What are the responsibilities and job description for the Client Services Account Manager position at Optic Marketing Group?
Our Core Values
- Focus on People: We put relationships at the heart of everything—clients and teammates alike.
- Love What We Do: Passion fuels our creativity and drives exceptional results.
- Work Smarter & Harder: We embrace innovation and roll up our sleeves to get things done—efficiently and effectively.
At Optic, those values guide our culture: a collaborative, curious, and kind community where every client feels heard and every team member can grow.
About the RoleAs an Account Manager at Optic, you’ll champion client satisfaction, retention, and growth—managing client relationships post-sale and coordinating closely with our internal operations teams to deliver outstanding marketing campaigns.
What You’ll Do Client Success & Relationship Management- Own your client portfolios post-sale. Serve as the go-to contact for questions, feedback, and ongoing support.
- Translate data into insight. Lead monthly performance calls, presenting results in clear, actionable terms.
- Be relentlessly responsive. Reply to client emails and calls within one business day to maintain momentum.
- Gather and organize. Collect collateral and information, log all communications and strategy notes in ClickUp, and keep project records up to date.
- Anticipate and resolve. Identify challenges early, propose solutions, and escalate when necessary.
- Build lasting relationships. Check in via Zoom or phone at least once a month to ensure clients feel cared for and their goals are met.
- Kick off work quickly. Enter client tasks in ClickUp within one business day of receipt.
- Stay on top of tasks. Review your ClickUp task list daily; follow up on non-urgent items weekly and urgent items three times a week.
- Communicate updates. Use ClickUp’s Conversations to share client feedback and status updates with internal teams.
- Ensure quality delivery. Double-check every deliverable for accuracy before it reaches the client.
- Keep our systems spotless. Maintain ClickUp and our Shared Drive so data is always clean and accessible.
- Spot new opportunities. Stay on top of digital and mass-media marketing trends and share insights at our team huddles.
- Champion collaboration. Propose process improvements and foster a culture of shared learning.
- People-first mindset: You thrive on building relationships and delivering exceptional service.
- Emotional intelligence: Empathy, responsiveness, and an intuitive sense of client needs.
- Organizational mastery: You juggle multiple priorities without missing a beat.
- Strong communicator: Clear writing, confident speaking, and active listening.
- Tech fluency: Comfortable with ClickUp, Google Workspace, and CRM platforms.
- Continuous learner: You’re excited to deepen your digital marketing expertise.
- 1–4 years in account management, customer support, or a related role (agency experience a plus)
- Exposure to digital and/or mass-media campaigns preferred
- Proven track record of meeting retention goals and exceeding client expectations