Account Manager

Title: AI-Enabled Account ManagerFLSA Status: Exempt / Full-Time(Schedule may vary; typically during normal business hours, Monday - Friday)Reports to: Team Lead Position Summary:The Account Manager serves as the primary client partner and advocate for EfficientAide clients, owning the overall client relationship and ensuring an exceptional, consistent service experience. This role acts as a strategic liaison between clients and the AI-Enabled Virtual Administrative Assistant(s) (VAA), translating client needs into clear priorities, direction, and outcomes. The Account Manager anticipates client needs, provides thoughtful guidance, and ensures work is delivered in alignment with EfficientAides service standards and best practices. As a trusted partner, this role proactively identifies opportunities to improve workflows, enhance service, and support clients at a strategic level, occasionally engaging in high-level client project work as needed or as a backup to the VAA. The Account Manager is also committed to ongoing professional development and collaborative pod performance. The ideal candidate is tech-forward, systems-oriented, and is wired to remove workflow obstacles while maintaining the highest quality client service. This role operates in a fully AI-integrated environment, where leveraging AI tools and automation is the standard, not the exception. Responsibilities: Serve as the primary point of contact and relationship owner for assigned clients, building trust and acting as a proactive client advocateAnticipate, understand, and translate client goals and needs into clear direction for the pod team, leveraging AI and automation tools to reduce manual work and increase speed and accuracy. Lead and coordinate the delivery of services by delegating work, setting priorities, and ensuring alignment with client expectations by optimizing AI tools and technology.Own top-level delegation and workload management across the account, determining what work is handled by the Account Manager (via VAAs) and balancing capacity to ensure priorities, timelines, and service standards are consistently met.Provide a consistently high-quality client experience, addressing questions, needs, and feedback in a timely and thoughtful mannerHelp clients identify opportunities where AI and automation may improve their own workflows and administrative operations.Maintain regular, professional communication with clients and internal team members, ensuring responsiveness and follow-throughCreate, document, and maintain client-specific SOPs, ensuring clarity, consistency, and adherence by both the Account Manager and assigned VAAs, utilizing AI tools and technology to streamline work and create efficiencies.Identify potential service issues early and partner with Team Lead and VAAs to resolve them quicklyServe as a strategic thought partner to clients, offering insights, recommendations, and solutions where appropriateStay current on tools, technologies, and processes to support evolving client needs; seek guidance or escalation when necessaryParticipate actively in weekly meetings with their VAAs, pod meetings, L10s, Quarterly Conversations, and company-wide meetings to support continuous improvementInvest in ongoing professional development and contribute to a collaborative, high-performing pod cultureCoach, develop, and hold VAAs accountable for execution quality and service standards not just task completion supporting their growth and performance within the pod.Serve as the service continuity owner across all assigned accounts, proactively identifying and closing gaps before they impact the client experience.Exercise independent judgment on escalation decisions, capacity constraints, and competing priorities without requiring step-by-step direction.Maintain awareness of each client's communication style, business rhythm, and relationship health adjusting approach and responsiveness accordingly.Perform additional responsibilities as needed to support client success and team objectivesBuild, maintain, and iterate on AI prompts and workflows that support client deliverablesIdentify repeatable client tasks and design automations to reduce manual effort across the podServe as the internal AI resource for the pod, testing new tools and sharing best practicesDocument AI workflows and prompt libraries as part of client SOPsProactively evaluate new AI capabilities and recommend adoption where they improve client outcomes Required Qualifications:High school diploma or equivalent; college degree in business or related areas preferred.Minimum four years of senior-level administrative or executive support experienceDemonstrated ability to lead, coordinate, and direct work through others in a service-driven environmentStrong client-facing skills, with the ability to communicate confidently and professionally with executives, business owners, and stakeholders at all levelsExcellent written and verbal communication skills across email, phone, and messaging platformsStrong organizational, prioritization, and time-management skills in a fast-paced, client-focused environmentExpert level in modern technology, including AI tools (Claude), project management (Click Up), cloud-based tools, collaboration platforms, and standard office softwareStrong understanding of how AI can improve administrative operations, executive support, client communication, project management, and workflow efficiency.Experience creating or optimizing AI prompts, templates, automations, or workflows in a business environment.Experience supporting or training others on AI and other technology, tools, systems, or workflow improvements preferred.Proven ability to self-manage multiple priorities while maintaining attention to detail and service qualityCommitment to EfficientAides core values, service standards, and responsiveness expectationsDemonstrated ability to manage competing priorities across multiple clients and team members simultaneously in a live, high-demand environment.Strong emotional intelligence with the ability to read client tone, navigate relationship dynamics, and maintain trust under pressure.Experience coaching or developing support staff toward performance, quality, and accountability standards.Ability to make sound, independent decisions quickly in ambiguous or time-sensitive situations.Hands-on experience using AI language tools in a professional settingAbility to build and refine prompts that produce consistent, high-quality outputsFamiliarity with task automation platforms (Zapier, Make, ClickUp automations, or similar)Comfortable working in a fast-evolving AI environment where processes are actively being built and improvedA "build it better" mindset, always looking for ways to systematize repetitive work
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