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Associate Account Executive

As an Associate Account Executive at CI Design, you'll assist with client communication, drafting correspondence for review, facilitating requests, and assisting with the liaison between sales and other team members within CID. This role requires someone who can let their outgoing personality shine, being a “connector” both internally and with prospects and clients.

Our ideal candidate consistently strives to be two steps ahead: Extreme organizational skills, willingness to learn, and has the aptitude to develop strategic planning abilities. they should enjoy taking initiative and streamlining processes whenever possible. Similarly, they should be comfortable being flexible and regularly changing priorities. All in all, they should always strive to exceed the expectations of the Business Development person(s) they support.

Objectives of this Role

  • Assist Business Development person(s)  in procuring sales and keep a watch over the sales projects.
  • Assist Business Development person(s)in building and maintaining lasting relationships with clients and partners by understanding and anticipating focus and needs and coordinating touch points with clients Maintain accurate records of all leads, customer accounts, and sales within the CRM  
  • Receive and execute growth opportunities identified and delegated by Business Development person(s) Take a support role in the development of proposals and presentations as it relates to gathering various sections for the proposal.
  • Communicate effectively with both internal and external clients to understand customer needs, maximize retention and growth, and communicate learnings


  • Support solving problems for clients by understanding and exceeding their expectations
  • Independently serve as day-to-day contact for assigned accounts for up to $400K in combined revenue, following up regularly with clients to build trust and rapport, ensuring the client’s needs are being met, and identifying/exploring areas of opportunities.
  • Participate in brainstorming, office activities, staff meetings, and client meetings
  • Attend meetings for upcoming client meetings with team members to support the process of collaboration, problem-solving, analytical insights, and/or strategizing 
  • As assigned, research and assist with program development and execution of marketing campaign for existing clients and new prospects
  • Compile data to be used by Business Development person(s) to identify trends and Illustrate the value of products and services to existing clients and new prospects
  • Support proposal response process, including detailed RFP requirements, content creation, and  inputs from various sources
  • Assist with performing prospecting activities, market research, and competitor monitoring
  • Maintain a database of clients, prospects, partners, and vendors
  • Monitor sales cycle to support closing new business in all service categories and achieve sales goals.

Skills and Qualifications 

  • Bachelor’s degree in business or a related discipline (communications, marketing, sales, account management, or customer relations)
  • Ability to manage multiple accounts valued up to $400K while prospecting for new opportunities
  • Ability to understand client needs
  • Proficiency in G-Suite, Microsoft Office, and CRM software (HubSpot experience preferred), with an aptitude to learn systems and processes
  • Willingness to travel as needed to meet with clients and prospects
  • Active team player, self-starter, and multitasker
  • Strong verbal and written communication, planning, and project management skills
  • Strong proposal writing skills. Please share examples.
  • Preferred Web App development experience
  • Previous agency experience is required

This is a full-time, salaried position.

Here’s what you’ll get:

  • Challenging, innovative, and authentic work environment
  • A hybrid workplace with a cool workspace in the city’s Third Ward creative hub
  • Temporary full WFH option.
  • Casual environment with a relaxed dress code
  • Work/life management — when we say “no churn and burn,” we mean it
  • Space for personal and family life
  • Summer hours
  • Work with modern technology and toys
  • Fun, collaborative and aspirational teammates
  • A-list clients and challenging projects
  • Quarterly career development/goal planning and a voice in defining your role
  • Room for your unique talents and creative input
  • Position "leveling-up" in lock-step with demonstrated skills
  • Paid time off for DEI activities/reflection/celebration
  • Community outreach opportunities
  • A five-time, award-winning Best Place to Work employer
  • And, all the things:
  • Paid parking
  • Paid holidays (9) and universal time off
  • Health, Dental & Vision Insurance with company share of premiums
  • Short-term disability and life insurance
  • Well-being program
  • 401(k)

Here’s a bit more about us:

CI Design is a creative marketing & technology agency with a unique approach driven by story, strategy, and activation. Our services include Branding, Digital Marketing, Web/App/AR/VR software development, and Video. Our headquarters is in Milwaukee’s Historic Third Ward, and we’ve been named a Best Place to Work in 2018, 2019, 2020 2021, and 2022.

CI Design is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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