Your agency needs to have good account managers. But how do you find them? How do you know if they’re a good fit for your company and clients? In this video, I share some of the key strategies and tips for hiring great account managers!

Account Managers: Key Criteria to Look For

When is it time to find an account manager? When you have around 10–15 clients. You should be doing between $15,000–$30,000 in monthly recurring revenue (MRR) before you make the investment.

You are working on removing yourself from operations, which means you need a team in place to do that work for you. After that, you remove yourself from client services. The work still has to be done, and that’s where an account manager comes into play.

I’ve hired and fired account managers. We’ve had both good and bad. What key criteria should you look for in a good account manager? I like to start by giving a candidate two personality tests. It will help you identify if they have the right psychological profile to excel in the role.

The DiSC® Personal Assessment Tool

The DiSC® is a personality test based on dominance, influence, steadiness, and conscientiousness. You want someone with a high influence score i.e. people that like to communicate effectively. They tend to be more extroverted and are willing to jump on a phone call.

Secondly, you want to look for high dominance. Why? Clients want a confident account manager. They need to be confident you know what you’re doing. Someone that can’t instill confidence will be questioned and leads to more churn.


The KOLBE A™ INDEX rates people based on how they operate. Are they fact-finders? Do they follow-through? Are they a quick-starter? Do they implement well? People have different strengths that will naturally excel at different things.

We’ve found that you want to hire an account manager that scored with high follow-through as the #1 trait. Anyone in operations needs a high follow-through profile. It tells you if they will communicate well with clients. If they aren’t high in follow-through scores, they are more likely to burn out and move on to another job.

You also want them to score high in the fact-finder category. These people are attentive to details. They have to understand the reports and communicate them effectively. They need to be detail-oriented.

This is how we retain clients at the highest level possible. If you find the combination of these traits, you’ll find someone good who sticks around for the long-term. What have you done to hire and retain great account managers? Let me know in the comments!

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Hey guys. So in this video, I want to share some of the key strategies and tips for hiring good account managers for your digital marketing agency.

So let’s talk let’s talk a little bit about account managers and kind of when they come into play, how they come into play, and most importantly, how to find good ones that can step in and relieve you from the client management aspect of your digital marketing agency. That sounds good. Give me a like, give me a comment, let’s let’s dive into this. So what I find is, if you think about your digital marketing agency, you know, when it’s time to find an account manager, usually it’s going to come in around 10 to 15 clients, right?

If you think about your agency, the first thing you want to remove yourself from is operations, right building the websites, writing the content, claiming the directories, recording the videos for your clients, etc, you need to put somebody else in place, you put a team in place to do that for you. Otherwise, you’ll get bottlenecked. And you won’t be able to continue to grow and scale the business. So that’s, that’s first. But the second thing is, the next position you probably want to remove yourself from is Client Services, right? Going through the reports with the clients, bringing them up to speed with what’s going on. Keeping them abreast of kind of what you’re going to be focused on over the next 30 to 60 days has to be done right. Otherwise, you will churn clients, your reputation will begin to suffer.

But at around 10 to 15 clients. If you’re doing a digital marketing agency, these get 10 to 15 retainer based clients you’re trying to sell you’re trying to serve and you’re trying to manage the team that does the operations to support you will start to become bottlenecks, right. And that bottleneck will will prevent you from continuing to grow to prevent you from continuing to scale. So at that point you should probably be doing between 15 and $30,000 in monthly recurring revenue is when you want to make the investment in an account management staff.

Now, I’ve hired account managers, I’ve fired account managers, we’ve had good account managers, we’ve had bad account managers. And what’s great is we’ve boiled it down to a couple key criteria of what a good account manager looks like and the things you want to look for to make sure you get somebody great to step in and stick around long term.

So here’s the deal. There are two tests, I like to run a DISC and a Kolbe, right. This will really help you identify if you’ve got the right psychological profile, to excel and to do a great job and to help you retain your clients and to replace you from that role within the business. So DISC is a personality profile. And it’s based on dominance, influence steadiness or conscientiousness, and what you really want to look for, and I recommend you give your your potential account managers a disc profile before you hire them, you’re looking for someone that is relatively high, influential means they like to talk to people they like to communicate, they’re bubbly personality types, right? That’s important because these people are going to be on the phones, they’re going to be on zoom, they’re going to be interacting with your clients. So you want them to be the kind of person that’s not going to try and hide behind the technology that’s not going to try and hide behind. You know, email, but they’re going to be willing to jump on the phone and jump on the zoom, and they’re going to be eager to do it.

The second thing you want to look for, and it doesn’t have to be the main personality trait, but you do want a relatively high dominance in their personality. So why is that important? The fact is, one of the key things your clients want in their account manager in the company they’re working with is confidence, confidence that you’ve got the right strategy, that you know what you’re doing, that you’re actually putting things in place, they’re going to move the needle. If you wind up with someone that’s a pushover, they might be super influential, but they have no confidence and they can instill that confidence in your clients. Your clients are going to start to question you, they’re going to question the results, they’re going to question the activity, and you’re going to have churn. So I promise you, if you invest the time to find to find candidates that are high I & high D, you’re going to wind up with good people that wind up doing well for you from a client retention perspective.

The next thing is Kolbe. I’m a huge fan of this profile called Kolbe. If you haven’t looked into it, you don’t know what it is. It basically rates people based on how they operate. Are they high Fact Finder high Follow through high Quick Start, or hi implementer right, you know, and there’s different people that operate in different ways that have different strengths that are going to naturally excel at different things. Knowing the profile of a good account manager can save you a tremendous amount of frustration and a tremendous amount of heartache. What we found for account managers, what you’re looking for, is high follow through as the number one trait that you want in your account managers. So it’s it’s going to rate the person on a scale from one to 10. One being they don’t follow through at all 10 being there like over the top, follow through follow through follow through anybody in operations in your business, you want to have a high follow through profile tells you two things, right? Are they actually going to follow up with the client are they going to continue to buy clothes loops and let the client know what’s going on and continue to do their job day in, day out, month in, month out. But the other thing is, I found a high propensity to burn out in an account management role. If they’re not high follow through, they’ll come in, they have all the right words, there’ll be excited about digital marketing and SEO and pay per click, they’ll connect with the clients relatively well. But let’s say month, six or seven, for whatever reason, they start to burn out, they start to be like, I don’t want to do this anymore. I want to try something different. And you know, low fall through people jump from one job to the next hi follow through people, they plug into a role. They’re excited about it, they learn it and they continue to do it month in, month out, you want somebody hi through, I falter I promise you that. And then this high Fact Finder trait, you want that to be relatively high as well. The thing with high Fact Finder is its attentiveness to detail, which is really important, right? Your account managers have to understand what you’re doing for the client, they have to understand the reports, they have to be able to communicate those reports. And usually you want somebody that’s going to be about the details and be able to follow through follow up and make sure that things are getting done for your clients.

So these are the criterias I found to help us find great world class account managers to retain our clients at the highest level possible. And so this is what you want to look for. Right? High “I”, high “D” you want to find on a Kolbe assessment, somebody that’s high Fact Finder high follow through. If you find a combination of those traits, you’re going to find somebody good sticks around for the long term helps you retain your clients.

So we’d love to hear has this been helpful? If you have any tips on what you found to be great in terms of hiring, and retaining and keeping great account managers would love to keep the conversation going on this? If you have any questions or thoughts, let me know otherwise, hit me up in comments if this has been helpful. And if you’re not already in the digital marketing agency success Facebook group. It’s a great group completely free. We share some of our best ideas, strategies and techniques on how to grow and scale your digital marketing agency. If you’re not in there, click the link. Join us in there if you’re already in there. Let’s start a conversation around hiring and retaining good quality account managers to maximize our client retention.

Talk to you soon.

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