Account Executive

Account Executive at Wildtype Health

The Account Executive (AE) assists with the day-to-day business of the account, working closely with senior account leaders. He/she is responsible for managing day-to-day projects, tactical development, managing timelines, account estimates, the out-of-pocket (OOP) budget, and time and event schedules. This position works in close conjunction with the account team, creative team and other agency operations departments.

Primary Job Responsibilities

Financial Responsibilities:

• Ensure that all billing is done accurately and promptly.
• Track OOP billing to ensure that all expenses fall within approved guidelines.
• Weekly review of hours/OOPs tracking.
• Work diligently to meet Client's accounting needs (e.g. Daily review of vendor purchase orders, job actuals, etc.).
• Sign final draft invoices after reviewing with senior management.
• Participate in reconciliation reports, scope of work (S.O.W.) development, and other critical financial documents.
• Keep client abreast of hours and OOP changes when revisions require updated estimates.
• Close jobs.

Account Organization and Efficiency:

• Oversee tracking Purchase Orders (POs).
• Requesting and closing job numbers.
• Lead status meetings and individual project start-up meetings concerning projects AAE is managing (if applicable).
• Lead project management from start to finish, starting with drafting estimates to creative briefs to receiving regulatory approval to production and ending with completion of job.
• Manage development and production within the Agency.
• Maintain regular Client contact, ensuring that the Client is updated and briefed on account activity.
• Maintain responsibility for accuracy of all communications to Client.
• Manage timetables in conjunction with traffic and production.
• Record and summarize all Client contacts, decisions, and approvals.
• Produce accurate and timely status reports/contact reports.
• Communicate direction and Client feedback to creative staff clearly and concisely.
• Continue to develop fundamental understanding of marketing and advertising concepts.
• Demonstrate working knowledge of scientific category and brand.
• Performs other duties as assigned by manager.

Additional Responsibilities

• Supervise Assistant Account Executive’s work (when relevant).
• Monitor (or help to monitor) daily account workload.
• Train (or help to train) new hires in process and procedures of the account.
• Delegate work to AAE when appropriate; communicate effectively.
• Manage time efficiently, meet deadlines, pay attention to detail, and set priorities for specific assignments, especially when handling multiple projects.
• Demonstrate good problem-solving and interpersonal skills.
• Remain calm despite high pressure situations.
• Project a professional, positive attitude toward peers and clients within the department and the agency.
• Uphold Agency quality standards in servicing the Client.
• Maintain accurate time sheets.
• Demonstrate an understanding of Client's business and Agency assignment, and contribute to strategic direction and solutions.
• Develop thorough knowledge of Client's goals and vision, both the brand itself and the people involved, and interact appropriately.
• Assist other members of department/team as needed when workload allows.
• Understand when it’s appropriate to make decisions independently and when to escalate issues/decisions to manager.
• Uphold the Company Values in all decisions and interactions.
• In person client travel is required.

Qualifications

• College degree.
• 1-2 years Agency or comparable marketing experience.
• Excellent written and oral communication skills including ability to write basic documents with minimal supervision.
• Strong organization skills and attention to detail.
• Proficient in Microsoft Excel.
• Possess a good foundation of knowledge of marketing/advertising.

Key skills/competency

• Account Management
• Project Management
• Client Communication
• Financial Management
• Agency Operations
• Marketing Concepts
• Advertising Concepts
• Time Management
• Problem Solving
• Attention to Detail