Role Overview The Account Executive serves as the primary relationship lead and strategic partner for assigned clients, responsible for understanding their business objectives, identifying and recommending solutions, collaborating with internal agency teams, ensuring projects are delivered on time and within budget, managing client billing, and proactively identifying opportunities to grow client relationships and expand agency services. As a key client contact, the Account Executive acts as the bridge between clients and internal teams, ensuring smooth communication and project execution. Ideal candidates are detail-oriented, organized, and skilled at maintaining strong client relationships through exceptional service, strategic thinking and delivery.
Role Overview The Account Executive serves as the primary relationship lead and strategic partner for assigned clients, responsible for understanding their business objectives, identifying and recommending solutions, collaborating with internal agency teams, ensuring projects are delivered on time and within budget, managing client billing, and proactively identifying opportunities to grow client relationships and expand agency services. As a key client contact, the Account Executive acts as the bridge between clients and internal teams, ensuring smooth communication and project execution. Ideal candidates are detail-oriented, organized, and skilled at maintaining strong client relationships through exceptional service, strategic thinking and delivery.
Key Responsibilities
- Serve as the primary point of contact for assigned clients, managing day-to-day communications and ensuring all client needs are addressed promptly and professionally.
- Build and maintain positive relationships with clients by understanding their objectives and delivering strategic solutions that meet or exceed expectations.
- Proactively identify opportunities to strengthen client relationships, expand agency services, and support account growth through new initiatives and recommendations.
- Maintain awareness of overall account financial health, including budgets, retainers, billing arrangements, contractual commitments, and profitability, partnering with Project Management, Operations, and Finance as needed.
- Monitor account health, client satisfaction, and evolving business priorities to identify opportunities and address concerns proactively.
- Evaluate campaign performance, client feedback, and evolving business needs to inform future planning, recommendations, and account development.
Project Oversight & Internal Collaboration
- Partner with Project Managers to ensure projects remain aligned with client objectives, approved scopes, budgets, and expectations while PMs lead day-to-day execution and delivery.
- Provide clear client context, strategic direction, and expectations so internal teams understand the purpose behind the work and the outcomes it should achieve.
- Maintain visibility into project progress, risks, and challenges, stepping in when client-level decisions, strategic alignment, or escalations require account leadership.
- Collaborate with Project Management, Operations, Finance, and department leaders on estimates, scopes of work, budgets, retainers, billing coordination, and account profitability.
- Coordinate internal expertise and resources to support integrated agency recommendations, resolve challenges, and maintain alignment across client initiatives
Competencies
- Strong organizational and time-management skills, with the ability to manage multiple projects and deadlines simultaneously.
- Excellent communication and interpersonal skills, with a collaborative and proactive mindset.
- Adept at addressing client needs with professionalism and a solution-oriented mindset.
- Skilled in managing complex workflows and ensuring no detail is overlooked.
- Works effectively with internal teams to deliver results efficiently.
- Ability to anticipate challenges and address them proactively.
- Must be able and willing to travel locally for client visits and engagements.
Education And Experience
- Bachelor’s Degree in Marketing, Business, Communications, or a related field required. Experience in lieu of degree may be considered.
- At least 3-5 years of experience in account management, or a similar role within an agency or marketing-focused environment.
- Previous experience and familiarity with project management processes and tools such as Workamajig, Trello, Asana, or similar systems helpful.
Physical Demands
- Must be able to sit at a desk for prolonged periods of time, particularly while working on a computer.
- Ability to alternate sitting, standing, and walking frequently.
- Must have valid driver's license and appropriate transportation to travel to/from client office locations and external engagements as necessary.
- Occasional lifting or carrying of items up to 25 lbs.