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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



Creative: Senior Writer, Regional & National Accounts
Job Description
Department:
Report to:
Salary range:
Creative
Allison Myrick, Associate Creative Director
$50-100k per year
Position:
Hours:
Full-time
40 hours / week (Exempt)
Position Purpose
The Senior Writer works closely with the Creative team to create compelling copy and other agency-produced projects. May be called upon to assist the Senior Vice President, Creative and Associate Creative Director on specific projects or given projects to take lead on from conception to completion. This includes projects for agency clients as well as corporate jobs and special projects. Will be involved in the development of client campaigns, including creative brainstorming, writing, working with designers and presentation to other agency teams. Does intensive client customization and works with other Creative team members to ensure client mandatories are reflected correctly in copy for campaigns. Will collect Resource from clients both during on-site visits and by phone, including testimony features, director comments, accompanying articles, etc. Acts as a sounding board for SVP Creative and Associate Creative Director and takes on any assignments and/or roles, as needed, to allow them more time for strategy and creative development.
Essential Duties and Responsibilities
- Writes copy related to client campaigns, as assigned; may include direct mail, newsletters, digital, PR, thank you letters, collateral, social media, or special projects, including major rewrites and client-requested revisions
- Completes intensive client customization, ensuring that client mandatories are correctly and successfully utilized in copy for each client campaign
- Collaborates with the design team to provide input and direction on imagery and layout to help create cohesive, strategic campaigns. May review concepts in copy and in art, and makes any requested changes as needed
- Collects resource from clients during video calls. May occasionally require traveling to clients’ locations for on-site visits. Will incorporate interview resource into appeals, newsletters, etc. Will maintain a professional and “client-sensitive” relationship with clients. Will often inform the Creative and Client Services teams about nuances of clients’ communication needs and/or customization requirements
- May be required to meet with clients (either in person, or primarily via phone) for the purpose of discussing creative needs or to conduct an interview with an Executive Director to get resources for a specific campaign
- As requested, contributes to SWIPE meetings (presenting new/interesting ideas for direct mail and digital campaigns)
- Attends Creative Brainstorming Meetings (in-person or by teleconference) and contributes to pitches for new campaigns
- May attend and represent the Senior Vice President, Creative, Associate Creative Director, and/or Creative Team at any agency meeting
- Collaborates with and/or assists the Senior Vice President, Creative or Associate Creative Director on any projects, as requested. Other related duties and responsibilities may be assigned and communicated
- Assists and engages in strategy development for all client campaigns. Reviews client results, and also studies and analyzes both in-house and industry best practices for successful direct marketing strategy as it affects creative development
Skills and Abilities
- Communication Skills: Excellent writing skills are obviously a must. Must have experience in and knowledge of nonprofit fundraising, marketing, and advertising via direct mail, digital and other written mediums. Strong analytical and critical thinking skills to analyze and interpret strategic and creative ideas are required. Must be a strong verbal communicator, presenting ideas and/or opinions on both strategic and creative direction of projects and campaigns, as well as the agency as a whole
- Relationship Building: Must have the ability to successfully interact with a wide variety of personalities both within the agency and with clients, at all professional levels. At times while collecting interview resource, you will be the “face” of the agency and need to conduct yourself in a client-sensitive, professional manner that further promotes the agency’s core values and business practices… deferring to Client Services’ efforts in building those relationships
- Reasoning Skills: Must include ability to define problems, collect data, establish facts, and draw valid conclusions. Must be an excellent multi-tasker and show strong leadership skills. Quick and efficient responses via email regarding questions, concerns or concepts is key in this position. Will be expected to exercise judgment and discretion in determining objectives and approaches to writing projects and campaigns
- Computer Skills: Includes an intermediate level and the use and knowledge of integrated computer systems and business-related software such as Microsoft Office including Outlook, Chrome (preferred web browser), as well as Google Drive (Docs, Spreadsheets, Slides) and Proof HQ/Adobe Workfront
- Decision Making: Includes an ability to make decisions about complex objectives and answer questions from proofreading team and other teams as well. Participates in decisions about the process and daily operations of the proofreading team
- Organization Skills: Organization is a must in this position. Requires strong organizational skills and the ability to multitask, prioritize and focus on multiple projects and assignments
Educational Requirements and Qualifications
Bachelor’s Degree preferred, preferably in English, Journalism, Public Relations, Advertising, or related field
Five years of professional experience in fundraising, marketing, communications, or a related field
Experience with nonprofit organizations and knowledge of fundraising campaigns. Must have experience and proficiency in writing for multiple channels – direct mail, email marketing, paid digital media, alternative, outdoor media and more
Work Environment
Professional services office environment – standard office, telecommuting, client onsite visits
A Senior Writer will be required to work in the following environments: Standard Office, Telecommuting, Client Onsite Visits
If remote (working outside the Los Angeles area), will be expected to visit the Monrovia office as requested (four or more times each year)
Client Service: Account Specialist
Job Description
Department:
Report to:
Salary range:
Client Service
TBD
$40-70k per year
Position:
Hours:
Full-time
40 hours / week (Non-Exempt)
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.
Professional services office environment.
Work Environment
Professional services office environment
Creative: Senior Writer, Regional & National Accounts
Job Description
Department:
Report to:
Salary range:
Creative
Allison Myrick, Associate Creative Director
$50-100k per year
Position:
Hours:
Full-time
40 hours / week (Exempt)
Position Purpose
The Senior Writer works closely with the Creative team to create compelling copy and other agency-produced projects. May be called upon to assist the Senior Vice President, Creative and Associate Creative Director on specific projects or given projects to take lead on from conception to completion. This includes projects for agency clients as well as corporate jobs and special projects. Will be involved in the development of client campaigns, including creative brainstorming, writing, working with designers and presentation to other agency teams. Does intensive client customization and works with other Creative team members to ensure client mandatories are reflected correctly in copy for campaigns. Will collect Resource from clients both during on-site visits and by phone, including testimony features, director comments, accompanying articles, etc. Acts as a sounding board for SVP Creative and Associate Creative Director and takes on any assignments and/or roles, as needed, to allow them more time for strategy and creative development.
Essential Duties and Responsibilities
- Writes copy related to client campaigns, as assigned; may include direct mail, newsletters, digital, PR, thank you letters, collateral, social media, or special projects, including major rewrites and client-requested revisions
- Completes intensive client customization, ensuring that client mandatories are correctly and successfully utilized in copy for each client campaign
- Collaborates with the design team to provide input and direction on imagery and layout to help create cohesive, strategic campaigns. May review concepts in copy and in art, and makes any requested changes as needed
- Collects resource from clients during video calls. May occasionally require traveling to clients’ locations for on-site visits. Will incorporate interview resource into appeals, newsletters, etc. Will maintain a professional and “client-sensitive” relationship with clients. Will often inform the Creative and Client Services teams about nuances of clients’ communication needs and/or customization requirements
- May be required to meet with clients (either in person, or primarily via phone) for the purpose of discussing creative needs or to conduct an interview with an Executive Director to get resources for a specific campaign
- As requested, contributes to SWIPE meetings (presenting new/interesting ideas for direct mail and digital campaigns)
- Attends Creative Brainstorming Meetings (in-person or by teleconference) and contributes to pitches for new campaigns
- May attend and represent the Senior Vice President, Creative, Associate Creative Director, and/or Creative Team at any agency meeting
- Collaborates with and/or assists the Senior Vice President, Creative or Associate Creative Director on any projects, as requested. Other related duties and responsibilities may be assigned and communicated
- Assists and engages in strategy development for all client campaigns. Reviews client results, and also studies and analyzes both in-house and industry best practices for successful direct marketing strategy as it affects creative development
Skills and Abilities
- Communication Skills: Excellent writing skills are obviously a must. Must have experience in and knowledge of nonprofit fundraising, marketing, and advertising via direct mail, digital and other written mediums. Strong analytical and critical thinking skills to analyze and interpret strategic and creative ideas are required. Must be a strong verbal communicator, presenting ideas and/or opinions on both strategic and creative direction of projects and campaigns, as well as the agency as a whole
- Relationship Building: Must have the ability to successfully interact with a wide variety of personalities both within the agency and with clients, at all professional levels. At times while collecting interview resource, you will be the “face” of the agency and need to conduct yourself in a client-sensitive, professional manner that further promotes the agency’s core values and business practices… deferring to Client Services’ efforts in building those relationships
- Reasoning Skills: Must include ability to define problems, collect data, establish facts, and draw valid conclusions. Must be an excellent multi-tasker and show strong leadership skills. Quick and efficient responses via email regarding questions, concerns or concepts is key in this position. Will be expected to exercise judgment and discretion in determining objectives and approaches to writing projects and campaigns
- Computer Skills: Includes an intermediate level and the use and knowledge of integrated computer systems and business-related software such as Microsoft Office including Outlook, Chrome (preferred web browser), as well as Google Drive (Docs, Spreadsheets, Slides) and Proof HQ/Adobe Workfront
- Decision Making: Includes an ability to make decisions about complex objectives and answer questions from proofreading team and other teams as well. Participates in decisions about the process and daily operations of the proofreading team
- Organization Skills: Organization is a must in this position. Requires strong organizational skills and the ability to multitask, prioritize and focus on multiple projects and assignments
Educational Requirements and Qualifications
Bachelor’s Degree preferred, preferably in English, Journalism, Public Relations, Advertising, or related field
Five years of professional experience in fundraising, marketing, communications, or a related field
Experience with nonprofit organizations and knowledge of fundraising campaigns. Must have experience and proficiency in writing for multiple channels – direct mail, email marketing, paid digital media, alternative, outdoor media and more
Work Environment
Professional services office environment – standard office, telecommuting, client onsite visits
A Senior Writer will be required to work in the following environments: Standard Office, Telecommuting, Client Onsite Visits
If remote (working outside the Los Angeles area), will be expected to visit the Monrovia office as requested (four or more times each year)
Client Service: Account Specialist
Job Description
Department:
Report to:
Salary range:
Client Service
TBD
$40-70k per year
Position:
Hours:
Full-time
40 hours / week (Non-Exempt)
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.
Professional services office 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
- 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