Account Executive, CRM, freelance

INNOCEAN•Huntington Beach, CA

3d•$70,304 - $78,000•Hybrid

About The Position

INNOCEAN USA is seeking a freelance Account Executive to join its Genesis CRM team. This short-term role starts immediately and runs through December 11, 2026, with the potential to extend into 2027. The position is based at the Huntington Beach headquarters in a hybrid arrangement, with three days per week in the office; local candidates only. Travel to clients is mandatory and reimbursable. The CRM Account Executive manages Genesis House marketing deliverables, ensuring client expectations and business needs are met. The role requires independent management of multiple projects and applies project-management and CRM skills to deliver client work. The Account Executive serves as a day-to-day agency and client liaison, supports strategic and creative development, coordinates work across agency departments and client teams, and helps manage project budgets, schedules, documentation, and results.

Requirements

At least 2 years of advertising agency experience.
CRM experience required.
Excellent working knowledge of Microsoft Office.
Ability to build productive relationships with clients and agency team members.
Strong written and oral presentation skills.
Excellent project management skills and ability to provide team leadership and strategic direction to diverse, multi-location groups and partner agencies.
Flexibility and willingness to adapt to changing needs.
Ability to multitask and prioritize.
Strong analytical ability to interpret campaign results and apply findings to future recommendations.
Experience managing client budgets, billing, timelines, and other client fiscal matters.
Ability to inspire the talent and creativity of team members and direct reports.

Nice To Haves

Salesforce experience preferred.

Responsibilities

Serve as the day-to-day liaison within the agency and with client contacts to manage assigned deliverables.
Support the Account Director and/or Supervisor in implementing strategic direction for designated clients, including annual planning, creative development, campaign and program results, analysis, and meeting materials.
Understand client brands and creative direction to help ensure on-brand CRM work and communicate clearly with agency teams and clients.
Build strong relationships with key client and agency personnel and contribute to strategic recommendations informed by client business needs, competitive monitoring, and industry knowledge.
Deliver assigned projects, including creative development for direct mail, emails, and other CRM projects.
Coordinate work across Innocean departments and client team members on multiple simultaneous projects.
Contribute to master specifications and program plans, and deliver them internally and to clients.
Create detailed project schedules and support the Account Director and/or Supervisor in authoring, editing, reviewing, and maintaining project documentation, including POVs, strategy briefs, specifications, media plans, client memos, estimates, change orders, timelines, and status reports.
Learn and use agency processes and software tools; prioritize simultaneous projects for self and team.
Ensure the accuracy and quality of projects and documentation.
Prepare project status reports and hold status meetings with internal and external teams.
Gain support and commitment from other departments and team members.
Travel to clients as required; travel is reimbursable.
Support the Account Director and/or Supervisor in developing, monitoring, and maintaining annual budgets for campaigns or client relationships.
Support management of client contract compliance and reconciliations.
Track project spending and help ensure projects stay within approved budgets.