The Account Director will have primary oversight responsibility for three to four association clients. General duties will include management of the “nuts to bolts” for association clients, including member database and fulfillment, board relations, marketing/communications, meeting and event management, budgeting/financial concerns, and general association administration.
Account Directors serve as the primary point of contact and are responsible for administrative functions including Board liaison to the membership, communications, and event staff, coordinating association finances with the bookkeeper, and managing outside vendors. Account Directors have the ultimate responsibility of ensuring that client tasks are completed properly and on time.
Must be willing to do everything from stuffing envelopes to brainstorming the next big thing. Includes personnel management and client relations.
Responsibilities include, but not limited to:
General
Answering phone lines (PMR and all clients)
Attend staff meetings
Maintain organized filing system
Effectively communicate project status with other team members
Complete special projects as assigned
Coordinate efforts with Membership Coordinator, Communications and Events departments and other Account staff as applicable
Administrative
Administer and improve the clients’ missions
Develop goals & plans for clients; participate in strategic planning
Maintain knowledge of client industry and current events
Maintain organization of client filing system (email and hard copy)
Insure that incoming client communications are received, reviewed and addressed by appropriate staff
Ensure all important administrative files are available (bylaws, articles of incorporation, IRS determination letter, etc.)
Monitor client storage, track inventory of items in storage
Periodically review bylaws and coordinate amendment process
Represent client at industry meetings and networking programs to promote the interests and issues of the organization
Build strategic alliances
Develop & maintain industry calendar of events
Assist in preparation of and monitor annual budget
Ensure annual filings are completed
Conduct 90-day probationary and annual evaluations of direct reports
Board Relations
Day-to-day coordination with Board Members and select Committee Chairs
Identify new Board members, support Nominating Committee and manage election process
Coordinate logistics associated with Board meetings/retreats
Attend Board meetings
Coordinate minute-taking or take meeting minutes at board meetings
Note board meeting action items and follow up on them with appropriate staff and/or board member
Design and implement of Board policies, governance materials, and Board orientations
Assist client leadership in development of Board agendas
Prepare and distribute Board meeting notices; Distribute meeting agendas, proxies, financial reports, membership reports, and all post-meeting minutes, reports, and materials
Monitor attendance at Board meetings
Report regularly to client contact on administrative and technical activities
Periodically review scope of services
Financial
Properly code incoming invoices from vendors
Provide information needed to bookkeeper to generate accurate financial reports (research any discrepancies in reports)
Forward financial reports to client treasurer
Manage banking relationship, including new signature cards with Board transition
Communications
Monitor/respond to client email; forward relevant emails to other staff for follow up
Oversee development of all communications (press releases, website, emails, direct mail, flyers, etc.)
Membership
Work with membership committee to build membership, increase prospects
Events/Programs
In conjunction with client/Event Director:
Develop and monitor event budget (including establishing registration fees)
Develop and monitor event timeline
Develop & maintain a master calendar of events for client
Assist in identifying speakers for recruitment
Assist in agenda development
Attend programs: liaison with speaker, Board, and members
Plus: Prior AMC experience
Plus: CAE credential
At least 4 years experience in association management; client management and/or nonprofit environments.
Comfortable with decision-making and substantial autonomy
Event management skills
Demonstrated experience in troubleshooting; knowing what the client wants before they know they want it
Experience managing employees
Organized, high attention to detail
Ability to work concurrently on multiple tasks and meet required deadlines
Professionalism and strong work ethic
Capacity to work in a team environment
Other Requirements
Ability to read, speak, hear, understand, and communicate in English
Ability to work from our office location, currently at 2800 Eisenhower Avenue, Suite 210, Alexandria, VA 22314
Ability to work evenings and occasional weekends
Ability to travel out of town for up to seven days
Reliably transport up to the equivalent of a full pack & roll, medium-sized box, and a sign case
Proficient in Microsoft Windows, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, Email Clients, Web Browsers
Exceptional level of customer service and interpersonal skills
Comfortable with public speaking
Presentation skills
Experience managing staff
About Potomac Management Resources
Potomac Management Resources (PMR) is a full-service association management company based in Alexandria, VA, providing its clients administrative, financial management, board facilitation, communications, member services, and event planning resources.
Our mission is to provide impeccable service that allows our clients to:
* Think and act more strategically to achieve their mission.
* Expand their capacity to grow membership, create impactful projects, and affect the industry
PMR is a partner with its clients, a key part of the member experience. We provide the team that supports volunteer leaders in their successes. We provide superior, consistent customer service; so members feel a personal connection: they are respected, valued, have a sense of belonging, and feel “home” with the organization.
As the face of its client organizations, PMR presents a good first impression and all impressions thereafter. We make members feel proud to be a part of the organization, confident that their dues are being met with good value.
Potomac Management Resources is an equal opportunity employer. We offer a comprehensive health care package (75% premium paid for medical, dental,... eye), vacation and sick leave, Flexible Spending Account, comp time for required weekend hours, casual office atmosphere, and professional development opportunities.
