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Account Director

Account Director

Insight GlobalSan Rafael, CA, US
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Account Director

Insight Global is seeking an Account Director for an event agency client. The Account Director serves as the primary client contact for both existing and new accounts. This role involves identifying client event needs, building and maintaining relationships, and executing specific account strategies. The Account Director collaborates closely with all departments, from sales management to event execution, and is a key figure in mentoring and guiding teams towards customer success. This position exemplifies leadership, methodology, and effective communication both internally and externally.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not exhaustive and additional duties may be assigned.

Reinforce Department Goals : Promote the company's aspirations and the five critical behaviors for success :

  • Customer First : Prioritize customer needs and deliver exceptional service.
  • Know Your Stuff : Demonstrate expertise in event logistics and leadership, encouraging continuous learning.
  • Listen Carefully : Foster a culture of active listening and responsiveness.
  • Execute With Excellence : Commit to high-quality execution in all initiatives.
  • Client Liaison : Act as the primary liaison for account clients.

Relationship Building : Work with the account owner to build strong relationships with key contacts.

Business Planning : Collaborate with the Owner, General Manager, and Director of Account Services to create a business plan for gaining market share within existing accounts.

Identify Opportunities : Discover new business opportunities within existing accounts.

Program Development : Work with other Account Directors on program scope and development.

Program Execution : Oversee the development and execution of program operations within assigned accounts.

Quality Assurance : Ensure the overall quality of accounts and the success of events.

RFP Management : Provide necessary pre-sale information to Strategic Sourcing.

Salesforce Updates : Keep Salesforce updated with all event activity.

Business Briefs : Maintain business brief documents for each account, including organizational structure, executive leadership, company revenue, business structure, competitors, event landscape, and client team structure.

Contract Management : Maintain account contract terms and rate cards annually.

Business Reselling : Resell business year to year.

Client Contracts : Manage and maintain client contracts, including LOCs, SOWs, and MSAs.

Strategic Sourcing Support : Assist with program costing, planning, and development.

Program Budgeting : Manage the program budget for all programs on the account.

Financial Tracking : Issue preliminary payment schedules, good faith client invoicing, and track financials throughout the event lifecycle.

Consultative Strategy : Provide strategic guidance, including : Quarterly and Annual Business Reviews Competitive Landscape Analysis Event Roadmap and Staffing Structure Industry Trends Customer-focused Communications Identifying "moments of care" for customers Proactive Sourcing and Planning Third-Party Vendor Reviews Mentorship : Mentor and guide all employees assigned to the account. Innovation : Introduce new ideas and improved processes to streamline operations and enhance client experience.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and / or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy.

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Account Director • San Rafael, CA, US

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