Account Manager
Indexed description
We are seeking a strategic, client-obsessed Customer Success Account Manager to join our growing team. This is not a passive relationship maintenance role — it is a high-impact position at the intersection of operations, sales, and client strategy. You will be the client champion: the person who ensures every engagement delivers measurable value, earns long-term trust, and opens the door to expanded partnership.
You thrive in both the day-to-day details of delivery health and the big-picture conversations about business goals. You know how to turn strong execution into expanded engagements, and you understand that growing a customer base requires equal parts operational discipline and commercial instinct. You have a proven track record of retaining and growing enterprise accounts — and you bring that track record to every client you own.
Key ResponsibilitiesClient Ownership & Relationship Management- Serve as the primary point of contact for a portfolio of mid-market and enterprise accounts, owning the full client relationship from kickoff through renewal and growth
- Build deep trust with client stakeholders at every level — from day-to-day contacts to C-suite — through consistent communication, proactive outreach, and genuine understanding of their business
- Lead regular check-ins, Quarterly Business Reviews (QBRs), and executive steering committee calls that reinforce value delivered and set the agenda for future engagement
- Act as the voice of the client inside the agency — translating their goals, concerns, and priorities to internal delivery, strategy, and leadership teams
- Drive account growth by identifying upsell and cross-sell opportunities organically — turning strong delivery into expanded scope, new workstreams, and long-term retainers
- Manage account P&L and financial forecasting, maintaining clear visibility into revenue, margin, and growth targets across your portfolio
- Partner with sales leadership on strategic account planning, renewals, and expansion pitches — bringing the client context that makes proposals land
- Present new service opportunities and strategic recommendations to clients in a way that connects directly to their goals and business outcomes
- Maintain close visibility into project health across all active engagements — tracking risks, timelines, budgets, and quality before issues escalate
- Partner with internal delivery teams to resource accounts appropriately, surface blockers early, and ensure smooth execution from kickoff through launch
- Identify and proactively solve scope creep, stakeholder misalignment, and delivery risk — bringing solutions, not just problems
- Ensure all progress, decisions, and deliverables are consistently documented and visible to all relevant stakeholders. Nothing lives only in Slack or meetings
- Introduce process improvements — planning cadences, demo rhythms, documentation standards — to increase delivery velocity and client confidence
- Develop a thorough understanding of each client's business model, competitive landscape, and strategic goals — and use that knowledge to guide decisions that improve outcomes
- Translate between technical and business contexts: communicate engineering constraints clearly to clients and ensure internal teams understand business priorities and tradeoffs
- Facilitate Growth Councils and strategic recommendation sessions that tie agency capabilities to specific client objectives
- Leave every client stronger than you found them — ensure knowledge transfer, documentation, and process improvements that enable their long-term success
- 5–8+ years of experience in Account Management, Customer Success, Client Services, or related roles, with a strong track record of retaining and growing enterprise or mid-market accounts
- Demonstrated experience managing client relationships with annual value of $1M+ — you know how to turn strong delivery into expanded engagement
- Prior experience in an agency, consulting, or professional services environment, with direct exposure to digital, technology, data, or cloud service delivery
- Proven commercial instinct: experience managing P&L, forecasting, and driving account expansion through upsell and cross-sell
- Strong operational mindset: ability to manage multiple concurrent engagements, surface risks early, and introduce structure where none exists
- Experience leading QBRs, executive presentations, and strategic client conversations with confidence and authority
- Excellent written and verbal communication skills — able to engage both technical practitioners and executive stakeholders with equal fluency
- Comfortable working independently in a remote environment while maintaining high accountability and responsiveness
- Experience in ecommerce, data/AI services, cloud platforms, or digital transformation consulting
- Familiarity with project management and CRM tools such as Jira, HubSpot, Salesforce, or similar
- Experience coaching or guiding delivery teams to operate with a client-first, consultative mindset
- Comfort with on-site or embedded client engagement at key relationship moments
Beyond the resume, we are looking for someone who embodies a specific mindset:
- A trusted advisor, not just a project tracker — someone who earns a seat at the strategic table by understanding the client's business deeply
- A farmer, not just a hunter — you see expansion opportunities in every successful delivery and know how to cultivate them naturally
- An unblocking operator — you surface problems early, bring solutions, and take ownership of getting work across the finish line
- A bridge builder — you connect technical teams and business stakeholders, ensuring both sides feel heard and aligned
- A proactive communicator — you set the agenda, you follow up, you document, and you keep every stakeholder informed without being asked
- Someone who is genuinely invested in client success — not just satisfaction scores, but real business outcomes that create lasting partnerships
This is a fully remote role with up to 20% travel expected for client visits, company meetings, and key relationship moments. Candidates must be based in the United States. Periodic on-site or embedded engagement with clients is an expectation of this role — you show up in person at the moments that matter.
What are the perks?We do our best to make sure employees are supported in everything they do. We offer a range of benefits and perks:
- Remote first organization
- Full medical, dental, vision, disability, and company paid life insurance
- Employer 401(k) contributions
- Employee assistance program
- Start accrual with 20 days of PTO annually + holidays
- Annual winter break: We close the week between Christmas and New Year's so everyone can truly disconnect and recharge
- Paid parental leave
- Company events, happy hours, and retreats
- Budget for continuing education
- Other perks vary by location
Common office/desk environment that involves long periods of time at a stationary desk with extensive computer work that requires repetitive motion of the wrists, hands, and/or fingers.
If this role is filled in the US, the annual salary range is $85,000 USD - $135,000 USD + Retention Bonus & Commission and is commensurate to several factors that are unique to each candidate, including but not limited to years of experience, skill set / qualifications, and geographical work location considering differences in cost of living, therefore, actual base pay offered may vary.
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