Role Purpose
Support the Account Management function by ensuring strong administrative coordination, client follow-up discipline, governance preparation, reporting accuracy, collections tracking, renewal visibility, and account-management process execution.
This role exists to improve operational efficiency within the Account Management team by ensuring account information is current, actions are followed through, client meetings are coordinated, and reporting remains accurate and timely.
The Assistant Account Manager serves as the operational backbone of the Account Management function, allowing the Account Management Lead to focus on client relationships, escalations, retention, and commercial outcomes.
Reports To
Account Management Lead
Key Interfaces
Account Management Lead
Strategic Account & Growth Lead
Finance
Product
Delivery / PSM
Support
Client stakeholders (where required)
Why This Role Matters
As the client base grows, Account Management requires strong operational support to maintain governance cadence, reporting accuracy, collections visibility, renewal tracking, and follow-up discipline.
This role improves consistency, responsiveness, and execution quality across the account portfolio.
Key Responsibilities
Account Administration & Coordination
Maintain account-management trackers and account records.
Update account-health reports and dashboards.
Maintain client contact and stakeholder records.
Ensure account documentation remains current and accessible.
Governance & Meeting Coordination
Schedule governance meetings, service reviews, and client check-ins.
Prepare meeting packs, agendas, and supporting documentation.
Capture meeting minutes and action items.
Track action completion and escalate overdue items.
Reporting & Visibility
Prepare weekly and monthly account-management reports.
Maintain escalation, risk, and renewal trackers.
Produce account-health summaries for leadership review.
Support account-review preparation and reporting.
Collections & Renewal Support
Track outstanding invoices and collections status.
Coordinate payment follow-ups with Finance and Account Management.
Maintain renewal calendars and renewal-readiness trackers.
Escalate overdue collections and renewal risks.
Client Communication Support
Coordinate routine client communications.
Follow up on outstanding actions and client requests.
Track response commitments and delivery dates.
Support onboarding and transition communications.
Commercial Support
Track smaller upsell opportunities and account-growth activities.
Maintain opportunity trackers and supporting documentation.
Assist with proposal coordination for smaller commercial opportunities.
Escalate larger commercial opportunities to the Account Management Lead.
What the Role Owns
Account-management administration
Governance coordination
Meeting preparation and documentation
Action-tracking discipline
Collections and renewal tracking
Account reporting and visibility
CRM and tracker hygiene
Client follow-up coordination
What the Role Does Not Own
Client escalation ownership
Strategic account decisions
Major commercial negotiations
Revenue target ownership
Strategic opportunity management
Executive stakeholder management
Delivery management
Key Outputs / Deliverables
Weekly account-health report
Governance calendar
Action tracker
Escalation tracker
Renewal tracker
Collections tracker
Meeting minutes and action logs
Client contact register
Account dashboard updates
Monthly operational summary
Required Skills / Competencies
Strong organizational skills
High attention to detail
Excellent written communication
Strong follow-up discipline
Good stakeholder coordination ability
Proficiency in CRM and reporting tools
Strong administration and documentation skills
Ability to manage multiple priorities simultaneously
Financial and collections awareness
Process-oriented mindset
What Good Looks Like
Reports are accurate and always up to date.
Governance meetings are prepared and executed smoothly.
Actions are tracked and closed on time.
Collections and renewals are highly visible.
Account managers spend less time on administration.
Client requests and commitments are followed through consistently.
Leadership has reliable visibility into account performance.
Common Failure Modes
Poor tracker hygiene.
Incomplete reporting.
Missed follow-ups.
Weak meeting preparation.
Inaccurate account records.
Delayed escalation of overdue actions.
Poor collections visibility.
Inconsistent renewal tracking.