Account Manager

Manages client program health and relationships, including the trade show calendar, overall program oversight, and coordination with the Account Executive.

Supervisory Responsibilities: None

Primary Duties and Responsibilities:

• Leads daily pre-sale activities, weekly client reviews, and assists AE with quarterly business reviews (QBRs); tracks progress against business objectives across all program projects; and supports Project Managers and Account Executives in delivering on-time milestones throughout the project lifecycle.
• Serve as the primary program contact for the client and the Account Executive, ensuring clear communication and alignment on program priorities. Coordinate cross-functional communication among internal teams to support execution, issue resolution, and consistent client experience.
• Leads required internal pre-sale orchestration using the company’s ERP/CRM to support smooth project setup and handoff.
• Open jobs and set up project folders
• Participate in concept/design phase understanding client product and strategy by industry and line of business in design phase
• Establish preliminary timelines
• Attend kick-off meetings
• Attend put-to-work meetings
• Maintain the client’s show calendar and program budget to support accurate planning and execution. Publish program-level status and portfolio health updates and keep internal tracking systems current.
• Facilitate client reviews of upcoming events and booth walk-throughs to ensure alignment before execution. Lead post-show meetings with clients and internal teams to capture feedback, share insights, and drive follow-up actions with delivery teams.
• Maintain accurate existing client records in HubSpot and related ERP/CRM systems to support visibility, continuity, and reporting. This includes logging emails and key notes and keeping account management data current and complete.
• Own program-level reporting and portfolio updates for management and Account Executives, ensuring visibility to overall account health, priorities, and performance across projects. Incorporate project-level progress updates from Project Managers, including risks, timelines, and variances.
• Travel up to 15–20% based on client and program needs, including reviews, training, and onsite meetings involving overnight travel during the week, and occasional flexibility outside of a standard Monday–Friday schedule.

Preferred Skills

• Experience supporting sales forecasting or reporting processes
• Familiarity with marketing platforms, chat tools, or campaign workflows
• Comfortable handling inbound customers or prospect interactions
• Strong organizational skills with attention to detail
• Ability to work collaboratively across sales, marketing, and operations teams
• Customer-focused mindset with a professional, service-oriented approach
• Adaptability and willingness to take initiative and learn new systems or processes

Education and/or Experience:

• Associate’s degree or equivalent experience required, along with 5-8 years of client program or account management experience in events, exhibits, or related industries; prior leadership experience preferred.

First-Year Success Indicators:

• Operates independently across all core Account Manager responsibilities with minimal oversight
• Delivers consistent, accurate program-level reporting to management and the Account Executive on a defined cadence
• Prepares and co-presents Quarterly Business Reviews that include data-informed insights and clear client recommendations
• Proactively identifies account risks and escalates with a proposed resolution before issues impact the client relationship
• Recognizes and communicates organic growth opportunities within assigned accounts, including storage solutions, asset management, larger booth configurations, experiential activations, and ancillary services
• Maintains a forward-looking view of the assigned portfolio — anticipating client needs rather than reacting to them