Assistant Project Manager, Account Ops: Client Projects

Cresa; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Cresa is seeking an Assistant Project Manager – Account Operations (APM) to manage low-to-medium complexity account projects and deliver timely reports to stakeholders. The role emphasizes customer service, teamwork, and attention to detail in a fast-paced client environment.

The position requires being in the client office a minimum of 4 days a week. The ideal candidate has a BA/BS or equivalent, 2–4 years in finance, and proficiency with MS Office, MS Project, and MS Visio.

Qualifications

• Bachelor's degree (BA/BS) or equivalent; preferred but not required.
• Minimum 2–4 years of related experience in general finance.
• Proficiency with MS Office Suite, MS Project, MS Visio, and other data management software.
• Strong verbal and written communication; daily client and team interactions.
• Excellent organization, time management, attention to detail, and prioritization across multiple projects.

Responsibilities

• Manage quoting, invoicing, and change order processing for account billables.
• Support roll out of account dashboards, trainings, and process updates.
• Analyze and provide account operational insights as directed.
• Develop and manage scope, schedule, and budget for each project.
• Coordinate project teams of stakeholders, internal staff and vendor partners.
• Provide timely responses to client inquiries and requests; report project status and variances.
• Track project issues and resolutions; support business development goals.

Skills

Verbal & written comms

Organization & time mgmt

Client interaction

Education

Bachelor's degree (BA/BS) or equivalent

Tools

MS Office Suite

MS Project

MS Visio

Job description

Cresa is seeking an Assistant Project Manager – Account Operations (APM) to manage low-to-medium complexity account projects and deliver timely reports to stakeholders. The role emphasizes customer service, teamwork, and attention to detail in a fast-paced client environment.

The position requires being in the client office a minimum of 4 days a week. The ideal candidate has a BA/BS or equivalent, 2–4 years in finance, and proficiency with MS Office, MS Project, and MS Visio.