Account Manager - AI-Driven Client Operations & Strategy

Team 201; Chicago, Northern (IL, KY); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive PTO

Health, vision, and dental insurance

Company 401(k)

Job summary

Team 201 is seeking an Account Manager, Client Strategy & Integrated Marketing to organize and coordinate complex client work. You will translate client priorities into clear workflows, maintain status docs, and manage timelines while collaborating with senior leaders and internal experts.

You’ll balance client interaction with operational excellence, using AI to streamline tasks, improve processes, and drive timely delivery across multiple disciplines within a fast-paced agency environment.

Qualifications

• 4–6+ years of experience in account management, project management, marketing operations, agency operations, or a related role.
• Agency experience preferred.
• Experience coordinating multiple simultaneous projects, timelines, stakeholders, and deliverables.
• Excellent project management and organizational skills.
• Experience building and maintaining status documents, project plans, timelines, resource or bandwidth trackers, and other operational tools.
• Experience with project management and ticketing platforms such as Jira, Asana, Wrike, Trello, Monday.com, or similar tools.
• Working knowledge of digital and integrated marketing and familiarity with disciplines such as paid media, content, social, email, marketing automation, creative, and web.
• B2B technology experience preferred.
• Strong written and verbal communication skills.
• Exceptional attention to detail and follow-through.
• Ability to independently prioritize and manage a high volume of work.
• Strong problem-solving skills and willingness to take ownership.
• Demonstrated experience using AI tools professionally and curiosity about new applications for AI in account management and agency operations.

Responsibilities

• Develop a strong working understanding of assigned client accounts, including their businesses, stakeholders, active workstreams, priorities, and the work Team 201 is delivering.
• Own and maintain client status documentation, ensuring deliverables, owners, decisions, risks, dependencies, and next steps are clearly documented and current.
• Maintain account bandwidth and resource trackers, helping account leadership understand team capacity, upcoming needs, and potential conflicts.
• Own day-to-day project timelines and track milestones, dependencies, approvals, and handoffs to keep work moving on schedule.
• Create, manage, and maintain project tickets in tools such as Jira and Asana, ensuring tasks have clear requirements, owners, timing, and status.
• Maintain organized account documentation and file structures so briefs, plans, creative, reporting, meeting notes, decisions, and other key materials are easy to find and use.
• Coordinate internal teams across creative, content, paid media, marketing operations, and other disciplines to ensure everyone understands priorities, responsibilities, timing, and dependencies.
• Prepare agendas and materials for recurring client status meetings and document clear decisions, follow-ups, and action items.
• Lead recurring client status meetings as appropriate, with support from senior account leadership when needed.
• Translate direction from account leadership and subject matter experts into clear briefs, tickets, timelines, and next steps for internal teams.
• Track client feedback and approvals and ensure they are reflected accurately in project documentation and internal workflows.
• Proactively identify missing information, approaching deadlines, resource constraints, dependencies, and other potential roadblocks and drive them toward resolution.
• Understand project scope and flag potential scope, timing, or resourcing concerns to account leadership early.
• Ensure deliverables move through the appropriate internal review and quality-control processes before reaching clients.
• Follow up with internal owners to ensure commitments are completed and projects continue moving forward.
• Identify opportunities to improve account-management systems, templates, documentation, and workflows.
• Use AI to streamline administrative work, synthesize meeting notes and information, improve documentation, support briefing, organize account knowledge, and create more efficient account-management processes.

Skills

Account management

Project management

Marketing operations

Workflow optimization

AI adoption

B2B technology experience

Communication

Tools

Jira

Asana

Wrike

Trello

Monday.com

Job description

Team 201 is seeking an Account Manager, Client Strategy & Integrated Marketing to organize and coordinate complex client work. You will translate client priorities into clear workflows, maintain status docs, and manage timelines while collaborating with senior leaders and internal experts.

You’ll balance client interaction with operational excellence, using AI to streamline tasks, improve processes, and drive timely delivery across multiple disciplines within a fast-paced agency environment.