AdTechTalent
Sales30 days agoHybrid

Simpli.fi

Local Account Planner

salesaccount planningclient onboardingmedia planningRFPproposalclient successadvertisingonline advertisingmarketinghybrid

Key details

Salary

Not specified

Employment type

Full-time

Seniority

Mid-level

Years experience

3-5

Location

Fort Worth, Texas, United States

Full job description

Simpli.fi is seeking a Local Account Planner to support the sales organization by performing strategic tasks to secure renewals, expand use or budgets, and assist with client onboarding. Responsibilities include managing media plans, proposal and RFP quality control, collaborating with client success and sales teams, facilitating client reviews and marketing collateral coordination, and supporting administrative tasks to improve prospecting. The role requires a Bachelor's degree, knowledge of online advertising industry trends and technologies, strong communication and organizational skills, and the ability to work independently and in teams. Benefits include competitive pay, 17 PTO days, 401K match, long-term incentives, employer-sponsored healthcare, and a hybrid work schedule. Candidates must be authorized to work in the U.S. No visa sponsorship available.

What you'll do

  • Secure renewals, expand use or expand budgets
  • Own office agency-facing media plan, proposal, and RFP response quality control
  • Assist Client in Onboarding Process
  • Work with Sales Directors with any Administrative Tasks that could hinder Prospecting
  • Provide additional client touch points, data, research to decrease churn and increase client spend
  • Pre-call account research or brand research
  • Pre or Post call mining to assemble PPT pitch decks with relevant case studies
  • Proposal & RFP response completion support
  • Build media plans with marketing approved templates
  • Collaborate between Client Success and Sales Representative to ensure cohesiveness in RFP and implementation
  • Facilitate & coordinate multiple aspects of region-specific client reviews
  • Facilitate & coordinate with Marketing on collateral needs specific to region
  • Facilitate & coordinate with Training resources to ensure on-going training
  • Serve as primary sales contact for @scale house accounts with no sales director assigned
  • Uncover growth opportunities and work cross-departmentally with CS, Engineering, Development to assist with integrations tied to revenue
  • Submit tickets as needed
  • Gather Credit/Payment for Accounting
  • Gather/Facilitate Copy for Campaigns
  • Assist in Development of Prospecting Lists/Tools
  • Assist in Collection of Payments

Requirements

  • Bachelor’s Degree
  • Knowledge of the online advertising industry, industry participants, trends and technologies
  • Excellent communication and organization skills with a demonstrated history in client satisfaction
  • Highly motivated to excel with a strong work ethic and initiative
  • Resourceful, dependable and able to manage multiple priorities simultaneously
  • Ability to work independently and in a team-oriented environment
  • Excellent presentation and communication skills
  • Ability to build and maintain relationships with client contacts at all levels
  • Flexibility in work availability

Benefits

Awesome company environment and benefits with a great management teamCompetitive pay based on experience17 PTO days401K matchLong-term incentive planEmployer sponsored healthcare optionsHybrid work scheduleFocus on developing and mentoring employees

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