Account Manager

What you'll do

• Support day-to-day account operations including client communications, meeting coordination, follow-ups, and internal team alignment
• Learn, follow, and apply Merkle operational processes including Salesforce account reviews, account maps, account health updates, and forecast support
• Manage assigned tasks, deadlines, and account updates with strong organization, attention to detail, and follow-through
• Identify potential issues, risks, or client concerns and escalate appropriately to account leadership, project leads, or cross-functional partners
• Partner with Project Managers, Project Leads, and delivery teams to understand timelines, deliverables, change requests, proposals, and open items
• Support revenue forecasting, opportunity updates, operational reporting, and business review preparation
• Communicate clearly and timely with internal teams and clients regarding project progress, next steps, and decisions needed
• Contribute to positive client experiences by anticipating needs, tracking action items, and helping ensure timely follow-through
• Build strong working relationships with internal teams, client contacts, and account leadership
• Support an organized, collaborative, and energized internal account team environment
• Engage with clients by providing updates, capturing needs, and escalating questions or concerns when appropriate
• Contribute positively to team culture, morale, and day-to-day collaboration
• Build trust through reliable execution, responsiveness, and attention to detail
• Continue building technical skill, business acumen, and account management capability through training, coaching, and hands-on experience
• Develop a working understanding of revenue recognition, billing, invoicing, forecasting, and financial processes
• Support invoice tracking, payment follow-ups, financial reporting, and account health needs in partnership with Finance and account leadership
• Help review time allocations, project financials, and reporting outputs to identify questions, risks, or follow-ups
• Listen for client needs and share potential risks, opportunities, or growth areas with account leadership
• Support SOW renewals, change orders, and proposal development by coordinating inputs, timelines, and internal reviews
• Assist with research, account planning, market intelligence, and materials that support client growth or account planning

Requirements

• Bachelor’s degree required
• 3–5 years of experience in client services, account management, project coordination, agency, or relevant client-side work
• Experience working with cross-functional and/or remote teams
• Foundational project management skills with strong organization, follow-through, and attention to detail
• Strong written and verbal communication skills
• Client-service mindset with the ability to build relationships and respond professionally to client and internal needs
• Ability to identify issues, ask thoughtful questions, and escalate complex or sensitive issues appropriately to leadership
• Self-motivated, collaborative, solution-oriented, highly ethical, and eager to learn
• Comfortable working in a dynamic, fast-paced environment and adapting to change
• Developing presentation, storytelling, and insight delivery skills

Tech stack

Benefits