AM vs. PM Roles & Responsibilities

Account Director

• Scope creep and new scope conversations with the client

  • Ensuring we are delivering what is in SOW

• Schedules and facilitates weekly or biweekly check in calls – PM attends, and other team members attend as relevant.

• Invoicing and invoice tracking

• Contracts and project resourcing and staffing

• Main point of contact for client

Project Manager

• Milestone schedules and project plans

  • PM emails initial schedule and project plans to clients

  • PM updates these documents regularly as the project moves and changes, and emails updated versions to the client

  • PM schedules internal reviews and works with coordinators as necessary.

• Creates and emails weekly status

• Checks in with internal team regularly and identifies needs for project health.

  • Identifies scope creep and elevates to AD

• Keeps project tracker up to date and partners with AD to talk to the client about rolling project work during regularly scheduled calls, or during other relevant moments

• Raise staffing needs to AD