Account Manager

Objective of the Role

The Account Manager will serve as the primary point of contact for clients after sales

handover, ensuring smooth onboarding, strong relationship management, and consistent

coordination with internal teams. This role is central to delivering client satisfaction, ensuring

timely execution of deliverables, and maintaining financial discipline through payment

follow-ups.

Key Responsibilities

A. Client Relationship Management

• Act as the first point of contact for assigned clients post-sales closure.
• Oversee client onboarding, documentation, and requirement gathering.
• Build and maintain strong relationships with clients through regular updates and

meetings.

• Address client concerns promptly and ensure resolutions without escalation.
• Track client satisfaction and collect feedback for service improvement.

B. Internal Team Coordination

• Serve as the liaison between clients and internal teams (creative, development,

consulting, operations).

• Communicate client requirements into clear deliverables and timelines.
• Ensure accountability of internal teams for task completion and quality standards.
• Monitor project timelines and escalate bottlenecks early to avoid delays.
• Keep management updated on the status of all ongoing accounts.

C. Financial Follow-Ups

• Track client billing cycles and payment schedules.
• Coordinate with the finance team for timely invoice generation.
• Follow up with clients for pending and overdue payments in a professional manner.
• Maintain transparent records of payments and update management on collection

status.

D. Reporting & Documentation

• Conduct periodic review meetings with clients to share updates and capture

feedback.

• Prepare and maintain status reports, meeting notes, and progress trackers.
• Ensure that all client deliverables are tracked and updated in CRM / project tracker

systems.

• Share consolidated updates with both clients and management.

E. Strategic Support

• Support clients by identifying collaboration opportunities beyond existing work.
• Assist business consulting initiatives by capturing client challenges and aligning them

with agency solutions.

• Contribute to proposal preparation and presentations for additional requirements.
• Provide insights on client growth potential, risks, and retention strategies.

F. Professionalism & Communication

• Maintain a professional, client-first approach in all communications.
• Ensure timely responses to client queries and requirements.
• Document and log all client approvals, revisions, and escalations for transparency.
• Build trust with clients to strengthen long-term partnerships.

Key Skills & Competencies

• Strong communication and interpersonal skills.
• Excellent coordination, multitasking, and organizational ability.
• Proactive problem-solving skills.
• Basic knowledge of project tracking tools (Google Sheets, CRM, etc.).
• Client-first approach with a focus on professionalism.

Performance Metrics (KPIs)

• Client retention rate.
• Timely delivery of client requirements.
• Client satisfaction scores / feedback.
• On-time payment collections.
• Efficiency of internal coordination and escalation handling.