Account Executive

Position Overview

The Account Executive is the client-facing project lead responsible for communicating and documenting the project scope and specifications, ensuring client alignment during project development, and reviewing agency work deliverables against client objectives and project specifications. The Account Executive is responsible for managing accurate and timely client communications of project information, status, deadlines, and next steps on a daily basis, as well as managing the submission, review, and final delivery of work and materials. This includes managing clients to their deliverables and deadlines as well as acquiring the needed resources and client stakeholder input to keep projects on track for successful completion. The Account Executive also works with project management to ensure agency work is developed in accordance with client processes and milestones. 

Responsibilities:

Account Management 

• Represents client viewpoint in day-to-day project execution while partnering with Project Management to complete project plan grounded in scope of work, timeline, deliverables, and client/agency process 
• Proactively manages Account and client deliverables in project work plan in partnership with Project Management 
• Conducts regular client status meetings to communicate project development and maintain alignment with client objectives
• Manages client submissions and ensures agency work remains in compliance with client guidelines
• Reviews hot sheet/status grids daily for accuracy and provides nightly comments/updates to Project Manager as needed

Client Partnership 

• Initially provides information for project briefs and works in partnership with project manager to prepare and conduct internal kick off meetings
• Initiates project timeline development with Project Management by providing complete deliverables list and client milestones; approves timeline against client-stated requirements
• Conducts project status calls, schedules external meetings, and communicates project status and updates by email
• Educates client on aspects and timing of project development, including internal agency process/requirements
• Liaises with client stakeholders and extended team members to drive project execution (eg, MLR team, meeting planners, medical/marketing reviewers, partner agencies, KOLs)
• Communicates project updates to team in a timely manner, including client shifts in project scope, direction, or timing that may impact agency resource requirements
• Local (tristate) client engagement travel as needed/required

Financial Management 

• Maintains accurate and up-to-date project financials in all agency systems
• Supports Account lead in maintaining up-to-date project financials and tracking project actuals against client scope of work
• Partners with Project Management to review project fees, expenses, and reconciliations
• Participates in any necessary financial meetings to ensure accurate internal data and to support client financial status communications 

Qualifications

Required 

• At least 1 year of relevant experience in the account services field within the advertising industry or a similar industry
• Comfortable with scientific information
• Bachelor’s degree 

Preferred 

• Master’s degree in business or science 
• Client-facing experience 
• Professional and customer-service oriented 
• Accurate and proficient note-taking abilities 
• Organized and detail-oriented with a take-ownership attitude
• Excellent interpersonal communication and writing skills 
• Advanced proficiency in Microsoft Office Suite (e.g., Word, Excel, PowerPoint, and Outlook)
• Can effectively manage time, multi-task, and handle a high volume of work in a fast-paced environment

Salary range: $60,000 - $70,000 CAD