Account Executive

The Account Executive will support the assigned Account Management team and a portfolio of clients. This role will be responsible for supporting this team throughout the event sales process from project inception through to event delivery. We are looking for a highly detail orientated person to support the Account Management team with the day to day running of their accounts. This person should be well organised, have a keen eye for numbers and be highly computer literate, adept at using software platforms including Microsoft Office, CRM’s and finance platforms.

Key responsibilities and accountabilities:

Project / Account Support

Project set up (Procim, CRM, Monday.com)

Maintain CRM data

Update and maintain Monday.com project boards (internal and client facing).

Manage meeting notes and action items.

Monitor project progress and escalate risks or issues.

Support weekly / monthly / quarterly project status reporting.

Support the development of client presentations and RFP responses.

Assist with client communications and follow-up actions.

Ensure deliverables, approvals and project documentation are tracked and maintained in the folder structure.

Finance & Reporting

Support finance with invoicing processes, specifically the intercompany billing process to ensure systems match and liaising with US and UK Finance Managers to get client and intercompany PO and invoices raised.

Raise supplier PO's and manage PO tracking.

Support the Account Manager with project budget tracking and financial reporting.

Monitor rec deadlines to meet client SLA’s

Support revenue forecasting and reporting for senior leadership.

Track change requests and out-of-scope work.

Last but not least, we believe in diversity, equity and inclusion.

Jack Morton is an equal opportunity employer; we strongly value diversity at our companies. We do not discriminate on race, religion, color, national origin, disability, sexual orientation, gender identity, gender expression, age, marital status, veteran status, or any other basis prohibited by law.

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