Account Manager at Steep Marketing

Greenville, South Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Aug, 26

Salary

81000.0

Posted On

30 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Project Coordination, Client Communication, Order Processing, CRM Management, Market Research, Quality Control, Problem Solving, Time Management, HubSpot

Industry

Advertising Services

Description

Position: Account Manager Location: Greenville, SC – In-office Overview: Steep Marketing is seeking a proactive and detail-driven Account Manager to join our growing Client Success / CSR team. This role combines account management, project coordination, order processing, and client communication, serving as a key day-to-day contact between financial advisor clients and Steep’s internal teams. You’ll help guide clients through the practical steps of their marketing campaigns – from account setup to order submission, campaign coordination, follow-up, and first-line support – ensuring a seamless experience and timely communication throughout the client journey. The ideal candidate is highly organized, confident in professional communication, and thrives in a fast-paced, client-focused environment. What you’ll do: * Serve as the primary day-to-day contact for clients throughout campaign onboarding, execution, and follow-up. * Process orders, coordinate internal teams, and manage campaign timelines to ensure smooth delivery and client satisfaction. * Support client onboarding by handling account setup, collecting required materials, and maintaining accurate records in HubSpot, Trailmap, and internal systems. * Conduct territory checks, market research, and quality control reviews to help prevent conflicts and ensure campaign accuracy and compliance readiness. * Communicate campaign updates, next steps, and support needs to clients in a timely and professional manner. * Troubleshoot client questions and coordinate with appropriate team members to resolve issues and support campaign success. * Build strong client relationships by advocating for client needs while balancing company workflows, timelines, and best practices. Experience you’ll bring: * Experience in account management, client success, customer support, or project coordination * Experience working directly with clients in a professional setting * Confident using CRM platforms and business tools * Exceptional communicators across phone, Zoom, and email * Proven ability to juggle multiple clients, priorities, and projects without letting details slip * Highly organized, adaptable, and calm under pressure in a fast-moving environment * A proactive, customer-first problem solver who anticipates needs and takes ownership of outcomes Bonus Points: * HubSpot experience Work Environment * In-Office * Monday-Friday, 8a-5p * Fast-paced, collaborative, and deadline-driven Compensation & Benefits * Salary range: $70,000 - $81,000 per year (based on experience) * Competitive, comprehensive benefits package including: * Medical, dental, and vision insurance * Retirement plan * 3 weeks PTO plus company holidays About Steep Marketing Steep is a marketing company that works with financial advisors fill their lead-generation events through high-performing digital advertising and direct mail. Our job is to find the right people, get them to show up, and help our clients grow their businesses – and direct mail is a critical part of that process. We don’t do outdated, cookie-cutter mail that looks like it came from a 2005 mail house. Our designs consistently outperform industry benchmarks, with average response rates double the industry average). Excellence isn’t optional here – it’s the baseline.

Responsibilities

Serve as the primary contact for financial advisor clients, managing campaign onboarding, execution, and follow-up. Coordinate internal teams to process orders and ensure timely delivery of marketing campaigns.