Account Manager

Steep Marketing • Greenville, SC

6h • $70,000 - $81,000 • Onsite

About The Position

Steep Marketing is seeking a proactive and detail-driven Account Manager to join our growing Client Success / CSR team. This role combines account management, project coordination, order processing, and client communication, serving as a key day-to-day contact between financial advisor clients and Steep’s internal teams. You’ll help guide clients through the practical steps of their marketing campaigns – from account setup to order submission, campaign coordination, follow-up, and first-line support – ensuring a seamless experience and timely communication throughout the client journey. The ideal candidate is highly organized, confident in professional communication, and thrives in a fast-paced, client-focused environment.

Requirements

• Experience in account management, client success, customer support, or project coordination
• Experience working directly with clients in a professional setting
• Confident using CRM platforms and business tools
• Exceptional communicators across phone, Zoom, and email
• Proven ability to juggle multiple clients, priorities, and projects without letting details slip
• Highly organized, adaptable, and calm under pressure in a fast-moving environment
• A proactive, customer-first problem solver who anticipates needs and takes ownership of outcomes

Nice To Haves

• HubSpot experience

Responsibilities

• Serve as the primary day-to-day contact for clients throughout campaign onboarding, execution, and follow-up.
• Process orders, coordinate internal teams, and manage campaign timelines to ensure smooth delivery and client satisfaction.
• Support client onboarding by handling account setup, collecting required materials, and maintaining accurate records in HubSpot, Trailmap, and internal systems.
• Conduct territory checks, market research, and quality control reviews to help prevent conflicts and ensure campaign accuracy and compliance readiness.
• Communicate campaign updates, next steps, and support needs to clients in a timely and professional manner.
• Troubleshoot client questions and coordinate with appropriate team members to resolve issues and support campaign success.
• Build strong client relationships by advocating for client needs while balancing company workflows, timelines, and best practices.

Benefits

• Medical, dental, and vision insurance
• Retirement plan
• 3 weeks PTO plus company holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed