The Account Strategy Coordinator at Graham-Pelton Consulting is a critical role responsible for supporting the sales and client service teams in their efforts to drive revenue and client engagement. This early-career position is ideal for a motivated individual with 1-2 years of experience in a similar role, looking to grow within a dynamic team environment. The ideal candidate has excellent organizational skills, an ability to multi-task, and a passion for fostering client relationships.
Responsibilities and Duties:
- Commitment to the firm’s core values, its growth strategy, and its “why”
- Content Development:
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- Collaborate with the sales and client service teams to understand prospective client needs.
- Write, edit, and develop compelling sales proposals and presentation materials.
- Partner with the client services and business development services staff to ensure all proposals are aligned with the company’s brand standards and value proposition.
- Coordinate with Marketing to produce original content as needed.
- Leverage generative A.I. technology to develop and evolve Graham-Pelton's proposal and content library.
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Pipeline Management:
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- Track and update accounts, contacts, and opportunities in the database (Salesforce).
- Generate and analyze sales reports to identify trends, patterns and potential areas of growth.
- Ensure the integrity and accuracy of data within the system.
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Market Research:
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- Conduct research on potential clients, industry trends, and market conditions.
- Provide insights and summaries to the sales team to help tailor their strategies.
- Monitor competitors and provide reports on key differentiators and potential threats.
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Team Support:
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- Schedule, coordinate, and prepare materials for sales and client service meetings.
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- Assist with general administrative tasks, such as email communication, document organization, coordination of sales events, and scheduling client meetings.
- Act as a point of contact for current and prospective client queries and direct them to the appropriate account executive.
- Other duties as assigned.
Key Skills and Requirements:
- Commitment to the firm’s core values, its growth strategy, and its “why”
- Exceptional interpersonal skills and communication skills, verbal and written
- Excellent organizational skills and habits, and attention to detail
- A dedication to keeping pace with a fast-paced, ever-evolving environment and industry
- Exercises strong strategic judgment, discretion, and anticipation of needs
- Ability to thrive on change, innovation, and teamwork
- Ability to confidently manage “up” and “ahead” to drive the work of professionals on internal teams.
Qualifications:
- Bachelor's degree in marketing, business, communications, or a related field
- 1-2 years of experience in sales, marketing, communications, project management, or a related role
- Nonprofit experience a plus
- Exceptional written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems; Salesforce experience a strong plus.
- Familiarity with social media platforms and digital marketing tools, LinkedIn Sales Navigator experience a plus