Palette Media

Client Services Representative

• Client Leadership + Strategic Advisory
• Account Management: As the main point of contact for clients, you are responsible for the overall success and strategic management of client accounts.
• Strategy: Serve as a senior strategic advisor to clients, building trusted relationships with executive stakeholders and guiding long-term partnership growth. Lead high-stakes client communications, issue management, and strategic decision-making.
• Performance: Oversee campaign performance analysis and provide strategic recommendations based on data, reporting, and audience insights. Ensure campaigns deliver measurable impact aligned with client KPIs and business objectives.
• Client Deliverables: Oversee the development of client deliverables, including memos, presentations, creator briefs, and campaign messaging, while providing guidance and editorial oversight to junior team members.
• Business Operations: Oversee client budgets, contracting, and invoicing to ensure operational accuracy and alignment with client scope and budget parameters.
• Cross-Functional Leadership
• Cross-Department Coordination: Partner cross-functionally with teams across strategy, business development, talent management, production, distribution, and measurement to deliver integrated campaigns.
• Processes: Improve internal systems, workflows, and operational processes to support scalable growth.
• Internal Leadership: As a member of senior leadership, help shape team culture, operational processes, and the continued growth of Palette.
• Business Development + Industry Leadership
• New Business: Support agency growth through participation in pitches, proposals, and strategic business development initiatives.
• Upsell Opportunities: Identify opportunities to expand existing client relationships and drive long-term account growth.
• External Events: Represent Palette externally through thought leadership, speaking engagements, industry events, and relationship-building.
• Thought Leadership: Contribute to Palette’s perspective on the evolving creator economy, digital culture, and internet influence.

Director of Client Services – Corporate Affairs, Politics

Revenue Operations

• Own and optimize HubSpot (CRM architecture, workflows, automation, integrations)
• Design and implement scalable processes across the full revenue lifecycle (lead → deal → revenue)
• Evaluate and manage additional tools across the GTM stack (e.g., attribution, forecasting, reporting)
• Define and maintain a clean, reliable source of truth for revenue data
• Build dashboards and reporting to track pipeline health, conversion rates, deal velocity, and revenue performance
• Translate data into actionable insights for leadership and GTM teams
• Establish forecasting methodologies and pipeline management best practices
• Identify gaps and inefficiencies in funnel performance and drive improvements
• Partner with leadership on revenue planning and goal-setting
• Act as the connective tissue between Sales, Talent, Partnerships, and Finance
• Standardize processes and definitions across teams (e.g., stages, KPIs, attribution)
• Support compensation planning, territory design, and performance tracking
• Create the RevOps roadmap and prioritize initiatives based on business impact
• Lay the foundation for future team growth (hiring, tooling, processes)
• Bring structure to a fast-moving, sometimes ambiguous environment

Director of Client Services – Corporate Affairs, Politics

Revenue Operations Manager