Account Manager

Role Description The 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.
This role works US hours
You can also send your application to bibek@useposeidon.com

Work arrangement
Yes