The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The Account Manager is expected to consistently provide excellence in customer service to accounts, as well as represent client needs and goals within the organization. In addition, the Account Manager will build relations with the client to encourage new and repeat business opportunities.


Bachelor's degree (B. A.) from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience.


General computer knowledge, Advanced internet usage, Microsoft Products including Word, Power Point, Excel, Outlook and General office equipment.


  • Build and maintain strong, long-lasting client relationships.
  • Responsible for conflict resolution, and alignment on client deliverables and budgets.
  • Ongoing communication with assigned clients through in person or phone conversations as needed.
  • Reviews all major deliverables (i.e. Discovery Package, Define Package, etc.) to ensure client expectations are met.
  • Maintains continuous knowledge of project status in order to identify potential issues and/or opportunities within or related to the project.
  • Supports regular two-way communication between the client and team, to provide strong team representation and set proper client expectations.
  • Aware and in pursuit of opportunities for account growth and new business.
  • Communicates the client's goals and represents the client's interests to the team.
  • Will provide estimates or Statements of Work (SOW) to clients in a timely manner (preferably within 48 hours).
  • Understanding of company capabilities and service, and effectively communicates all offerings to the client.
  • Occasionally accompanies Sales Executive/President to prospect and client meetings.
  • Stays informed regarding industry trends, new product information and technology to continuously improve knowledge and performance.
  • Provide appropriate status on accounts to the Director of Operations/President.
  • Provide Pre- and Post-Sale support to the Sales Team.
  • Ensures client issues are dealt with in an efficient manner, informing the Director of Operations or President of any problems that may arise.
  • Provide recommendations to best utilize a clients’ budget, identify pain points that Insite can alleviate, and lead client strategy and brainstorming meetings as needed
  • Understanding clients’ budget cycles and processes, decision makers and influencers within the clients’ company.
  • Responsible for collection of invoices on assigned accounts.
  • Maintain sales reports, projections, billing records and other reports for assigned accounts


  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
  • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educate others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
  • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
  • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
  • Planning/Organizing - Prioritize and plans work activities; Uses time efficiently; Sets goals and objectives.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity.
  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Looks for and takes advantage of opportunities; Asks for and offers help when needed.