Account Manager (Client Services - Level Group) (3622)

Summary 

The Client Services Account Manager serves as the primary point of contact for clients, ensuring that financial, administrative, and business management needs are handled with accuracy, efficiency, and discretion. This role blends client service, financial oversight, and operational management to safeguard both personal and professional interests. In addition, the Account Manager leads and develops their client service team by managing workloads, overseeing deliverables, and providing ongoing training, guidance, and performance feedback to ensure excellence in client support and departmental operations. 

Role Specific Responsibilities 

Client Relationship & Business Management 

• Lead client communications with teams, vendors, and partners, providing accurate and timely responses. 
• Support clients with ad hoc needs including projects, reports, and documentation. 
• Deliver key financial and business updates such as tour results, cash flow projections, tax outcomes, and regulatory deadlines. 
• Coordinate with legal, insurance, and service providers to protect client interests and maintain compliance. 
• Maintain holistic awareness of client business activities to ensure integrated financial planning and clear cross-departmental communication. 
• Oversee annual processes such as healthcare enrollment and related business management requirements. 
• Collaborate with senior leadership to align client strategies, financial planning, and departmental priorities with overall business objectives. 

Financial Management & Accounting Oversight 

• Oversee bookkeeping, reconciliations, and account workbooks for individuals and entities. 
• Ensure timely preparation and updates of cash flow projections, advising clients on strategies for financial stability and long-term success. 
• Maintain accurate balances, reconciliations, and adherence to corporate accounting practices. 
• Manage annual processes and corporate compliance, including required filings, dues, and government obligations.
• Direct year-round tax planning and oversee preparation and filing of individual and corporate returns.
• Coordinate audits and ad hoc financial projects to safeguard compliance and support client needs.

Banking & Payment Administration 

• Manage execution of client payments, including checks, wires, ACH transfers, credit card transactions, and other electronic disbursements. 
• Administer accounts payable/receivable, vendor payments, commissions, and related disbursements. 
• Monitor daily bank activity, balances, deposits, and due dates, proactively addressing discrepancies and mitigating fraud risks. 
• Maintain accurate banking details, oversee credit card accounts, and serve as a liaison with banking representatives. 
• Oversee invoice preparation and coordinate payment approvals to ensure proper authorization and documentation. 

Interdepartmental Collaboration 

• Act as the primary liaison between departments to align on client priorities and deliverables. 
• Partner with the Tour Department on budgets, crew payments, payables/receivables, insurance, and reconciliations. 
• Collaborate with Personal Services to support individual financial planning and related coordination. 
• Work with the Royalties Department to monitor income, payouts, deal terms, and audits. 
• Coordinate with the Tax Department for planning, preparation, filings, and notice resolution. 
• Support the Payroll Department in managing crew and owner W-2s and related reporting. 

Leadership Responsibilities 

Team Management  

• Supervise and support Assistant and Junior Account Managers, overseeing task distribution, workload balance, and professional development. 
• Hold regular one-on-one and team meetings to review priorities, address questions, and align on client and departmental needs. 
• Monitor deliverables, workflows, and deadlines to ensure accuracy, compliance, and client satisfaction. 
• Model company values in daily leadership and decision-making, fostering accountability and trust within the team. 

Team Development  

• Oversee team growth, performance, and development through coaching, mentoring, and consistent feedback. 
• Provide continuous training to enhance skills, address gaps, and reinforce role responsibilities. 
• Identify individual strengths and areas for growth; create opportunities for professional development. 
• Conduct performance evaluations, set measurable goals, and monitor progress. 
• Participate in interviewing, onboarding, and guiding team transitions. 

Administrative Oversight 

• Ensure that all correspondence, reports, and client documentation are accurate, consistent, and professionally prepared. 
• Oversee maintenance of systems, databases, and records, ensuring data integrity, security, and accessibility. 
• Lead onboarding and offboarding processes for clients and vendors, ensuring smooth transitions and accurate recordkeeping. 
• Monitor and enforce compliance with administrative procedures, confidentiality standards, and company policies. 

Innovation & Continuous Improvement 

• Identify opportunities to improve efficiency, streamline workflows, and oversee initiatives to adapt to regulatory or business changes. 
• Manage ad hoc projects and special assignments requiring flexibility and problem-solving. 
• Encourage innovation by promoting new ideas, piloting solutions, and empowering team members to take initiative. 
• Foster a culture of curiosity, growth, and adaptability by modeling leadership values such as engagement, empathy, communication, and active listening.

Core Employee Responsibilities 

Professionalism & Accountability 

• Take ownership of responsibilities, modeling accountability, reliability, and high standards of quality. 
• Demonstrate responsiveness, accuracy, and discretion in client and team interactions. 
• Maintain strict confidentiality of sensitive client and company information. 
• Maintain compliance with internal policies, industry standards, and regulatory requirements. 
• Contribute to a culture of professionalism, integrity, and collaboration. 
• Promote company values and model behaviors that contribute to a respectful, inclusive, and growth-oriented workplace. 

Growth & Collaboration 

• Collaborate with colleagues by sharing knowledge, supporting peers, and stepping in as needed to meet deadlines, resolve issues, or advance projects. 
• Take initiative to enhance personal skills, knowledge, and performance through ongoing learning. 
• Support onboarding and training of new employees, reinforcing best practices and company standards. 
• Contribute to initiatives to improve team efficiency, standardization, and operational processes. 

This job description is not intended to be an exhaustive list of all duties and responsibilities associated with the position. These may evolve or change over time, with prior notice, when possible, though flexibility is required as business needs dictate. 

What we offer

Compensation

• Competitive Salary commensurate with candidate experience and qualifications

Benefits

• Paid Time Off: A robust PTO policy & annual holiday schedule
• Health Insurance: Health, Dental & Vision
• Retirement: 401k plan (with annual company contribution)
• Life Insurance: Complimentary basic life coverage
• Flexibility: Hybrid work
• Environment: Casual attire, fun colleagues, office snacks, company sponsored events, team building

Schedule

This position is a full-time, overtime exempt position and requires candidates to be onsite at our Nashville office location from the hours of 8:00am - 4:30pm CST. This position will be considered for hybrid (WFH) following 90-day period.

Our Values
We cultivate an inclusive culture grounded in respect, integrity, and kindness - where every team member is empowered to share their unique perspective and contribute their strengths toward our shared success. United by a culture of trust, open communication, and a commitment to growth, we strive to consistently deliver exceptional quality, value, and service to our clients.

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Level Group is an equal opportunity employer. All employment opportunities for job applicants are made without regard to race, color, creed, religion, gender, gender identity or expression, sexual orientation, age, disability, or any other protected status covered by federal, state or local regulations.

Qualifications, Education & Experience

• Education: Bachelor's degree in music business, business administration, Management, Finance, or a related field.
• Work Experience: Experience in the entertainment industry or with accounting preferred.

Required Skills/Abilities

• Strong Communication Skills: Strong written and verbal communication skills, with ability to communicate effectively with a variety of clients, team members, and provide clear updates.
• Organizational Skills: Ability to manage multiple projects simultaneously, prioritize assignments, streamline workflows, track long-term and short-term tasks, and keep up with emerging needs.
• Financial Acumen: Understanding of accounting principles, budgeting, expense management, or financial reporting.
• Technical Proficiency: Familiarity with Microsoft 365 applications, especially excel, and project management tools. Knowledge of financial software such as QuickBooks would be a plus.