The document provides a position description for an Account Supervisor role. The Account Supervisor oversees project delivery and client relationships to ensure satisfaction. Key responsibilities include developing budgets, monitoring costs, maintaining relationships, coaching staff, and acting as liaison between clients and internal teams. The position requires a bachelor's degree, project management and communication skills, and experience preferably in healthcare marketing. Promotion opportunities exist for those who participate in training, expand client relationships, and demonstrate marketing and therapeutic knowledge.

1. Position Description
Position Title: Account Supervisor
Reports to: Sr. Account Supervisor/Group Account Supervisor FLSA Status: Full-Time/Exempt
Division: ALL Location:
I. Department and Position Overview:
Account Supervisor supports business development/sales efforts through overseeing and delivering projects in
a timely, efficient, and professional manner. Account Supervisor is the primary service delivery management
resource with a key customer advocacy role, responsible for assuring client satisfaction.
The Account Supervisor serves as a liaison between business development/sales and internal operations and is
responsible for the success and profitability of all continuing education and promotional brand support projects.
II. Specific Duties, Activities, and Responsibilities:
• The development of budgets and reconciliations to ensure minimum net and gross profit
standards/requirements
• Works within and manages to a budgeted labor hours by job and position level, to ensure minimum
standards of job profitability.
• Monitors budget including direct costs and labor costs to ensure team members/direct reports are
managing to assigned budgeted labor hours and managing direct costs
• Maintains and/or exceeds minimum billable utilization percentages for position level
• Ensures that direct reports/team members maintain and/or exceed minimum billable utilization
percentages for position level.
• Develops and maintains client relationships
• Function as internal team leader ensuring all members of the team work together smoothly and
effectively.
• Coaches, mentors, develops, and supervises staff of AE levels, on an consistent and ongoing basis,
effectively communicating at all times
• Provides staff with formal verbal and written feedback through performance evaluations and MBO’s bi
annually
• Identifies and communicates clear roles and responsibilities of team members establishing ground rules
• Utilizes ACI tools to manage projects including project briefs, proposal templates, budget tools
• Assumes primary lead for the client upon client acceptance of proposal
• Collaborates with internal team on overall project plan, objectives, milestones & deliverables
• Liaison with client for signatures on contracts when applicable
• Provides direction to Account Executive regarding all aspects of project management to ensure client
expectations are met if not exceeded
• Initiates and maintains faculty and content expert relationships
• Routes administrative pieces through clients’ internal review process (when applicable)
• Participates or leads content calls with faculty and/or content experts regarding content and direction
• Reviews and forwards status/contact reports to client after each client contact
III. Position Requirements:
Education or Equivalent:
• 4-year college degree and 2-3 years client service/project management experience preferably in the
healthcare industry OR a combination of 3-5 years experience in a marketing services environment.
Knowledge/Skills Requirements:
• Project management, excellent oral and written communication skills, and ability to manage people
effectively.
• Demonstrate thorough knowledge of the therapeutic areas, science, markets and products for all
assigned accounts
Confidential

2. • Solid Knowledge of marketing principles, preferably health care marketing
• Demonstrate the ability to apply marketing knowledge to brand building initiatives
• Demonstrate ability to use information and data effectively
• Managed market/care experience a plus
• Works with confidential and sensitive corporate, client and employee information and must conduct
him or herself accordingly.
IV. Functional Responsibilities Specific to the Department
Direct Reports Sr. Account Executives/Account Executives/Associate Account Executives
Indirect Reports N/A
Department Responsibility:
• Provides standard and customized reports to clients at specified intervals
• Adheres to PhRMA, FDA, OIG and ACCME guidelines
• Ensures documentation of CE programs
• Displays professionalism at all times
• Demonstrates a sense of urgency to obtain results
• Responds well under pressure, is flexible
• Demonstrates ownership and accountability for all agency procedures and workflow
• Implements Hub of the Wheel concept and ensures that team members are adhering to corporate
standards
• Attends multiple internal meetings with sales, client services, meeting services, traffic and other key
personnel to discuss project status, etc.
• Ensure the highest standards of quality control of client materials and, as appropriate, develop best
practices protocols for Access project teams to facilitate such quality control
• Proficient in Microsoft Word, Excel, Access, PowerPoint and Outlook
• Travel required up to 25%
• Required to be available to work outside the company’s standard work hours
V. Path to Promotion – Ladders of Success
Position: Sr. Account Supervisor
Professional Achievements:
• Participation in 2 industry related training sessions annually
• Participation in all internal Client Services and Human Resources sponsored training sessions
• Identify areas of opportunity to expand existing client relationships
• Play a lead role in the CBD and pitch development
Mastery of Tasks:
• Proposal and budget development
• Leading content calls with faculty/content experts
• Demonstrates a knowledge of the therapeutic categories, science, markets and products for all
assigned accounts (up to 1-2 products)
• Ability to apply marketing knowledge to brand building initiatives
Responsible for development and training: Group Account Supervisor and SVP, Sales
*Promotions will be considered based on position availability and consistent performance at the next position
level.
Other Critical Information
Approvals:
_________________________________________ ________________
Confidential

3. Supervisor Date
_________________________________________ ________________
Manager Date
FOR COMPENSATION USE
Position Code: ________6___________ Date Last Evaluated: _______________
Confidential