Execute projects autonomously, with proven knowledge of internal processes, and capably and directly manage projects while working with interdepartmental teams
Provide expert oversight of Workfront and other content management databases/portals (if applicable to account, eg, Veeva, Datavision)
Work closely with Finance Director for accurate picture and preservation of account financials
Correctly use existing financial tools (eg, Job Position Report) to keep team abreast of key financial data trackers and accurately use forecasting platform, in addition to keeping the team forecast up to date
Develop client budgets, scope of work, and estimates with minimal revision needed
Partner with clients independently and lead client meetings and calls with focus on project status and completion
Accurately complete client-contact reports with minimal supervision/revision
Understand and internally discuss client strategy and/or objectives
At times oversee the work of and provide direction to junior team members and delegate projects to provide experience and knowledge transfer
Take the lead on interdepartmental relationship issues and identify and solve problems, give and receive constructive criticism in an assertive way, and immediately and helpfully address conflicts with peers
Participate in and contribute to select business planning sessions
Assist in preparation of new business pitches/presentations, including research, scheduling, and other internal needs
Requirements: