What are the responsibilities and job description for the Assistant Account Manager position at Upswell Marketing?
Description
Join UpSwell Marketing – A Best & Brightest Company to Work For (4 years running) and an Inc. 5000 Fastest-Growing Company! At UpSwell Marketing, we help businesses grow through data-driven direct mail and digital marketing strategies. With a passionate team, a collaborative culture, and a commitment to innovation, we provide targeted marketing solutions that drive measurable results for our clients.
We’re proud to be recognized as one of the Best & Brightest Companies to Work For in the Nation for four consecutive years and ranked among the Inc. 5000 Fastest-Growing Companies.
About the role:
The Assistant Account Manager plays a vital role in supporting their sales pod by fostering and expanding client relationships. This position is essential for maintaining open lines of communication with clients, ensuring their needs are met, and contributing to overall client satisfaction. The AAM is responsible for proactively identifying opportunities for growth, assisting in managing client expectations, and collaborating with cross-functional teams to deliver exceptional service and drive business success.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Proactively manage a designated portion of the book of business, focusing on nurturing existing client relationships.
- This includes regular outreach regarding order size, frequency, and channels(tactics).
- Monthly Planning Meetings:
- Establish monthly planning meetings with the MC to review the overall book of business and to prioritize outreach.
- Ensure that 1/3 of the book of business are contacted and managed monthly.
- Participate in daily stand-up with reviews of SalesView with the MC and Sr.AM/CSS (if applicable) to discuss account statuses, identify issues, and priorities.
- Discuss concerns, identify bottlenecks, and adjust priorities to meet client needs effectively.
- Preparation for Client Interactions by reviewing
- Recent campaign performance
- Current program (frequency, volume, channels)
- Additional program enhancements to suggest (commentary or via email)
· Contact existing client to solicit next orders
· Process Order
o Consult with MC if necessary
o Finalize Route selections
o Submit creative requests, ensuring all client-supplied imagery and graphic elements are obtained efficiently.
· Update MUS SalesView with next due reminders
· If the Pod lacks CSS, assume additional CSS responsibilities for the accounts.
· Administrative Responsibilities
- Respond to requests from MCs for
· Non-standard penetration reports
· Suppression list uploads
· Design request
· Tracking number provision
· Non-standard Match-back analysis outside of ROI Tool
Requirements
- Associate's degree with 2 years of work experience, or a bachelor's degree.
- Moderate proficiency with excel, word and PPT software