Strategic Account Specialist
WFA Digital Insight
The demand for skilled account specialists in the digital marketing space has surged, with over 25% growth in the last year alone. As companies increasingly rely on data-driven solutions, the need for experts who can navigate complex systems like Salesforce and Adjust has become paramount. Brilliant, a pioneer in branded products and corporate gifting, is at the forefront of this trend. With their innovative approach to merchandise and gifting, they are looking for a Strategic Account Specialist who can meld precision with partnership, ensuring every project is set up for success from the start. Candidates should be aware that this role requires a unique blend of technical acumen, financial savvy, and interpersonal skills, making it an exciting challenge for those ready to thrive in a fast-paced environment.
Job Description
About the Role
As a Strategic Account Specialist at Brilliant, you will be the linchpin in the project lifecycle, ensuring that every project is meticulously set up for success before it moves into production. This entails building accurate, client-ready, and production-feasible estimates that align with pricing, timelines, packaging requirements, and margin goals from the outset. Your day-to-day will be a blend of precision and partnership, as you collaborate closely with Account Managers, suppliers, and internal teams to validate pricing, confirm inventory and timelines, and ensure all project details are accurate and complete.Your role will be critical in setting the tone for the project's success, requiring a deep understanding of both the client's goals and Brilliant's profitability objectives. You will be working in a fast-paced environment, managing a high volume of work with tight deadlines, and approaching complexity with a solutions-oriented mindset. Success in this role means being organized, resourceful, financially minded, and deeply detail-oriented.
Brilliant is an innovative company that curates, produces, and helps companies distribute memorable branded merchandise and custom products. Whether it's newsworthy press kits, welcome gifts for new employees, merchandise sets to promote a product launch, or giveaways people love, the team at Brilliant works together to produce impactful products that bring brands to life. As a full-service partner, Brilliant offers product concepting, sourcing, design, custom packaging, merch collections, company stores, touchpoint gifting, warehousing, fulfillment, and distribution, leveraging technology to provide real-time inventory data, on-demand fulfillment services, and convenient third-party system integrations.
What You Will Do
- Partner with Account Managers to build accurate, production-ready, and client-facing estimates.
- Communicate directly with vendors and suppliers to verify pricing, confirm inventory availability, and validate production timelines.
- Negotiate pricing when applicable to protect and maintain healthy project margins.
- Ensure all estimate details align with client requirements, packaging needs, shipping specifications, and feasibility constraints.
- Identify and include all necessary line items such as special packaging, rush charges, less-than-minimum fees, and additional handling costs.
- Create shipments and generate accurate shipping rates and tax calculations based on project specifications.
- Include relevant Terms & Notes to ensure clear internal and external alignment.
- Add Estimated Future Charges when applicable to provide full financial transparency.
- Proactively follow up after estimates are shared to clarify questions, adjust details, and ensure client-facing teams are supported.
- Identify potential risks or discrepancies early and resolve them before they impact production, cost, or client experience.
- Maintain strong documentation within Brilliant's internal systems to support a seamless transition into production.
- Contribute to process improvements that streamline workflows and elevate the estimating experience for both clients and internal teams.
What We Are Looking For
- 2+ years of experience in estimating, production planning, quoting, or a similar logistics-focused role in a fast-paced, client-facing environment.
- Experience within a creative agency or branded merchandise industry is preferred.
- Exceptional attention to detail and organizational skills.
- Ability to manage a high volume of work with tight deadlines.
- Financially minded with the ability to negotiate and understand margin goals.
- Deep understanding of Salesforce and similar systems.
- Experience with Adjust or similar analytics tools is a plus.
- Strong communication and interpersonal skills.
- Ability to thrive in a fast-paced environment and approach complexity with a solutions-oriented mindset.
- Strong problem-solving skills and ability to resolve discrepancies early.
Nice to Have
- Experience with project management tools and software.
- Knowledge of supply chain management and logistics.
- Certification in Salesforce or a similar system.
- Experience working in a remote team environment.
- Familiarity with marketing and advertising principles.
Benefits and Perks
- Competitive base salary.
- Equity in the company.
- Comprehensive benefits package.
- Flexible working hours and remote work setup.
- Professional development opportunities.
- Access to cutting-edge technology and tools.
- Collaborative and dynamic work environment.
- Recognition and reward for outstanding performance.
How to Stand Out
- Familiarize yourself with Salesforce and Adjust before applying to stand out as a candidate.
- Ensure your resume highlights specific experience with estimating, production planning, or similar roles.
- Prepare examples of times when you had to negotiate pricing or manage tight deadlines.
- Show a deep understanding of the importance of detail-oriented work and how you maintain high standards.
- Ask about the company culture and expectations for remote work during the interview.
- Be ready to discuss how you handle a high volume of work and prioritize tasks.
- Don't hesitate to ask about opportunities for growth and professional development within the company.
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