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Sbhonline

Account Manager

Sbhonline, New York, New York, us, 10261

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Client Manager is the high touch client expert who is responsible for overseeing, managing and providing white glove service to a roster of non‑profit clients. From development and event strategy to marketing direction and feedback, they act as the representative in all client relation matters, while calling on cross functional support (event coordination, graphic design, and other shared services) as needed. The client manager will build strong trusted relationships and effectively manage their portfolio of clients.

Over the summer a satellite office will be open in Deal, NJ and employees can choose to work from this office or the NYC office.

Key Responsibilities

Client Relationship Management and Strategy Development

Onboard new clients build strong relationships, understanding their organizational DNA and goals

Craft an aspirational annual roadmap and individual client strategies to maximize the success of the organization. This might be a combination or events, marketing and collateral, and building of infrastructure within the organization

Prepare high‑level state‑of‑the‑business reports, sharing insights with leadership and clients.

Attend key meetings and meet with client partners.

Identify challenges and proactively bring innovative solutions to leadership and client.

Event Planning with Cross Functional Support

Identify partners who can deliver on event and development needs to match client strategy- leaning on shared services team as needed for support in implementation

Work with shared services lead and team to follow processes and maintain project plans to ensure quality of services and delivery of results are maintained.

Attend events for your client organizations, traveling as needed (primarily to Brooklyn, NY or Deal, NJ)

Creative and Marketing

Add input to and oversee the creation and maintenance of creative assets, including donor books and development presentations and event marketing materials. (With support from Shared services team)

Coordinate and align PR and marketing efforts with clients, reviewing and approving campaigns and materials to ensure they align with the organization’s style, guide and messaging.

Create innovative ways to reach the clients donor base and supporters

Research and Analysis

Conduct regular research in key areas of nonprofit and event management and best practices as part of company growth strategy

Research and brainstorm new categories and new opportunities appropriate for organizations

Partner with CEO on identifying potential partner organizations and building pitches to win the business.

Support sales activities as needed.

Qualifications & Requirements

Bachelor’s Degree preferred

5+ years in account or client management- non profit experience preferred, but not required

Focus on relationship building and nurturing plus creative problem solving

Demonstrated ability to think creatively and strategically

Excellent presentation skills and communication skills

Excellent relationship building skills

Strong understanding of client and relationship and processes

Ability to develop and execute effective organizational plans and strategies

Travel and Office Requirements Please note that during the Spring and Summer, there are many client events beyond traditional working hours. These events primarily take place in Deal, NJ or Brooklyn, NY. The client manager is expected to be present at events for their clients. Travel and hotel arrangements will be made to allow for attendance at these events, and adjustments to work schedules will also be made.

We are currently in a hybrid work schedule where we are in the office Mondays–Wednesdays each week and remote Thursdays and Fridays. Our office is located in Flatiron District NYC.

Over the summer a satellite office will be open in Deal, NJ and employees can choose to work from this office or the NYC office.

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