• Serve as the primary strategic advisor and senior point of contact for assigned LDAs and Lexus Area leadership. • Build and maintain strong client relationships while ensuring a high level of satisfaction and partnership. • Lead annual planning, business reviews, and strategic discussions aligned with client objectives. • Identify opportunities for innovation, growth, and enhanced business performance. • Provide proactive counsel by anticipating client needs and identifying emerging business opportunities. • Develop trusted executive-level relationships that position Walton Isaacson as a strategic business partner rather than a vendor. • Drive organic account growth through strategic recommendations and expanded agency services. • Lead the development of integrated marketing strategies across media, digital, experiential, and multicultural channels. • Partner with the Associate Media Director to align business goals with media strategy, investment recommendations, and performance optimization. • Translate market trends, consumer insights, and cultural shifts into actionable recommendations. • Ensure strategic alignment and seamless collaboration across agency teams and external partners. • Champion data-informed decision making by leveraging analytics, campaign performance, and consumer insights. • Collaborate closely with creative, strategy, production, analytics, and media teams to deliver fully integrated client solutions. • Provide leadership, mentorship, and development opportunities for junior account team members. • Oversee the quality and accuracy of all client-facing deliverables and presentations. • Support forecasting, resource planning, budget management, and overall business stewardship. • Foster a culture of accountability, collaboration, and continuous improvement. • Ensure projects are delivered on time, within scope, and aligned with agency quality standards. • Support financial management by monitoring account profitability, scopes of work, and resource utilization.

• Drive products to market and demonstrate real value. • Win business-critical accounts (DACH organizations and agencies). • Independently manage the pipeline and run deal cycles through to closing. • Work closely with Marketing, Account Management, and Product.

• Own a portfolio of client accounts and drive revenue growth • Conduct regular client reviews and identify upsell opportunities • Manage contract renewals and commercial negotiations • Resolve client escalations promptly and professionally • Collaborate with internal teams to deliver outstanding client outcomes

• Monitor pipeline daily to determine tasks needed • Prepare proposals and engagement agreements accurately and efficiently • Prepare the workflow system for illustration requests • Understand products and services offered by Blue Ridge Associates • Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners • Complete and maintain internal databases in accordance with Internal Partner procedures • Achieve assigned goals related to turnaround times, production, and accuracy • Communicate significant issues and exceptions to an appropriate higher level of authority within the organization promptly • Prepares transfer of information from one system to another for the New Business Team • Support sales team with meeting materials for prospective clients and financial advisors • Complete ancillary projects as requested • Investigate and enter new referral relationships into Pipeline