Account Manager

Overview

We’re seeking a proactive, detail-driven Account Manager to support our Sales Team and help nurture both new and existing client relationships. In this client-facing role, you’ll guide projects from kickoff to completion—building rapport with clients, coordinating cross-department workflows, managing timelines, and ensuring smooth operations and financial accuracy. Your work will directly support the delivery of exceptional brand experiences and the growth of CDI’s client partnerships.

• Partner with Sales to initiate client engagement and support relationship development
• Serve as a primary point of contact between clients and internal teams
• Understand client needs, project goals, and opportunities for account growth
• Track project progress across design, estimating, production, and accounting

• Develop and maintain project timelines, ensuring alignment across all stakeholders
• Coordinate estimates, proposals, service orders, and approval processes
• Manage graphics, layout files, and project documentation when no Project Manager is assigned
• Review setup drawings, booth orientation, and utilities with internal teams
• Oversee job packages including drawings, manifests, BOLs, and service orders
• Schedule and participate in internal launch meetings and pre‑ship reviews
• Monitor installation progress and provide timely updates to clients and internal staff
• Address and document on‑site issues as they arise
• Capture and process change orders with proper authorization
• Review job profitability and collaborate with accounting on final billing
• Lead post‑project reviews to identify learnings and opportunities for improvement

• Travel as required based on client programs and event schedules

• Bachelor’s degree in Business, Marketing, Communications, or related field (preferred)
• 3–5 years of experience in account management, client services, or project/event coordination
• Experience in exhibits or experiential marketing is a plus
• Demonstrated ability to manage clients, timelines, budgets, and deliverables

• Strong relationship-building and interpersonal communication skills
• Highly organized with the ability to juggle multiple deadlines
• Confident and clear communicator—written and verbal
• Comfortable leading both internal and client-facing meetings
• Collaborative problem-solver who thrives in fast-paced environments
• Financially savvy with the ability to interpret estimates and support profitability tracking

• Proficient in Microsoft Office (especially Excel and PowerPoint)
• Able to coordinate workflow across multiple departments and stakeholders