Mission of the Role
Serve as the primary strategic advisor and relationship owner for assigned franchise client partners, ensuring they receive exceptional service, clear communication, and measurable marketing results. The Account Executive is responsible for strengthening client partner relationships, monitoring marketing performance, identifying growth opportunities, and coordinating internal teams to deliver successful marketing programs that contribute to client partner retention, satisfaction, and long-term partnership growth at ChoiceLocal.
Key Outcomes (What Success Looks Like)
Client partners view ChoiceLocal as a trusted partner because communication is proactive, strategic, and responsive.Assigned client partner accounts maintain strong satisfaction and retention through consistent performance monitoring and relationship management.Marketing performance and key metrics are regularly reviewed and communicated to client partners through clear and meaningful reporting.Opportunities for program improvement, service expansion, or strategic adjustments are identified and presented to client partners.Underperforming accounts or locations are identified quickly and intervention plans are implemented in coordination with internal teams.Client partner issues, concerns, or risks are addressed promptly and professionally, protecting the health of the partnership.Quarterly strategic game plans are delivered that align marketing initiatives with the client partner’s business goals.Internal teams receive clear direction and communication to ensure client partner initiatives are executed on time and to ChoiceLocal standards.
Core Responsibilities
Client Partner Relationship Management
Serve as the primary point of contact for assigned franchise client partners, franchisees, or business ownersBuild strong, trust-based relationships by providing strategic guidance, transparency, and proactive communicationRespond to client partner questions, concerns, and requests in a timely and professional mannerAct as a client partner advocate internally while maintaining alignment with ChoiceLocal standards and capabilities
Client Partner Communication and Reporting
Create and deliver monthly reporting recaps that clearly communicate performance results, insights, and recommendationsEnsure client partners understand how marketing efforts are contributing to their business growthPresent quarterly strategic game plans that outline upcoming initiatives and growth opportunitiesMaintain regular, proactive communication with client partners to ensure alignment and transparency
Performance Monitoring and Optimization Support
Review marketing performance and KPIs for assigned accounts at least twice per month using Google Analytics and other internal reporting toolsIdentify trends, opportunities, and performance concerns that may require strategic adjustmentsDevelop intervention plans for underperforming accounts or locations and collaborate with internal teams to implement improvementsEnsure campaign performance and marketing initiatives align with client partner objectives
Client Partner Retention and Growth
Proactively identify signals that may indicate client partner dissatisfaction or churn riskAddress concerns through strategic problem-solving, education, and clear communicationIdentify opportunities for program expansion, add-on services, or strategic adjustments that benefit both the client partner and ChoiceLocalSupport retention efforts by demonstrating the ongoing value and impact of ChoiceLocal’s services
Internal Coordination and Execution
Collaborate with internal marketing capability teams to ensure all client partner initiatives are executed accurately and on scheduleCreate and manage tasks within Basecamp and other internal systems to ensure work progresses efficientlyEscalate issues or resource needs appropriately to ensure client partner deliverables meet ChoiceLocal standardsMaintain clear documentation of client partner communication, performance discussions, and strategic actions
Competencies Required for Success
Professional Competencies
Client Partner Relationship Management: Builds trust, manages expectations, and maintains strong long-term franchise client partner partnerships.Strategic Thinking: Understands how marketing performance connects to client partner business outcomes and can identify opportunities for improvement.Communication: Clearly communicates marketing insights, performance results, and strategic recommendations to client partners and internal stakeholders.Analytical Thinking: Interprets marketing data and performance indicators to guide strategic decisions and recommendations.Ownership and Accountability: Takes responsibility for client partner outcomes and proactively works to resolve issues and improve performance.Organization and Time Management: Effectively manages multiple client partner accounts, deadlines, and priorities simultaneously.Emotional Intelligence: Maintains composure and professionalism during challenging conversations and high-stakes partner situations.
Culture Expectations
Teammates in this role are expected to uphold the core values and cultural standards of ChoiceLocal.
Integrity in All Things: Operate with honesty, transparency, and accountability in all partner interactions and internal collaboration.Amazing Customer Service: Maintain a partner-first mindset by prioritizing responsiveness, performance, and partnership success.Everyone a Leader: Take ownership of responsibilities, proactively solve problems, and contribute to team success.Candor with Goodwill: Communicate openly and constructively while maintaining professionalism and respect.Family: Support teammates and contribute to a collaborative and positive team environment.Giving: Demonstrate a commitment to helping teammates and partners succeed through knowledge sharing and collaboration.
Experience and Education Requirements
Bachelor’s degree in Marketing, Business, Communications, or a related field3–5 years of experience in digital marketing, client partner success, or account managementExperience interpreting marketing performance metrics and communicating results to clientsStrong written and verbal communication skillsFamiliarity with digital marketing tools such as Google Analytics preferredAbility to manage multiple client partner relationships and priorities simultaneously
How Success Will Be Evaluated
Client partner satisfaction and retention across assigned accountsQuality and clarity of client partner communication and reportingAbility to identify and act on strategic growth opportunitiesResponsiveness to client partner needs and concernsEffectiveness in coordinating internal teams to deliver resultsDemonstration of ChoiceLocal core values and cultural expectations
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