Local Account Planner

Local Account Planner
Job Category: Sales

Full-Time

Hybrid

Fort Worth, TX 76164, USA

Description
WHO WE ARE:

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. To learn more, visit Simpli.fi.

WHAT WE’RE LOOKING FOR:
As Local Account Planner of the sales organization, the primary responsibility is to perform an assorted range of strategic tasks at the direction of the Head of Sales. “Strategic tasks” are defined as:

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

Providing additional client touch points, data, research etc. with the goal of decreasing churn and increasing client spend.

This role will be specific to supporting team members working with Local Accounts.

WHAT YOU’LL BE DOING:
BOOST ACQUISITION RATE

Pre‑call account research or brand research

Pre or Post call mining to assemble PPT pitch decks with relevant case studies

Proposal & RFP response completion support

Building media plans with marketing approved templates will be an important part of this role.

Collaboration between Client Success and Sales Representative to ensure cohesiveness in RFP, prior to and during, throughout the implementation process.

GENERAL SUPPORT

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 their daily work which culminates in a weekly meeting between CS and SalesWork cross‑departmentally with CS, Engineering, Development, etc. to assist with integrations tied to revenue. Submit tickets as needed.

STREAMLINE CLIENT ONBOARDING AND PROSPECTING PROCESS:

Gathers Credit/Payment for Accounting

Gathers/Facilitates Copy for Campaigns

Assists in Development of Prospecting Lists/Tools

Assists in Collection of Payments

YOU’LL HAVE THE FOLLOWING TO SUCCEED IN THIS ROLE:

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 skillsAbility to build and maintain relationships with client contacts at all levels

Flexibility in work availability

WORKING WITH US HAS ITS REWARDS:
Awesome company environment and benefits with a great management team. Competitive pay based on experience, 17 PTO days, 401K match, long‑term incentive plan and employer sponsored healthcare options. Hybrid work schedule. The company is focused on developing and mentoring employees!

Candidates must be authorized to work in the United States. We are unable to provide visa sponsorship at this time.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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