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TrueSense Marketing Account Manager in Boston, Massachusetts

As a TrueSense Account Manager, you will manage execution of all aspects of the annual direct response fundraising plans for your clients, focused heavily in direct mail and online channels (and sometimes broadcast and print). You?re the quarterback of the Client Services team ? owning the agreed-upon game plan; initiating the plays; and keeping the team focused on the end goal. At the same time, you are chief service provider for the clients and communicate with them often ? so we?ll count on both your relational and organizational skills.

Our Account Managers expertly navigate campaigns through creative development, donor segmentation strategies, testing parameters, data management, client approvals, billing and performance reporting. And they work at all times to support and engage the client through frequent communication. Our clients are located across the country, and you?ll periodically visit your clients for planning and review along with an Account Director ? bringing you close to the charity?s mission and reminding you of the important service our fundraising helps them provide.

Essential Functions:

  • Planning and Tracking Against Plan

  • Participates in the internal development of your clients? annual strategic plans (led by the Account Director), and help manage the information and various discussions that must happen to complete the plan.

  • Assists with preparation of the clients? budget/pro forma, Planning Notebook and Strategic Briefs (or Strategy Books).

  • Regularly measures campaign performance against pro forma, preparing reports and performance insights for the client and internal team.

  • Reviews and tracks all pricing to ensure costs remain within budget.

  • Keeps the marketing calendar updated throughout the year with any changes to strategy or dates.

  • Reviews and makes recommendations throughout creative development process to ensure final product aligns with objectives.

  • Assists with the gathering and preparation of information for both internal and client-facing review/planning meetings and own the completion of all action items following those meetings.

Campaign Management

  • Gathers results, past creative samples and preliminary strategic direction for internal quarterly planning meetings and Pre-Launch/Pre-Creative meetings, as led by Account Director.

  • Leads Campaign Launch/Kickoff meetings, ensuring all team members (Creative, Media, Digital, Production) have all necessary information to execute campaigns according to plan.

  • Supports the Account Coordinator in ensuring all campaigns run according to standard agency timeline and processes.

  • Escalates issues as needed in the interest of on-target and on-time execution.

  • Sends file requests to client or 3rd party data provider, to execute campaigns and produce reports/analytics.

  • Where applicable, sends list of appeal codes to client or 3rd party data provider.

  • Provides final approval of mail plan (campaign-specific data output that includes counts and codes for mail file).

  • Reviews ?sign-offs? and final drop samples for accuracy

  • Manages relationships and processes with third parties involved in campaigns such as gift processors and data processors.

Client Management

  • Leads regular status/update meetings with the clients, with Account Coordinator and Account Director participating.

  • Acts as primary problem-solver ? interacting with client and with internal teams, finding solutions that keep executable projects on track.

  • Cultivates a positive, trusting relationship with the clients by being diligent, responsive and consultative.

Other

  • Assists in the training and development of the team Account Coordinator.

  • Reviews and approve pre-bills prior to final invoicing.

  • Follows up with client on past due invoices.

Education and Experience:

  • Bachelor?s degree required in Business, Marketing or a related field

  • Strong computer skills including all Microsoft products (Outlook; Excel; Word; PowerPoint). Experience in Agency related software i.e. Advantage; Workzone; Workamajig; Adobe suite; Printstream a plus.

  • At least 5 years marketing/advertising experience with a focus on leading external clients

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