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Account Specialist
Job Description
Department: Client Service
Report to: David Stolberg, Strategist/Account Director
Position: Full-time
Hours: 40 hours / week
Position Purpose
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.
Essential Duties and Responsibilities
- Oversees all Regional and National design projects from conceptualization to delivery
- Concepts, designs and produces digital, print, and social media campaigns that support our clients’ fundraising and marketing efforts
- Arranges and assigns projects to Production Artist employees and contractors for Regional and National client projects; reviews work to ensure high quality, and ensures projects are produced in accordance with creative direction from the Client Services team
- Develops identities (visual aesthetic, imagery, iconography, typography, layouts) for campaigns—including assets for social, digital, email, printed collateral, and more
- Thinks creatively to develop new design concepts, graphics, and layouts while maintaining campaign objectives
- Helps translate marketing objectives into clear creative strategies, telling inspiring stories that drive measurable impact
- Keeps up to date on industry trends, print and digital marketing best practices, and researches new ideas to ensure campaigns are evolving in a constantly changing print and digital landscape
- Works closely and collaborates with cross-functional teams including Project Management, Creative, and Client Service
- Participates in collaborative revision and approval process until final design is approved
- Prioritizes and manages multiple projects within design specifications and deadlines
- Participates and contributes to meetings as appropriate, including weekly Design Team meetings
- Presents creative work internally and to clients, giving a rationale for aesthetic choices and how the creative work meets strategic goals
- Other related duties and responsibilities as assigned
Skills and Abilities
- Design Skills:
– Advanced skill sets in designing for print, web and multimedia, ideally having produced integrated marketing campaigns across digital, social, and print. Background in designing for nonprofits is a plus
– Strong conceptual skills, high-level sense of design, layout, and typography—both for digital and print applications
– Mastery of design fundamentals: typography, composition, color theory, layout, and visual hierarchy
– Working knowledge of the graphic production process, file preparation for print and digital platforms, photo editing and animated GIF creation
– A broad thinker who can offer a variety of design solutions
– Ability to take a project from concept to completion through an iterative creative process in a collaborative team environment - Relationship Building: Team player with a collaborative spirit; fosters productive relationships; values others’ opinions, shows appreciation, and seeks to understand different perspectives
- Communication Skills: Must have excellent written and verbal communication skills. This position requires the ability to pitch concepts to stakeholders. Additionally, a Senior Designer must clearly and effectively communicate and collaborate on cross-functional teams and offer creative and effective solutions
- Computer Skills: Expert knowledge in Photoshop, Illustrator, InDesign and other programs in the Adobe Creative Suite. Experience with motion design is a plus (After Effects, Premiere Pro); must demonstrate proficiency in the use of 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 be a self-driven problem solver and question-asker with a positive attitude; must demonstrate strong decision-making, problem-solving, and critical thinking skills
- Organization Skills: Must have excellent organization, planning, execution, and time management skills
- Attention to Detail: Must pay close attention to detail, developing error-free designs across all mediums
- Must be punctual, flexible and able to function well in a fast-paced environment and meet deadline
Educational Requirements and Qualifications
- 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.
Work Environment
- Professional services office environment
Account Specialist
Job Description
Department: Client Service
Report to: David Stolberg, Strategist/Account Director
Position: Full-time
Hours: 40 hours / week
Position Purpose
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.
Essential Duties and Responsibilities
- 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
Skills and Abilities
- 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
Educational Requirements and Qualifications
- 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.
Work Environment
- Professional services office environment

Connecting those who have with those who need.
In our nation of abundance, we’re fervent believers that the generosity of others can be released by introducing those who have to those who need. When fully funded, nonprofits can accomplish their highest calling and vital work. Because we consider our relationship a life-giving and sacred bond, our belief in possibility knows no bounds.


This is a test.
More than $700 million dollars. Since BDI began, that’s how much we’ve helped raise for ministries across the country. We can’t even begin to calculate the mouths fed, the shelter provided and the lives transformed.
Yes, BDI knows the heartbeat of Missions. Our far-reaching strategies, seasoned specialists and compelling direct marketing programs maximize the connection between donors and your Mission.

Core Principle #1: Abundance, Not Scarcity
BDI believes that in God’s economy, there is always more than enough to fund His work. So we approach fundraising from a perspective of abundance: that is, there are plenty of generous people to share their wealth with organizations that dedicate themselves to serve others.
Core Principle #2: Opportunity Meets Capacity – for Great Impact
BDI believes in the tremendous impact that occurs when an authentic case for support is met with people’s desire to be part of the redemptive upside of humanity. To make these connections, we actively engage donors where they live and interact, communicate clearly with value-driven language, and make the journey engaging, fun and rewarding.
Core Principle #3: Missionally Aligned – Kingdom Called
BDI believes in working alongside those whose ministries are boldly faith-forward. Sharing this calling to do good work that glorifies Jesus Christ, promotes the Gospel message and demonstrates Christian values provides tremendous synergy between BDI and the partners we serve.
Core Principle #4: Stronger Together
BDI believes that we’re both stronger and more effective by serving together in ministry. Time after time, we’ve seen exponential results because of the collaboration and leveraging of the talents among our collective team.
Core Principle #5: Responsible Stewardship
BDI believes as we labor together, it’s the relationships formed that supercharges our teams – the journey side-by-side, rather than the destination alone.
This is content



Digital: Senior Email and Lifecycle Manager
Job Description
Department:
Report to:
Salary range:
Digital
Nicole Ige-Hutto
$85K-$110K
Position:
Hours:
Full-time
40 hours / week (Exempt)
Position Purpose
The Senior Email and Lifecycle Manager leads the Email and Lifecycle Marketing Team and is instrumental in shaping and executing innovative strategies that engage, nurture, convert, and retain donors throughout their journey, leveraging email and other one-to-one digital channels such as SMS marketing. The position requires advanced technical proficiency in email marketing, automating ESP workflows, front-end development, and best-in-class practices for deliverability, such as list hygiene and authentication protocols. Additional responsibilities include donation page implementation and website development. The position emphasizes team leadership and cross-departmental collaboration. This role is client-facing and serves as a bridge between the Digital Department and other internal teams, ensuring seamless execution of campaigns.
Essential Duties and Responsibilities
Team Leadership and Management:
- Supervises, inspires, and mentors the Digital Implementation team, fostering a culture of innovation, accountability, and professional growth
- Develops and enforces QC procedures to ensure flawless execution of campaigns on time and within budget
Strategic Implementation and Execution:
- Oversees email marketing campaigns, including building, testing, and deploying emails via platforms such as Delivra, HubSpot, MailChimp, Constant Contact, Pardot, Virtuous, and Blackbaud
- Designs and optimizes end-to-end email journeys, incorporating audience segmentation and behavior-driven automation
- Leads audience segmentation and list hygiene for email and text campaigns, ensuring accurate targeting and optimal deliverability
- Manages website updates and enhancements on WordPress, Squarespace, and custom CMS solutions
- Stays informed about fundraising industry trends and emerging email strategies that drive donor engagement and share insights with internal teams
- Oversees organic social media planning and implementation in collaboration with the strategy team
- Manages distribution of campaign assets to ensure proper implementation across email, text, website, and social platforms
Client-Facing Responsibilities
- Represents BDI Digital in client meetings, delivering insights on email marketing, customer journey performance, and recommendations for achieving campaign objectives
- Builds and maintains strong client relationships to ensure alignment on deliverables and goals
- Provides tailored technology and process recommendations to enhance email, text, donation platform, and website capabilities
Client Review and Feedback
- Evaluates email creative concepts and designs, including copy, layout, imagery, and calls-to-action, ensuring alignment with best practices for engaging and converting fundraising audiences
- Partners with Creative, Client Services, and Data teams to deliver campaigns that align with client branding and messaging
- Performance Optimization: Analyzes how creative elements (e.g., subject lines, preheader text, visuals, and content hierarchy) impact donor engagement and conversion rates, providing actionable feedback to maximize fundraising potential
- Testing and Insights: Recommends A/B testing strategies for email creative elements, such as imagery, headlines, or CTA placement, to improve campaign effectiveness
- Collaboration: Partners with the Creative and Client Services teams to refine concepts, ensuring designs meet industry standards while prioritizing fundraising goals
Special Projects and Professional Development
- Assists with onboarding new clients, offering technical support and troubleshooting
- Manages external contractors and vendors related to email, text messaging, website, and donation platforms. This includes providing partners with clear direction and project management, ensuring they are completed on time, within budget, and without error
- Contributes to thought leadership by producing one piece of BDI Marketing content per fiscal year (e.g., blogs, webinars, podcasts)
- Pursues professional development opportunities by attending trade conferences or training sessions
Skills and Abilities
- 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 collaborator
- Has experience applying front-end development skills (HTML, CSS, basic JavaScript) to create or modify email templates, landing pages, and website elements for better usability and conversion rates
- HTML Skills: Proficient in creating and editing email templates using semantic HTML, including table-based layouts for email compatibility
- CSS Skills: Strong understanding of inline CSS, email-safe fonts, and media queries for responsive email design
- Platform Proficiency: Ability to effectively customize templates and workflows with drag-and-drop editors and advanced code views in email platforms
- Collaborates with developers and designers to implement technical improvements that enhance user experience across digital touchpoints
- Monitors emerging trends in web design and front-end technologies to ensure platforms remain modern and functional
Educational Requirements and Qualifications
- BA or BS preferred, ideally in Marketing, Communications, Business, Analytics, or a related field
- Minimum of 5-7 years’ experience in email marketing, with a strong track record of implementing strategies focused on donor acquisition, retention, and loyalty
- Proficiency in using email platforms such as Delivra, HubSpot, Engaging Networks, Sales Force Marketing Cloud, MailChimp, Virtuous, Constant Contact, and Blackbaud
- Proficiency in donation platforms Qgiv, Fundraise Up, Classy, Donor Perfect, etc.
- Familiarity with Litmus or Email on Acid for email testing and QA
- Experience managing website updates and landing page creation on platforms like WordPress and Squarespace
- Demonstrated ability to lead teams and manage cross-functional collaboration
- Strong analytical skills with the ability to interpret campaign performance data and provide actionable insights
- Exceptional communication skills and ability to present complex ideas to clients and internal stakeholders
Preferred Qualifications:
- Familiarity with marketing automation tools and CRM systems
- Experience with SMS marketing platforms and strategies
- Understanding of donation platforms and nonprofit digital marketing needs
Work Environment
Professional services office environment
Hybrid work schedule
Travel to conferences and client sites
Digital: Senior Email and Lifecycle Manager
Job Description
Department:
Report to:
Salary range:
Digital
Nicole Ige-Hutto
$85K-$110K
Position:
Hours:
Full-time
40 hours / week (Exempt)
Position Purpose
The Senior Email and Lifecycle Manager leads the Email and Lifecycle Marketing Team and is instrumental in shaping and executing innovative strategies that engage, nurture, convert, and retain donors throughout their journey, leveraging email and other one-to-one digital channels such as SMS marketing. The position requires advanced technical proficiency in email marketing, automating ESP workflows, front-end development, and best-in-class practices for deliverability, such as list hygiene and authentication protocols. Additional responsibilities include donation page implementation and website development. The position emphasizes team leadership and cross-departmental collaboration. This role is client-facing and serves as a bridge between the Digital Department and other internal teams, ensuring seamless execution of campaigns.
Essential Duties and Responsibilities
Team Leadership and Management:
- Supervises, inspires, and mentors the Digital Implementation team, fostering a culture of innovation, accountability, and professional growth
- Develops and enforces QC procedures to ensure flawless execution of campaigns on time and within budget
Strategic Implementation and Execution:
- Oversees email marketing campaigns, including building, testing, and deploying emails via platforms such as Delivra, HubSpot, MailChimp, Constant Contact, Pardot, Virtuous, and Blackbaud
- Designs and optimizes end-to-end email journeys, incorporating audience segmentation and behavior-driven automation
- Leads audience segmentation and list hygiene for email and text campaigns, ensuring accurate targeting and optimal deliverability
- Manages website updates and enhancements on WordPress, Squarespace, and custom CMS solutions
- Stays informed about fundraising industry trends and emerging email strategies that drive donor engagement and share insights with internal teams
- Oversees organic social media planning and implementation in collaboration with the strategy team
- Manages distribution of campaign assets to ensure proper implementation across email, text, website, and social platforms
Client-Facing Responsibilities
- Represents BDI Digital in client meetings, delivering insights on email marketing, customer journey performance, and recommendations for achieving campaign objectives
- Builds and maintains strong client relationships to ensure alignment on deliverables and goals
- Provides tailored technology and process recommendations to enhance email, text, donation platform, and website capabilities
Client Review and Feedback
- Evaluates email creative concepts and designs, including copy, layout, imagery, and calls-to-action, ensuring alignment with best practices for engaging and converting fundraising audiences
- Partners with Creative, Client Services, and Data teams to deliver campaigns that align with client branding and messaging
- Performance Optimization: Analyzes how creative elements (e.g., subject lines, preheader text, visuals, and content hierarchy) impact donor engagement and conversion rates, providing actionable feedback to maximize fundraising potential
- Testing and Insights: Recommends A/B testing strategies for email creative elements, such as imagery, headlines, or CTA placement, to improve campaign effectiveness
- Collaboration: Partners with the Creative and Client Services teams to refine concepts, ensuring designs meet industry standards while prioritizing fundraising goals
Special Projects and Professional Development
- Assists with onboarding new clients, offering technical support and troubleshooting
- Manages external contractors and vendors related to email, text messaging, website, and donation platforms. This includes providing partners with clear direction and project management, ensuring they are completed on time, within budget, and without error
- Contributes to thought leadership by producing one piece of BDI Marketing content per fiscal year (e.g., blogs, webinars, podcasts)
- Pursues professional development opportunities by attending trade conferences or training sessions
Skills and Abilities
- 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 collaborator
- Has experience applying front-end development skills (HTML, CSS, basic JavaScript) to create or modify email templates, landing pages, and website elements for better usability and conversion rates
- HTML Skills: Proficient in creating and editing email templates using semantic HTML, including table-based layouts for email compatibility
- CSS Skills: Strong understanding of inline CSS, email-safe fonts, and media queries for responsive email design
- Platform Proficiency: Ability to effectively customize templates and workflows with drag-and-drop editors and advanced code views in email platforms
- Collaborates with developers and designers to implement technical improvements that enhance user experience across digital touchpoints
- Monitors emerging trends in web design and front-end technologies to ensure platforms remain modern and functional
Educational Requirements and Qualifications
- BA or BS preferred, ideally in Marketing, Communications, Business, Analytics, or a related field
- Minimum of 5-7 years’ experience in email marketing, with a strong track record of implementing strategies focused on donor acquisition, retention, and loyalty
- Proficiency in using email platforms such as Delivra, HubSpot, Engaging Networks, Sales Force Marketing Cloud, MailChimp, Virtuous, Constant Contact, and Blackbaud
- Proficiency in donation platforms Qgiv, Fundraise Up, Classy, Donor Perfect, etc.
- Familiarity with Litmus or Email on Acid for email testing and QA
- Experience managing website updates and landing page creation on platforms like WordPress and Squarespace
- Demonstrated ability to lead teams and manage cross-functional collaboration
- Strong analytical skills with the ability to interpret campaign performance data and provide actionable insights
- Exceptional communication skills and ability to present complex ideas to clients and internal stakeholders
Preferred Qualifications:
- Familiarity with marketing automation tools and CRM systems
- Experience with SMS marketing platforms and strategies
- Understanding of donation platforms and nonprofit digital marketing needs
Work Environment
Professional services office environment
Hybrid work schedule
Travel to conferences and client sites
Account Specialist
Job Description
Department: Client Service
Report to: David Stolberg, Strategist/Account Director
Position: Full-time
Hours: 40 hours / week
Position Purpose
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.
Essential Duties and Responsibilities
- Oversees all Regional and National design projects from conceptualization to delivery
- Concepts, designs and produces digital, print, and social media campaigns that support our clients’ fundraising and marketing efforts
- Arranges and assigns projects to Production Artist employees and contractors for Regional and National client projects; reviews work to ensure high quality, and ensures projects are produced in accordance with creative direction from the Client Services team
- Develops identities (visual aesthetic, imagery, iconography, typography, layouts) for campaigns—including assets for social, digital, email, printed collateral, and more
- Thinks creatively to develop new design concepts, graphics, and layouts while maintaining campaign objectives
- Helps translate marketing objectives into clear creative strategies, telling inspiring stories that drive measurable impact
- Keeps up to date on industry trends, print and digital marketing best practices, and researches new ideas to ensure campaigns are evolving in a constantly changing print and digital landscape
- Works closely and collaborates with cross-functional teams including Project Management, Creative, and Client Service
- Participates in collaborative revision and approval process until final design is approved
- Prioritizes and manages multiple projects within design specifications and deadlines
- Participates and contributes to meetings as appropriate, including weekly Design Team meetings
- Presents creative work internally and to clients, giving a rationale for aesthetic choices and how the creative work meets strategic goals
- Other related duties and responsibilities as assigned
Skills and Abilities
- Design Skills:
– Advanced skill sets in designing for print, web and multimedia, ideally having produced integrated marketing campaigns across digital, social, and print. Background in designing for nonprofits is a plus
– Strong conceptual skills, high-level sense of design, layout, and typography—both for digital and print applications
– Mastery of design fundamentals: typography, composition, color theory, layout, and visual hierarchy
– Working knowledge of the graphic production process, file preparation for print and digital platforms, photo editing and animated GIF creation
– A broad thinker who can offer a variety of design solutions
– Ability to take a project from concept to completion through an iterative creative process in a collaborative team environment - Relationship Building: Team player with a collaborative spirit; fosters productive relationships; values others’ opinions, shows appreciation, and seeks to understand different perspectives
- Communication Skills: Must have excellent written and verbal communication skills. This position requires the ability to pitch concepts to stakeholders. Additionally, a Senior Designer must clearly and effectively communicate and collaborate on cross-functional teams and offer creative and effective solutions
- Computer Skills: Expert knowledge in Photoshop, Illustrator, InDesign and other programs in the Adobe Creative Suite. Experience with motion design is a plus (After Effects, Premiere Pro); must demonstrate proficiency in the use of 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 be a self-driven problem solver and question-asker with a positive attitude; must demonstrate strong decision-making, problem-solving, and critical thinking skills
- Organization Skills: Must have excellent organization, planning, execution, and time management skills
- Attention to Detail: Must pay close attention to detail, developing error-free designs across all mediums
- Must be punctual, flexible and able to function well in a fast-paced environment and meet deadline
Educational Requirements and Qualifications
- 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.
Work Environment
- Professional services office environment
Account Specialist
Job Description
Department: Client Service
Report to: David Stolberg, Strategist/Account Director
Position: Full-time
Hours: 40 hours / week
Position Purpose
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.
Essential Duties and Responsibilities
- 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
Skills and Abilities
- 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
Educational Requirements and Qualifications
- 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.
Work Environment
- Professional services office environment
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