Local SMB Account Planner

WHO WE ARE:
Simpli.fi is the leader in programmatic advertising built for the precision and scale of CTV, addressable, and mobile advertising. Simpli.fi works with the world’s largest buyers of advertising, including multi-location brands, agencies, local media groups, networks, and trading desks. With over 130,000 active daily campaigns run by more than 30,000 active advertisers, Simpli.fi’s clients are able to deliver performance on high volumes of campaigns and provide deep insights into their dynamic audiences, bringing them one step closer to truly personalized, one-to-one marketing.

What We’Re Looking For:

Simpli.fi is currently looking for an Local SMB Account Planner based in Dallas - Fort Worth, Texas!

As Local SMB Account Planner of the sales organization, the primary responsibility is to perform an assorted range of strategic tasks at the direction of the Head of Sales. "Strategic tasks" are defined as:

• Activities designed to secure renewals, expand use or expand budgets.
• Own office agency-facing media plan, proposal, and RFP response quality control.
• Assist Client in Onboarding Process
• Work with Sales Directors with any Administrative Tasks that could hinder Prospecting
• Providing additional client touch points, data, research etc. with the goal of decreasing churn and increasing client spend

This role will be specific to supporting team members working with Local Accounts.

What You’Ll Be Doing:

A. Boost Acquisition Rate

• Pre-call account research or brand research
• Pre or Post call mining to assemble PPT pitch decks with relevant case studies
• Proposal & RFP response completion support
• Building media plans with marketing approved templates will be an important part of this role.
• Collaboration between Client Success and Sales Representative to ensure cohesiveness in RFP, prior to and during, throughout the implementation process.

B. General Support:

• Facilitate & coordinate multiple aspects of region-specific client reviews
• Facilitate & coordinate with Marketing on collateral needs specific to region
• Facilitate & coordinate with Training resources to ensure on-going training.
• Serve as primary sales contact for @scale house accounts with no sales director assigned.
• Uncover growth opportunities through their daily work which culminates in a weekly meeting between CS and SalesWork cross-departmentally with CS, Engineering, Development, etc. to assist with integrations tied to revenue. Submit tickets as needed.

C. STREAMLINE CLIENT ONBOARDING AND PROSPECTING PROCESS:

• Gathers Credit/Payment for Accounting
• Gathers/Facilitates Copy for Campaigns
• Assists in Development of Prospecting Lists/Tools
• Assists in Collection of Payments

YOU’LL HAVE THE FOLLOWING TO SUCCEED IN THIS ROLE:

• Bachelor’s Degree
• Knowledge of the online advertising industry, industry participants, trends and technologies
• Excellent communication and organization skills with a demonstrated history in client satisfaction
• Highly motivated to excel with a strong work ethic and initiative
• Resourceful, dependable and able to manage multiple priorities simultaneously
• Ability to work independently and in a team-oriented environment
• Excellent presentation and communication skills
• Ability to build and maintain relationships with client contacts at all levels
• Flexibility in work availability

WORKING WITH US HAS ITS REWARDS:

Awesome company environment and benefits with a great management team. Competitive pay based on experience, 17 PTO days, 401K match, and employer sponsored healthcare options. Hybrid work schedule. Company is focused on developing and mentoring employees!

Candidates must be authorized to work in the United States. We are unable to provide visa sponsorship at this time.