You were born to be an ACCOUNT AGENT? Wow. Let's talk!

Account Agent Description


We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients, and actively seek new sales opportunities.

Your responsibilities include developing strong relationships with customers, connecting with key business executives and stakeholders, and preparing sales reports. You will also answer client queries and identify new business opportunities among existing customers. In this role, you will liaise with cross-functional internal teams (including Customer Service and Product Development departments) to improve the entire customer experience. This position may require occasional travel.

If you are familiar with account management software, have a flair for client communication and understand consumer behavior, we’d like to meet you. Ideally, candidates for this role will know how to meet ambitious individual and team-wide sales quotas.

You will collaborate with our sales team to achieve quotas while keeping our clients satisfied and engaged with our products and services in the long-run.


Serve as the lead point of contact for all customer account management matters
Build and maintain strong, long-lasting client relationships
Negotiate contracts and close agreements to maximize profits
Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
Ensure the timely and successful delivery of our solutions according to customer needs and objectives
Clearly, communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
Forecast and track key account metrics (e.g., quarterly sales results and annual forecasts)
Prepare reports on account status
Collaborate with the sales team to identify and grow opportunities within a territory
Assist with challenging client requests or issue escalations as needed

Preferred Experience:

Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
Experience with CRM software (e.g., Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel)
Experience delivering client-focused solutions to customer needs
Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
Excellent listening, negotiation and presentation abilities
Strong verbal and written communication skills
BA/BS degree in Business Administration, Sales or relevant field

Get in Touch

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We're always looking for talented, hard-working people to join our shop. If you align with our values and love seeing businesses thrive through good design as much as we do, drop us a line up above. We'd love to meet you. You can submit your resume and tell us a little about yourself below.

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Long hours spent in workshops, progress meetings, and conference calls give our team ample opportunities to get to know our clients — in turn, they get to know us. We like the people we work with and the people we work for. In some ways, we feel like their success is our success. We love seeing brands prosper, and we are honored to contribute in our small way. Here are a few remarks about our team from people who have worked closely with us.
  • "Your crew is amazing. I've been very pleased with everyone I've dealt with. It's refreshing to know that there are companies, other than what I hope mine is, that care about customer service. So many service companies focus on money more than service and that always results in headaches."

    - A. Taylor

  • "All I can say is WOW! We are speechless. Brought tears to my eyes. Phenomenal job!! You guys are the best!”

    - A. Seibert

  • “What comes to mind when thinking about my experience with Fidelis? Happiness... with the process of developing creative vision, producing the materials that match the vision, and working with people who can be trusted to do the right things.”

    - D. Flint

  • “Real talent and real dedication to getting the messaging, branding, imaging...all of it...right! I love working with this group. They are genuine, attentive, and patient collaborators. True to their name, Fidelis will always do well by it's customers.”

    - J. Quintana