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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
•    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
Supervisor                                           Date

_________________________________________            ________________
Manager                                              Date

                                FOR COMPENSATION USE

 Position Code: ________6___________        Date Last Evaluated: _______________




Confidential

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Account Supervisor 1.14.08 1

  • 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