Account Coordinator
Account Coordinator
Job Title: Account Coordinator Status: Exempt
Department: Account Service Reports to: Account Executive,
Account Manager or Account Supervisor
Account Representative Page 1
THIS IS NOT AN EMPLOYMENT CONTRACT AND DOES N OT ALTER ANY ASSOCIATE’S STATUS AS AN AT-WILL
EMPLOYEE. ACCORDINGLY, EITHER THE COMPANY OR THE ASSOCIATE MAY TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY OR NO REASON, WITH OR WITHOUT NOTICE.
Position Summary : The Account Coordinator (AC) is responsible for working in conjunction with the Account Lead
in the day -to -day management of projects on multiple accounts. The AC will develop and maintain a working
knowledge of company processes and client accounts in order to provide internal support and client back -up when AL
is unavailable. Management/Support includes preparing project status reports, proofing, scheduling and set -up of
internal project initiation/input meetings, client meetings, assisting with forecasting, billing, tracking, and client
contact reports. The AC must be available for travel and is expected to work beyond a normal 40 hour/week as
needed. A career plan to move into the Account Executive position is preferred.
General Purp ose : Internal and external support for account management, project management and proactive
problem resolution.
Essential Functions:
Client Know ledge/ Contact
• Develops knowledge and actively seek s current information about the client’s industry, organizational
structure, products, services, markets and distribution network s
• Familiarizes him/herself with c lient contacts (including their preferred communication methods and branding
requirements)
• Contacts c lient(s) for approvals of estimates, concepts, copy, layouts , etc., as needed
• Consistently init iates ways to add value to all c lient-specified assignments
• Proactively looks for ways to tailor his/her reporting and communication method to the c lient’s specific style
and needs
Account Support
• Researches, gathers, assembles materials for tracking and reporting purposes
• Communicates daily with senior account management personnel to provide support with ongoing projects as
well as new/unexpected needs as they arise
• Assists in preparation of contact reporting, forecasting and billing as directed by senior account
management personnel
• Utilizes c ompany’s account management methods and work flow to deliver quality work
• Proactively identifies an d provides solutions to problems
• Begin s to identify new business opportunit ies with existing clients
Administration
• Expedite s client contact reports as directed by senior account management personnel
• Proactively updates and archives account files
• Assure s timely delivery of c lient correspondence, materials and invoices
• Enters record of billable time within 3 days into Jackson’s accounting software
• Assures that Letters of Estimates (LOEs) and Revised Estimates are completed for all billable jobs
Project Coordination
• Attends Traffic/Production meetings and follows -up on unfinished projects until completion
• Prepares creative briefs and creative requests for new jobs
• Proofing of unfinished work to ensure accuracy before final production/presentation for c lient
• Holds internal input meetings
• Manages projects, which are less -strategic in nature, from start to finish
• Opens jobs and enters alerts in JACKSON’s job tracking software
Essential S kills & Experience:
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Job Title: Account Representative Status: Exempt
D epartment: Account Service Reports to: Account Executive,
Account Manager or Account Supervisor
Account Representative Page 2
THIS IS NOT AN EMPLOYMENT CONTRACT AND DOES NOT ALTER ANY ASSOCIATE’S STATUS AS AN AT -WILL
EMPLOYEE. ACCORDINGLY, EITHER THE COMPANY OR THE ASSOCIATE MAY TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY OR NO REASON, WITH OR WITHOUT NOTICE.
• Excellent interpersonal and communication skills (written and verbal)
• Strong time management, organizational and critical thinki ng skills
• Proactive, resourceful, strong team player
• PC proficiency in MS Excel, Word and PowerPoint
N onessential F unctions , S kills & Experience :
• Previous a gency experience preferred (minimum of Account Coordinator level or comparable marketing
experience)
P hysical D emands & Work E nvironment : The physical demands and work environment characteristics described
here are representative of those that must be met by an employee to successfully perform the essential functions of
this job. Reasonable accomm odations may be made to enable individuals with disabilities to perform the essential
functions.
• Physical demands: While performing the duties of this job, the employee is occasionally required to stand;
walk, sit; use hands to finger, handle, or feel obj ects, keyboards, office equipment, reach with hands and
arms; climb stairs; balance; stoop, kneel, crouch, talk and hear. The associate must occasionally lift up to 20
pounds. Specific vision abilities required by the job include close vision, distance vi sion, color vision,
peripheral, vision, depth perception, and the ability to adjust focus.
• Work environment: The noise level in the work environment is usually moderate.
G eneral Sign -O ff: The associate is expected to adhere to all company policies.
I h ave read and understand this explanation and job description.
Signature: ________________________________ Date: ______________________