Local Account Planner

Simpli.fi•Fort Worth, TX

2d•Hybrid

About The Position

Simpli.fi provides marketing technologies, solutions, and workflow automation for advertisers and agencies of all sizes. We specialize in helping organizations that operate across many locations, jurisdictions, or local markets—where location matters and incrementality counts—by uniting data, automation, and intelligence to drive measurable growth. Our platform powers highly targeted, high-volume campaigns across omnichannel environments including CTV, native, mobile, display, and social. We deliver transparent performance with local precision at national scale. Simpli.fi enables marketers—from multi-location brands and independent agencies who serve them, to political, advocacy, and public-affairs organizations—to activate locally relevant messaging, measure real-world impact, and generate clear, actionable insights. Simpli.fi is backed by leading private equity firms Blackstone and GTCR.

Requirements

Bachelor’s Degree
Knowledge of the online advertising industry, industry participants, trends and technologies
Excellent communication and organization skills with a demonstrated history in client satisfaction
Highly motivated to excel with a strong work ethic and initiative
Resourceful, dependable and able to manage multiple priorities simultaneously
Ability to work independently and in a team-oriented environment
Excellent presentation and communication skills
Ability to build and maintain relationships with client contacts at all levels
Flexibility in work availability
Candidates must be authorized to work in the United States.
Unable to provide visa sponsorship at this time.

Responsibilities

Perform an assorted range of strategic tasks at the direction of the Head of Sales, including activities designed to secure renewals, expand use or expand budgets.
Own office agency-facing media plan, proposal, and RFP response quality control.
Assist Client in Onboarding Process.
Work with Sales Directors with any Administrative Tasks that could hinder Prospecting.
Provide additional client touch points, data, research etc. with the goal of decreasing churn and increasing client spend.
Support team members working with Local Accounts.
Perform pre-call account research or brand research.
Perform pre or post call mining to assemble PPT pitch decks with relevant case studies.
Complete proposal & RFP response support.
Build media plans with marketing approved templates.
Collaborate between Client Success and Sales Representative to ensure cohesiveness in RFP, prior to and during, throughout the implementation process.
Facilitate & coordinate multiple aspects of region-specific client reviews.
Facilitate & coordinate with Marketing on collateral needs specific to region.
Facilitate & coordinate with Training resources to ensure on-going training.
Serve as primary sales contact for @scale house accounts with no sales director assigned.
Uncover growth opportunities through daily work which culminates in a weekly meeting between CS and Sales.
Work cross-departmentally with CS, Engineering, Development, etc. to assist with integrations tied to revenue.
Submit tickets as needed.
Gather Credit/Payment for Accounting.
Gather/Facilitate Copy for Campaigns.
Assist in Development of Prospecting Lists/Tools.
Assist in Collection of Payments.