Planner, Account Management
About The Account Management Team
The 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.
Responsibilities
The 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
Requirements
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
Key Performance Indicators
Completes assignments on-time and with minimal errors, goes above and beyond Exhibits a proactive, collaborative approach to any challenges or delays Quickly learns and retains information, especially regarding key processes and client requests Demonstrates curiosity with a desire to learn from program data, collaborator content and Collectively teammates Projects a friendly, competent, and appropriate demeanor both within the organization and to clients
Benefits
About Collectively
Recently recognized on Fast Company's 2018 Most Innovative Companies list, Collectively brings innovative marketers and the most creative social media influencers together to drive awareness, gain insights, and create authentic content that builds brands. We call it collaborative marketing.
This kind of influencer-centered marketing is growing exponentially around the world, and we're pioneers in the space, with more than a decade of experience shaping our work. Since Collectively’s founding five years ago, we’ve partnered with 100+ consumer brands, and grown a community of more than 10,000 influencers across all social media platforms. Our work has been recognized by top publications including The Wall Street Journal, Fast Company, Digiday, AdAge, and Business INSIDER, among others. We also have OMMA, Effie, Webby, and OMMA awards for our programs.
To catch up on our latest Collaborations, please visit our website.
We have dog-friendly offices in San Francisco and New York City, and we’ve built a strong, supportive culture rooted in our values. We provide competitive benefits, including a company-wide flex day every Wednesday, allowing our team to work wherever they choose.
We’re excited to expand our team as we continue to sustainably grow Collectively in an ever-changing social media and digital advertising landscape.
