Culture and Careers

The role of the Account Specialist is to provide exceptional support for the management of new and existing clients, to ensure client satisfaction through superior service, and to encourage account growth through careful relationship and project stewardship. The Account Specialist will report to and work directly with the Account Strategist to establish and cultivate the business relationship; gain and maintain a high level of understanding of the client’s service area, unique positioning, overall objectives, and requirements; and assist in the execution of a uniquely tailored direct marketing program. The Account Specialist will interact with clients to respond to inquiries, to provide program and product updates and marketing and communications updates, as well as campaign, technical, and other account-related support. The Account Specialist may also serve as project lead/subject matter expert on agency special projects – which may require advanced-level database work, digital asset/resource management, marketing and/or public relations tasks, or event coordination, as assigned.

• Partners with Account Strategist to attend to, meet, and surpass expectations for the account needs of assigned clients
• Demonstrates strong agency knowledge of clients and services as well as agency systems and processes for effective communication between creative, production (print and digital), and administrative teams
• Effectively set up accounts, open projects, build briefs, enter client campaign participation, and fulfill CRM billing requirements in Microsoft Dynamics
• Participates in the pre-creative and tactical process for the creative development of direct mail packages
• Navigates and performs assigned projects within the company’s e-Tools (project management systems and creative proofing programs/applications)
• Serves as a support contact for issues or activities that a client may encounter. Works and interfaces with various internal departments as needed. Serves on a strategic task force as may be determined
• Keeps team and supervisor informed of project status and needs. Adheres to project deadlines
• Attends client meetings via telephone or on-site. Occasional travel. Supports the Strategist with material prep as may be requested
• Initiates follow-up and preparation of materials following tele-conferences and on-site strategy visits. Works with the Strategist to draft and distribute conference reports
• Coordinates and performs client service administrative tasks related to assigned clients and projects
• Attends and participates in internal client status meetings. As requested, prepares conference reports and follows up on action items
• Presents in client status meetings as required to update the entire client service team on special project/task force progress
• Participates in trade shows/conferences, as may be required, by representing BDI and sharing information on company services
• Manages special projects or assignments as required
• Other team and client support as necessary

• Relationship Building: Must be friendly, trustworthy, knowledgeable, and professional. Must demonstrate ability to establish and develop relationships with prospects and serve as an ambassador of BDI. Positive attitude, good team player
• Communication Skills: Must demonstrate an advanced ability to read, analyze, and interpret agency documents, and respond effectively to inquiries. Must demonstrate good grammar, punctuation, and proofreading skills. The position requires regular contact both inside and outside the agency
• Reasoning Skills: Must demonstrate ability to define problems, collect data, interpret, and understand data and analyses, establish facts, and draw valid conclusions. Must be extremely efficient, organized, process-oriented, resourceful
• Computer Skills: Must demonstrate proficiency in the use and knowledge of integrated computer systems and business-related software such as Microsoft Office: Word, Excel, PowerPoint, Outlook, Workfront, and Dynamics and quickly learn, understand, and seamlessly implement the operation of the agency’s e-Tools
• Excel Skills: The Account Specialist must be able to pass both the intermediate and advanced Excel assessment – demonstrating proficient formula use, an understanding of the questions data can answer, and the ability to read data within a spreadsheet. In addition, to handling the formulas, the Account Specialist should also know how to debug them, work-around them, use shortcuts, customize, audit them, and use the formulas appropriately to pursue the answers the team is requiring
• Decision Making and Problem Solving: Must demonstrate strong decision-making, problem-solving, and critical-thinking skills. Must be proactive, self-motivated, and able to take initiative, focus, and prioritize tasks
• Attention to Detail: Must pay close attention to detail and demonstrate excellent follow-through
• Must be punctual, flexible, and able to function well in a fast-paced environment and meet deadlines

Bachelor’s degree ideally in analytics, marketing, business, or communications.

Ideally, two or more years experience in database management, print production, account service, project work, media, or creative/traffic departments in a marketing agency environment.

Professional services office environment

The Project Coordinator supports and assists the successful execution of client campaigns and agency projects. This position requires strong organizational skills, a keen eye for detail, and a passion for making a difference.

• Assists Project Managers in performing daily activities
• Monitors workflow of designated projects
• Locks and unlocks projects in CRM as requested
• Establishes and maintains positive relationships with team members
• Ensures proper circulation of information
• Maintains accurate records for each job
• Handles and coordinates correspondence
• Attends meetings to discuss project workflow, identify roadblocks, and discuss solutions and outcomes with team
• Gathers accurate information in order to prepare projects
• Participates in process improvements meetings as needed
• Assists Project Managers in preparing projects in order to edit and design new materials
• Other responsibilities as assigned

• Relationship Building: Must be friendly, trustworthy, knowledgeable, and professional. Must demonstrate ability to establish and develop relationships with team members. Positive attitude, good collaborator
• Communication Skills: Must demonstrate an advanced ability to read, analyze, and interpret agency documents, and respond effectively to inquiries. Must demonstrate good grammar, punctuation, and proofreading skills
• Reasoning Skills: Must demonstrate ability to define problems, collect data, interpret, and understand data and analyses, establish facts, and draw valid conclusions. Must be extremely efficient, organized, process-oriented, resourceful
• Computer Skills: Must demonstrate proficiency in the use and knowledge of integrated computer systems and business-related software such as Microsoft Office: Word, Excel, Outlook, Workfront, and Dynamics and quickly learn, understand, and implement the operation of the agency’s e-Tools
• Decision Making and Problem Solving: Must demonstrate strong decision-making, problem-solving, and critical-thinking skills. Must be proactive, self-motivated, and able to take initiative, focus, and prioritize tasks
• Attention to Detail: Must pay close attention to detail and demonstrate excellent follow-through
• Must be punctual, flexible, and able to function well in a fast-paced environment and meet deadlines

BA or BS preferred, ideally in Marketing, Communications, Advertising, Business, Analytics, or a related field

Minimum of 1 year experience in an office environment

Professional services office environment

Hybrid work schedule