Account Manager- NYC

Client Services & Business Dev


JOB TITLE:                                      Account MANAGER

 SUPERVISION RECEIVED:         Director of Client Services


 New Business Development

  • Find and secure business within new accounts
  • Work with Director of Sales to develop prospect list
  • Research prospects and prospect’s industry to understand business objectives, challenges and opportunities with assistance of Director of Sales
  • Work with Director of Sales to develop and drive plan of action for each prospect
  • Cold call prospects to secure meetings and presentation opportunities
  • Engage and lead internal teams in preparation for meetings and/or presentations
  • Create and deliver capabilities presentations

 Existing Account Relationships

  • Grow business and expand reach within existing accounts
  • Build and expand trusting, professional relationships with Clients
  • Capitalize on every opportunity to understand Client’s products and services, business objectives, challenges and opportunities
  • Work with Director of Sales to develop account plans
  • Create and maintain Account Profile Document
  • Engage and lead internal teams in preparation for meetings and/or presentations
  • Continuously update Client by performing capabilities presentations
  • Meet on a regular basis with Clients to discuss business plans and opportunities
  • Collaborate with management, production, creative services and partners in the development of plans and programs to help Clients meet their business objectives

 Proposal Process

  • Direct the proposal process and team as defined in the proposal process document
  • Collaborate with the Producer and Creative Director on Client background, project requirements and Client budget expectations and margin targets
  • Collaborate with Producer and Creative Director on Client messaging, creative development and pitch design
  • Collaborate with Producer and Creative Director on staffing requirements and selection
  • Set up input session and follow up meetings with the Client
  • Provide the proposal team with all pertinent Client and project information
  • Participate in proposal budget review prior to obtaining approval of COO or General Manager
  • Manage all pitch meeting logistics including scheduling and confirmation of all pitch attendees
  • Participate in pitch to the Client
  • Follow up with Client on decision and communicate outcome to team


Production Process

  • Support Producer in their management of the production process
  • Collaborate with Producer and Creative Director to ensure complete understanding of project requirements, budget expectations, resource requests and deliverables
  • Review internal budget with Producer and create Client budget  
  • Review budget with Producer and Client and secure written approval
  • Communicate with Client as needed regarding the progress of their project
  • Offer creative input to Producer and/or Creative Director where appropriate
  • Assist Producer in gaining Client approval for any overages if requested by Producer
  • During event production participate in on-site rehearsals, serve as the Client liaison and meet daily with production team to review progress and discuss on-site needs
  • During media and video production ensure that all deliverables are checked for quality prior to delivery to Client

Post Production Process

  • Collaborate with Producer on actualizing of budgets
  • Conduct final budget review with Producer and Client
  • Participate in post-project review with production and creative teams
  • Participate in post-project review with Client

 Office Responsibilities

  • Ensure that accurate prospect, forecast, project and Client information including Account Profiles are entered and maintained in Project database.
  • Create, update and distribute Project Overview to project teams throughout process and after Post Project Meeting
  • Obtain signed master agreements and budgets, POs and/or SOWs for each project
  • Ensure that Clients are invoiced in accordance with internal policies and Client agreements
  • Ensure all Client invoices are paid in a timely manner
  • Ensure all proposal and project elements are archived in Project database as described in the archiving checklist
  • Enter all activities in ERP database throughout process
  • Create and present case studies at staff meetings periodically
  • Special projects as requested by Client Service & Business Development Group Executive

 Skills, Knowledge & Abilities

  • Strong knowledge of production industry
  • Strategic planning and creative problem solving skills
  • Exceptional communication and presentation skills
  • Ability to communicate effectively with all levels of management
  • Ability to work well under pressure in a fast paced, dynamic environment
  • Ability to multitask and prioritize effectively
  • Ability to effectively manage teams as well as work effectively as part of a team
  • Passion for providing excellent service and quality

 HOURS:  Office hours are 8:30 a.m. to 5:30 p.m., Monday through Friday (40 hours per week).  However, due to the nature and scope of the position days and hours may fluctuate.

 PHYSICAL REQUIREMENTS:  Ability to perform job duties that may include an average amount of lifting (+ or – 25lbs.), sitting, bending, stooping and standing is required.

 TRAVEL REQUIREMENTS:  Heavy travel is associated with this position.  Travel for InVision related business is reimbursable at the amount allotted under state & federal guidelines. 

 EDUCATION/EXPERIENCE:  This position requires a minimum of five years experience in a corporate communications or related field as well as a proven sales track record.