Assistant Account Manager
Job Description and KPI Scorecard
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.
KPI Scorecard
KPI
Definition
Target
Cadence
Evidence Source
Governance meetings coordinated
Scheduled meetings successfully prepared and completed
≥95%
Monthly
Governance tracker
Meeting minutes distributed
Minutes shared within agreed timelines
≥95%
Weekly
Meeting log
Action-tracker accuracy
Action items updated and current
100%
Weekly
Action tracker
Account-health reports completed
Reports delivered on time
100%
Weekly
Report pack
Renewal tracker accuracy
Renewal records maintained and current
100%
Monthly
Renewal tracker
Collections tracker accuracy
Collections records updated and current
100%
Weekly
Collections tracker
Follow-up completion rate
Assigned follow-ups completed on time
≥95%
Weekly
Action log
CRM / tracker hygiene
Account records complete and current
≥95%
Monthly
CRM audit
Escalation visibility
Risks and overdue items escalated appropriately
100%
Weekly
Escalation tracker
Weekly report submission
Weekly operational reports submitted on time
100%
Weekly
Report pack
First 30-Day Expectations
- Learn the account portfolio.
- Understand governance and reporting processes.
- Take ownership of account trackers.
- Support governance meeting preparation.
- Establish reporting rhythm with the Account Management Lead.
First 60-Day Expectations
- Independently manage reporting cycles.
- Improve tracker accuracy and visibility.
- Strengthen collections and renewal tracking.
- Improve action-management discipline.
First 90-Day Expectations
- Operate independently as the operational coordinator for the Account Management function.
- Deliver reliable reporting and governance support.
- Improve visibility into account health, renewals, collections, and client actions.
- Become a trusted operational support partner to the Account Management Lead.
Bottom Line
The Assistant Account Manager ensures the Account Management function operates with discipline, visibility, consistency, and follow-through by owning the administration, coordination, reporting, and tracking activities that support client retention, collections performance, governance excellence, and operational stability.