Account COORDINATOR Member of Client Experience Management Team Reports to : Account Manager Status: Regular Full Time , Exempt Love & Company Love & Company, based in Frederick, Maryland, is a national leader in senior living marketing, research, branding, advertising, and sales management. We take pride in having a top-notch team of creative marketing professionals with extensive experience in their specific areas of expertise as well as senior living. We believe in providing an excellent employee and client experience by: + Developing strong and lasting client relationships built on trust and mutual respect. + Being trusted advisors to our clients, bringing experience and knowledge they do not have. + Doing what is right for our clients, for our partners, and for each other. Always. There is no other choice. + Keeping a firm eye on the future as well as the present, providing our clients with innovative solutions and creative, critical thinking to address their challenges and opportunities + Continually striving to be better tomorrow than we are today, developing our team members’ skills and knowledge, and sharing that knowledge with each other, with our clients, and with the senior living field   Position Overview The primary responsibility of the Account Coordinator is to support all Client Teams in their efforts to ensure client projects are executed on-strategy, on-time, on-budget, and on-quality. Under the oversight of the Account Strategy Directors and day-to-today direction of the Account Managers, the Account Coordinator follows up on internal communication and project details, working to eliminate barriers to project completion. In addition, the Account Coordinator provides additional manpower during peak periods for account and project administrative tasks.   Primary Responsibilities + Administrative and logistical support for project execution. + Reports to: Account Manager + Role Key Responsibilities: + Assists with onboarding materials, scheduling meetings, maintaining client folders, recap notes from transcripts or meeting notes, confirms Looker reports are completed, client project charts are distributed weekly, etc. + Tracks project details to ensure they are on-time, on-budget, and on-quality. + Supports proofreading tasks for deliverables and ensures accuracy in detail, like URLs, phone numbers, icon consistency. + Collaborates with project management by updating schedules, revenue projections, and invoicing during peak times. + Eliminates barriers to project completion by following up on action items and coordinating across teams, as directed by the Account Manager. Detailed Responsibilities + Supports project execution for all teams. + Supports the preparation of onboarding materials in accordance with established guidelines and formats. + Assists with the set up and maintenance of client folders on internal drive, filing client materials, and verifying all requested information is received. + Opens projects in Workamajig during peak times, with direction from the Account Manager + Assists with scheduling project kickoffs and other internal meetings. + Assists with ensuring all information and materials needed for kickoffs are distributed to appropriate staff on time. + Assists with monitoring media schedule during peak times to ensure media plan is implemented on-budget and on-time. + Proofreads deliverables and critical details such as phone numbers, addresses, dates, and URLs are accurate prior to delivering to vendor. + Maintains timely and accurate editing of deletes and updates to client mailing lists. + Assists with ensuring clients’ CRM includes appropriate lead source codes for each campaign and the client team is informed to use the codes. + Assists with documenting project and campaign results during peak times. + Assists with preparing the agenda and materials for monthly results reporting meetings and quarterly planning meetings during peak times. + Supports business and competitor research for marketing planning and strategy development during peak times. + Meets the stated client experience and relationship management criteria consistently to ensure that internal and external relationships support the company’s core values. + Has a working knowledge of core agency service offerings/capabilities + Has a basic knowledge of senior living field and corresponding marketing tactics + Works to eliminate barriers to project completion. + Follows up with team members for any outstanding details and materials needed for kickoffs and other internal and client-facing meetings, and to ensure the on-schedule advancement of projects + Follows up on action items from client status calls and internal meetings impacting project schedules and budgets. + Follows up with Production Manager on production estimate requests. + Assists with keeping all departments informed, on-task and on-schedule. + Assists with tracking project implementation details during peak times to ensure all clients’ projects stay on track, on-budget, and on-time. + Participates in team’s daily huddle, making detailed notes of follow up tasks and action items, and reports on progress and obstacles associated with completing tasks. + Supports project management discipline. + Builds out and reworks project schedule details during peak times, with direction from the Account Manager + Make updates to revenue projections workbook under the direction of Project Manager, Account Manager or Program Director during peak times. + Follows up with Resource Manager as needed to ensure projects are added and maintained on huddle report. + Assists with transaction management in Workamajig as directed by Project Manager or Program Manager + Demonstrates a basic knowledge of terms of agreement, including client-specific modifications. + Assists with initiation of client invoicing during peak periods + Assists with preparation of project post-mortem meetings. + Works collaboratively and effectively on the Client Team and more directly with the Account Managers and Project Managers to be accountable to and for the commitments made to the team. The Account Coordinator supports all Client Teams. This section outlines shared responsibilities and team success criteria. Marketing Planning Phase Account Coordinator provides support to the team to eliminate barriers to successful and timely client onboarding and project completion as the ASD and Program Director lead the development of: + Client strategies and programs/initiatives to achieve client’s desired results. + Proposed statement of work and proposed timeline + Proposed investment/budget Prior to New Client Kickoff + All team members need to have a working knowledge of: + Client’s desired results + Key stakeholders on client side + Contract signed by client and Love & Company (what everyone needs to know) + Strategic objectives + Statement of work + Resource assignments + Implementation plan (timeline, deliverables) + Budget + All team members agree and commit to: + Shared vision for desired outcome for Account + Client Expectation Management + Fulfill position responsibilities. + Team and role decision making expectations. + Implementation plan + Budget         Team Success Criteria        All team members are held accountable for the following: + Sets and manages the client’s expectations, relationships, and experience during the engagement. + Aligns client objectives with specific strategies and deliverables that meet those objectives. + Defines and executes a program and project plans, schedules, and budgets. + All deliverables are of the highest quality, on time, in line with budget and align with the client’s expectations. + Communicates effectively and efficiently with internal and external clients. All communication is timely and keeps all team members in the loop on the status of the program, projects, and tasks. + Is proactive in identifying and resolving client and team members’ needs/issues/concerns. + Keeps leadership informed and escalates issues as appropriate. Team Member Success Criteria The following will be 360° review items by all team members: + Meets position responsibilities. + Meets Employee Commitments agreed to by the team. + Keeps team members informed of project and task status. + Makes effective and well-informed decisions and seeks input and/or decisions from the appropriate resources. + Manages client expectations (internal and/or external). + Is prepared for and fully participates in meetings. + Brings issues/concerns to the team (or appropriate member) and works to effectively resolve them. + Produces high-quality, accurate and timely deliverables. + Is 100% committed to the team’s success. + Continuously works to improve professionally and personally. qualifications This is an entry-level position on the Client Team. The individual should have the following experience and capabilities: + Developing critical thinking skills and behaviors and other skills that align with Love & Company’s culture and values. + One to three years of account coordination or project coordination experience, ideally in an advertising/marketing agency, or equivalent experience + Strong problem solving, time management and organizational skills. + Strong interpersonal, verbal, and written communication skills + Dedication to error-free work and communications + Working knowledge of Microsoft Office (MS Word, Excel, PowerPoint) + Basic knowledge of Macintosh and/or Windows computers, especially with Microsoft Office + Bachelor’s degree or equivalent marketplace experience   Growth Opportunities The Account Coordinator has the opportunity to advance to the Account Manager role. application Details If you are a self-motivated critical thinker who would thrive in this culture and position, please apply online at:  https://loveandcompany.com/careers/ , providing: + Detailed letter explaining why you are interested in the position, the strengths, benefits, and cultural fit you can bring to the firm, and the experience you have in the above areas. + Your resume + Your salary requirements NOTE: Resumes will ONLY be accepted with a cover letter and salary requirements. Love & Company is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.                       Powered by JazzHR