WHAT IS AN ACCOUNT STRATEGIST ?

The Account Strategist is adept at understanding client requirements, pinpointing underlying business challenges, and collaborating with the project team to craft tailored marketing strategies. This role involves strategic thinking to seamlessly translate client objectives into actionable project milestones. By maintaining a close partnership with trusted vendors and client allies, the Account Strategist ensures all evolving project and resource needs are comprehensively addressed and communicated.

Need-to-Know Overview of an Account Strategist

1. Account Strategist Duties and Responsibilities

  • Manage the project schedule and adjust project plans and/or resources as needed
  • Manage project budget and completion/spend rate throughout project lifecycle
  • Identify potential risks in the project and address them before they interfere with project completion
  • Identify potential opportunities in the project that could positively impact the project and/or client
  • Manage change request process, identifying and documenting changes in scope
  • Collaborate on pitches and proposals
  • Develop an effective project communications plan, tailored to the client and internal team
  • Communicate timely project status updates to client and internal stakeholders
  • Lead and collaborate with internal and client-side cross-functional project teams to ensure project success.
  • Coordinate contracts, budgets, NDAs, and other necessary documentation with project vendors

2. Account Strategist Requirements and Qualifications

  • 3+ years' experience agency experience in a Project Manager or Account Manager role
  • Self-starting and detail oriented with a strong ownership mindset and passion for doing great work
  • Strong background in implementing project plans and monitoring progress, resource usage, and quality
  • Ability to manage both waterfall and agile projects
  • Ability to manage multiple clients/assignments in a fast-paced environment
  • Exceptional listening skills and ability to distill client needs and make strategic suggestions that help achieve business goals and objectives
  • Strong communication skills and ability to foster a positive, collaborative working relationship with clients and colleagues
  • Experience in Marketing Automation Platforms (e.g. Marketo, Pardot, Eloqua, or Hubspot) and Content Management Systems (e.g., Sitefinity, Kentico, Contentful, or other) is a plus