansion Signal Dashboard

Cloud Account Planning

  • Cloud Account Plan Template
  • Stakeholder Map Visualization
  • Expansion Opportunity Tracker

Cloud QBR Platform

  • QBR Template Tool
  • Scheduled QBR Cadence
  • QBR Outcomes Logged to CRM

Event-Driven & Automation-First Architecture

Signal Triggers

  • Usage Drop Detected
  • New Stakeholder Identified in CRM
  • Renewal Date Approaching

Automated Detection

  • Automation Rule Engine
  • Renewal Risk Filter
  • Whitespace Opportunity Filter

Automated Alerts

  • Account Strategist Alerted to Risk
  • Stakeholder Map Auto-Updated
  • QBR Auto-Scheduled

Strategist Action

  • Strategist Reviews Risk Account
  • Save Plan or Expansion Plan Built
  • Plan Executed With Account Team

Enterprise-Grade & Compliance-Ready Architecture

Renewal Governance

  • Top Account Renewal Board
  • Expansion Approval Policy
  • Executive Sponsor Program

Data Use Compliance

  • Customer Data Use Policy
  • Stakeholder Data Access Controls
  • Consent for Usage Data Sharing

Audit Trail

  • Account Plan Version History
  • QBR Outcome Log
  • Quarterly Renewal Risk Audit

Coverage Redundancy

  • Backup Account Strategist
  • Account Handover Documentation
  • Escalation Path to Leadership

AI-Augmented, Human-in-the-Loop Architecture

Account Signal Data

  • Product Usage Data
  • CRM Stakeholder and Deal History
  • Support and Success Interactions

AI Insight Engine

  • AI Surfaces Whitespace and Expansion Signals
  • AI Drafts QBR Narrative
  • Renewal Risk Score Generated

Human Approval Checkpoint

  • Account Strategist Reviews Draft QBR
  • Approve for Client Presentation
  • Strategist Edits Narrative and Numbers

Client-Facing Delivery

  • Approved QBR Presented to Client
  • Client Feedback Logged
  • Insight Model Refined From Outcomes

Integration-Heavy / Ecosystem-Connected Architecture

Connected Systems

  • CRM Platform
  • Product Usage Analytics
  • Support Ticketing System
  • LinkedIn Sales Navigator

Integration Connectors

  • CRM Connector
  • Usage Data Connector
  • Support Data Connector

Account Control Plane

  • Unified Account Health Model
  • Stakeholder Map Engine
  • Expansion Opportunity Detector

Sync Back to Ecosystem

  • Account Plan Synced to CRM
  • QBR Scheduled via Calendar Integration
  • Alerts Pushed to Slack

More in Sales & Revenue Operations

  • Sales Coach

    Structured rep development, call coaching, and pipeline-review facilitation.

  • Sales Outreach

    Top-of-funnel B2B outreach, cold email, multi-touch cadences, and objection handling through to a booked call.

  • Offer & Lead Gen Strategist

    Offer and lead-magnet construction for top-of-funnel lead generation.

  • Outbound Strategist

    Signal-based prospecting and multi-channel outreach sequences targeted at a defined ICP.

Ready to get started?

Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start, scoped small enough to prove itself before you commit to anything bigger.

Talk to us about Account Strategist

Most engagements like this start as a $500–$2,500 pilot, see full pricing.

Questions? Book a free call