- Partner with Client Success and Sales to review signed agreements, clarify deliverables, and set accurate client expectations.
- Participate in all assigned internal planning calls and post-sale client calls, ensuring key takeaways and next steps are documented.
- Prepare and deliver Kick-Off Call decks, leading assigned agenda sections, and ensuring client alignment.
- Collect, verify, and organize all creative assets, targeting details, and launch materials before campaign start dates.
- Monitor campaign pacing daily and flag potential underdelivery or performance risks to Client Success and Sales, providing actionable recommendations.
- Respond to all client inquiries within the agreed SLA (e.g., same business day), maintaining TechnologyAdvice’s reputation for speed and reliability.
- Work with Client Success Team Members and Sales to respond to client feedback and provide recommendations and optimizations for their campaigns.
- Document client feedback in the appropriate system for visibility across internal teams.
- Recommend and implement optimizations based on performance trends, client feedback, and category insights.
- Proactively identify upsell or cross-sell opportunities and share with Sales.
- Liaise with Product, Operations, and other internal teams to address client questions and resolve issues.
- Utilizes several internal tools to review and analyze data, manage client accounts, and support client needs effectively.
- Contribute to process documentation and efficiency initiatives; test and refine new workflows.
- Assist with onboarding and mentoring new team members.
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