Account Manager

Role Overview

• Manage a roster of approximately 8-12 clients
• Effectively manage the onboarding/kickoff of clients
• Act as the primary liaison between clients and our internal teams as it relates to timeline, budget, progress, etc.
• Prepare account service-related documents such as meeting agendas, meeting reports, emails, proposals, and other client communications and correspondence
• Triage all incoming support requests from clients via email, calls, or our support ticketing platform
• Prepare production plans based on contracted budgets and timelines
• Create and manage tasks in the project management tool as tasks progress through the stages of completion, including keeping the client-facing board up to date
• Perform meticulous quality checks and testing on project
• and campaign-related deliverables
• Track and report on engagement budgets and client health on a weekly basis
• Ensure that CRM records are updated on a weekly basis
• Create and maintain milestone records to accurately forecast client revenue and ensure that invoices go out to clients in accordance with the contracted payment schedule
• Provide recommendations on how to improve ongoing marketing campaigns and digital projects (e.g., website redesigns, backend integrations, etc.)
• Lead retainer renewal conversations with the client in a timely manner to ensure retainers do not lapse
• Identify account retention and expansion opportunities and lead conversations with clients about those opportunities
• Work with subject matter experts to properly scope out new engagement opportunities
• Progress your professional development by engaging in intermediate HubSpot training, with a focus on independently handling in-platform tasks for clients.

Requirements

• BA or BS degree in communications, marketing, or business
• 5 years of relevant experience
• Excellent interpersonal and organizational skills
• Strong attention to detail and the ability to communicate details
• Strong oral and written communication skills
• Strong problem-solving skills
• Ability to assess a wide range of issues in creative ways and consult on solutions
• Confidence in advising clients on how to proceed in order to achieve their goals
• Confidence in leading sales-related discussions with clients
• Comfortably handle multiple projects simultaneously
• Confidently organize and prioritize work under pressure
• Work within an assigned budget
• Proven HubSpot experience
• Teamwork.com experience

Benefits

• Company-paid health insurance
• 401(k) match
• Access to free Financial Advisors & Coaching
• Birthday Leave (an additional paid day off)
• Anniversary Leave (an additional paid day off)
• Holisticly wellness benefit
• Regular Culture Committee initiatives & events
• Fully flexible, remote work
• Company-provided laptop