Account Manager

• Assist in managing client documentation, internal knowledge bases, and resource organization.
• Update and maintain client data in Salesforce, ensuring accuracy and consistency.
• Help organize and track email distribution lists and client communications.
• Support Confluence page updates and internal information sharing.
• Conduct research on clients, competitors, and market trends to identify expansion or partnership opportunities.
• Summarize findings to support strategic account planning and performance insights.
• Compile and maintain data for internal dashboards, success metrics, and client reports.
• Assist with tracking partnership activities and engagement performance using tools such as Google Sheets, Salesforce, and Notion.
• Identify opportunities to improve client success workflows and documentation practices.
• Support the implementation of new processes or tools that enhance efficiency.
• Work closely with Operations, Marketing, and Product teams to ensure alignment across client deliverables and communications.
• Assist with the creation and refinement of presentation templates and client-facing materials.
• Provide support for special initiatives, events, or campaigns as needed by the Client Success and Partnerships teams.

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