Account Representative

Job Description

The Account Representative (AR) is responsible for working in conjunction with the Account Lead (AL) in the day-to-day management of projects on multiple accounts. The AR will develop and maintain a working knowledge of company processes and client accounts in order to provide internal support and client back-up when AL is unavailable. Day-to-day responsibilities include moving projects through the agency, preparing project status reports, proofing, scheduling and set-up of internal project initiation/input meetings, client meetings, assisting with billing, tracking, and client contact reports.

GENERAL PURPOSE:

Internal and external support for account management, project management and proactive problem resolution.

ESSENTIAL FUNCTIONS:

Client Knowledge/Contact

Develops knowledge of and actively seeks current information about the client's industry, organizational structure, products, services, markets and distribution networks

Familiarizes him/herself with clients, preferred communication methods, and branding requirements

Serves as a secondary client contact on specified accounts and should work to further develop client relationships

Contacts client(s) for approvals of estimates, concepts, copy, layouts, etc., as needed

Consistently initiates ways to add value to all Client-specified assignments and proactively offers new ideas for content and outreach efforts

Proactively looks for ways to tailor his/her reporting and communication method to the client's specific style and needs

Account Support

Guides Account Coordinator to understand next steps of projects/client requests

Utilizes company's account management methods and work flow to deliver quality work

Maintain productive interactions with support departments (i.e., answer questions/provide direction) keeping projects streamlined, on brand, and on schedule

Communicates daily with AL to provide support with ongoing projects, new/unexpected needs as they arise as well as client updates

Assists in preparation of contact reporting, forecasting and billing as directed by AL

Proactively identifies and provides solutions to problems

Begins to identify new business opportunities with existing clients

Administration

Expedites client contact reports as directed by senior account management personnel

Proactively updates and archives account files

Assures timely delivery of client correspondence and materials

Assures that Letters of Estimates (LOEs) and Revised Estimates are completed for all billable jobs

Enters record of billable time into the Jackson's accounting software

Project Coordination

Attends project meetings and follows-up on unfinished projects until completion

Opens jobs, prepares creative briefs, manages alerts in Jackson's job tracking software

Proofreads unfinished work to ensure accuracy before final production/presentation for client

Holds internal input meetings

Manages projects from start to finish

KNOWLEDGE/SKILLS/ABILITIES:

Required:

Bachelor's or Associate's degree in related field, and/or commiserate experience

Excellent, pro-active interpersonal and communication skills (written and verbal)

Strong time management, organizational and critical thinking skills

Able to follow direction and work with minimal supervision

Work efficiently under stress

Ability to read and comprehend instructions, correspondence, and memos

Ability to effectively present information in one-on-one and small group situations to clients and other Associates of the organization

Strong computer skills, including proficiency in MS Outlook, Word, Excel, and PowerPoint

Ability to problem solve and think critically- using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Proactive, resourceful, quick learner, multi-tasker, strong team player

Commitment to Company Values

Preferred:

Minimum 2-4 years Account Service or Project Management experience

Prior Agency experience preferred

Travel:

10-25%

Supervisory Responsibilities:

n/a

Physical Demands

While performing the duties of this position, the Associate is occasionally required to move about the office, use computers, phone, video conferencing and other general office equipment. The Associate must occasionally lift up to 20 pounds.

Work Environment

The noise level in the work environment is usually moderate.

General sign-off: The Associate is expected to adhere to all company policies.

Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.