Director, Account Services

bswift

. Lead, coach, and develop a team of six account managers through one-on-ones, goal setting, performance reviews, and career planning .

Posted 10/2/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in project and account management, with a strong focus on team leadership, client relationship management, and process improvement. Proficient in utilizing project management tools like Monday.com to enhance workflow efficiency and deliver projects on time and within budget.

Highest-signal resume keywords

Project ManagementTeam LeadershipClient Relationship ManagementProcess ImprovementMonday.com Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementAccount ManagementClient ServicesProcess DesignWorkflow ImplementationAI Tool ApplicationBudget ManagementMulti-Stakeholder Project DeliveryPerformance ReviewGoal Setting

Soft Skills

Communication SkillsOrganizational SkillsProblem-Solving SkillsTime ManagementAdvocacy

Tools & Technologies

Monday.comMicrosoft OutlookMicrosoft WordMicrosoft PowerPointMicrosoft ExcelMicrosoft TeamsSharePoint

Industry Keywords

Employee BenefitsHR CommunicationEmployee EngagementAgency ExperienceConsulting Experience

About the role

Key responsibilities & impact

Lead, coach, and develop a team of six account managers through one-on-ones, goal setting, performance reviews, and career planning
Hire, onboard, and train account managers and create ramp plans
Advocate for the account management team by addressing capacity concerns, removing roadblocks, and ensuring access to tools and support
Balance workload and resourcing across the team
Establish expectations, competency standards, and career paths
Build a culture of accountability, collaboration, and continuous improvement
Oversee the health and quality of client relationships across agency accounts
Directly manage a small volume of high-visibility and revenue accounts
Set and enforce client-management practices, including communication cadence, status reporting, escalation paths, and documentation
Support complex, high-visibility, or at-risk accounts through issue resolution and direct client engagement
Partner with Senior Directors of Communication on client strategy and consulting priorities
Identify opportunities to strengthen and expand client relationships
Represent account management in client planning, renewal, and new-business discussions
Own and refine project-management standards, intake processes, and workflows
Ensure projects are scoped, scheduled, resourced, and delivered on time and within budget
Maximize Monday.com and other project-management platforms through adoption, reporting, and automation
Report team capacity, project status, and delivery metrics to leadership
Streamline Creative and Operations handoffs and reduce rework and manual steps
Develop proactive, strategic, and repeatable approaches to client needs
Identify, pilot, and scale AI and emerging tools for project and account management
Build business cases and lead change management for new tools and processes
Champion continuous improvement using team feedback and delivery data
Report to the Vice President, Engagement Solutions
Collaborate with Creative, Operations, Consulting, Client Service, and Implementation teams
Connect account management with the broader bswift organization

Requirements

What you’ll need

Ten or more years of experience in project management, account management, or client services
Two to three years directly managing and developing people
Demonstrated success leading teams delivering complex, multi-stakeholder client projects on time and within budget
Deep knowledge of client management best practices
Proven ability to design and implement efficiency- and quality-improving processes and workflows
Hands-on experience with workflow and project management platforms such as Monday.com, including boards, automations, and reporting
Exceptional written and verbal communication skills
Excellent organizational, attention-to-detail, and problem-solving skills
Ability to advocate for a team while maintaining high standards
Strong time management and ability to meet deadlines across multiple accounts and competing priorities
Ability to work in a fast-paced, sometimes high-pressure environment
Proficiency with Microsoft Outlook, Word, PowerPoint, Excel, and Teams
Bachelor’s degree or equivalent practical experience
Preferred: Bachelor’s degree in Marketing, Communications, Advertising, Journalism, English, or Business
Preferred: Experience in employee benefits, HR communication, or employee engagement
Preferred: Prior agency or consulting experience, preferably in a leadership capacity
Preferred: Practical experience applying AI tools to project management, content workflows, or team productivity
Preferred: Experience establishing or maturing an account management or client services function
Preferred: Experience managing print and digital vendor relationships and working in SharePoint
Preferred: Familiarity with benefits administration technology or the broader benefits ecosystem

Benefits

Comp & perks

Comprehensive health, dental, and vision plans
Performance-based incentives for most roles
Remote-first, office-friendly environment
Employer-sponsored retirement savings programs
Professional development, training, and career-growth resources
Supportive culture encouraging collaboration, open communication, and creative problem-solving
Mental health, financial planning, and wellness resources
Flexible and creative work environment
Specific benefit offerings vary by position and may be subject to change