Open positions
Account manager
- Core values:
- Curious and geeky
- Understands the value of reputation
- Always respectful
- Services the customer
- Niche
- Marketing to enterprise
- Account manager:
- Running client operations for Hunter & Bard
- Effectively collaborates with the CEO to always remain aligned
- Detail oriented, calm, works great with clients
- Drives and increases utilization
- Facilitates L10s, one on ones, quarterly, and annual meetings to maintain Agency clarity by confirming messages are properly and consistently cascaded across the organization
- Provides guidance and direction to the Agency in planning and organization of all systems, people, and processes to ensure alignment with defined organization goals and strategic plans
- Integrates all major operating functions of the business using the Entrepreneurial Operating System (EOS)
- Identifies essential key performance/operational metrics, data analysis, and processes
- Ensures all department/staff members are moving forward in the same direction, together
- Models the way, always working toward the greater good of the business
- Ensures that everyone is truly following and adhering to the company’s core processes and operating system with consistency
- Demonstrates a relentless obsession with values alignment, focus, simplicity, and clarity and ensures the same exists through the Agency
- Identifies problems and issues and resolves quickly and effectively
- Ensures that everyone is in the know and verifies that a high level of effective communication exists throughout the Agency
- Key areas of responsibilities:
50%
External coordination
- Interface with clients, vendors, and other external parties (accounting firms, law firms, etc.); track performance and negotiate with the relevant parties
- Be the first point of contact for any external vendors/agencies, and represent the company’s best interests at all times
- Reviews all work for clients, makes sure everything is done to a high standard
- Does pushback when client requests something against their best interest, explains why it’s not in their best interest
10%
Leadership and talent
- De-escalate client problems as they arise; model out de-escalation tactics to team members to ensure scalability
- Work hand-in-hand with the CEO to attain overall goals and objectives; review revenue and profitability targets on a monthly basis to ensure close alignment
- Drive a collaborative and high-performing culture by having a bias for action.
10%
Overall growth planning
- Better define and implement internal processes, procedures, and accountability methods
- Develop KPIs to track client satisfaction, churn, and profitability
- Introduce efficiency and process improvements so that growth can be sustainable
- Identify organization-wide skill and training gaps and create proactive training and development plans for all levels of the organization
- Develop strategies that shift with market and client changes. Adapt according to the needs of the company’s situation
20%
Operational execution and efficiency
- Develop scalable SOPs, standardized playbooks, checklists, and more to ensure that all clients receive the same exceptional service
- Minimize churn through consistent satisfaction check-ins/surveys and procedures; synthesize data points related to client satisfaction and develop churn mitigation plans
- Direct the development and implementation of operating goals, plans, and performance in accordance with the overall company business plan
- Drive effective business management processes around operations, internal, communications, financial planning and oversight, management reporting, risk management, and talent strategy/acquisition
10%
Strategic development
- Develop, approve, and manage both quarterly and annual operating budgets for the company and monitor ongoing performance
- Ensure strategic vision translates into profitable operations and budget achievement through data-driven decision-making
- Establish appropriate business performance targets, monitor progress, and provide KPI reporting to the CEO
- Analyze technology systems, processes, and tools — take the lead on managing prospect onboarding systems and development of scalable SOPs
- Identify, evaluate, budget and pitch potential new lines of business and services (margin expansion)