How to Manage a Remote Account Manager in 2024
Remote jobs in business have become increasingly popular. While there are pros and cons to both in-office and remote work, today, we'll ease your mind on managing remote team members, specifically the account manager.
Forget micromanaging or executing daily tasks you don't have time for. Wouldn't you rather have a hands off system you can count on? Don't fear! Account managers are like secret agents in business π§π½βπΌ. They know how to take an assignment and execute it with minimal oversight. In fact, they excel in their role remotely! From honing project management skills to refining the art of prioritization, prepare to experience remote management excellence.
Lean into the process. We're sharing some of our best tips for handling account management virtually so you can elevate your digital agency to new heights!
Project Management Software is The Source of Truth π
When it comes to client projects, we know how easy it is for tasks, files, or requests to slip through the cracks. Well, no more! An account manager will help set clear objectives, outline milestones, and delegate tasks. Stop scrolling through Slack or email and have one dedicated place for all the client project information.
Embrace tools like ClickUp or Asana to map out priorities while keeping the team aligned and on track. Build dashboards that allow you to follow along quickly without getting into the nitty-gritty. Focus on growing the business!
Consider a project management system as your team's primary source of truth. A well-managed project keeps everyone happy. With efficient project management, your virtual team and remote account manager can stay above water and ahead of the current.
Use Tools Wisely π§°
Ok, real question: How many accounts have you created for digital tools you've never implemented? What about those free trials you signed up for only to get countless promotional emails? (ick! π). We're here to tell you to cancel those free trials and delete old accounts now!
We understand. Nowadays, an overwhelming number of business tools, communication software, integrations, and apps can support your digital marketing agency. How do you know which will work best for you? It all depends on the type and needs of your business. When in doubt, we say simplify and conquer.
We cannot emphasize enough how important it is to streamline your tool stack so that it works for you. Select your top three to five tools and then learn, implement, and use them to their potential.
ππΌHere are some of our go-to tools we honestly can't live without:
Slack is best for internal team communication and agency updates. π¬ Expert tip: create best practices for your agency to utilize the platform appropriately and avoid disorganization.
Loom allows you to record videos and screen share to save time on meetings or training while providing a visual with clear communication; it's an everyday advantage. π₯οΈ Expert tip: create explainers or how-to videos to showcase frequently asked questions to share with clients.
GDrive is an oldie but goodie. A shared drive helps organize internal and external files. πExpert tip: keep your hierarchy as clear and straightforward as possible - less is better!
Notion is an excellent resource for client onboarding, strategy planning, or internal documentation requiring multiple sections or pages. ποΈ Expert tip: never forget a to-do item by using built-in templates to organize your work and personal calendars.
Your account manager will need efficient tools to do their job well. It also helps you, as the agency owner, keep tabs on client projects and updates without constantly asking (a dream, no?!). One of DOT & Co's differentiators is that our Client Account Managers are well-versed in the best agency tools. You can expect them to improve existing tools or recommend better ones.
For those curious in exploring Asana β check out why weβd recommend it specifically for digital marketing agencies.
Communicate Consistently π
It seems obvious, but it bears a reminder. Communication is a crucial element in managing remote account managers.
Schedule 1:1 calls ahead of time and have a clear agenda. Remember to leave time for rapport, too! Ask the Account Manager how they feel or how the week went. Often, these questions lead to larger concerns or discussions that may not have naturally come up. Ask about their weekend or if they have any upcoming plans. Getting to know each other remotely requires effort and will undoubtedly build a more trusted and open relationship.
Build Processes to Streamline Workflow π©πΎβπ»
Don't mind us as we geek over one of our favorite topics: Process! Whether your digital agency is a well-oiled machine or has some bumps in its workflows, streamlining your process is a never-ending cycle. And one account manager's love (at least we do at DOT & Co)!
Help yourself help the account manager by developing solid processes. An account manager can follow a Standard Operating Procedure (SOP). Better yet, building and updating SOPs is an all too familiar responsibility β we love a good process!
Prioritization = Success ππ½
When working in a digital environment, every day can bring a new opportunity or a potential challenge. Teach your team the art of prioritization: identifying the most valuable tasks with the most impact. Then, remove distractions. (This is where your account manager comes in)!
Account managers pride themselves on keeping projects prioritized, timelines in order, and teams on track. Our Client Account Managers are fractional, meaning they work part-time or on a project-by-project basis. Sound risky? It's anything but! Account Managers can nail the prioritization role with flair by using developed templates, having digital marketing experience, and knowing what needs to take lead. Whether it's a looming deadline or a sudden fire, the account manager helps encourage your team to focus on what truly matters.
With a keen eye on team bandwidth, budget allocation, and overall goals, work with the account manager to delegate or cut tasks as needed. You'll see workflow efficiencies that will lead you and your clients to success!
Ready for an Account Manager?
Don't let virtual fear hold you back. Book a call with us today and learn how a Client Account Manager can enhance your business. Embrace the flexibility and opportunity to build a truly digital, streamlined marketing agency!