Account Management Project Manager - Small to Mid Size Business (2-200 segment)

The Account Management Project Manager supports our SMB account teams by driving project execution, ensuring timelines are met, and coordinating cross-functional efforts. This role blends project management discipline with client-focused account support, helping deliver high-quality outcomes, improve operational efficiency, and enhance client satisfaction. This role also plays a key part in standardizing and documenting account management processes to ensure alignment, scalability, and operational excellence across the organization.

Key Responsibilities

Project Coordination & Execution

Support planning, execution, and delivery of projects across assigned client accounts. Develop and maintain project timelines, work plans, and status trackers. Monitor progress against milestones and proactively identify risks or delays. Coordinate internal resources and ensure alignment across teams.

Account Support

Partner with Account Managers & Account Management leads to support client deliverables, reporting, and strategic initiatives. Prepare client-ready materials, including presentations, updates, and summaries. Participate in meetings, capturing key actions and follow-ups. Help ensure consistent communication and follow-through on all assigned projects.

Process, Documentation & Organization

Maintain organized documentation for projects, accounts, and deliverables. Document and maintain account management policies, procedures, and standard operating practices to ensure consistency and alignment across the organization. Partner with leadership and account teams to refine and standardize workflows and best practices. Collaborate with Salesforce team to support account management updates, enhancements, and data integrity initiatives. Support ongoing maintenance and updates to the book of business, ensuring accurate tracking of account assignments and client status. Identify opportunities to streamline workflows and improve efficiency. Support implementation and adoption of standardized processes across teams.

Cross-Functional Collaboration

Serve as a liaison between account teams, Salesforce team, and other internal departments as appropriate. Facilitate communication and ensure clarity of roles, responsibilities, and timelines. Help define requirements and provide input for system enhancements that support account management workflows.

Required Qualifications

Bachelor’s degree or equivalent experience.

2–5 years of experience in project coordination, account management support, or similar role.

Strong organizational and time management skills.

Excellent written and verbal communication skills.

Ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

Experience supporting client-facing teams.

Familiarity with project management tools such as Smartsheet, Asana, or MS Project.

Basic understanding of project management methodologies.

Experience in healthcare, consulting, or professional services environments.

Key Competencies

Attention to detail and follow-through. Proactive problem solving and critical thinking. Strong collaboration and interpersonal skills. Client-centric mindset. Adaptability and resilience. Process design, documentation, and continuous improvement mindset. Familiarity with Salesforce. Data accuracy and systems thinking.