Account Manager

Cardwell Beach is looking for a qualified Account Manager to join our fast-growing digital agency. Cardwell Beach produces exceptional creative work for a variety of brands in healthcare, finance and b2b verticals. This position is remote though may require occasional travel for in-person client meetings.

Task: Account Management

Primary focus: Retention. Communication & In-the-Moment Emotional Leadership

Responsibilities:

Meeting Quality Assurance: Conduct high-quality meetings by coordinating with subject matter experts and the digital producer. Ensure clarity on meeting agendas and facilitate effective team collaboration. Working with Account Strategist on top-level narrative for meetings & presentations, and delivering high-level story each week.
Client Satisfaction: Manage client expectations effectively, ensuring a smooth process and fulfilling the promises made by the sales team.
Client Relationship Building: Develop intimate connections with clients through empathy and a genuine desire to see them succeed.
Communication Outside of Regularly Scheduled Meetings

Email summaries & wrap ups
Scheduling
Answering questions & getting answers from team

Accountability:

MANAGING Client Expectations: Accountable for managing client expectations throughout the project lifecycle.

Emotional reads: identify upsell and referral opportunities. Identify & dismantle churn risks.
Difficult Conversations to re-align client expectations to reality if the client is wrong or needs reframing
Keep it fresh & exciting

Key Performance Indicators:

Retainers: Length of Retention
Projects: Client Satisfaction Levels: High client satisfaction scores, particularly in relation to communication, meeting management, and overall project handling.
Meeting Management: Quality of meetings in terms of preparation, execution, and outcomes.

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Account Manager