• Act as the primary point of contact for a portfolio of clients, building strong relationships and addressing inquiries with financial insights and practical recommendations. • Oversee and review the maintenance of accurate financial records across the client portfolio, including transactions, reconciliations, and ledgers. • Review and manage the preparation of monthly, quarterly, and annual financial statements and reports, ensuring accuracy and compliance with accounting standards. • Oversee reconciliation processes for bank statements, credit cards, and other accounts, identifying and resolving discrepancies. • Manage payroll oversight, ensuring compliance with relevant laws and regulations across client accounts. • Oversee accounts payable and receivable processes, including invoicing, payments, and collections, across the client portfolio. • Support the preparation of tax returns and liaise with clients and advisors during tax audits. • Train, mentor, and support junior bookkeeping staff, reviewing their work and guiding their professional development. • Utilize accounting software (e.g., QuickBooks, Xero, MYOB) to oversee financial data management and reporting across clients. • Monitor compliance with local, state, and federal regulations, keeping clients and the team informed of changes to accounting standards and practices. • Identify opportunities to improve client processes and proactively flag issues or risks to senior management.

Role Description Client Partners at DEPT® lead on all the creative work we deliver for a suite of clients and they sit in our structure alongside the other ‘Directors’ (e.g. Creative, Design). We expect an Associate Director, Client Partner to be an expert in truly understanding the clients in their portfolio’s business, challenges, goals, and SWOT. You'll represent DEPT® to our clients, adding value to relationships beyond organizational skills, doing a mixture of account management and strategic planning. This is a remote, US-based role. However, candidates must work East Coast business hours due to collaboration with our UK team. What You’ll Do - Client Management - Work in partnership with senior clients to develop annual strategies - Hold recurring meetings with senior leadership on the client side focused on pushing their business forward, macro goals, industry trends/updates, and new opportunities to drive growth - Ensure client satisfaction by regularly communicating with senior decision-makers - Be responsible for high client retention and growth - Be a point of escalation on their accounts and effectively solve issues that arise, whether internally or with clients - Lead new business pitches and proposals alongside leadership and growth team - Business Knowledge and Compliance - Forecast, reconcile and monitor client revenue and profitability - Estimate, manage, monitor and reconcile client out-of-pocket funds - Possess a strong understanding of scope management inclusive of how to track and manage, escalate scope pacing issues - Manage client portfolio revenue, including updating relevant internal financial systems accurately and in a timely manner - Productize our services within a proposal and SOW - Author written SOWs, amendments, and other legal adjustments in partnership with contracts team as needed - Lead contract negotiations and oversee the implementation of commercial agreements - Proactively pursue cross-sell and upsell opportunities to drive innovation, strategy, and organic revenue growth - Ensure teams are operating effectively and efficiently towards clients goals while meeting financial revenue targets on accounts - Team Participation & Strategic Leadership - Successfully work with all craft teams to effectively drive strategies and work that leads clients to the next level of their business - Craft strategic responses to briefs and the ability to develop a POV on media, creative content, tech, and data - Draw conclusions and actionable insights from analysis - Ensure delivery of work is to the highest possible standard - Contribute to the creative process by sharing their ideas and experience - Be accountable for high employee retention and managing direct reports’ growth Qualifications - 5+ years experience in roles servicing clients in an agency environment - Experience managing large client, social AORs and agency teams - Experience managing complex campaigns and retainers (experience in organic and paid social preferred) - Experience with campaign content production and budget management - Confident with both brand and conversion/direct-response campaigns - Strong delegation skills with the ability to coordinate activities between multiple projects without directly managing them - Strong client relationship management skills, including experience working directly with clients on strategy development - Advanced problem-solving skills Benefits - Healthcare, Dental, and Vision coverage - 401k plan, plus matching - PTO - Paid Company Holidays - Parental Leave Company Description DEPT® is a Growth Invention company built to help the world’s most ambitious brands grow faster. Operating at the intersection of technology and marketing, our 4,000+ specialists deliver growth invention across Brand & Media, Experience, Commerce, CRM, and Technology & Data. We’re 50|50 tech and marketing, partner-led, and first to move. Clients include Google, Lufthansa, Coach, eBay, and OpenAI.

• Manage the renewal process for assigned accounts, including marketing (as needed) and placement • Work with producers in the evaluation of exposures, loss experience, and coverage needs for the clients • Prepare high-quality, thorough submissions to carriers, using agency management and other application software, per agency procedures • Negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients • Create/prepare effective proposals for producers to use for renewal/new business • When needed, accompany producers when making proposals • Prepare binders, invoices, and other documentation, as needed • Secure Premium Finance agreements and Surplus Lines Affidavits as required • Issue new and renewal certificates of insurance and EPIs • Order/process endorsement requests and other client requests, such as Auto ID cards and loss runs • Maintain thorough documentation through the use and maintenance of marketing files, good transactional filing notes, and telephone logs • Maintain and monitor daily suspense to follow up on items requested of clients and carriers (e.g. endorsements, loss runs, etc.) • Monitor carrier solvency on a regular basis using A.M. Best guide • Assist fellow employees with coverage and service issues where expertise may benefit them

• Apply a voice of customer lens to user feedback and issues to surface enhancement opportunities and influence the product roadmap • Own issue root cause identification and resolution to triage root causes between feature enhancements, system bugs, and user education • Coach commercial teams on the configuration and functionality of Liquid AI; support key client meetings and demos • Support setup, configuration, and QA of client models • Drive continuous improvement of support processes, tools and user education materials • Clearly communicate guidance and resolutions to users or internal teams • Test new enhancements or fixes prior to release to ensure quality and expected behavior • Prepare concise write-ups of confirmed bugs or feature requests for the development team