The Account Manager will be responsible for, but not limited to, the following:

Client Relationship Liaison

• Act as primary POC for the client and lead standing meetings and ad-hoc calls.
• Handle day-to-day communication with clients via email, phone, slack, or other.
• Communicate both good and bad news to a client with tact and in a timely manner.
• Send deliverables to the client, receive feedback, and request materials as needed.
• Discuss out-of-scope needs for clients and consult with the team to present a plan for an additional budget.
• Understand and be able to articulate the value of Origin 63 programs/services to meet a client's HubSpot needs.
  
  

Project Facilitation

• Develop and keep up to date a detailed timeline for all campaign deliverables
  Comfortable managing technical and creative projects simultaneously.
• Organize and facilitate the adherence to a project or monthly budget.
• Organize, attend, and participate in project stakeholder meetings.
• Ensure projects adhere to frameworks and all documentation is maintained appropriately for each project.
• Understand project deliverables and components that make up HubSpot Onboarding projects; be able to schedule and assign tasks accordingly.
• Assign tasks to resources & ensure resources have all materials/ assets needed to begin work.
• Ensure team members are tracking time accurately in Harvest.
• Ensure task deadlines are met and project deadlines are on track.
• Help the team to alleviate blockers by solving within the group or escalating as appropriate.
• Undertake project tasks as needed.
• Support with our hourly ticketing platform within HubSpot for ad-hoc client requests: synthesize information into a task, assign out to be completed, communicate with the client, and track ticket through completion.
  
  

Account Support

• Document and follow up on important actions and decisions from meetings including adding action items to our project management tool (ClickUp).
• Run daily standups and weekly/monthly sprint planning meetings with project teams.
• Prepare necessary presentation materials for meetings and provide other admin support as needed.

Vendor/Contractor Relations

•  Facilitate deliverables with contractors as needed (may include HubSpot technicians, web developers, and other 3rd party vendors).
• Acquire and track project expenses for external service providers.
  
  

Billed hours are within 10% under or over the total budget.

Projects closed within the allotted timeframe (a grace period of 2 weeks provided)

75% billable hours (up to 25% non-billable: time billed to Origin 63)

Achieve a 5% upsell rate for booked revenue each quarter (expectation after first 90 days)

• Proven work experience (3+ years) in a client-facing role.
• Experience in an agency or similar environment is required.
• Exemplify our core values.
• Thrive in a collaborative yet mobile working environment.
• Passion for personal development and professional growth.
• Excellent listening, communication, and presentation skills.
• BA/BS in communications, marketing, or similar field.
• HubSpot certifications in sales and marketing tools are required. If you do not have these certifications but are otherwise qualified, you may seek certifications within the first 90 days of employment.