Qualify inbound opportunities
Develop and finalize SOWs (pricing, scope, timeline)
Align scope and expectations with the delivery team
Drive a clean and reasonable proposal process with the delivery team for new deals
Run internal kickoff calls with the team before client kickoff
Share context and goals with the delivery team
Lead client kickoff calls
Serve as the primary client contact
Nurture relationships and manage expectations
Identify upsell and expansion opportunities
Align with the delivery team before confirming any upsells or expansions
Manage scope creep, drive upsells, and protect the team from scope expansion
Navigate client issues from both budgeting and relationship perspectives
Flag delivery team issues through the escalation process to prevent client churn
Ensure a seamless handoff from Account Management to Project Management
Liaise between the client and delivery team
Track project progress, budgets, and timelines in partnership with the PM
Communicate SOWs and payment schedules to the Finance team to ensure accurate billing
Maintain a clean CRM and accurate revenue forecasts to keep the delivery team prepared for incoming sales
Partner with the Sales Ops team to drive a clean and organized sales process

4+ years in Account Management, Client Services, or Sales within creative, marketing, or agency environments
Proven ability to manage client relationships while balancing internal team needs
Comfortable leading sales conversations with executive stakeholders
Highly organized with the ability to manage multiple accounts and workstreams
Excellent communicator who can translate between client and delivery teams
Strong experience scoping and pricing service-based work
Ability to work in EST

Account Manager

Key skills