Account Planner Job Description
Account planner
provides extensive qualitative and quantitative research support (including but not limited to MRI, ComScore, Mintel, Iconoculture, eMarketer and other secondary sources) for both existing and new business efforts.
Account Planner Duties & Responsibilities
To write an effective account planner job description, begin by listing detailed duties, responsibilities and expectations. We have included account planner job description templates that you can modify and use.
Sample responsibilities for this position include:
Work directly with Account Executives or Sales Management to determine pre-sales research needs
Provide all sales activity tracking for the office
Will multi-task and prioritize workload based on Media sales team needs and internal deadlines
May communicate daily with client and traffic team on missing traffic, make-goods, and late orders
Exemplify strong communications skills
Able to tailor level of detail in presentations to reflect the audience
Weekly account performance analysis
Develop in-season forecast of sales, markdowns, turnover & account profitability
Supervise download of assortment plans
Manage schedule development including checking inventory availability and iterative development
Account Planner Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Planner
List any licenses or certifications required by the position: APICS, CPF, IBF, IAB
Education for Account Planner
Typically a job would require a certain level of education.
Employers hiring for the account planner job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Marketing, Business, Advertising, Communications, Finance, Engineering, Management, Business/Administration, Fashion
Skills for Account Planner
Desired skills for account planner include:
Cable television
Media terms media formulas & calculations
Kantar
BIA/Kelsey
EMarketer
MRI
Research databases
Scarborough
Tools and applications
ComScore are helpful
Desired experience for account planner includes:
Monitor campaign for needed changes (and related make-goods) by functioning as a liaison between the AE, Operations, and the customer client
Post-campaign, create both client recap, and fulfillment analysis
Review expiring campaign with Client Solutions, and update sales accordingly
Should have some agency planning experience
Conducts research and analysis to determine best advertising inventory
Coordinates necessary materials and tracks inventory of materials
Account Planner Examples
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Account Planner Job Description
Job Description Example
Our growing company is looking for an account planner. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account planner
- Collaborate with Wholesale Merchants & Sales to validate top-down targets
- Manage to customer service level metrics
- Form strong relationships with education publications and other relevant advertising/media outlets
- Understand and articulate primary and secondary research for both cultural
- Work with other teams to solve media problems
- Responsible for cross-selling and increasing business from accounts under management
- Function as the Environmental Project Manager overseeing preparation of CEQA/NEPA documentation (e.g., Categorical Exemptions, Initial Studies, Environmental Impact Reports, Categorical Exclusions, Environmental Assessments and Environmental Impact Statements)
- Develop, maintain, and drive prioritization of all marketing activities for designated account team cohorts within the Financial Services industry marketing channel
- Establish a strong rapport and ongoing working relationship with Client Account Managers and Client Relationship Executives aligned to assigned account team cohorts
- Industrialize and oversee the ongoing production of an eminence distribution plan to support financial services account-based marketing campaigns
Qualifications for account planner
- Ability to work under pressure with tight sales deadlines while managing and completing multiple tasks
- Working knowledge of digital media planning, buying and/or selling
- Conversational knowledge with common media terms, concepts, acronyms, and basic media math
- Self-motivated mindset with the ability to work well with other teams and groups
- Strong attention to detail & self-organized
- Passion for and understanding of the digital media business and its unique offerings
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Account Planner Job Description
Job Description Example
Our growing company is looking to fill the role of account planner. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account planner
- Create presentations that can be delivered as complete solutions achieving all client needs
- Collaborate with Advertising Sales Reps by offering ideas and recommendations to optimize the success of all print and online advertising campaigns
- Work directly with Sales Reps, Marketing Analysts, and/or Sales Management to determine pre-sales research needs
- Work with the Digital Lead and Marketing to complete all RFP’s accurately and on time
- Review IO’s for smooth DSM order entry on Fulfillment Team, including confirming all ad positions and inventory availability
- Perform competitive media research for lead generation in areas such as print tearsheeting, and internet and Mobile research
- Assist in weekly/monthly/quarterly sales reporting
- Partner with TI & DAO Quality Assurance and/or Trainer to determine training needs
- Develop expertise in CRM, Market Builder, Adit, AX, SharePoint, DSM and other new products and programs that CTMG develops
- Partner with Marketplace Merchandising Team to refine seasonal plan based on retail strategies and opportunities
Qualifications for account planner
- Strong knowledge of Microsoft Office products (especially Power Point & Excel)
- Display a positive attitude at work, with a sense of humor and openness to inclusion and diversity
- A background in tech (software, enterprise solutions, ) or experience working with tech clients
- Demonstrates problem solving and creative thinking skills
- Be Passionateabout the work you do and have a real desire to deliver great media planning
- Be Curiousabout the media landscape and implications for clients
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Account Planner Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of account planner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account planner
- Assist in developing Bulletin promo and monitoring promotional activity for NKA customers
- Monitor delivery/order process
- Settle and track all the incoming promotion/activity claims from the customers
- Increase revenue of accounts to achieve and surpass internal growth metrics and goals
- Analyze and optimize marketing activities to achieve positive results
- Develop and deliver polished presentations to clients
- Be one step ahead of your clients, adding value to the agency/client relationship
- Drive consistent evolution in client digital marketing efforts
- Participate in client meetings and training courses
- Solve complex problems and take a new perspective using existing solutions
Qualifications for account planner
- Ability to relate technical information to a non-technical audience
- Be organisedand efficient in managing work and time
- Proactivelyengage members of the team and take on new tasks
- 4-5+ years’ experience within either an OOH agency, or full service media agency
- OOH understanding
- Previous experience in presenting to clients
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Account Planner Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of account planner. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account planner
- Familiarity with media planning and various marketing tactics
- Ability to analyze data and develop key insights
- Knowledge of digital/creative production process
- Strong verbal and communication skills, and ability to build relationships
- Initiates and leads continuous improvement and value-add initiatives, independently or through cross-functional teams, and provides analysis and recommendations to management
- Manages in-bound product through the supply chain to NOA retailer/distributor direct accounts
- Works cross-functionally with key internal partners to ensure timely and accurate fulfillment of customer orders in alignment with customer expectations and NOA objectives
- Reviews and provides feedback on weekly sell-thru forecast
- Measure account forecast vs
- Effectively manages inventory within lead-time by working with accounts to maintain appropriate in-stock levels and minimize excess inventory
Qualifications for account planner
- Working knowledge with NetSuite and Steelwedge a plus
- Strong ability to structure, analyze and manipulate large amount of data in excel quickly (e.g., pivot tables, vlookup, data cleaning)
- Ability to review and analyze Stock & Sales Plan
- Bachelor’s degree, preferably with a concentration in advertising, marketing, business administration, and communication
- Experience in computer software including MS Office, Excel, and PowerPoint, Photoshop, Illustrator at a minimum is required
- Recent graduate (or equivalent)
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Account Planner Job Description
Job Description Example
Our growing company is looking to fill the role of account planner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account planner
- Communicates and collaborates with retail planners/buyers to address replenishment issues and needs based on customer and NOA strategies, and to remain current on market activity
- Generates promotional supply plan and performs pre/post analysis while working closely with CBM/NAM to ensure sufficient supply to support promotional needs
- Provides insight to retail and video game industry trends and current events
- Participates as active member of Customer Focus Team
- Ensures compliance with NOA policies and procedures
- Establishes and maintains customer account profiles
- Works collaboratively with others on projects and initiatives as assigned
- Provides guidance and training to other team members, this includes modeling leadership, teamwork, professionalism, and communication
- Develop the customer blueprint document and lead discussions defining project expectations with the customer along with supporting team members
- Develop documentation for customer site inspections and program operations
Qualifications for account planner
- Friendly, enthusiast and approachable manner is a must
- Knowledge of tools such as DDS, DoubleClick, TGI, comScore, and Addynamix is highly desirable
- Prior experience in Media Sales or as a Media Buyer or Planner is preferred
- A Bachelor’s degree in environmental science, biology, ecology, socioeconomics, or other similar environmentally related field is required
- Understanding of retail math calculations
- Clear knowledge of media terms media formulas and calculation- Needs to know how to estimate ratings