Hartman Executive Advisors (HEA) was founded with the vision of providing business-focused, vendor-independent consulting to mid-sized companies. As independent, trusted strategic advisors to our clients, Hartman’s mission is to create meaningful business outcomes that foster growth, greater financial returns and market dominance. By developing a deep understanding of the business challenges arising from poorly aligned technology and uncovering the transformational opportunities that result from strategically aligned technology, we set the path to advance, cultivate and leverage people, processes and systems to change and transform organizations. At Hartman, we deliver powerful business outcomes by leveraging technology strategy as a game-changer for our clients.
Position Summary
The Account Manager is responsible for the ownership of assigned client relationships to retain, grow and realize engagements while ensuring standardized handoffs and governance.  This role serves as the primary point of contact for assigned clients, focused on relationship and stakeholder management, ensuring exceptional service delivery, client satisfaction, and long-term account growth. The Account Manager works closely with internal delivery teams to align client needs with firm capabilities while identifying opportunities for expanded engagement.
Key Responsibilities
Client Relationship Management

• Serve as the primary relationship owner for assigned client accounts
• Build trusted advisor relationships with client stakeholders at multiple levels by securing and sustaining executive level access
• Understand client business objectives, challenges, and priorities and set clear agreed upon communication touch-points
• Ensure high levels of client satisfaction, retention, and loyalty

Account Growth & Revenue Management

• Identify and develop opportunities for additional services, renewals, and upsells
• Own and maintain client service plans
• Collaborate with partners and business development teams to expand accounts
• Manage account revenue forecasts and contribute to pipeline planning
• Support proposal development, scoping, and contract negotiations

Service Delivery Coordination

• Act as liaison between clients and internal delivery teams
• Ensure engagements are properly scoped, resourced, and delivered on time and within budget
• Monitor project progress and proactively address risks or issues
• Facilitate regular client check-ins, status updates, and performance reviews

Strategic Account Planning

• Develop and maintain account plans outlining goals, growth strategies, and key relationships
• Track account performance metrics and client feedback
• Identify trends, risks, and opportunities within client portfolios

Internal Collaboration & Process Improvement

• Partner with consulting, operations, and leadership teams to improve client outcomes
• Document client insights and maintain accurate records in CRM systems
• Contribute to process improvements and best practices in account management

Qualifications

• Bachelor’s degree in Business, IT, or related field
• 5+ years of account management, client services, or consulting experience
• Experience in a professional services and/or management consulting environment
• Strong relationship-building and communication skills
• Proven ability to manage multiple accounts and priorities simultaneously

Preferred Qualifications

• Experience managing complex client accounts preferably in the mid-market space
• Familiarity with contract language, statements of work (SOWs)
• CRM experience (HubSpot, or similar)

Key Competencies

• Client-focused and service-oriented mindset
• Strategic thinking and problem-solving
• Financial and commercial acumen
• Collaboration and influence without authority
• Excellent written and verbal communication