Brand Logo

Account Manager Application Process

ImpactING LIVES One PARTNERSHIP AT A TIME.

Introduction

Account Manager

The Account Manager is the operational backbone of our client relationships, responsible for driving execution and communication across accounts. This role is deeply rooted in project management, organization, and responsiveness—ensuring that each client’s systems, communication channels, and deliverables are running smoothly and without delay. Account Managers must have a deep understanding of onboarding, sales ops, client fulfillment, and internal workflows. While they may not execute each task personally, they are accountable for making sure every moving part gets done—on time and to standard. This is a client-facing operations role that demands high levels of clarity, accountability, and proactive problem-solving. Account Managers typically own between 8–14 accounts, with capacity determined by account complexity. Compensation includes a competitive base with potential performance incentives based on retention and growth metrics.

Responsibilities

Main focus of this role is Communication and Execution This is an OPERATIONS focused role. The Account manager is crucial in our client communication and organization. The account manager should be heavily focused on being organized, timely, fast, communication heavy, etc.


Useful prior experience: Account Manager for Marketing Agencies, Project manager for any company that has multiple legs of revenue (has to be able to manage multiple projects simultaneously, Experienced CSM or CSM Manager


An Account Manager should manage no more than 8 - 14 accounts depending on how demanding each account is.

Partner Management: 

Partner Onboarding:

• Spearhead the partner onboarding process 

• Conduct onboarding call (won't necessarily be leading the call, but needs to be present)

• Update clients daily on onboarding progress

• Check in with CTO, CSO on progress surrounding Tech and Hiring

• Compile all resources and organize them into client folder in a digestible format

• Oversea clickup action items for launching and check off when things are complete

• Review client resources to get an understanding of offer, lead gen, onboarding, client avatar, etc

• Consult with client on all of the above

• Work with Sales Director on the sales process for this client

• Test everything before launching to make sure all is working (Landing page, form, calendar, test booking, link in IG bio, etc)


Partner Fulfilment:

• Take part in weekly meetings with each client

• Review and understand the client numbers and goals (close rates, revenues, etc)

• Constantly and effectively communicate with the client on where they are at through slack

• Identify and solve bottlenecks holding them back from scaling 

• Oversee larger projects

• Bring forward new strategies to help them scale 

• Quality Control of reps

• Ensure reps are following SOPs

• Ensure reps are pitching the program appropriately 

• Work with Team Leads on sales reps who are in performance review and create gameplan for them

• Report to the Sales Director on individual clients performance and bottlenecks

• Report to the Sales Director and Team Leads on Reps not in KPI and not following SOPs

• Attend meetings with sales reps on individual deals (run by the team lead) 

• Ensuring that we have the right amount of manpower on the accounts

• Ensuring that  the SDR’s have smartlists to work and are following KPI 

Skills & Qualifications

• Client-Facing Communication Excellence: Exceptional verbal and written communication skills with the ability to manage multiple client relationships simultaneously through Slack, Zoom, and email. Able to communicate proactively, clearly, and confidently to drive trust and alignment.

• Project & Workflow Management: Proven ability to manage complex workflows across multiple accounts. Highly proficient in ClickUp (or equivalent project management tools), ensuring deliverables are tracked, deadlines are met, and nothing falls through the cracks.

• Onboarding & Fulfillment Execution: Deep understanding of partner onboarding workflows and fulfillment milestones. Experienced in managing tech, sales, and hiring action items across cross-functional departments to ensure timely and effective launches.

• Operational Organization & Follow-Through: Highly detail-oriented with the ability to track multiple priorities, oversee SOP execution, and manage ongoing deliverables. Brings a “finish what you start” mindset and thrives in fast-moving environments.

• Strategic Thinking with Execution Muscle: Able to connect the dots between client goals, rep performance, and internal execution. Identifies bottlenecks, proposes solutions, and collaborates with Sales Directors and Team Leads to move accounts forward.

• Sales Operations & Quality Control: Familiarity with sales systems, lead generation workflows, and rep performance metrics. Ensures reps are following pitch frameworks, hitting KPIs, and maintaining quality control in all client-facing activities.

• Cross-Functional Alignment: Adept at working with Sales Directors, CTOs, Team Leads, and clients to ensure seamless communication and goal alignment across all phases of the client lifecycle.

• Multi-Account Management Experience: Demonstrated success managing 8–14 high-volume or high-touch client accounts concurrently. Prior experience in agency account management, customer success, or project management strongly preferred.

• Process-Oriented with Initiative: Comfortable owning a structured system but willing to take initiative when priorities shift. Anticipates problems before they arise and takes full responsibility for client outcomes.

• Performance Reporting & Feedback: Able to track and report on client KPIs, rep adherence to SOPs, and project completion status to Sales Directors and executive leadership. Brings a mindset of continuous improvement to each account.

Impact on the Organization:

The Account Manager serves as the operational engine behind every successful client relationship, ensuring that strategy is flawlessly translated into execution. As the primary point of contact for clients and internal departments alike, they maintain project velocity, remove bottlenecks, and drive outcomes through organized systems and world-class communication. This role is essential in keeping the team aligned, clients supported, and delivery on track. Ideal for high-performers with a background in account or project management, the Account Manager role offers the opportunity to be at the center of a high-growth environment—contributing daily to both client success and internal scale. For those who thrive in structured chaos, lead through clarity, and move fast without dropping details, this is a highly leveraged and rewarding seat on the team.

© Copyright 2025. Savage Fitness Sales Academy, Inc. All Rights Reserved.