Senior Account Manager

Upswell Marketing•Marietta, GA

About The Position

Join UpSwell Marketing – A Best & Brightest Company to Work For (4 years running) and an Inc. 5000 Fastest-Growing Company! At UpSwell Marketing, we help businesses grow through data-driven direct mail and digital marketing strategies. With a passionate team, a collaborative culture, and a commitment to innovation, we provide targeted marketing solutions that drive measurable results for our clients. We’re proud to be recognized as one of the Best & Brightest Companies to Work For in the Nation for three consecutive years and ranked among the Inc. 5000 Fastest-Growing Companies. The Senior Account Manager (SAM) is responsible for managing a portfolio of key client accounts, with a strategic focus on relationship management and growth. With 4-6 years of account management experience, the SAM will leverage advanced proficiency in relevant tools and software to oversee a book of business valued at $500K or more, or manage a team book of $1M per month. This role requires collaboration across teams to ensure client satisfaction, drive business growth, and achieve organizational objectives.

Requirements

4-6 years of account management experience, with a strong emphasis on client relationship management.
Advanced proficiency with UpSwell tools and relevant software.
Proven experience managing a book of business valued at $500K or overseeing a team book of $1M or more per month.

Responsibilities

Proactively manage a designated portion of the book of business, focusing on nurturing existing client relationships.
Establish monthly planning meetings with the MC to review the overall book of business and to prioritize outreach.
Ensure that 2/3 of the book of business are contacted and managed monthly this could change depending on pod structure.
Delegate responsibilities to AMs or Asst. AM.
Actively participate in daily stand-up with reviews of SalesView with the MC and AM (if applicable) to discuss account statuses, identify issues, and priorities.
Discuss concerns, identify bottlenecks, and adjust priorities to meet client needs effectively.
Delegate / reassign responsibilities as needed.
Preparation for Client Interactions by reviewing
Recent campaign performance
Current program (frequency, volume, channels)
Additional program enhancements to suggest (commentary or via email)
Contact existing client to solicit next orders
Process Order
Consult with MC if necessary
Finalize Route selections
Submit creative requests, ensuring all client-supplied imagery and graphic elements are obtained efficiently.
Update MUS SalesView with next due reminders
If the Pod lacks Asst. AM, reassign responsibilities to individuals in the Pod for the accounts.
Review status of accounts with Asst. AM (when applicable)
Request administrative support from Asst. AM to complete book management
Organize and manage responsibilities for other team members of the Pod, including
Responding to requests from MCs for
Non-standard penetration reports
Suppression list uploads
Design request
Tracking number provision
Non-standard Match-back analysis outside of ROI Tool