Effectively manage the onboarding/kickoff of clients
Act as the primary liaison between clients and our internal teams as it relates to timeline, budget, progress, etc.
Prepare account service-related documents such as meeting agendas, meeting reports, emails, proposals, and other client communications and correspondence
Triage all incoming support requests from clients via email, calls, or our support ticketing platform
Prepare production plans based on contracted budgets and timelines
Create and manage tasks in the project management tool as tasks progress through the stages of completion, including keeping the client-facing board up to date
Perform meticulous quality checks and testing on project
and campaign-related deliverables
Track and report on engagement budgets and client health on a weekly basis
Ensure that CRM records are updated on a weekly basis
Create and maintain milestone records to accurately forecast client revenue and ensure that invoices go out to clients in accordance with the contracted payment schedule
Provide recommendations on how to improve ongoing marketing campaigns and digital projects (e.g., website redesigns, backend integrations, etc.)
Lead retainer renewal conversations with the client in a timely manner to ensure retainers do not lapse
Identify account retention and expansion opportunities and lead conversations with clients about those opportunities
Work with subject matter experts to properly scope out new engagement opportunities
Progress your professional development by engaging in intermediate HubSpot training, with a focus on independently handling in-platform tasks for clients.
Requirements
BA or BS degree in communications, marketing, or business
5 years of relevant experience
Excellent interpersonal and organizational skills
Strong attention to detail and the ability to communicate details
Strong oral and written communication skills
Strong problem-solving skills
Ability to assess a wide range of issues in creative ways and consult on solutions
Confidence in advising clients on how to proceed in order to achieve their goals
Confidence in leading sales-related discussions with clients