Strive to exceed client expectations and maintain strong and trusted relationships internally and externally. Work with client account team to ensure positive customer experience, sustained and enhanced customer relationships, and revenue growth within accounts
Proactively identify potential obstacles internally and externally and navigate the organization to address and resolve issues
Establish strong working relationships with internal teams and client leadership team, fostering a collaborative, energized internal account team
Produce and interpret project and financial reports for internal and external reference/communication
Ensure compliance with operational processes and demonstrate growing understanding and implementation of internal processes. Manage weekly revenue forecasts/opportunities.
Develop comprehensive understanding of revenue recognition models and contractual billing/invoicing types to support finance and forecast accuracy. Manage monthly invoices and payment follow-ups to minimize the days outstanding
Partners with sub-practice Project Managers/Project Leads to understand timeliness and provide delivery of quality of client deliverables, reports, change requests and proposals
Support Sr Account leads to manage the Salesforce account review plan, account map and account health updated monthly
Account Growth Support
Ability to listen to client needs through probing, identify potential selling / revenue opportunities and escalating to Sr Account Director (or CP)
Manage SOW renewals /change orders with the client and Merkle legal teams
Support account management team in researching and gathering market intelligence, strategic analysis, and proposition development to increase business opportunities for Merkle
Develop a working knowledge of Merkle GTM (Go To Market) strategies