ACCOUNT PLANNER, MARKETING AGENCY - KTC Inc.

POSITION: Account Planner

POSITION TYPE: Contract. Part-time, 25 hours a week

OVERVIEW

KTC is a full-service marketing agency dedicated to changing how the world sees, supports, and engages with social impact brands. We not only share in our clients' purpose—we rely on creativity, technology, and smart partnerships to fulfill the visions of the brands we service. We walk with our brands every step of the way, from brand/campaign development and creative execution to a brand/campaign launch, including all aspects of production and data reporting. 

We are seeking a strategic, detail-oriented Account Planner to lead the strategic planning of each campaign phase, collaborating closely with internal teams and the client to ensure alignment, data-driven insights, and actionable strategy. The ideal candidate will be adept at translating client objectives and data into a cohesive, impactful roadmap.

RESPONSIBILITIES & EXPECTATIONS

1. Partnership Immersion

• Develop In-Depth Project Plans for each campaign phase to ensure alignment with the client brand's repositioning goals, considering all associated project personnel and key stakeholders:

  • Partnership Immersion: 

    • Design a structured approach to initial engagements with internal teams, including timelines for team tracking. 

    • Outline how teams will use data-gathering methods and report to key stakeholders for insight-sharing sessions.

    • Assist in the development of key activities to support workshop sessions for partnership immersion and account integration.

  • Brand Strategy, Creative Development, and Media Planning:

    • Collaborate with strategists and creatives to construct a detailed roadmap that translates brand positioning goals into actionable strategies including strategic, creative development, and media planning elements.

  • Execution and Brand Expression Planning: 

    • Ensure all elements of the creative process have timelines and mapping to key performance indicators (KPIs)

    • Assist with toolkit, ensuring that the team is utilizing the best possible campaign performance monitoring and reporting tools

  • Campaign Evaluation, Wrap, and Year Two Planning: 

    • Establish a comprehensive evaluation methodology to measure campaign impact. 

    • Define year-two key performance indicators (KPIs) and set up regular reporting timelines. 

    • Develop a structured approach for summarizing insights and recommendations for the next phase.

2. Data and Insight Integration

• Conduct thorough reviews of client data, market research, and brand audits to create a strategic foundation that informs each campaign phase. 

• Develop planning documents that bridge data insights and creative strategies, ensuring that each phase aligns with the brand’s repositioning objectives.

• Craft data-backed briefing documents and insight reports for cross-functional teams, providing clear direction on how data shapes each phase’s goals and strategies.

3. Strategic Alignment Across Teams

• Coordinate with internal teams to align each phase’s objectives with the overarching brand repositioning strategy. 

• Prepare structured project kickoff and phase transition meetings to facilitate knowledge-sharing, gather feedback, and ensure smooth handoffs. 

• Develop communication templates and additional progress tracking tools (as needed) to maintain alignment across teams throughout the campaign.

4. Client Consultation and Communication

• Act as a strategic advisor to the client, presenting detailed planning documents, insights, and roadmaps for each campaign phase. 

• Facilitate planning workshops with the client to gather input and build consensus on campaign objectives and approaches, as requested.

• Prepare regular strategic updates and planning reports for the client, ensuring they have a clear view of the campaign’s direction and the alignment of planning with their brand vision.

5. Structured Evaluation Framework

• Develop a meticulous evaluation framework to assess campaign outcomes at each phase, from initial immersion to year-two planning. 

• Plan and document post-campaign evaluation processes, outlining best practices for gathering feedback, synthesizing learnings, and recommending strategic adjustments for ongoing brand development.

QUALIFICATIONS:  

• Bachelor’s degree in Marketing, Advertising, Business, Communications, or a related field; a Master’s degree is a plus.

• 5+ years of experience in account planning, brand strategy, or campaign planning within healthcare and/or large brand repositioning scopes within an agency environment.

• Proven expertise in strategic planning and campaign development, with a demonstrated ability to design comprehensive, phased project plans for complex branding initiatives.

• Strong data analysis and research skills to interpret client data and market insights, transforming them into actionable strategies and planning documents.

• Exceptional organizational and project management skills, with a track record of creating structured timelines, briefing materials, and milestone maps that guide team execution across multiple phases.

• Excellent communication and presentation abilities, capable of leading client-facing planning sessions, preparing insight reports, and conveying strategic rationale in clear, compelling terms.

• High attention to detail and process orientation, ensuring all planning documents and project frameworks meet high standards of accuracy, clarity, and relevance.

• Collaborative mindset, with the ability to work closely with cross-functional teams (creative, media, strategy, project management, client services) to align on project goals and planning milestones.

• Proficiency in planning and project management tools, such as Asana, Trello, or Microsoft Project, as well as familiarity with analytics and reporting tools.

ADDITIONAL INFORMATION:

KTC provides a competitive compensation plan. Compensation is based on position grades and qualifications. Specific compensation is outlined in a job offer made to a candidate.