Account Management Support Team Lead

JOB SUMMARY
As an Account Management Support Team Lead, you will be responsible for leading and mentoring a team
of Sales Support Representatives and Data Researchers who provide operational and administrative
assistance to the account management team. This role ensures that account managers are well-supported
to focus on their core responsibilities, such as client relationship management, while the support team
handles back-end operations, process optimization, and resource coordination. Additionally, your role
requires maintaining updated documentation of processes, promoting best practices, and identifying
opportunities for efficiency and technological enhancement.

DUTIES/RESPONSIBILITIES:
General Tasks
• Oversees the Account Management Support team and coordinates team schedules.
• Develops training programs for onboarding new team members and ongoing team development.
• Keeps updated on tasks and processes and delegates to team members.
• Collaborates with senior leadership to create strategies that enhance the overall performance of
the Account Management function.
• Supports Account Management team initiatives.
• Ensures tasks are carried out according to organizational guidelines, standards, and best practices.
• Tracks key performance metrics (KPIs) for both the team and individual team members.
• Documents records of current processes, updates, and best practices, making them easily
accessible to team members for reference.
• Acts as the key decision-maker for urgent issues related to team responsibilities.
Specific Tasks
• Follows the daily tasks and be on top of emails, calls, and timelines.
• Conducts regular one-on-one meetings and evaluations to provide feedback and address
individual/team challenges.
• Follows the structure and processes of daily tools – Google Suite, Microsoft Suite, Slack, and
Salesforce.
• Uses Confluence to document training programs, current processes, updates, and best practices
related to account management backend operations.
• Makes use of LinkedIn Sales Navigator and ZoomInfo to gather contact information for outbound
campaigns.
• Sets up and tracks email campaigns for the Account Management team.
• Coordinates preparation of client-facing documents, presentations, or proposals.
• Responds to customer emails, if necessary.
• Establishes goals for the team and ensures they hit them.
• Analyzes existing clients' data to identify, strategize, and personalize outbound campaigns (email,
calls, social media)
• Runs A/B tests to optimize performance, track key campaign metrics, and report on campaign
effectiveness.
• Updates Salesforce records to help the sales process and maintain data integrity.
• Maintains Account Management dashboard and creates reports as needed.
• Assists with projects on an as-needed basis.
• Responsible for maintaining the team schedule based on business needs.
• Maintains a clean and functional workstation.
• Acknowledges updates and announcements.
• Approves time off requests.
• Meets with the management team to consistently improve practices between the US and Asia.

REQUIRED SKILLS/ABILITIES:
• Strong oral and written communication skills.
• Proven ability to lead a team.
• Excellent leadership skills.
• Proficient in Microsoft Office and Google Suite.
• Knowledge of Salesforce is a plus.
• Willing to work on the graveyard shift, shifting schedule, and weekends.

EDUCATION/EXPERIENCE:
• Bachelor’s Degree in a related field or equivalent experience.
• At least a year experience in team management
This is not intended to be all-inclusive. Other responsibilities and/or qualifications may be assigned by
management as appropriate.

WHERE TO SIGN UP?
If you think this position is a good fit for you and that you are a good fit for us, we would love for you to
send in the following for us to review:
• Resume
• Cover Letter
• Monthly salary request based on a 40-hour work week.