Account Manager

About the Role

We’re looking for a proactive, people-first Account Manager to support our growing client base. This role is pivotal in ensuring seamless service delivery, client retention, and smaller-scale upsell opportunities. You’ll serve as the day-to-day liaison between clients and our internal fulfillment team—aligning execution with strategic goals, freeing up the Sales team for enterprise-level growth, and delivering an outstanding client experience.

What You’ll Do

Client Success & Delivery

• Lead post-sale client onboarding and relationship management

• Own day-to-day client communications and ensure deliverables meet expectations

• Coordinate internal teams to maintain timely and high-quality execution

• Provide progress reports and insights to clients to build transparency and trust

Upselling & Expansion

• Identify client needs and offer add-on services (e.g., marketing package upgrades)

• Flag renewal or expansion opportunities for the Sales team

• Monitor client engagement and proactively address churn risk

Collaboration & Reporting

• Ensure clean handoffs from Sales and maintain accurate documentation

• Track client performance metrics and satisfaction (CSAT)

• Report client health and improvement ideas to internal stakeholders

What You Bring

• 3+ years of experience in client-facing roles: account management, customer success, or project coordination (preferably in marketing, SaaS, or professional services)

• Excellent communication, project management, and organizational skills

• A service-driven, problem-solving mindset

• Confidence in presenting upsells and delivering value to clients

• Ability to thrive in a fast-moving, collaborative environment

How We Work

You’ll collaborate within a structure that promotes clarity, efficiency, and collaboration:

• Account Executives (AEs): Handle new business, renewals, and major upsells

• Account Managers (AMs): Own implementation, support, and minor upsells

• Fulfillment Team: Executes across content, design, SEO, and marketing—ensuring the “doing” gets done; you ensure it’s done well and aligned with client goals

Required Hard Skills

• Proficient in Microsoft Office and Google Workspace

• Strong with project management tools (e.g., Asana, Trello, Monday.com)

• Experience using CRM and support tools (e.g., HubSpot, Salesforce, Freshdesk)

• Proficient in Zoom, Slack, and business email etiquette

• Comfortable managing client assets via platforms like Google Drive or Dropbox

• Familiarity with marketing tools like email platforms, CMS (WordPress, Elementor)

• General digital literacy and adaptability with web-based systems

Nice to Have (Bonus Skills)

• Experience in the insurance industry or marketing agencies

• Background in client onboarding or SaaS implementations

• Exposure to email campaigns, SEO, WordPress, or analytics reporting

• Experience in sales or business development

Why Join Us?

We’re a high-performance marketing team focused on clarity, collaboration, and client success. Our clean structure allows each team member to focus on what they do best. If you enjoy building strong relationships, delivering value, and contributing to a client-first culture, we’d love to hear from you.