Your Financial RoadmapGuide 19 · Role sheets 0 of 22 done

This sheet helps you decide when to add an account manager: the signs to watch for, what the role owns, whether the math works and how to hire it right.

When maintenance clients only know the owner, renewals are at risk.

Maintenance relationships, renewals & enhancements
$1.5M–$2.5MTypical revenue range
$750K–$1.2MMaintenance revenue per manager
$82KExample loaded cost per year
$136KAdded revenue to pay for it

Is it time?

Tick what's true for your company today

Signs it's time · check what's true today

What they own

  • Client relationships and scheduled site walks
  • Renewals and annual price increases
  • Enhancement sales to existing clients
  • Customer satisfaction and follow-up
  • Quality feedback to production

Their scoreboard

  • Renewal rate
  • Enhancements per account
  • CSAT / NPS
  • Avg recurring revenue / job

Does the math work?

Example pay · 20% burden · 60.3% gross margin

The example (per year)

  • Base salary (example)$60,000
  • + Labor burden & benefits (20%)$12,000
  • + Vehicle & phone$10,000
  • = Loaded cost per year$82,000
  • ÷ Gross margin60.3%
  • = Added revenue to cover the role$135,987

Payback: Raising renewals 5 points on $1M of maintenance keeps $50,000 of recurring revenue, about $31,000 of gross profit at a 62% margin.

Does the math work for you?

Put in the pay you would offer and your own gross margin.

Loaded cost per year
Added revenue to cover the roleLoaded cost ÷ gross margin

Making the hire

Hire it right

Common mistake

Treating the account manager as a complaint desk. Their job is to keep and grow accounts, so measure renewals and enhancements.

How to pay it

Salary plus bonus on renewal rate and enhancement gross profit from their accounts.

The first 90 days

Day 30: walks every account. Day 60: renewal plan and price-increase list. Day 90: owns renewals and enhancement sales.

Ranges reflect common green-industry practice, not rules; your margins, service mix and the owner's strengths decide the timing. Salaries are examples only; use local market pay. Revenue needed uses the example company's 60.3% gross margin.

Key idea: Recurring revenue is what buyers and banks value most. Give it an owner.

Put your own numbers in

Want David to walk through this with your books?

Every guide uses an example company. A free one-hour consultation puts your real numbers next to it.