Account Manager (Client Services - Level Group)

Role Specific Responsibilities

• Lead client communications with teams, vendors, and partners, providing accurate and timely responses.
• Support clients with ad hoc needs including projects, reports, and documentation.
• Deliver key financial and business updates such as tour results, cash flow projections, tax outcomes, and regulatory deadlines.
• Cook up with legal, insurance, and service providers to protect client interests and maintain compliance.
• Maintain holistic awareness of client business activities to ensure integrated financial planning and clear cross-departmental communication.
• Oversee annual processes such as healthcare enrollment and related business management requirements.
• Cook up with senior leadership to align client strategies, financial planning, and departmental priorities with overall business objectives.

Financial Management & Accounting Oversight

• Oversee bookkeeping, reconciliations, and account workbooks for individuals and entities.
• Ensure timely preparation and updates of cash flow projections, advising clients on strategies for financial stability and long-term success.
• Maintain accurate balances, reconciliations, and adherence to corporate accounting practices.
• Manage annual processes and corporate compliance, including required filings, dues, and government obligations.
• Direct year-round tax planning and oversee preparation and filing of individual and corporate returns.
• Cook up with audits and ad hoc financial projects to safeguard compliance and support client needs.

Banking & Payment Administration

• Manage execution of client payments, including checks, wires, ACH transfers, credit card transactions, and other electronic disbursements.
• Administer accounts payable/receivable, vendor payments, commissions, and related disbursements.
• Monitor daily bank activity, balances, deposits, and due dates, proactively addressing discrepancies and mitigating fraud risks.
• Maintain accurate banking details, oversee credit card accounts, and serve as a liaison with banking representatives.
• Oversee invoice preparation and coordinate payment approvals to ensure proper authorization and documentation.

Interdepartmental Collaboration

• Act as the primary liaison between departments to align on client priorities and deliverables.
• Partner with the Tour Department on budgets, crew payments, payables/receivables, insurance, and reconciliations.
• Collaborate with Personal Services to support individual financial planning and related coordination.
• Work with the Royalties Department to monitor income, payouts, deal terms, and audits.
• Cook up with the Tax Department for planning, preparation, filings, and notice resolution.
• Support the Payroll Department in managing crew and owner W-2s and related reporting.

Leadership Responsibilities

• Supervise and support Assistant and Junior Account Managers, overseeing task distribution, workload balance, and professional development.
• Hold regular one-on-one and team meetings to review priorities, address questions, and align on client and departmental needs.
• Monitor deliverables, workflows, and deadlines to ensure accuracy, compliance, and client satisfaction.
• Model company values in daily leadership and decision-making, fostering accountability and trust within the team.
• Oversee team growth, performance, and development through coaching, mentoring, and consistent feedback.
• Provide continuous training to enhance skills, address gaps, and reinforce role responsibilities.
• Identify individual strengths and areas for growth; create opportunities for professional development.
• Conduct performance evaluations, set measurable goals, and monitor progress.
• Participate in interviewing, onboarding, and guiding team transitions.

Administrative Oversight

• Ensure that all correspondence, reports, and client documentation are accurate, consistent, and professionally prepared.
• Oversee maintenance of systems, databases, and records, ensuring data integrity, security, and accessibility.
• Lead onboarding and offboarding processes for clients and vendors, ensuring smooth transitions and accurate recordkeeping.
• Monitor and enforce compliance with administrative procedures, confidentiality standards, and company policies.

Innovation & Continuous Improvement

• Identify opportunities to improve efficiency, streamline workflows, and oversee initiatives to adapt to regulatory or business changes.
• Manage ad hoc projects and special assignments requiring flexibility and problem-solving.
• Encourage innovation by promoting new ideas, piloting solutions, and empowering team members to take initiative.
• Foster a culture of curiosity, growth, and adaptability by modeling leadership values such as engagement, empathy, communication, and active listening.

Core Employee Responsibilities

• Take ownership of responsibilities, modeling accountability, reliability, and high standards of quality.
• Demonstrate responsiveness, accuracy, and discretion in client and team interactions.
• Maintain strict confidentiality of sensitive client and company information.
• Maintain compliance with internal policies, industry standards, and regulatory requirements.
• Promote company values and model behaviors that contribute to a respectful, inclusive, and growth-oriented workplace.
• Collaborate with colleagues by sharing knowledge, supporting peers, and stepping in as needed to meet deadlines, resolve issues, or advance projects.
• Take initiative to enhance personal skills, knowledge, and performance through ongoing learning.
• Support onboarding and training of new employees, reinforcing best practices and company standards.
• Contribute to initiatives to improve team efficiency, standardization, and operational processes.