Account Manager

We're hiring Account Managers to own client accounts end to end at Collateral Partners, a strategic communications platform serving 400+ investment firms, asset managers, and financial institutions.

This is not a relationship‑management‑only role. You own the account commercially and operationally: project plans, pod coordination, invoicing, AR, scope, renewals, and expansion. The Account Executive closes the deal and hands you the account at kickoff. From that point, it is yours.

What You'll Own

The full client account from kickoff forward: project plan, weekly cadence, pod coordination, and daily relationship

Quality control on every deliverable before it reaches the client

Invoicing, AR management, and hours‑burn tracking across your portfolio

Scope discipline: triaging requests, documenting changes, and holding the line

Renewal conversations, starting 60 to 90 days before each cycle ends

Expansion: spotting the next piece of work, scoping it, proposing it, and closing it yourself

What We’re Looking For

3+ years in account management, client engagement, or program management at a professional services firm, agency, or consultancy

A track record of managing 4 to 6 concurrent client engagements without dropping anything

Strong project planning instincts: you maintain a live plan that maps every deliverable, owner, and deadline

Commercial discipline: invoicing and AR are not someone else’s job

Polished QC instincts: you know the difference between ready and almost ready

Writing that reads as institutional: notes, updates, and Slack messages at the standard the client expects

Financial services or professional services background is a strong plus

Dallas‑based or willing to relocate. This role is on‑site.

Compensation
Competitive base + performance bonus tied to retention, expansion revenue, and AR health.

If you run client accounts at a senior standard and want to own real engagements for some of the most sophisticated firms in finance, we’d like to hear from you.

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