Account Manager
Trefoil Group
Milwaukee, WI
JOB SUMMARY:
The Account Manager is responsible for leading the successful design, launch and management of integrated marketing communication programs. The Account Manager holds responsibility for proactively driving client marketing programs forward across multiple accounts - through leadership and execution - ensuring integrity of our work that meets client objectives and agency revenue goals. Strong customer service, demonstrated writing experience, account management, project management, and relationship skills are essential. This position reports to the VP of Client Services and also has the opportunity to support/engage with the EVP of Strategy and President. Beyond accounts, the Account Manager will apply their skillset to agency new business and marketing efforts as they arise, including development of new business proposals, presentations, meeting support and attendance. This is an excellent opportunity to support senior executives, creating an opportunity for a new employee to accelerate their understanding of our differentiated agency offer.
OVERVIEW OF DUTIES AND RESPONSIBILITIES:
- Serves as the primary contact person for assigned clients. Builds and maintains strong working relationships with clients, team members, and project stakeholders.
- Proactively drives client marketing programs forward across multiple accounts through leadership and with integrity to meet client objectives and agency revenue goals.
- Effectively manages programs by leading an integrated account team and executes against projects - writing content across platforms and developing marketing plans - to produce desired client results; the role is both manager and individual contributor.
- Successfully collaborates with senior and executive agency leaders to proactively drive client results and agency growth.
- Maintains a vested interest in getting to know client brands and initiatives to better market their products through the best channels.
- Guides and coaches junior team members on account tasks.
- Proactively establishes a framework for upcoming projects and initiatives including goals, objectives and strategies.
- Coordinates and actively participates in all stages of project development including set up, research, strategy, design, campaign development and reporting.
- Edits and proofreads materials to ensure quality and consistency with appropriate writing styles for target audience and channel.
- Utilizes project management tools and agency processes to deliver high quality, error-free work on-time and on-budget.
- Owns client budgets and billing, proactively keeping both internal stakeholders and clients informed to ensure alignment, transparency and profitability.
- Responds to changing demands and deadlines of account needs by providing appropriate solutions.
- Provides accurate scopes and cost estimates to clients in partnership with agency leadership.
- Liaises directly between clients and all internal and external resources (including vendors) to communicate client needs and goals along with project specifications ensuring that project scope and needs is understood by all parties. Provide clarification when there is ambiguity.
- Proactively informs executive management of any issues or delays to assigned projects or clients.
- Identifies upsell opportunities with existing client accounts as appropriate.
- Manages client expectations to ensure delivery of the highest quality service and product.
- Stays current on marketing trends, technologies and best practices.
- Manages client meetings and status report presentations.
NOTE: This list of duties is not meant to be all-inclusive as employees should expect to receive additional projects and responsibilities as needed from management. This document describes typical duties and responsibilities and is not intended to limit management from assigning other work as needed or desired.
QUALIFICATIONS AND REQUIREMENTS:
- Bachelor's degree in Advertising, Marketing or related field or equivalent experience.
- A minimum of 5 years related marketing experience. Prior agency experience preferred.
- Previous experience supporting marketing efforts of B2B manufacturing companies preferred.
- Previous experience working in a client-facing role successfully translating client objectives into project goals and assignments for design and development teams.
- Proven expertise in managing schedules, budgets, assets, and overall project organization to ensure requirements and project deliverable dates were clearly communicated, understood, and executed upon.
- Passion for making your customers and team successful.
- Has a positive, team player, "Whatever It Takes" attitude and enthusiasm for driving results.
- Experience creating and/or contributing to marketing strategies and best practices.
- Ability to work cross-functionally and with a wide range of employees with different skill sets.
- Organized; with the ability to prioritize multiple projects and meet deadlines.
- Possess a strong attention to detail ensuring quality standards are achieved.
- Must have excellent verbal and written communication skills as well as presentation skills.
- Ability to engage in proactive and regular communication with executives and team leaders at all levels.
- Good active listening skills required.
- A track record of performance meeting targets and objectives.
- Self-directed, goal-oriented and flexible, enjoys working in a fast-paced and at times challenging environment.
- Demonstrated success in utilizing AI to enhance accuracy, quality and speed across tasks and deliverables.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, with or without reasonable accommodation.
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
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MRA-The Management Association
Sep 20, 2025