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Account Planner

Collectively Inc
Closing date
15 Sep 2021

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Marketing & PR
Contract Type
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About The Account Management TeamThe Account Management Team is the revenue development/sales and account management arm of our client services organization and is focused on cultivating exceptional relationships with our client community, delivering strategic proposals for influencer marketing initiatives and services, and retaining and growing account revenue.

ResponsibilitiesThe Planner role supports a dedicated list of client accounts. Working closely with account leads, the Planner contributes to the client management, relationship development and revenue development of an account through the following areas of effort proposal development, client development support, client administrative and operational support.

Proposal Development

Support of the following work streams
  • Help Account Leads distill client needs into Opportunity Briefs to then create Collectively solutions
  • Support Account Leads with the creation of smart proposals for clients. Key contributions include talent recommendations and content thought-starters. Development of other proposal components to come as needed
  • Prepare research for and participate in brainstorms, summarizing outcomes and applying ideas in proposals
  • Assist Account Leads in managing internal process, meetings, timelines and approvals
  • Draft communications to existing accounts to help our Account Leads maintain regular communication with clients and seek out new opportunities
Client Services Support
  • Support Account Leads on daily and weekly client management communications, planning, prep, follow up and account development activities, as needed
  • Coordinate and listen in on meetings, distributing post-meeting notes to help Account Lead facilitate internal & client-facing next steps
  • Support ongoing client appreciation (client entertaining/gifting experiences)
  • Support Account administrative needs including invoicing and travel
  • Monitor key project milestones and performance when a client's campaign is in progress, flagging concerns proactively and sharing POV to account lead on when client expectations and Collectively may not be aligned
  • Maintain account and opportunity data in Salesforce daily
  • Help develop project insights and draw upon them in wrap conversations and future proposal development.
  • Monitor general news and influencer/industry trends on client and client competitors to help inform and develop the strongest proposals
  • Assist in development of client case studies
  • 1-2 years relevant experience in marketing, PR or advertising industry
  • Knowledge of and passion for the social media and influencer landscape
  • Professional communication skills-both written and verbal
  • Strong attention to detail, eye for design and commitment to producing quality work
  • Exceptional focus and time management skills, able to follow process efficiently and hit deadlines autonomously
  • Excellent initiative and proactive follow-through with all colleagues from peers to senior staff
  • Positive attitude and enthusiasm for making great work happen
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