Culture and Careers

BDI is looking for an experienced Account Executive to join our Client Service team. In this role, you’ll work closely with Account Directors to support and strengthen client relationships, understand each client’s unique goals and needs, and help develop strategies that drive fundraising performance and meaningful results.

The Account Executive serves as a key strategic partner across assigned accounts, helping ensure client goals, budgets and performance expectations stay on track.

Account Support:

• Attends regular client status meetings and ensures strategic milestones are met
• Serves as the secondary point of contact for clients after the Account Director
• Oversees and addresses all current client requests and coordinates with the Account Director to resolve them as needed
• Demonstrates a deep knowledge of the agency, our clients, and the services we provide, including offline and digital services. Serves as a secondary driver of all strategies across the donor continuum and models THE BDI way. These tactics include:
  • Donor acquisition & retention strategies
  • Mid-Major strategies
  • Sustainer strategies
  • Planned giving strategies
  • Digital fundraising strategies
  • Brand & Awareness support

Operational Requirements:

• Performs quality control on all participation is entered into the CRM by the Account Specialist
• Aids the Account Specialist in the creation of data tickets and serves as the primary owner for communicating any resolution directly to clients
• Serves as the primary person to initiate digital and data helpdesk tickets and keeps the Account Specialist informed. Collaborates with the Account Specialist on ticket submission, ensuring needs are clearly articulated and all necessary supporting documentation and details are provided. Reports back to the client once tickets are resolved and as needed, informs the Account Director of any issues that require further attention or investigation. The Account Specialist serves as second in command when the Account Director or Account Executive is out of office
• Oversees the Account Specialist on storyteller coordination and ensures the team stays within the allotted budget and number of trips per year. Receives training from the Account Director on the approved budget and budget parameters
• Coordinates with the creative team when mandatories require review, at minimum once annually or when new staff members join the Mission
• Maintains accurate time tracking to understand workload distribution and identify time spent across client projects and internal duties, entering time at the close of each business day
• Supports the Account Director with RFM or Advanced Segmentation model selections
• Collaborates with the Account Director in the creation of Quarterly Business Review materials, including performance analysis and projections, and presents materials to the client as directed by the Account Director
• Works with the Account Director to maintain updated forecast-to-actual reporting
• Serves as secondary support for budget development and helps prepare budget and budget presentation materials
• Collaborates with the Account Director on monthly reporting needs
• Collaborates with the Account Specialist and Account Director to review monthly billing and ensure all invoices are accurate
• Collaborates with the Account Director to maintain pacing report actuals as RFMs are completed
• Writes and develops creative briefs, mindful of budget and overarching strategy
• Serves as the primary owner of Base Art and Versioned Art Reviews
• Under the direction of the BDI Marketing team, selects topics and writes/records two pieces of BDI Marketing content per fiscal year (Quick Shots, Inspire, Webinars, and podcasts)

• Relationship Building: Ability to establish strong, professional relationships with clients and collaborate effectively across teams
• Communication: Strong written and verbal communication, grammar, proofreading and presentation skills
• Strategic Thinking: Ability to understand client goals and translate them into actionable strategies
• Problem Solving: Strong critical-thinking and decision-making skills with a proactive approach to challenges
• Organization: Excellent attention to detail with the ability to prioritize and manage multiple projects in a fast-paced environment
• Analytical Skills: Ability to interpret data, identify insights and use information to support strategic decisions
• Excel Skills: Proficiency working with formulas, spreadsheets and data analysis

• BA or BS preferred, ideally in Marketing, Communications, Advertising, Business, Analytics or a related field
• Minimum of 4 years of experience in an advertising agency, marketing or communications environment
• Strong understanding of client service, marketing strategy and campaign execution

Hybrid work schedule
Professional services office environment
Occasional travel to conferences and client sites

Please send your resume and portfolio to peopleandculture@bdiagency.com

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