Woodruff

Account Executive

• The account executive is responsible for the organization and execution of projects from start to finish.
• Account executives work closely with the account team to maintain and track projects to ensure they move through Woodruff’s processes smoothly and efficiently.
• They identify issues, problem solve and implement improvements for efficiency and better outcomes.
• They manage scopes of work and client budgets.
• The account executive develops a deep understanding of our clients’ businesses.
• Accurately capture client conversation notes and create project input for internal teams.
• Clearly outline clients’ desired outcomes and POV to help Woodruff teams approach projects.
• Set clear expectations with clients and internal teams.
• Proactively identify and solve problems.
• Capture details, questions, next steps and timing from internal discussions and facilitate internal communication to ensure everyone is in lockstep.
• Organize information in a timely, clear and concise manner.
• Develop documents and communications that guide projects internally, including job input forms, kickoff and status documents, meeting notes and posts on Wrike, our project management software.
• Coordinate meetings, including: developing agendas, setting up calendar invitations and appropriate technology, securing rooms, recording notes, action items and next steps.
• Recap discussions through Wrike posts or other internal communications.
• Facilitate meetings when appropriate.
• Work with project managers to develop project timelines.
• Monitor progress from start to finish to ensure projects are moving through Woodruff’s processes smoothly.
• Contribute to job status reports.
• Lead status meetings with internal and external teams.
• Regularly update the account team and clients on the progress of each project.
• Understand workflows and help plan for additional projects as they come in.
• Review all work prior to sending or presenting to clients to ensure accuracy based on Woodruff teams’ and clients’ input.
• Review and proof media plans, and distribute insertion and materials’ due dates to internal teams.
• Develop and/or edit documents, spreadsheets and presentations.
• Enter information into a variety of formats such as Word, Excel, PowerPoint, Google Apps, Keynote, etc.
• Work with the team to ensure client and project information is organized and easily accessible.
• Contribute to agency projects as requested.
• Carry out action items assigned, follow through and report on outcomes to supervisor or other project stakeholders.
• Become familiar with clients’ business needs by researching their industries, competitors, products, technologies and trends.
• Understand clients’ internal structures, teams and individual needs as well as their personal preferences.
• Share this information with team members.
• Understand how clients take their products and/or services to market, and how Woodruff’s capabilities and services can help them.
• Regularly track and share client competitor activity, including media exposure and strategy, social media and online presence, e-commerce platforms, new products and changes within competitors’ business and industry.
• Work with the team to ensure client profiles are accurate and up-to-date.
• Work with the account manager or supervisor to prepare and present information, proposals, new ideas, issues and opportunities to clients.
• Understand clients’ businesses and be able to identify opportunities for clients to increase their use of Woodruff services.
• Build rapport and trusting relationships with internal teams.
• Collaborate with multiple internal teams to ensure projects are delivered on time and reflect Woodruff and client standards.
• Assist the account manager or supervisor onboard new internal team members to work on the clients’ business.
• Partner with internal teams to plan project size and workflows and ensure all aspects are accounted for when developing scopes, value, timeframes and pricing.
• Support clients and internal teams in budgeting and planning discussions.
• Work with the account manager or supervisor on budget allocation based on client objectives and strategies.
• Work with the account manager or supervisor to develop scope of work and scope of value descriptions, and provide accurate and detailed information to develop pricing.
• Proactively communicate with internal teams and clients regarding project size and scope, expectations, deliverables, timing and price.
• Track and manage scopes of work; identify changes in scope and create change orders in partnership with the account lead and production.
• Review invoices, ensure billing schedules are followed and prepare explanations and recaps for clients.

Account Manager

• Set clear expectations with clients and internal teams, addressing questions, conflicts or confusion promptly to keep projects on track.
• Capture and organize key details from internal discussions and facilitate communication to ensure all team members are aligned.
• Develop internal documents and communications that guide projects, including kickoff briefs, meeting notes and updates in our project management tools.
• Collaborate with project managers to establish timelines and monitor progress from start to finish, proactively guiding teams to solve problems and keep projects moving efficiently.
• Maintain a deep understanding of each brand’s business, industry, competitors and market trends, as well as each client’s organizational structure, key stakeholders, individual needs, motivators and working preferences.
• Share relevant insights with internal teams to inform strategy, execution and relationship management.
• Build trusting client relationships through a client-centric, solutions-oriented approach and by confidently delivering Woodruff’s extraordinary outcomes.
• Identify and pursue opportunities for client expansion by capturing client and market insights and collaborating with senior team members to translate them into new actionable initiatives.