Organizational Impact & Scope of Responsibility
Owns end-to-end customer relationship for an assigned portfolio from kickoff through steady-state AI adoption
Delivers defined onboarding programs, use case roadmaps, and QBRs tied to measurable Optimizely AI outcomes
Contributes reliably to team targets; impact primarily within assigned customer base and immediate cross-functional partners
Innovation & Complexity
Solves moderately complex customer challenges by adapting Optimizely AI best practices and AI strategy frameworks to varied client contexts
Identifies improvements to delivery templates, workshop formats, and onboarding playbooks within own engagements
Applies judgment to tailor known approaches; escalates novel or high-risk situations to senior team members
Communication & Influence
Communicates progress, blockers, and outcomes clearly to customers, internal teammates, and immediate stakeholders
Collaborates effectively with Account Executives, Solutions Engineering, Forward Deployed Engineers, and Customer Success collegues to deliver shared customer outcomes
Builds trust and credibility at the practitioner and manager level through consistent, quality execution
Decision-Making & Autonomy
Independently executes customer engagements within established guidelines and prioritized account criteria
Makes day-to-day decisions on engagement approach, workshop design, and use case sequencing
Escalates executive-level risks, significant scope changes, or renewal signals to senior strategist or manager
Leadership & Collaboration
Actively supports team collaboration and knowledge sharing; contributes to a positive team culture
May informally assist junior colleagues on delivery processes, Optimizely AI product knowledge, or customer frameworks
Participates in cross-functional GTM efforts including pre-sales support and onboarding handoffs
AI & Automation
Uses Optimizely AI and approved AI tools to improve efficiency in research, presentation prep, and use case analysis
Applies AI-assisted workflows to streamline repeatable deliverables such as onboarding plans and strategy decks
Identifies opportunities where AI can improve customer outcomes and shares learnings with the team