Overview:

The Planner is responsible for leading the daily planning efforts on an account, is expected to successfully craft a marketing story using data and research, demonstrates high quality execution, and consistently delivers assignments on-time and on-business objective. This role contributes to department processes, larger agency initiatives and focuses on honing strategic planning skills. The Planner is responsible for Intent-based planning support, competitive analyses, integration into media and content teams, insight development from tools and research, project management and execution.

Role Objectives:

Account Management

• Assumes accountability for planning insights and implementation of Intent-Based Planning
• Monitors and reports client health, and leads to P&I leadership
• Interfaces with other department leads to share ideas, communicate service offerings, and identify and deliver new solutions for clients
• Keeps senior management apprised of key client opportunities, potential risks and other key nuances which affect the health of the business or department
• Attends client meetings on ongoing basis, interface as needed with middle management clients during meetings and presentations
• Independently leads insights, performance and strategy presentations
• Proactively draws out actionable insights and stories from research and media to drive client business forward
• Creates formal and informal presentations to win and educate clients, prospects and internal teams

Intent-Based Planning

• Contributes to developing and implementing Intent-Based planning, Performics’ proprietary communications planning methodology.
• Expert in all research tool and vendor capabilities, use cases and actively monitors and trains employees
• Partners with management to identify and prioritize planning rollout on agency accounts. Actively maintains project plans and prepares kickoff material
• Works with other strategists/planners to conduct analysis for workshop development and output creation, and leads the facilitation of workshops

Intent Lab

• Works with the Intent Lab team on the upcoming research waves touching every aspect including research analysis, marketing, legal and budget management
• Responsible to ensure project timelines are on-track and that the final plan is held to best in class standards

Team Leadership & Development

• Proactively captures research and strategy impact with the production of quarterly case studies
• Embraces and encourages a culture based on team work, collaboration and intellectual curiosity
• Interfaces with agency departments and leadership and operational departments: legal, accounting, contracts, etc.
• Supports leadership in scoping of projects, the creation of project plans and ensuring their successful delivery

Cross Selling

• Understands and explains the features and benefits of all products and services
• Cross sells products and services to increase account penetration

Minimum Qualifications:

• Bachelor’s degree, concentration in behavioral sciences, brand planning, marketing, social analytics or advertising preferred
• 3+ years of business experience in Marketing, Advertising, and Interactive Consulting
• 2+ years of account, strategy or comms planning experience
• Experienced with syndicated digital research
• Experience with primary research is a plus
• Experience in one or more of the following areas is a plus: User experience design, digital strategy, shopper marketing
• Great presentation and interpersonal client skills
• Self-starter; motivated; energetic; Strong written and verbal communication skills
• Curious, ingenious and driven to solve problems
• Comfortable with ambiguity and lack of clear direction
• Flexible and capable of managing multiple tasks in a fast paced, high volume environment
• Strong organization and time management skills