They understand client goals, have regular discussions with the client and communicate key insights and action items to the rest of the agency. Responsibilities & Duties Has a thorough understanding of client’s brand, market, and competitionFacilitates regular calls with clients to discuss direction, review recent progress, offer insights, and outline action items for the coming periodCommunicates all things concerning clients (macro and micro) to agency staffWrites creative briefs or other supporting strategy documents to deliver to agency/department stakeholders to ensure that teams have a proper understanding of the client’s brand and goals, related to specific campaignsPulls in planning team and subject area experts to help explain pitches or support reporting to clients, while still maintaining primary responsibility for deliveryTakes lead role in annual planning for clients, helping to write budgets and outline prioritized projectsPrepares for and participates in strategic or group planning sessions as neededWorks with expertise stakeholders in the agency to develop and make recommendations for services not utilized by clientsWorks with department heads to ensure all projects clients are done to meet or exceed client’s expectations in terms of both quality and timeframeWorks proactively to keep tabs on the status of all projects for clients, ensuring that things do not fall behind schedule and details are not missedSets realistic expectations with clients regarding all agency work but strongly advocates for clients when working with agency stakeholdersReviews and approves all work product, before it goes to clients or leaves the agency, to ensure that it is on-point in terms of branding, accuracy, and meets objectivesRegularly reviews agency reports for clients and analyzes all available data to draw conclusions and make insightsPrepares and analyzes specialized reports for clients including P&L, intake analysis, pipeline analysis, Pareto-point, and Stars reportKeeps tabs on things happening in the client’s market landscape, such as new competitors, and changes with current competitorsPlans and facilitates client visits to the agency as needed and participates in dinners or other activitiesTravels to see clients as neededMonitors and has a working knowledge of agency invoicing for clients to ensure there are no surprisesHas a working knowledge of each client’s profitability to the agency Critical Competencies Client-focusedStrategic and tactical thinkerSees two to three steps aheadProactive communicatorWorks well collaboratively
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