Account Manager

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TYPE OF WORK

Part Time

SALARY

Aprox. $800

HOURS PER WEEK

20

DATE UPDATED

Mar 16, 2026

JOB OVERVIEW

The Account Manager is the face to every paying client. The founder closes deals. The ---------- nt a client signs, you own that relationship completely — from onboarding through every report, every invoice, every check-in, and every escalation.
Your job is to make clients feel taken care of without involving the founder in the day-to-day. You are not a virtual assistant who follows a script. You are a relationship owner who thinks ahead, catches problems before clients notice them, and knows when to handle something yourself versus when to pull in leadership.

We have SOPs and templates for this role. A strong candidate will read them and think "this is obvious." If the documentation feels like it's teaching you the basics, this is not the right fit.

What You Own
Client Onboarding
Sending and following up on contracts (PandaDoc) and invoices (Wave) — same day the deal closes
Collecting and reviewing the client onboarding form — every field checked before briefing the technical team
Pre-launch review — you personally confirm call forwarding works and the bot responds correctly before anything goes live
Ongoing Client Management
All client-facing communication — email and SMS. You are the only person clients hear from day-to-day.
Weekly report review and approval every Friday — you review data, get leadership sign-off, then send
Monthly report compilation and delivery — pulling from campaign data and conversation logs
Monthly invoicing through Wave — always sent after the report, never before
Pipeline hygiene — every client card in GHL is accurate, every stage move is logged with a note
EOD Slack update to leadership every working day — no exceptions

Escalation Judgment
You know what is yours to handle and what goes up — pricing, scope changes, unhappy clients, and anything commercial escalates immediately
You contain, document, and escalate. You do not solve commercial problems yourself.

Who You Are
You have:
3+ years in a client-facing account management or client success role — B2B, professional services preferred
Experience managing multiple client accounts simultaneously without dropping anything
Strong written English — your emails sound like a confident, warm professional, not a template
Experience with CRM pipeline management — GoHighLevel strongly preferred, any CRM accepted
Experience creating and sending invoices — Wave or equivalent
Experience with e-signature platforms — PandaDoc or DocuSign
High responsiveness — 10-minute reply window during business hours is your standard, not a stretch
Mature judgment about what to handle and what to escalate — you do not need a rule for every situation
Extreme attention to detail — wrong numbers in a report, an unsigned contract aging past 48 hours, a pipeline card stuck in the wrong stage — you notice all of it before anyone else does

Tools you MUST know:
GHL, Google Sheets, Wave, PandaDoc, Slack, Google Workspace

Your application must include:
A short paragraph (5–8 sentences) describing a client relationship you managed — what the client needed, how you kept them, and one situation where you had to escalate something you could not handle yourself
Your GoHighLevel experience — how long, what you managed, what you used it for
A sample client email — write a fictional "campaign is live" email to a law firm client as if you are their account manager. Use your own voice.
Your availability and current timezone
Applications without the client story and writing sample will not be reviewed. We are hiring for judgment and communication — and we can see both in a well-written application.

SKILL REQUIREMENT
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