Proven experience managing client partnerships and day-to-day relationships for a portfolio of accounts.
Ability to drive revenue growth and manage renewals, including identifying upsell/cross-sell opportunities.
Strong cross-functional collaboration skills with delivery, finance, and product teams; experience in scoping, SOW creation, forecasting, and revenue recognition.
Proficiency with Salesforce CRM, contract/SOW management, budgeting, invoicing, and revenue tracking.
Requirements:
Own the day-to-day client relationship for a portfolio of accounts delivering approximately $1-2M in annual revenue.
Contribute to revenue and margin goals by identifying and supporting organic growth opportunities across accounts, including renewals and upsell/cross-sell opportunities.
Maintain Salesforce CRM hygiene (contract/SOW details, opportunity stages, revenue tracking) and monitor contract-level adoption and business outcomes to proactively identify risks and opportunities.
Lead or support discovery, scoping, and SOW creation for paid enhancements and projects; support account forecasting, scoping/billing, and revenue recognition with Finance and Delivery teams.
Job description
The Account Supervisor, Client Partnership is responsible for client success and growth for key agency account(s). The Account Supervisor is responsible for the partnership between Ansira and the client(s) they manage, working closely with cross-functional teams who are responsible for the existing scope/account planning and delivery for the client(s). This person reports to the Account Director or VP, Client Partnership.
Responsibilities
Own the day to day client relationship for a portfolio of accounts delivering approximately $1–$2M in annual revenue
Contribute to revenue and margin goals by identifying and supporting organic growth opportunities across accounts
Monitor contract-level adoption and business outcomes to proactively identify risks and opportunities
Manage renewal playbook activities, including calendar management and tracking of renewal risks and upsell/cross-sell opportunities
Maintain Salesforce (CRM) hygiene, including contract/SOW details, opportunity stages, and revenue tracking
Lead or support discovery, scoping, and SOW creation for paid enhancements and projects in partnership with senior Client Partnership and Delivery leads
Support account forecasting, scoping/billing, and revenue recognition in collaboration with Finance and Delivery teams
Compile and interpret client-level burn and utilization reporting from delivery teams, highlighting insights and implications for account health
Prepare monthly billing summaries and invoices; track budget variances with clients and drive resolution of any gaps
Manage accounts receivable for past-due accounts, partnering with internal stakeholders as needed
Demonstrate a understanding of the client’s business, industry context, and competitive landscape, and how Ansira’s solutions impact their goals
Identify, document, and evangelize client goals across internal teams to ensure all work is aligned to desired business outcomes
Report on how agency work meets and exceeds client goals and actively participate in internal and external ideation and brainstorming sessions
Maintain a strong understanding of delivery across agency competencies and leverage this knowledge to support client digital transformation roadmaps
Provide cross-team coordination for client strategy meetings, including scheduling, agenda development, materials preparation, and follow-up notes/status summaries
Support Quarterly Business Review (QBR) activities, partnering with senior Client Partnership and Delivery teams on content, storytelling, and logistics
Support RFP and new opportunity efforts by gathering inputs, drafting content, and contributing to proposals and client presentations
Create and maintain client case studies that demonstrate results, value realization, and success stories
Liaise with Product and Technology to stay current on Ansira’s roadmap and relevant product releases, ensuring senior team members and clients are informed
Write clear, actionable project briefs and manage associated intake, clarifications, and hand-offs to delivery teams
