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Key Responsibilities and Required Skills for Assistant Account Manager

💰 $45,000 - $70,000

SalesAccount ManagementClient ServicesCustomer SuccessAgency

🎯 Role Definition

The Assistant Account Manager is a client-facing, operationally focused role that supports Account Managers in delivering exceptional client service, meeting retention and growth objectives, and ensuring smooth delivery of programs, campaigns, and projects. This role bridges client needs and internal teams—handling account administration, performance reporting, invoicing, onboarding, and tactical project coordination—while identifying opportunities for upsell, cross-sell and process improvement.

This position is ideal for candidates who are detail-oriented, data-literate, and comfortable coordinating across teams (sales, marketing, operations, product and finance) to drive client outcomes and predictable revenue.

Keywords: Assistant Account Manager, client relations, account support, CRM, B2B account management, campaign coordination, upsell, retention, reporting, SLA compliance.

📈 Career Progression

Typical Career Path

Entry Point From:

  • Sales Coordinator
  • Customer Success Representative
  • Marketing or Account Coordinator

Advancement To:

  • Account Manager
  • Senior Account Manager
  • Key Account Manager
  • Account Director / Client Director
  • Sales Manager or Customer Success Manager

Lateral Moves:

  • Project Manager
  • Business Development Representative
  • Campaign Manager
  • Client Services Manager

Core Responsibilities

Primary Functions

  • Serve as a primary support contact for assigned accounts, responding to client inquiries, resolving issues, and escalating complex problems to senior Account Managers to maintain high client satisfaction and meet SLA commitments.
  • Maintain and continually update account records in the CRM (Salesforce, HubSpot, or equivalent), ensuring contact information, contract terms, activity logs, and renewal dates are accurate and actionable for the account team.
  • Prepare, consolidate and deliver weekly or monthly client performance reports and dashboards (KPI tracking, campaign metrics, revenue and spend), translating data into clear recommendations for optimization and upsell opportunities.
  • Coordinate cross-functional delivery of campaigns and projects by creating and managing project timelines, tracking milestones, gathering creative briefs, and ensuring on-time delivery of assets and services.
  • Support onboarding of new clients: manage kickoff logistics, document client requirements, build project plans, schedule stakeholder meetings, and ensure a smooth transition to delivery teams.
  • Assist with contract administration including drafting standard proposals, preparing renewal paperwork, capturing change requests, and circulating agreements for signature with attention to commercial terms and SLAs.
  • Monitor account health metrics (churn risk indicators, campaign performance, service delivery) and produce status updates and risk mitigation plans for Account Managers and leadership.
  • Actively participate in client calls and meetings—taking notes, tracking action items, following up on deliverables, and ensuring commitments made by internal teams are met.
  • Support sales pursuits and expansion efforts by helping to compile proposals, pricing models, ROI analyses, and client-facing slide decks to accelerate decision-making and close rates.
  • Maintain and reconcile billing and invoicing documentation in collaboration with finance: verify client billable hours, campaign spend, credits, and ensure timely issue resolution for disputes or discrepancies.
  • Track and forecast short-term account revenue and renewal timelines to assist Account Managers with pipeline visibility and quarterly attainment planning.
  • Conduct account-level competitive and market research to surface product or service enhancement ideas and new business opportunities aligned with client strategy.
  • Manage routine administrative tasks for senior account team members (calendar coordination, travel logistics, meeting prep, expense reporting) to maximize time spent on strategic client work.
  • Facilitate regular Business Reviews and Quarterly Business Reviews (QBRs) preparation—collecting performance data, summarizing outcomes, defining next steps, and drafting executive-ready presentations.
  • Oversee quality assurance checks on deliverables and campaign setups to ensure compliance with client specifications, brand guidelines, and contractual requirements before client delivery.
  • Implement and refine account-related processes and playbooks (onboarding checklists, escalation protocols, reporting templates) to increase operational efficiency and scale account support.
  • Drive client retention efforts by monitoring renewal windows, preparing renewal briefing materials, and coordinating cross-functional teams to address client concerns proactively.
  • Support request-for-proposal (RFP) responses by gathering technical inputs, pricing schedules, case studies, and references; compile cohesive proposals under tight deadlines.
  • Track and document scope changes, additional work requests and out-of-scope approvals; coordinate change orders with finance and legal to protect margin and deliverable clarity.
  • Collaborate with product, marketing and operations to escalate feature requests, feedback and recurring client issues, ensuring roadmap visibility and client expectations are managed.
  • Assist with campaign optimization: review performance trends, suggest test ideas, and coordinate with analytics to run A/B tests or implement recommendations that improve client ROI.
  • Maintain a prioritized action log per account and enforce disciplined follow-up cadence to prevent dropped tasks and ensure continuous momentum on account goals.
  • Support marketing and client events (webinars, workshops, industry conferences) by coordinating logistics, attendee lists, collateral, and client-facing follow-ups to strengthen relationships.

Secondary Functions

  • Support development and distribution of standard and ad-hoc executive reports, business intelligence requests, and exploratory analyses to help Account Managers make data-driven decisions.
  • Collaborate with internal teams to translate client requests into technical and operational requirements, ensuring engineers, creatives and product teams have clear acceptance criteria.
  • Participate in sprint planning, stand-ups and agile ceremonies where account-related work impacts engineering or product roadmaps.
  • Coordinate internal trainings and knowledge-sharing sessions to ensure team alignment on client strategies, tools and processes.
  • Assist with continuous improvement initiatives—collect process feedback, recommend enhancements, and help implement new tools or templates to reduce manual effort.
  • Manage access and permissions for client portals, dashboards and shared workspaces (e.g., Google Drive, shared project management boards) to ensure appropriate visibility and security.
  • Support preparation of case studies, client testimonials and reference requests in partnership with marketing to highlight successful engagements.
  • Monitor and enforce compliance with internal SLAs, change control policies and contractual obligations across assigned accounts.
  • Provide backup coverage for Account Managers during absences, ensuring continuity of service and communication with clients.

Required Skills & Competencies

Hard Skills (Technical)

  • Proficient in CRM platforms (Salesforce, HubSpot, Microsoft Dynamics) — managing records, tasks, and reporting.
  • Advanced Excel skills: pivot tables, VLOOKUP/XLOOKUP, data cleaning, and basic macros for reconciliation and reporting.
  • Strong experience building client decks and executive-level presentations in PowerPoint or Google Slides.
  • Familiarity with analytics and reporting tools (Google Analytics, Looker, Tableau, Power BI) to interpret campaign and account performance.
  • Hands-on with project management tools (Asana, Jira, Trello, Wrike, Monday.com) to create timelines, assign tasks and monitor delivery.
  • Experience with billing and proposal tools or workflows (QuickBooks, NetSuite, SAP, Zuora) for invoice verification and renewal processing.
  • Understanding of digital marketing channels (search, social, programmatic, email) or product/service-specific delivery models relevant to the employer.
  • Comfortable working with marketing automation and ad platforms (Google Ads, Meta Business Manager, Marketo, HubSpot) for campaign coordination.
  • Basic contract/commercial acumen: familiarity with Service Level Agreements, change orders and renewal terms.
  • Ability to synthesize quantitative and qualitative data into concise recommendations and client-facing narratives.

Soft Skills

  • Exceptional verbal and written communication—crafts clear emails, presents insights confidently, and builds rapport with stakeholders.
  • Strong client relationship and stakeholder management skills—trusted by clients and internal partners alike.
  • Highly organized with excellent attention to detail and the ability to manage multiple accounts and priorities simultaneously.
  • Problem-solving orientation—anticipates risks, escalates appropriately, and proposes practical solutions.
  • Time management and prioritization—meets deadlines, maintains follow-through on action items, and handles high-volume workloads.
  • Collaborative team player—coordinates effectively across sales, product, creative and finance teams.
  • Proactive and resourceful—seeks opportunities to add value, streamline processes, and improve client outcomes.
  • Adaptability and resilience—manages ambiguity, shifting priorities and fast-paced environments.
  • Presentation and facilitation skills—leads client meetings and internal briefings with clarity and confidence.
  • Negotiation and influencing—supports upsell and renewal conversations by framing value and aligning stakeholders.

Education & Experience

Educational Background

Minimum Education:

  • Bachelor's degree or equivalent practical experience in a relevant field.

Preferred Education:

  • Bachelor’s degree in Business Administration, Marketing, Communications, Finance, or related discipline.
  • Certifications in Account Management, Customer Success, or relevant CRM/platform certifications (Salesforce Administrator, HubSpot Certification) are a plus.

Relevant Fields of Study:

  • Business Administration
  • Marketing
  • Communications
  • Finance
  • Economics
  • Data Analytics / Information Systems

Experience Requirements

Typical Experience Range:

  • 1–4 years of experience in account management support, client services, sales operations, customer success, or agency account coordination.

Preferred:

  • 2–5 years supporting B2B or B2C client accounts, preferably in an agency, SaaS, advertising, or professional services environment.
  • Demonstrated experience with CRM systems, reporting and cross-functional project coordination.
  • Track record supporting renewal and upsell activities, preparing client-facing reports, and managing billing or contract administration.
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