Account Executive, CRM, freelance

INNOCEAN USA, a full-service advertising agency located in Huntington Beach, CA is looking for anfreelance Account Executive to join ourGenesis CRM team.

This is a short-term freelance role starting immediately through 12/11/26, with potential to extend into 2027.

We are a hybrid workplace, x3 days week in-office.  Local candidates only.

The CRM Account Executive is primarily responsible for managing Genesis House marketing deliverables to ensure client expectations and business needs are met.

Must have the ability to manage multiple projects on their own. Project management skills and creative process are second nature to Account Executives. Through the application of their project management and CRM skills, they are responsible to meet client deliverables.

DUTIES AND RESPONSIBILITIES

Relationship Management & Thought Leadership

• Serve as day-to-day liaison within the agency and with daily client contacts to manage assigned deliverables
• Support Account Director and/or Supervisor to implement strategic direction for designated clients, including annual planning in the form of:
  • Strategic direction
  • Creative development
  • Delivering campaign and program results

• Working with strategic resource to deliver relevant analysis
• Preparation of meeting materials to include but not limited to presentation management, content development and consolidation
• Understand the client brand and creative direction to enable accurate communication within the agency to ensure on-brand creative executions in support of results-driven CRM
• Foster strong relationships with key client and agency personnel
• Ensure communication clarity, internally and to the client
• Participate in the development of sound strategic recommendations based on clear understanding of client’s business to include but not limited to:
  • Competitive monitoring
  • Industry knowledge
  • Client objectives

Operational Knowledge & Execution

• Delivery of assigned projects including but not limited to creative development for direct mail, e-mails, and other CRM projects
• Coordinate work between the various departments of Innocean, and client team members on all aspects of multiple simultaneous projects
• Contribute to master specification development, program plans, and effectively deliver those internally and to the client
• Generate detailed project schedules to manage and ensure on-time deliverables
• Support Account Director and/or Supervisor to author, constructively edit, review and maintain documentation such as POVs, strategy briefs, master specifications, media plans/presentations, client memos, estimates, change orders, timelines and status reports
• Learn and utilize all agency processes including but not limited to software tools
• Prioritize simultaneous projects for self and team
• Ensure accuracy and quality of all projects and documentation as related
• Prepare project status reports and hold project status meetings with internal and external teams
• Gain support and commitment from other departments and team members
• Travel to clients is mandatory, but reimbursable

Financial Management

• Support Account Director and/or Supervisor in developing, monitoring and maintaining annual budgets in support of individual campaigns or overall client relationship
• Support Account Director and/or Supervisor in managing and monitoring client contract compliance and reconciliations
• Track all categories of spending for projects and ensure projects are delivered within the approved budget for the purposes of annual budgeting efforts

Qualification

QUALIFICATIONS

• 2+ years ad agency experience
• CRM experienceREQUIRED
• Salesforce experiencePREFERRED
• Excellent working knowledge of MS Office
• Must be able to buid productive relationships with clients and agency team members
• Solid written and oral presentation skills required 
• Excellent project management and ability to provide team leadership and strategic direction to diverse, multi-location groups and partner agencies
• Flexible and accepting of ever-changing needs
• Multi-tasking and ability to prioritize is a must
• Strong analytic ability to interpret campaign results and apply to future recommendations
• Experience managing client budgets, billing, timelines and other client fiscal management
• Ability to inspire the talent and creativity of team members and direct reports

BENEFITS

• Access to our health benefits after 91 days
• Paid sick days
• 401k match after 90 days
• On-site Barista
• Beautiful campus across from the Pacific Ocean

The salary range for this role is $70,304 - $78,000.  Pay is dependent upon several factors including but not limited to: client, experience, training and/or transferable skills.

Who are we? We are a global brand growth company, independent in spirit, built on one belief: if it doesn’t move people, it won’t move business. So, we go where others don’t. Deep inside human life. Closer to what people think, feel, value, and do. We’ve built the tools and methods to get there and stay there. The closeness is our advantage. That’s where momentum and growth live.