How many people want financial freedom but don't track where their money goes?

The internet rewards attention.
Businesses are built on trust.
Never confuse the two.

The first version of a product should teach you something.
Perfection is usually a sign you launched too late.

CFOs, Accountants & Financial Analysts

What is the most valuable opportunity you’ve gained from a single video call?

I’m currently speaking with finance professionals about potential collaborations, professiona… more

Hi network,

I'm on the hunt to transition from an agency Account Director to an in-house Marketing Manager role, however I keep failing to progress to offer stage through my interview process. It seems I keep… more

Got a Senior Account Director offer at a global AOR on a flagship auto account in Toronto. Posted range stops at $130K. Is there usually room to push above posted ranges, or do they hold firm? Is $130… more

I have 4+ years in AM from coordinator to supervisor, however I only worked at the one agency I currently work at. Is this a bad thing or a good thing? Should I move somewhere else for different exper… more

How do you bounce back from a mistake at work? I accidentally sent a confidential internal pricing spreadsheet to a client because I wasn't paying attention to my attachments. I realized it about … more

How do you guys deal with clients who are just fundamentally unpleasant people? I have a point of contact who is honestly just mean. He’s condescending on calls, cc’s my boss on every tiny mistake, an… more

I’m currently in Brooklyn, managing about $3M in annual recurring revenue for a mid-market SaaS firm. My base is $95k with a $30k OTE bonus structure, but I feel like I’m doing the work of a director … more

Does anyone else have a polite way to hard stop a client who thinks your calendar is their personal playground? My Slack notifications have been a nightmare since my main stakeholder got back from sab… more

Anyone else dealing with clients that use AI as a major crutch? I have clients that no longer seem to be doing their own thinking. Every email I get nowadays is endlessly long and convoluted, nothing … more

My AE just closed a massive deal by promising a feature that our product team literally told us won't be ready until 2027. Now the client is onboarded and asking me for a launch date, and I’m the … more

How have you handled new leadership with a management style that isn’t working for you? I’m hesitant to step on toes in a new relationship, but I’ve had more autonomy in the past and I’m finding this … more

Is this the consensus of the state of Account Management in pharma agency world as summarized from another platform? Most AMs are type A who rock organizational side, but suffer interpersonal skills. … more

Supportive Onboarding: I’ve been with the company for three months as a Digital Commerce Manager, and the support from leadership has been exceptional.

Collaborative Environment: The team is genuinely helpful and … more

Hi, I’m new here and excited to grow my network!

I’m a Google Ads Specialist with 5+ years of experience in Search & Performance Max campaigns. Google Search & Analytics certified, I’ve worked with busines… more

I’ve never understood this- what does a VP or SVP on an account director or GAD title/level actually mean or do?

what are other account supervisors making in toronto?

Any advice for how to start my career in an account role at an agency in Chicago. I graduated college in May with a degree in Marketing and have been applying to any account roles I’ve seen on LinkedI… more

How did you know it was time to move on to a new agency or opportunity? I realize this is highly subjective but am curious to hear other’s perspectives.

What should Group Account Supervisor and Account Directors be making in today’s market?

You are the bridge between the client's problem and our solution. That work is fundamentally human, not transactional. Remember that every 'no' is just a request for a better 'how,'… more

Contemplating leaving a VP/AD role at a holding company agency for a C-level spot at a regional independent. Pay bump is modest and client roster less flashy, but I’d have a real hand in shaping the b… more

I’ve been an account manager for a while, but I struggle with balancing multiple high-maintenance clients without burning out. What’s your secret to staying sane while keeping everyone happy?

We recently lost a big client, and I want to understand the best way to do a post-mortem with the team and client without making it awkward. How do you break down what went wrong? And I guess still ke… more

As someone who’s just started pitching upsells and cross-sells, how do you approach the “soft sell” without feeling pushy or losing trust with your existing clients? Part two to the question is - if y… more

I have come upon an opportunity to become an account manager just waiting for the call to speak with the hiring managers and hr about pay. It is a salary job which I've never had, so I'm not s… more

I find nothing more frustrating than this but I guess I have to deal with it and figure out a way to see it through. What’s your go-to strategy when a key client suddenly changes their priorities mid-… more

How do you evaluate if an account is truly worth the time and resources, especially when growth is slow but the client relationship feels important? I usually have great trust in my gut feeling toward… more

I work at the weirdest place ever and I want to check in with myself. What would you say the role of an Account Director vs Group Account Director and Executive Group Account Director look like? I fee… more

Sent my best investment memo last Monday, and it's been nothing but crickets. How long do you wait, and how do you re-engage a client that's completely ghosted you post-pitch?

How would you handle a long-term client who’s causing significant scope creep? I'm worried about upsetting the relationship, but their never-ending requests for "small tweaks" are killin… more

My client just hijacked our call to rant about their internal team drama for 45 minutes straight. I'm their AM, not their therapist. Next time this happens, what's a good way to respond withou… more

We just presented a major concept to our biggest client, and it was a complete flop. They shot it down completely, but I still have to manage this relationship. What can I do to win back the client… more

I genuinely messed up. I promised a client a specific feature would be ready tomorrow, and now I know it won't be ready until next month. I've broken my word, which is the hardest part. I thin… more

My friends think I just “talk to clients” all day, and I'm tired of oversimplifying what I do. When my family asks about my job, I find myself saying, "I manage relationships," which get… more

Had a tough call with a prospect last week who found our exact service scope on Upwork for 60% less. I highlighted our experience and process, but they kept circling back to price. The call ended with… more