Account Manager

Role Description

Account Manager will serve as the primary point of contact for a portfolio of advisor clients, ensuring their outreach and content programs are executed smoothly and aligned with their growth goals. In this full-time remote role, the Account Manager will manage client onboarding, schedule and lead regular check-ins, and translate client objectives into clear action plans for internal teams. Daily responsibilities include coordinating with content and production teams, monitoring campaign performance, addressing client questions, and proactively identifying opportunities to improve results. The Account Manager will track key metrics, prepare concise reports, and maintain strong, trust-based relationships that support long-term client success.

Qualifications

• Client relationship management skills, including account stewardship, expectation setting, and ongoing communication.
• Experience with outreach or sales enablement systems, such as LinkedIn prospecting, pipeline management, and lead nurturing.
• Familiarity with content, marketing, or branding initiatives, such as coordinating video production, social media posting, or personal branding campaigns.
• Organizational and project management abilities, including prioritizing tasks, managing timelines, and collaborating with cross-functional teams.
• Strong written and verbal communication skills, with the ability to explain strategy and results clearly to clients and colleagues.
• Comfort working in a remote environment, using digital tools for meetings, documentation, and task management.
• Relevant experience in account management, client success, marketing, or consulting; experience with financial advisors or professional services is a plus.
• Bachelor’s degree in Business, Marketing, Communications, or a related field, or equivalent practical experience.

What Success Looks Like in Your First 60 Days

You'll work directly with firm leadership, joining client calls to understand each client's strategy, goals, and priorities. You'll play a critical role in turning those strategies into action. Your time will be split between client-facing work and execution.

You'll review strategic plans, identify what needs to happen next, and coordinate the work, either completing it yourself or delegating it to the appropriate team member.

Within your first 60 days, we expect you to:

• Own execution: Understand our clients' strategic plans and ensure the work gets done, on time and to a high standard.
• Coordinate the team: Work closely with content, production, and outreach teams to keep deliverables moving.
• Build client relationships: Join leadership on client calls, understand client priorities, and become a trusted point of contact.
• Use AI effectively: You'll be equipped with a range of AI tools. We expect you to be AI-fluent, strong at prompting, and capable of learning new tools quickly.
• Bring exceptional attention to detail: Catch things before they become problems. Track commitments, follow through, and make sure nothing falls through the cracks.

The Mindset We're Looking For



One phrase that's important to us is: It's not just "get it done." It's "get it done by when?"

We're looking for someone who naturally thinks in deadlines, takes ownership, and moves quickly. If something can be done today, your instinct should be to get it done today.

You don't wait to be reminded, you don't let tasks linger, and you don't need someone checking in to make sure commitments are being met. We value people who take pride in being dependable, organized, and proactive. If that describes you, you'll do well here.

This role works US hours

You can also send your application to bibek@useposeidon.com