Account Coordinator

As an Account Coordinator, participates in supporting the oversight and management of client accounts and projects on behalf of the Company.  An Account Coordinator takes all appropriate and necessary actions to ensure clients regard Impact XM in high esteem and have significant confidence in the support provided.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.  The duties and responsibilities as outlined in this Job Description may be changed from time to time by the Corporation, as it deems necessary, without further notice to the Employee.

Implementation:

• Be fully informed regarding client and project status. Be prepared to independently answer questions from a variety of clients and Company departments
• Oversight of project management to ensure the utmost accuracy and timely delivery of assigned tasks
• Research, review and disseminate convention prospectus and related information
• Support day to day management of assigned accounts
• Attend and monitor planning meetings to assist management in creation of communication plans
• Manage information disbursement to drive projects through Impact XM's Project Management systems, including maintaining Work Orders, Creative Briefs and Call Reports, and communicating information to all departments in an effective manner
• Manage and execute client and vendor communications across a wide array of solutions and projects
• Liaise and communicate with multiple internal and external stakeholders to ensure timely delivery of projects and solutions
• Apply best practices and good judgement in all areas including project management, client communications, team management, time allocation and resource allocation
• Exhibit proficiency in Microsoft Word, Excel and PowerPoint programs in order to prepare client correspondence, proposals and presentations
• Prepare basic written documentation to client base
• Assemble sales presentations, prepare and print proposals, bind proposal books, gather supporting documentation and create PowerPoint presentations
• Arrange travel plans for team members across clients and projects
• Keep organized job files
• Prepare billing for job invoices that conform to Company requirements and agreements with clients
• Coordinate on-site client meetings appropriately, i.e. conference room reservations, refreshments, room set-up before and clean-up after, etc. to ensure seamless Client engagement

Sales / Account Management:

• Participate in the sales process: observe capabilities presentations, sales presentations, pitches and proposal generation for existing client base and prospects
• Implement and manage processes for project pitches for clients and prospects
• Prepare written documentation including proposals, quotations and letters
• Maintain accurate and complete client and project files
• Provide administrative support throughout the project life cycle, from concept development through delivery and final billing
• Support all account related needs including, but not limited to:
• Property and graphic inventories
• Job process issues
• Show site expectations
• Quality / Expectation
• Pricing / billing
• Occasional travel is required

Financial Responsibility / Management:

• Participate in updating team forecasting and budgeting information in the Work Order
• Create and maintain spreadsheets in Excel
• Demonstrate project and meeting fiscal responsibility in booking travel and following Company guidelines
• Research and recommend project budgets and timelines

Leadership

• Develop individual skill set, expanding client services, sales, business and marketing expertise
• Resolve problems / conflicts within team
• Complete all work as assigned
• Help train incoming Account team members
• Develop training and transition materials as needed

Supervisory Responsibilities:

This job has tangential supervisory responsibilities in a support capacity.

QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (Canadian Positions: Accommodations will be made, up to undue hardship, for employees that advise accommodation is required pursuant to the prohibited grounds of the human rights legislation.)

OTHER SKILLS AND ABILITIES

Desired Characteristics:

• Passionate about working with people and be customer-centric
• Embodies flexibility, open-mindedness and receptivity
• Actively works out solutions, both independently and in consultation with project members and management
• Identifies something valuable in being part of a team and ability to effectively collaborate
• Effective communication skills are required: including the ability to prepare written documentation including proposals, quotations and letters; maintain accurate and complete client and project files
• Exhibits the ability to multi-task, and operate under severe time constraints and immovable deadlines
• Good organization, detail and follow-up skills are required with the ability to manage and reset priorities in a rapidly changing environment
• Proficient using Microsoft Office programs

EDUCATION and/or EXPERIENCE

Bachelor's degree (B.A. or B.S.) from four-year college or university; and 0-2 years' experience in a similar role and/or training; or equivalent combination of education and experience.

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, proposals and business correspondence.    Ability to effectively present information and respond to questions from Company employees and managers, customers and the general public.

MATHEMATICAL SKILLS  

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand for long periods of time; walk long distances; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.  The employee must occasionally lift and /or move up to 10 pounds.  Specific vision abilities required by this job include ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Canadian Positions: Accommodations will be made, up to undue hardship, for employees that advise accommodation is required pursuant to a prohibited ground of the human rights legislation.)

The noise level in the work environment is usually moderate.

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Last but not least, we believe in diversity, equity and inclusion.

Jack Morton is an equal opportunity employer; we strongly value diversity at our companies. We do not discriminate on race, religion, color, national origin, disability, sexual orientation, gender identity, gender expression, age, marital status, veteran status, or any other basis prohibited by law. 

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