Account Manager/CSR

Account Manager (Client Success & Growth) – Real Estate Direct Mail | Long-Term Position We are looking for an experienced Account Manager who is passionate about building long-term client relationships—not just processing orders. This role is focused on client success, account growth, proactive communication, and ensuring our clients continue to see value from our services. If you enjoy talking to people, following up consistently, and growing existing accounts, we'd love to hear from you. About Us We are a direct mail marketing company that partners with real estate investors throughout the United States. Our clients rely on us to execute successful marketing campaigns, and we pride ourselves on delivering exceptional customer service that keeps them coming back. What You'll Do Client Relationship Management Serve as the primary point of contact for your assigned accounts. Build strong, long-term relationships with clients. Learn each client's business, goals, and marketing strategy. Provide an exceptional customer experience from start to finish. Account Growth Proactively identify opportunities to grow existing accounts. Recommend additional products and services that benefit the client. Encourage repeat campaigns through strategic follow-up. Monitor inactive clients and re-engage them. Help clients plan future marketing campaigns rather than waiting for them to reach out. Outbound Calls & Follow-Up Make outbound calls to existing clients to maintain relationships. Follow up after campaigns to discuss results and next steps. Contact clients whose campaigns have finished and help schedule their next mailing. Reach out to clients who have not ordered recently to understand their needs and bring them back. Build trust through consistent, helpful communication—not high-pressure sales. Project Management Guide clients through the ordering process. Review orders for accuracy before production. Coordinate with design, production, and data teams. Ensure deadlines are met. Follow up on proofs, approvals, artwork, and campaign timelines. Maintain accurate notes, tasks, and follow-up schedules in the CRM. Requirements 3+ years of Account Management, Customer Success, or Client Relationship experience. Excellent written and verbal English. Strong phone communication skills. Comfortable making outbound calls daily. Exceptional organization and attention to detail. Ability to manage multiple clients and projects simultaneously. Professional, friendly, and confident communication style. Preferred Experience Customer Success or Account Management. Real estate investing industry. Marketing or direct mail. CRM platforms (GoHighLevel, HubSpot, Salesforce, etc.). Project management tools (Asana, ClickUp, Monday.com). Success in This Role Looks Like Clients trust you as their primary advisor. Clients consistently reorder because of your follow-up and service. Existing accounts grow over time. Clients feel valued and supported throughout every campaign. Opportunities are identified before clients ask. Communication is proactive, organized, and timely. To Apply, Please Answer: Tell us about your Account Management or Customer Success experience. Describe your experience making outbound follow-up calls to existing clients How have you successfully grown an existing account? How do you stay organized while managing multiple clients? What CRM and project management tools have you used? Why are you interested in this long-term position? Bonus: Start your proposal with "Client Success Matters" so we know you've read the full job posting.