Account Management Operations Associate

Job Category

As an Account Management Operations Associate, you’ll play a key role in building and supporting the operational infrastructure that powers our Account Management team. This role is perfect for someone who’s technically capable, process-driven, and motivated by problem-solving and project ownership. You’ll maintain and improve our systems (Salesforce), utilize account data to provide insights to leaders and AMs to maximize customer spend, and lead scoped projects that enable our team to scale efficiently. This role reports directly to the Senior Manager of AM Operations and supports a fast-moving team that thrives on clarity, accountability, and structure.

Responsibilities

• Support the operational needs of the Account Management organization—partnering with stakeholders to maintain efficiency, consistency, and clarity

• Maintain and optimize our Salesforce configuration for AM workflows; support basic admin tasks such layouts, data integrity, and reporting/dashboards

• Assist in enforcing system hygiene, clear process documentation & compliance

• Project Manage scoped operational projects (e.g., improving reporting structure, streamlining workflows, or redesigning performance trackers)

• Translate business needs into structured solutions—identifying ways to automate, improve, or simplify

• Support AM enablement by organizing internal communications, tools, agendas, and meeting cadences

• Coordinate with cross-functional teams (Marketing, Product, Analysts, Operations) to collaborate on projects and workflows

• Handle sensitive performance and account information with professionalism and discretion

Requirements

• 2+ years of experience in an account management, operations, or revenue support role

• Hands-on experience with Salesforce (reporting, admin basics, data structure)

• Strong analytical skills—you’re comfortable working in spreadsheets

• Experience driving small to mid-size projects to completion

• Effective communicator—able to document processes clearly and explain recommendations to technical and non-technical audiences

• Inquisitive and proactive—you don’t wait for direction; you look for the “why” and bring solutions

• Strong organizational habits and ability to context switch between quick-turn tasks and longer-term projects

• Comfortable in a fast-paced, ever-changing environment—you’re resilient, flexible, and quick to adapt when priorities shift or projects evolve

• Creative and can think outside the box for tooling or process solutions to improve workflows.

Bonus Points For

• Experience in a performance marketing or lead generation environment

• Exposure to Tableau or similar visualization tools

• Familiarity with automation tools or systems integrations

• Experience supporting Account Management or Customer Success teams

The expected salary range for this position is $60,000 USD to $90,000 USD annually. This salary range is an estimate, and the actual salary may vary based on the Company’s compensation practices. The salary may be adjusted based on applicant's geographic location. The position is also eligible to receive performance bonus or commission and equity in the form of restricted stock units. This position is eligible to participate in the Company’s standard employee benefits programs, which currently include health care benefits; (2) retirement benefits; (3) the amount of paid days off (paid sick leave, parental leave, paid time off, or vacation benefits); (4) any other tax-reportable benefits.

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