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Position Description

Position Title: Senior Account Supervisor

Reports to: Group Account Supervisor/SVP, Sales                 FLSA Status: Full-Time/Exempt

Division:                                                    Location:
 I. Department and Position Overview:

Senior Account Supervisor serves as team lead in supporting business development/sales efforts through
overseeing and delivering projects in a timely, efficient, and professional manner. The Senior Account
Supervisor is the primary service delivery management resource with a key customer advocacy role,
responsible for assuring client satisfaction.
• The Senior 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 brand support
    projects. Associate Account Executive, Account Executive and/or Senior Account Executive team
    members report directly to the Senior Account Supervisor. The Senior Account Supervisor is responsible for
    managing and mentoring his/her direct reports on a daily basis and for creating and implementing their
    development plans.

    II. Specific Duties, Activities, and Responsibilities:

•     The development of proposals, budgets and reconciliations to ensure minimum net and gross profit
      standards/requirements
•     Collaborates with all teams to ensure proposal development is accurate and all teams hours are captured
      (traffic, production, creative, clinical/copy, meeting services)
•     Accountable for maintaining minimum gross and net profit percentage requirements/standards for all
      assigned accounts
•     Works within and manages to a budgeted labor hours by job and position level, to ensure minimum
      standards of job profitability.
•     Monitors budgets 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.
•     Maintain and manage existing business opportunities with existing clients
•     Assumes primary lead for the client upon client acceptance of proposal
•     Function as internal team leader ensuring all members of the team work together smoothly and effectively
•     Manage, mentor, and supervise personnel at the Account Supervisor, Associate Account Executive,
      Account Executive and/or Senior Account Executive position
•     Provides direction to Account Supervisor regarding the all aspects of project management to ensure client
      expectations are met if not exceeded
•     Conduct performance reviews, prepare development plan, and MBO's for direct reports
•     Provides budget status & communication w/ Client
•      Utilizes ACI tools to manage projects including project briefs, proposal templates, budget tools
•     Collaborates with internal team on overall project plan, objectives, milestones & deliverables
•     Liaison with client for signatures on contracts when applicable
•     Initiates and maintains faculty relationships
•     Routes administrative pieces through clients’ internal processes (when applicable)
•     Leads calls with faculty and/or content experts regarding content and direction
•     Reviews and forwards status/contact reports to client after each client contact
•     Assist GAS and/or SVP, Sales in the client CBD forecasting process

III. Position Requirements:

Education or Equivalent:
       • 4-year college degree and a minimum of 5 years client service/project management experience
          mandatory in the healthcare industry OR a combination of 5-10 years experience in a marketing
          services environment with management responsibilities
Confidential                                   Page 1                                      4/17/05
Knowledge/Skills Requirements:
      • Project management, excellent oral and written communication skills, and ability to manage people
         effectively
      • 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
      • Experience with or proven ability to manage direct reports
      • 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          Account Executives/Sr. Account Executive/Associate Account Executive

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:                       Group Account Supervisor

Professional Achievements:

        •   Participation in 2-3 industry related training sessions annually
        •   Participation in all internal Client Services and Human Resources sponsored training sessions
        •   Identify and expand business opportunities within existing clients


Mastery of Tasks:

        •   Proposal and budget development, management and reconciliation
        •   Ability to manage multiple teams across several products and therapeutic categories
        •   Leading content calls with faculty/content experts
        •   Demonstrates the ability to provide strategic and marketing guidance to client and agency teams
        •   Demonstrates a thorough knowledge of the therapeutic categories, science, markets and products
            for all assigned accounts (up to 3-5 products within a company/across companies)
        •   Ability to apply marketing knowledge to brand building initiatives

Responsible for development and training: Group Account Supervisor/ SVP
Confidential                                    Page 2                                    4/17/05
Position Description – Senior Account Supervisor
*Promotions will be considered based on position availability and consistent performance at the next position
level.


Other Critical Information

Approvals:

_________________________________________                         ________________
Supervisor                                                        Date

_________________________________________        ________________
Manager                                          Date
                               FOR COMPENSATION USE

 Position Code: ___________________                      Date Last Evaluated: _______________




Confidential                                    Page 2                                     4/17/05
Position Description – Senior Account Supervisor

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Senior Account Supervisor Role

  • 1. Position Description Position Title: Senior Account Supervisor Reports to: Group Account Supervisor/SVP, Sales FLSA Status: Full-Time/Exempt Division: Location: I. Department and Position Overview: Senior Account Supervisor serves as team lead in supporting business development/sales efforts through overseeing and delivering projects in a timely, efficient, and professional manner. The Senior Account Supervisor is the primary service delivery management resource with a key customer advocacy role, responsible for assuring client satisfaction. • The Senior 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 brand support projects. Associate Account Executive, Account Executive and/or Senior Account Executive team members report directly to the Senior Account Supervisor. The Senior Account Supervisor is responsible for managing and mentoring his/her direct reports on a daily basis and for creating and implementing their development plans. II. Specific Duties, Activities, and Responsibilities: • The development of proposals, budgets and reconciliations to ensure minimum net and gross profit standards/requirements • Collaborates with all teams to ensure proposal development is accurate and all teams hours are captured (traffic, production, creative, clinical/copy, meeting services) • Accountable for maintaining minimum gross and net profit percentage requirements/standards for all assigned accounts • Works within and manages to a budgeted labor hours by job and position level, to ensure minimum standards of job profitability. • Monitors budgets 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. • Maintain and manage existing business opportunities with existing clients • Assumes primary lead for the client upon client acceptance of proposal • Function as internal team leader ensuring all members of the team work together smoothly and effectively • Manage, mentor, and supervise personnel at the Account Supervisor, Associate Account Executive, Account Executive and/or Senior Account Executive position • Provides direction to Account Supervisor regarding the all aspects of project management to ensure client expectations are met if not exceeded • Conduct performance reviews, prepare development plan, and MBO's for direct reports • Provides budget status & communication w/ Client • Utilizes ACI tools to manage projects including project briefs, proposal templates, budget tools • Collaborates with internal team on overall project plan, objectives, milestones & deliverables • Liaison with client for signatures on contracts when applicable • Initiates and maintains faculty relationships • Routes administrative pieces through clients’ internal processes (when applicable) • Leads calls with faculty and/or content experts regarding content and direction • Reviews and forwards status/contact reports to client after each client contact • Assist GAS and/or SVP, Sales in the client CBD forecasting process III. Position Requirements: Education or Equivalent: • 4-year college degree and a minimum of 5 years client service/project management experience mandatory in the healthcare industry OR a combination of 5-10 years experience in a marketing services environment with management responsibilities Confidential Page 1 4/17/05
  • 2. Knowledge/Skills Requirements: • Project management, excellent oral and written communication skills, and ability to manage people effectively • 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 • Experience with or proven ability to manage direct reports • 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 Account Executives/Sr. Account Executive/Associate Account Executive 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: Group Account Supervisor Professional Achievements: • Participation in 2-3 industry related training sessions annually • Participation in all internal Client Services and Human Resources sponsored training sessions • Identify and expand business opportunities within existing clients Mastery of Tasks: • Proposal and budget development, management and reconciliation • Ability to manage multiple teams across several products and therapeutic categories • Leading content calls with faculty/content experts • Demonstrates the ability to provide strategic and marketing guidance to client and agency teams • Demonstrates a thorough knowledge of the therapeutic categories, science, markets and products for all assigned accounts (up to 3-5 products within a company/across companies) • Ability to apply marketing knowledge to brand building initiatives Responsible for development and training: Group Account Supervisor/ SVP Confidential Page 2 4/17/05 Position Description – Senior Account Supervisor
  • 3. *Promotions will be considered based on position availability and consistent performance at the next position level. Other Critical Information Approvals: _________________________________________ ________________ Supervisor Date _________________________________________ ________________ Manager Date FOR COMPENSATION USE Position Code: ___________________ Date Last Evaluated: _______________ Confidential Page 2 4/17/05 Position Description – Senior Account Supervisor