Account Manager
About The Position
Manages client program health and relationships, including the trade show calendar, overall program oversight, and coordination with the Account Executive. Leads daily pre-sale activities, weekly client reviews, and assists AE with quarterly business reviews (QBRs); tracks progress against business objectives across all program projects; and supports Project Managers and Account Executives in delivering on-time milestones throughout the project lifecycle. Serves as the primary program contact for the client and the Account Executive, ensuring clear communication and alignment on program priorities. Coordinates cross-functional communication among internal teams to support execution, issue resolution, and consistent client experience. Leads required internal pre-sale orchestration using the company’s ERP/CRM to support smooth project setup and handoff. Maintains the client’s show calendar and program budget to support accurate planning and execution. Publishes program-level status and portfolio health updates and keeps internal tracking systems current. Facilitates client reviews of upcoming events and booth walk-throughs to ensure alignment before execution. Leads post-show meetings with clients and internal teams to capture feedback, share insights, and drive follow-up actions with delivery teams. Maintains accurate existing client records in HubSpot and related ERP/CRM systems to support visibility, continuity, and reporting. Owns program-level reporting and portfolio updates for management and Account Executives, ensuring visibility to overall account health, priorities, and performance across projects. Incorporates project-level progress updates from Project Managers, including risks, timelines, and variances.
Requirements
- High school diploma/GED required
- 3+ years of experience in sales support, marketing operations, customer service, or administrative coordination
- Experience working with CRM systems, lead tracking tools, or sales databases
- Proficiency in Microsoft Office (Excel, Outlook, Word)
- Ability to manage data accurately
- Strong written and verbal communication skills
- Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Proficient with Microsoft 365 (Word, Excel, PowerPoint, Outlook), Windows 10 or later; Adobe Acrobat; CRM tools (HubSpot)
- Ability to manage program budgets and interpret portfolio KPIs; compute rate, ratio, and percent; create/read dashboards
- Ability to synthesize client objectives, define program success metrics, and drive cross-functional alignment
Nice To Haves
- Associate’s degree or equivalent experience required
- 5-8 years of client program or account management experience in events, exhibits, or related industries
- Prior leadership experience preferred
- Associate’s or bachelor’s degree in business, marketing, communications, or a related field preferred
- Familiarity with ECI ERP workflows for pre-sale orchestration is a plus
- Experience supporting sales forecasting or reporting processes
- Familiarity with marketing platforms, chat tools, or campaign workflows
- Comfortable handling inbound customers or prospect interactions
- Strong organizational skills with attention to detail
- Ability to work collaboratively across sales, marketing, and operations teams
- Customer-focused mindset with a professional, service-oriented approach
- Adaptability and willingness to take initiative and learn new systems or processes
Responsibilities
- Leads daily pre-sale activities, weekly client reviews, and assists AE with quarterly business reviews (QBRs)
- Tracks progress against business objectives across all program projects
- Supports Project Managers and Account Executives in delivering on-time milestones throughout the project lifecycle
- Serves as the primary program contact for the client and the Account Executive
- Coordinates cross-functional communication among internal teams
- Leads required internal pre-sale orchestration using the company’s ERP/CRM
- Opens jobs and sets up project folders
- Participates in concept/design phase understanding client product and strategy by industry and line of business in design phase
- Establishes preliminary timelines
- Attends kick-off meetings
- Attends put-to-work meetings
- Maintains the client’s show calendar and program budget
- Publishes program-level status and portfolio health updates
- Keeps internal tracking systems current
- Facilitates client reviews of upcoming events and booth walk-throughs
- Leads post-show meetings with clients and internal teams
- Maintains accurate existing client records in HubSpot and related ERP/CRM systems
- Logs emails and key notes
- Keeps account management data current and complete
- Owns program-level reporting and portfolio updates for management and Account Executives
- Incorporates project-level progress updates from Project Managers
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
