Advantage Solutions Senior Account Executive Agency in Cleveland, Ohio
Senior Account Executive - New Business
Job Purpose: Team and Plan Coordinator. Department Resources Hub Manager. Diligent Project Driver.
The New Business Sr. AE works collaboratively with EVP Business Development and Sr. Account Director, New Business to contribute to agency’s revenue growth and ongoing development of a healthy pipeline of prospects. The Sr. AE plays is a critical role in to management and coordination of work for companies: IN & EDGE New Business and Marketing initiatives around three core areas:
New Business Pitch Management
New Client Onboarding
The following provides an overview of the responsibilities and duties of the Sr. AE (Please note this is not an all-inclusive list as every project, assignment and pitch comes with unique needs and challenges).
Total team coordinator, meeting management: scheduling, agenda & recaps, document sharing with internal and external attendees (PACE – Purpose/Agenda/Conduct/Expectations/Roles)
Facilitate weekly status meetings, maintain status report on Google Share. Download reports 1x month onto the Server for historical tracking
Prepare Monthly Pipeline Report on the AS CRM system for AS, coordinating with other teams.
Client lists – quarterly and as needed updates to Google Doc Client List with clients, brands, assignments, tenure, key customers and account leads
Respond internal and network requests for material, cases, creds and facts
Record notes from client and pitch team meetings including action items and recap of key decision points.
Work with finance to open job numbers and coordinate with A/P for invoicing for new business invoices. Secure approval from EVP for pitch costs. Share job numbers with all pitch team members.
New Business Pitch Support:
Provide Prospect Company profiles for prospects and distribute to all pitch team members with background information on company, business operations, key executives, agency roster, brands, current digital advertising etc. (Source: Winmo / MOAT / Social media sites, client website)
Build and manage overall pitch timeline to keep abreast of critical dates, be proactive in aligning resources to meet deadlines, and communicate timeline to team and follow up with team members to keep work on track across all stages of the new business pitch (RFI to final presentation)
Partner with Project Manager for Pitch Creative Assignments. NOTE: PM will calendar and manage creative development timeline (brief through to creative content for decks, internal creative reviews etc.
Calendar all pitch team meetings as needed (excluding PM Creative meetings above); providing notes and action items for attendees asap for actioning
Work with Project Managers to open Work Front job requests, add all team members to the project for time reporting;
Open MS Team site with IT and add all team members to the site with Channels for key content areas.
Post Working documents on Google or MS Team site for live editing by all contributors for PowerPoint Deck or Word RFI development. Communicate with contributors for deadlines for responses and when document is no longer “LIVE” to move to design.
Lead the design and development of pitch room theater and pitch room collateral (banners, table LED lights, notepads, pens, etc.) working with Don Coffey and creative teams as needed for design & production
Lead the ideation and development of client thank you gifts or charitable donation, along with design and development of thank you notes, packaging and distribution
Coordinate proofreading of all RFI, RFP and Presentation decks
Coordinate with Executive Creative Director and Presentation Designer on the design and dissemination of a deck template and design theme to all contributors.
For RFIs, provide first draft of existing answers from our RFI library, prepare first draft in WORD with all RFI questions from client source documents.
Liaise with our Content Contributors and Smyth for deck updates, setting clear expectation for rounds of revisions and timing of reviews; sharing team’s feedback on deck edits and coordinating with contributors to get information to the designer in a timely manner in advance of deadlines and team reviews. Provide design support as needed for image sourcing, (e.g., headshots, creative work, logos, etc.)
(POST COVID) Coordinate and manage pitch room including IT and A/V support, food; Coordinate off-site visit or secure detailed photographs at client offices or conferences centers.
Update server and MS Team site with FINAL deck and RFP files:
Save new case studies in case studies folder
Save BIC examples written answers in RFP Samples and FAQ folders.
Save updated creds pages to “Frequently Used Slides”
Save new custom content to “Practice Areas”
Case Study preparation
Liaison with account team leads across our company for new case studies; follow up with Town hall Meeting case study authors to gather additional details and prepare formal case studies in our New Business Template
Follow up & coordination with Account teams for additional details as directed for use of case studies in new business pitches (missing results, missing work, missing insights)
Coordinate with creative resources and account teams for the development of case study videos (as needed)
On a monthly basis, update and proofread document, creating versions across new clients, customers, cases, updates statistics, etc.
Update to competitive review of top agency competitors (client changes, exec changes, new capabilities, press, etc.) as needed
Provide logistical support for the 30/60/90 day transition process. Including: managing weekly onboarding status meeting logistics, agendas & meeting recaps; Updating Master Transition tracker and supporting transition across the following areas:
Finance & legal set up
Transition from agencies – coordinating asset download with studio
Fast Start Promotion planning
Ways of working
Must thrive in a fast-paced, competitive environment with high-profile projects and senior leadership involvement
Must provide excellent customer service, take initiative, maintain confidentiality, possess excellent interpersonal skills (both written and verbal), and express high standards of professionalism in a corporate environment
Ability to problem solve, be resourceful and think analytically.
Ability to handle multiple tasks, meet tight deadlines and be flexible as long hours and (some weekend work) are necessary
Must possess a positive, “can do” attitude and spirit in order to effectively work and succeed in the fast-paced world of IN Marketing
Must be an effective collaborative, and a creative thinker
Comfort with interaction with highest levels of agency management and with clients for all pitch logistics as needed
The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.
Essential Job Duties and Responsibilities
Develop and own assigned relationships that build a trust-based partnership with client teams, agency partners and third-party vendors
Demonstrate working knowledge of consumer/shopper marketing landscapes and the client’s own industry to develop new business opportunities and potential revenue streams within existing client
Design and lead proposal and program development presentations with support and guidance from Director
Supervise and/or directly manage program execution, budgets, tracking, and post promotional reporting in accordance with company systems and processes
Contribute to recruiting, hiring, training, and development of direct reports with support of Director.
Other related duties as assigned
Partner with Planning team members to develop category, channel, customer and competitive brand marketplace insights, identify most value consumer targets, communication strategy, innovation opportunities, promotion program objectives, strategies and tactical recommendations for programs, leveraging key consumer/ shopper insights that drive purchase behavior change
When relevant, demonstrate thought leadership, channel expertise and strategic integration with client agency partners
Communicate and interact effectively with internal teams for all departments and/or clients to deliver timely client decisions and approvals
Identify cross-company Marketing Svs revenue-driving opportunities
Successfully manage and develop Agency cross-functional team members
Other related duties as assigned
- Hires, retains, trains, coaches, guides, directs, and develops direct reports using company-wide processes, tools and resources
- May delegate work of others and provide guidance, direction and mentoring to indirect reports
Travel and/or Driving Requirements
- Travel and Driving are not essential duties or functions of this job
Minimum Qualifications Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job
Education Level: (Required): Bachelor's Degree or equivalent experience
Field of Study/Area of Experience: 2-4 years of experience in the role of leader/manager in agency, brand management and/or media production preferred
5+ years of experience in consumer product, brand management, media or agency experience preferred
Skills, Knowledge and Abilities
Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines
Excellent written communication and verbal communication skills
Ability to make oral presentations
Good interpersonal skills
Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers
Strong prioritization skills
Ability to direct, lead, coach, and develop people
Environmental & Physical Requirements
Office / Sedentary Requirements
Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.
Additional Information Regarding ASM Job Duties and Job Descriptions
Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. Advantage Solutions reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Advantage Solutions shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.
The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law.
As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Job Locations US | US-OH-Cleveland | US-NC-Raleigh | US-SC-Charleston
Primary Posting Location : Country US
Requisition ID 2021-387166
Position Type Full Time
Category Marketing (Corporate): Integrated Marketing, Experiential Marketing