Dedicated Account Manager

Hire an Account Manager Who Protects Revenue Retention

Client communication, weekly touchpoints, renewal management, upsell coordination, and account health monitoring — a professional who keeps your book of business intact.

Starting at $999/month
Recruit Train Supervise Scale
Not a closer.Not a support rep.Owns the relationship.
About This Role

Retention is cheaper than acquisition

Most agencies and SaaS teams lose revenue because no one is actively managing existing accounts. A dedicated Account Manager owns weekly check-ins, renewal windows, and expansion opportunities — with a Team Lead running QA and reporting.

Responsibilities

What Your Account Manager Handles

Trained on your systems, aligned to your hours, and supervised by a Team Lead in our operations center.

Client Communication

  • Weekly or bi-weekly check-ins
  • Meeting scheduling & agendas
  • Status update emails
  • Escalation coordination
  • Client onboarding follow-through

Retention & Renewals

  • Renewal calendar tracking
  • Contract renewal outreach
  • At-risk account flagging
  • Churn signal monitoring
  • Save-play coordination

Growth & Reporting

  • Upsell & cross-sell surfacing
  • QBR deck preparation
  • Account health scoring
  • CRM hygiene & notes
  • Weekly portfolio reports
Industries We Serve

Who Hires This Role

Marketing Agencies
Client accounts & retainers
SaaS / Tech
CS & renewal ops
Professional Services
Retainer clients
B2B Services
Long-cycle accounts
Consulting
Portfolio management
Media & Publishing
Advertiser accounts
All-Inclusive

What's Included With Every Hire

One flat monthly fee. Every operational detail handled by us.

Dedicated Office Workspace
Team Leader
SOP-Based Training
Playbook & Cadence Library
Training Videos
NDA & Non-Disclosure
Weekly Portfolio Reports
Time Zone Alignment
Hardware & Software
Transportation
High-Speed Internet
Managed Office Facilities
Process

How We Deploy Your Account Manager

  1. 1

    Map Your Book of Business

    Segment accounts, renewal windows, and current health signals.

  2. 2

    Recruit Experienced AMs

    Candidates screened for account management experience in your vertical.

  3. 3

    Build the Playbook

    Cadence, templates, QBR structure, and escalation rules documented.

  4. 4

    Supervised Ramp

    First 30 days: Team Lead reviews every client-facing communication before send.

  5. 5

    Ongoing Ownership

    Weekly portfolio reviews, renewal forecasts, and quarterly QBR support.

Tool Stack

Tools They Work With

Trained on your existing software before day one.

HubSpot
Salesforce
Pipedrive
Zoho CRM
Gainsight
ChurnZero
Vitally
Planhat
Slack
Zoom
Google Meet
Notion
Loom
Calendly
Gong
Chorus
Case Studies

Outcomes From Account Manager Engagements

Case Study

Digital Agency

Retained the top-20 client cohort at 96% by handing day-to-day account ownership to a dedicated AM covering US hours.

Case Study

SaaS Reseller

Expanded average account value 22% through structured QBRs and renewal motions run by a managed account manager.

Case Study

Fulfillment Provider

Consolidated client communications, tickets and reporting into a single AM per book, cutting escalations to leadership by 60%.

Client names withheld to preserve confidentiality.

FAQ

Frequently Asked Questions

Sales owns closing new logos. Account Management owns retaining, renewing, and expanding existing customers.
Book a Discovery Call

Book a call to hire your Account Manager

Tell us about the work, tools, and hours you need covered — we'll take it from there.