『070 - Account Manager vs. Project Manager: When One Person Can't Do Both』のカバーアート

070 - Account Manager vs. Project Manager: When One Person Can't Do Both

070 - Account Manager vs. Project Manager: When One Person Can't Do Both

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 What happens when the same person managing your biggest client relationships is also buried in project deliverables? If you run an experiential agency, you've probably lived that tension firsthand.Chris and Khalil break down what separates account management from project management, why those roles demand different skill sets, and how to recognize when your team is stretched too thin to do both well. Using real examples, they get specific about what great account managers actually do, how they're measured differently than project managers, and the warning signs that tell you it's time to split the roles.Whether you're a one-person shop wearing both hats or managing a team that's outgrowing the dual-role setup, this conversation gives you a practical framework for deciding when and how to make the change.Key Topics & Timestamps00:43 - Catching Up with Chris!02:58 - What Makes a Great Account Manager?04:08 - A Real-World Example: The HubSpot Account Manager06:59 - Account Manager vs. Project Manager10:17 - The Point Guard Analogy: Mastering the Handoff13:41 - When One Person Does Both Roles16:01 - When to Separate the Roles22:29 - Account Management in Action: The Insurance Story26:58 - What Our Best Partners Say About Great AMs30:01 - Signs Your People Are Stretched Too Thin33:17 - Friction Between Account Managers and Project Managers35:37 - Key Takeaways40:06 - Wrap-Up & What's NextMemorable Quotes"Clients can forgive you for problems. They don't forgive you for surprises or for silence." — Chris"An account manager has to be the master of the handoff." — Khalil"Magic Johnson wasn't a point guard. He was an account manager." — Chris"People don't leave companies, they leave people." — Chris"The account manager is maximizing the lifetime value of that client." — KhalilKey TakeawaysAccount managers own the relationship and focus on long-term retention and growth; project managers own execution and focus on timelines, budgets, and deliverables.Great account managers put the relationship first, listen beyond what's said, lean into accountability, and serve as the client's internal advocate.Look for warning signs that your team is stretched: project-side delays and defects, clients using competitors for services you offer, and missed upsell opportunities.Before hiring a dedicated account manager, forecast what that role would recover in revenue and retention to justify the expense.The tension between process-oriented PMs and relationship-oriented AMs is natural; the key is making exceptions transparently so clients know when you're going above and beyond.Invest in multi-layered relationships with clients (executive, account management, and field operations) so no single departure risks the account.ResourcesNeed Help With An Event? Get in touch with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CrewXP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Watch On ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Us On Social: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have Questions? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email us⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More from Chris⁠⁠⁠⁠⁠⁠CrewXP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Chris⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More from Khalil⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠benali.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Khalil⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Meet With Khalil⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠Connect With UsReady to future-proof your experiential business? Subscribe to Experience Builders for more strategic insights that help agency owners build bulletproof businesses. Share this episode with fellow industry leaders navigating their busiest season.
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