Account Manager, Client Strategy & Integrated Marketing

Summary

Team 201 is a digital agency serving high-growth B2B technology brands. The Account Manager will coordinate client accounts, manage project timelines and documentation, facilitate internal collaboration, lead status meetings, and use AI to improve account-management processes and delivery efficiency.

Responsibilities

• Develop a strong working understanding of assigned client accounts, including their businesses, stakeholders, active workstreams, priorities, and the work Team 201 is delivering
• Own and maintain client status documentation, ensuring deliverables, owners, decisions, risks, dependencies, and next steps are clearly documented and current
• Maintain account bandwidth and resource trackers, helping account leadership understand team capacity, upcoming needs, and potential conflicts
• Own day-to-day project timelines and track milestones, dependencies, approvals, and handoffs to keep work moving on schedule
• Create, manage, and maintain project tickets in tools such as Jira and Asana, ensuring tasks have clear requirements, owners, timing, and status
• Maintain organized account documentation and file structures so briefs, plans, creative, reporting, meeting notes, decisions, and other key materials are easy to find and use
• Coordinate internal teams across creative, content, paid media, marketing operations, and other disciplines to ensure everyone understands priorities, responsibilities, timing, and dependencies
• Prepare agendas and materials for recurring client status meetings and document clear decisions, follow-ups, and action items
• Lead recurring client status meetings as appropriate, with support from senior account leadership when needed
• Translate direction from account leadership and subject matter experts into clear briefs, tickets, timelines, and next steps for internal teams
• Track client feedback and approvals and ensure they are reflected accurately in project documentation and internal workflows
• Proactively identify missing information, approaching deadlines, resource constraints, dependencies, and other potential roadblocks and drive them toward resolution
• Understand project scope and flag potential scope, timing, or resourcing concerns to account leadership early
• Ensure deliverables move through the appropriate internal review and quality-control processes before reaching clients
• Follow up with internal owners to ensure commitments are completed and projects continue moving forward
• Identify opportunities to improve account-management systems, templates, documentation, and workflows
• Use AI to streamline administrative work, synthesize meeting notes and information, improve documentation, support briefing, organize account knowledge, and create more efficient account-management processes

Skills

• 4–6+ years of experience in account management, project management, marketing operations, agency operations, or a related role
• Experience coordinating multiple simultaneous projects, timelines, stakeholders, and deliverables
• Excellent project management and organizational skills
• Experience building and maintaining status documents, project plans, timelines, resource or bandwidth trackers, and other operational tools
• Experience with project management and ticketing platforms such as Jira, Asana, Wrike, Trello, Monday.com, or similar tools
• Working knowledge of digital and integrated marketing and familiarity with disciplines such as paid media, content, social, email, marketing automation, creative, and web
• Strong written and verbal communication skills
• Exceptional attention to detail and follow-through
• Ability to independently prioritize and manage a high volume of work
• Strong problem-solving skills and willingness to take ownership
• Demonstrated experience using AI tools professionally and curiosity about new applications for AI in account management and agency operations
• Agency experience preferred
• B2B technology experience preferred

Qualifications

Must Haves

• 4–6+ years of experience in account management, project management, marketing operations, agency operations, or a related role
• Experience coordinating multiple simultaneous projects, timelines, stakeholders, and deliverables
• Excellent project management and organizational skills
• Experience building and maintaining status documents, project plans, timelines, resource or bandwidth trackers, and other operational tools
• Experience with project management and ticketing platforms such as Jira, Asana, Wrike, Trello, Monday.com, or similar tools
• Working knowledge of digital and integrated marketing and familiarity with disciplines such as paid media, content, social, email, marketing automation, creative, and web
• Strong written and verbal communication skills
• Exceptional attention to detail and follow-through
• Ability to independently prioritize and manage a high volume of work
• Strong problem-solving skills and willingness to take ownership
• Demonstrated experience using AI tools professionally and curiosity about new applications for AI in account management and agency operations

Nice to Haves

• Agency experience preferred
• B2B technology experience preferred

Benefits

• Competitive PTO
• Employee health, vision, and dental insurance
• Company 401(k) program
• Remote (within location)
• Growth opportunities, including account leadership, project and program leadership, integrated marketing, strategy, and execution or specialization