Seeking LATAM-based candidates who are LATAM citizens. Only English CVs will be accepted.

Position : Client Account Manager

Working Schedule : 8am-5pm MST

Salary Range :$2,000-$2,500 CAD | $1455-$1819 USD Monthly (the final salary will be determined by the candidate's level of experience and at the discretion of the client)

Client Account Manager

Role Summary

The Client Account Manager is responsible for the end-to-end client experience across all active programs, ensuring every project is delivered on time, on brand, and exceeds client expectations. This role blends client relationship management, creative project leadership, and operational execution, acting as the bridge between clients, creative teams, and leadership.

You will manage a high-volume portfolio of clients while maintaining exceptional quality, communication, and retention, with a strong focus on branding and creative excellence.

Key Responsibilities

Client Portfolio Management

Manage a portfolio of 30–50+ active client accounts using Monday.com
Track clients by lifecycle stage: New, Onboarding, Active, At Risk
Proactively identify and re-engage at-risk or inactive clients before issues escalate

Client Communication & Strategic Calls

Conduct multiple Zoom calls daily for onboarding, progress reviews, and strategic alignment
Serve as the primary point of contact for all assigned clients
Set expectations, communicate updates, and ensure clients always feel informed and supported
Document meeting notes, action items, and next steps in Monday.com

Project & Creative Team Management

Lead and coordinate cross-functional creative teams (designers, writers, video editors, creative directors)
Manage timelines, scopes, deliverables, and Monday boards across all projects
Assign tasks with clear instructions, assets, and creative direction
Follow up daily to ensure accountability, momentum, and on-time delivery

Branding & Creative Excellence

Specialize in branding initiatives, ensuring brand strategies are executed cohesively and beautifully
Uphold company creative standards and brand integrity across all deliverables
Translate client feedback into actionable creative direction

Client Progress & System Tracking

Maintain accurate and up-to-date records in Monday.com
Identify recurring challenges and trends
Report insights and improvement opportunities to leadership and operations

Onboarding & Success Support

Support the Success Director during onboarding phases
Monitor onboarding checklists and ensure smooth transitions to active status

Relationship Management & Retention

Build long-term, trust-based client relationships
Handle escalations with empathy, clarity, and professionalism
Drive renewals, retention, referrals, and client advocacy

Internal Collaboration

Communicate effectively with creative, support, and leadership teams regarding deliverables, issues, and strategic insights

Proactive Client Outreach

Re-engage inactive clients monthly via Looms, emails, or direct outreach
Encourage call bookings, celebrate wins, and maintain consistent touchpoints

Reporting Responsibilities

Weekly Report (Fridays @ 4 PM)

At-risk clients and root causes
Top recurring questions or issues
Client wins and success stories
Process or experience improvement suggestions

Monthly Report (1st of Each Month)

Active vs. inactive accounts
Renewals, cancellations, and re-engagements
Top client feedback trends
Major risks or escalations
System and workflow improvement recommendations

Tools & Platforms

Monday.com – Client and project tracking
Zoom – Client calls and onboarding
Slack – Internal communication
Google Drive & Sheets – Documentation and reporting
Circle – Client training and community
Loom – Video updates and outreach
GoHighLevel (GHL) – CRM and account visibility
Zapier / Make – Automation workflows
AI tools – Efficiency and system optimization

Requirements & Qualifications

3+ years of experience

Communication & Client Presence

Fluent, professional English communication (spoken and written)
Confident leading Zoom calls, onboarding sessions, and client success meetings
Strong on-camera presence for Loom recordings and live client interactions
Able to clearly explain processes, timelines, and next steps to non-technical clients

Client Account & Relationship Management

Proven experience managing 30–50+ active client accounts concurrently
Strong customer-first mindset with high empathy and emotional intelligence
Ability to build long-term client relationships that drive retention and renewals
Skilled at handling escalations, objections, and at-risk clients calmly and professionally

Project & Creative Operations Management

Demonstrated experience coordinating cross-functional teams (designers, writers, editors, developers, etc.)
Strong project management skills with the ability to prioritize tasks, manage timelines, and hit deadlines
Experience translating client feedback into clear, actionable tasks for internal teams
High attention to detail to ensure deliverables meet scope, quality, and brand standards

Branding & Creative Execution (Preferred)

Experience working on branding, creative, or marketing projects
Strong understanding of brand consistency, creative direction, and client expectations
Ability to collaborate closely with creative teams to execute cohesive brand strategies

Systems, Tools & Technical Readiness

Hands-on experience with project management or CRM tools (Monday.com, ClickUp, Asana, HubSpot, or similar)
Comfortable learning and using AI tools, automation platforms, and modern tech stacks
Experience or strong aptitude for tools such as Zoom, Slack, Google Workspace, Loom, and CRM systems
Organized and disciplined in maintaining accurate records, notes, and task updates

Problem-Solving & Ownership Mindset

Strong problem-solving skills with the ability to triage issues and act quickly
Proactive and self-directed; anticipates risks before they escalate
Comfortable operating in fast-paced, startup environments with evolving systems
Willingness to take ownership beyond job description to ensure client success

Operational & Analytical Thinking

Ability to identify patterns, recurring issues, and improvement opportunities
Experience contributing to SOPs, workflows, or process improvements
Data-aware and comfortable reporting on client status, risks, and outcomes

Professionalism & Cultural Fit

High integrity, accountability, and reliability
Strong organizational and time-management skills
Collaborative team player with a positive, solution-oriented attitude
Aligns with company values and represents the brand with professionalism and care

Disqualifiers / Who Should Not Apply

This role is not for everyone. Please disqualify yourself if any of the following apply:

No branding or marketing experience
- No agency or client-facing branding project experience
- Never delivered logos, style guides, marketing collateral, or social media assets
No digital marketing experience
- Unfamiliar with offers, funnels, websites, branding, or social media strategy
- Never worked on campaigns, YouTube content, or social media management
- Interested only in task tracking, not strategic client consulting
Limited account management experience
- Only managed 2–3 client accounts instead of 30–50+
- Lacks organization, multitasking, or cross-team communication skills
Not confident on camera or in English
- Uncomfortable leading Zoom calls, client check-ins, or verbal updates
No project management or operational experience
- Never used Monday.com, Trello, Asana, or ClickUp
- Lacks experience creating workflows, tracking deliverables, or maintaining timelines
Limited AI knowledge or usage
- Never used AI tools (ChatGPT, Claude, Manus) to improve work efficiency
- Not aware of AI trends in marketing, branding, and operations
No commitment to learning or self-growth
- Haven’t recently read books, attended workshops, or pursued certifications
- Not actively improving marketing, branding, leadership, or operational skills
Not a self-starter or problem-solver
- Requires constant direction to take initiative or solve issues
Lack of attention to detail or follow-through
- Struggles with precision, deadlines, or clarity
Prefer comfort over challenge
- Seeking a low-stress, repetitive, or easy job rather than a fast-paced, high-standard environment

Benefits & Time Off

Professional Development

Free access to internal coaching sessions
Full access to company course library
Company-sponsored training and certifications (role-dependent)
Ongoing career development support

Leave & Time Off

Vacation: Up to 10 paid days per year (flexible increments, 2-week notice)
Sick Leave: 10 paid sick days per year
- 4 emergency days upfront
- 0.5 days accrued monthly
Personal Development Leave: 2 paid days per year for training or seminars

Client Account Manager - 52556947238