Account Manager

About Us
At Near, we help top talent in Latin America find remote roles with US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.

About Our Client
Our client is a fast-growing US-based legal marketing consultancy that helps law firms improve their marketing operations, track performance, and drive business growth through data-driven strategies.

The company works closely with law firms, marketing agencies, and specialized vendors to coordinate marketing initiatives, streamline workflows, and ensure accurate reporting and client data management.

With a growing portfolio of clients, the team is looking to strengthen its internal operations and provide dedicated support to its Account Directors.

About the Role
We are looking for a highly organized, proactive, and detail-oriented Account Manager to join our client's growing team.

This is not a traditional sales or client acquisition role. Instead, you will serve as the operational right hand to Account Directors, ensuring multiple client accounts stay organized, deadlines are met, CRM records remain accurate, and day-to-day workflows run smoothly.

You will work across marketing platforms, CRM systems, spreadsheets, and project management tools to coordinate deliverables, maintain clean data, prepare reports, and follow up with internal teams and external partners.

This is an excellent opportunity for someone with a background in account coordination, executive assistance, CRM operations, or marketing agency support who enjoys bringing structure to complex workflows, working independently, and anticipating needs before they arise.

Note: This is a full-time, remote contractor role.

Key Responsibilities

• Coordinate tasks, deliverables, and deadlines across multiple client accounts, ensuring projects remain organized and on track.

• Support Account Directors with daily operational activities, meeting preparation, client documentation, agendas, and weekly status updates.

• Maintain and optimize HubSpot CRM records by enriching contact and company profiles, updating missing information, identifying duplicates, and ensuring data accuracy.

• Extract, clean, and organize marketing and lead data from platforms such as Google Analytics 4, Google Ads, Meta Ads, Google Search Console, CallRail, and Looker Studio.

• Manipulate and reconcile spreadsheet data using formulas, lookups, pivot tables, and other Excel or Google Sheets functionalities to prepare accurate reports.

• Cross-reference and synchronize information between marketing CRMs and legal management platforms such as Lead Docket, Filevine, and Clio.

• Monitor and follow up with internal team members, marketing agencies, and external vendors to ensure deliverables are completed on time.

• Prepare and maintain client reports, scorecards, meeting notes, operational documentation, and organized records across internal systems.

• Identify and proactively address missing information, workflow bottlenecks, reporting inconsistencies, and outstanding tasks before they impact client operations.

• Collaborate with Account Directors and cross-functional stakeholders across different time zones to improve operational efficiency and ensure seamless communication.

What We're Looking For

• Proven experience in account coordination, executive assistance, project coordination, CRM operations, or a similar operational support role, ideally in a fast-paced, multi-client environment.

• Hands-on experience with CRM systems, preferably HubSpot, including contact management, data enrichment, record maintenance, and database hygiene.

• Strong proficiency in Excel or Google Sheets, including VLOOKUP/XLOOKUP, pivot tables, data cleaning, and organizing raw data exports.

• Familiarity with digital marketing platforms such as Google Analytics, Google Ads, Meta Ads, Google Search Console, or similar tools.

• Experience coordinating multiple projects, stakeholders, and deadlines simultaneously.

• Excellent organizational skills, attention to detail, and the ability to identify inconsistencies or missing information.

• Strong written communication skills and confidence following up with internal teams, agencies, and external vendors.

• A proactive, independent mindset with the ability to prioritize tasks, anticipate needs, and take ownership without constant supervision.

• Ability to learn new software quickly and comfortably navigate multiple platforms throughout the day.

• Comfortable receiving feedback, adapting to changing priorities, and working in a collaborative, fast-paced environment.

• Strong English communication skills, both written and verbal.

Nice to Have:

• Experience working in legal marketing, digital marketing agencies, or professional services environments.

• Familiarity with legal CRM or case management platforms such as Lead Docket, Filevine, or Clio.

• Previous experience supporting senior executives, Account Directors, or client-facing teams in an operational capacity.

• Experience preparing marketing performance reports, client scorecards, or operational dashboards.

Perks – What's in It for You?

• Competitive compensation in US dollars.

• 100% remote work opportunity.

• Full-time contractor position.

• Opportunity to work with a growing US-based legal marketing consultancy.
  Collaborative and dynamic work environment.

• Exposure to multiple marketing technologies, CRM platforms, and operational workflows.

• Professional growth opportunities as the company continues to expand.