# Account Manager The goal of this role is to manage client relationships. This person is a relationship manager via email, phone, and social media. They participate in upselling clients through strategic scope expansions. ## Objective: Keep Clients Happy - NPS (Overall) - Video Testimonial Given (Per Client) - Case Study Created (Per Client) - Case Study Promoted (Per Client) ## Objective: Ensure Client Goals Are Met - Client Goals And Objectives Met? - Client Retention Rate - Are client's goals/objectives managed and accounted for in scope of work? # Role Responsibilities - Leads Client Relationship - Ensure Timely Delivery Via Production Team Management - Coordinate Podcaster Relations and Production team Timelines - Align Client Goals with Account Strategy across SEO, Production, and PR - ## Core Loop: [[Account Management Loop]] ### Quarterly 1. Schedule and attend client strategy meetings ### Monthly 1. Setup Review Meeting With Client 1. Present Monthly Overview Of Progress, Dashboards, Insights, and Highlights 2. Discuss potential project expansions based on new insights and highlights 3. Go over next month of project work 2. Review & Update Client Brief ### Weekly 1. Lead Client Account Birdseye [[Birdseye Meeting Overview| Weekly Team StandUp]] 2. Update Client Dashboard ### Daily 1. Monitor social media streams & news alerts (curate them in lists for relevant active channels, setup notifications to your preferred communication channel) 2. Review Client's Active Content Calendar, CRM, or Team Journals to Ensure Progress 3. Respond to client within 24 hours of contact.