Strategy

Account Classification for Targeted Engagement

Context

Thousands of accounts with varying strategic importance and engagement levels.

Problem

Teams could not consistently identify key, growth, or transactional accounts.

Constraints

Account data came from multiple internal and external sources.

Scope

Platform owner for account management and segmentation services.

Strategy

Standardize account classification and expose it through a central admin interface.

Architecture

Implemented classification APIs backed by a unified data vault and admin tooling.

Impact

Enabled targeted outreach and prioritization across sales and support teams.

Effects

Improved alignment between technical data and business strategy.

Artifacts

Account segmentation model
Available upon request
Admin classification UI
Available upon request

Key Insights

Segmentation is only useful when it is operationally accessible.

Interested in Similar Results?

This case study represents a real engagement. If you’re facing similar challenges, let’s talk about how strategic technical leadership can help.

Get in touch
Account Classification for Targeted Engagement | Case Studies | Drew Beaman | Drew Beaman