Client Planning Partner

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Job Description

Role Purpose 

The Client Planning Partner will be one of the key architects of delivering industry-leading integrated digital performance planning and the strategic direction for our most important brands within the agency, as well as new business.  You are responsible and accountable for commercial growth across a portfolio of accounts, and leading development and progression for your team

Reports to: Managing Partner, Client Planning

Key objective: Drive transformative business results for our clients, resulting in client retention and satisfaction whilst ensuring commercial growth

This will be achieved by:

  • Building strong trust-based client relationships
  • Drive truly transformative business results for our clients via integrated performance planning

What Success Looks Like: 

Client Satisfaction: Achieve TRR of 7.8 and above for the client’s portfolio 

Financial Control: Deliver accurate revenue forecast, growth plans to achieve targets 

Financial Success: Achieve target revenue through delivery of new and innovative solutions for our clients

Trusted advisor status: Be seen as a strategic partner and leader of the client’s category/business delivering on the transformative digital plan for your clients

Team leadership: Manage your team effectively by ensuring expectations are set and clearly communicate with teams and clients on deliverables, timing etc. 

Positive culture: Demonstrate the DAN values  

Positive feedback: Positive 360 feedback from peers 

Client Focus 

  • Accountability for all aspects of client output from brief to billing
  • Build strong relationships with critical mid-level and senior clients 
  • Support new client on boarding and represent iProspect in selected pitches as the client planning lead 
  • Responsible for briefing Exec Sponsors on client specific requirements/updates  

Planning Focus

  • Bring to life through storytelling our approach to planning and strategy
  • Define the role of media across performance channels in line with the strategic plan ensuring consistency of planning process

People Focus  

  • Line management of Client Planning Account Directors/Account Managers dependant on team structure
  • Responsibility to drive performance planning excellence through development of the team’s capabilities including training, career roadmap, and cross-agency sharing
  • Ensure that our service levels are always the best they can be and that our deliverables and campaigns continuously evolve
  • Ensure that your teams are always up to date with new tools and technologies – not limited to iProspect – and enable everyone to talk confidently and passionately about these

Commercial Focus 

  • Ownership of client contracts and details in one place and up to date (alongside Commercial Director) 
  • Ownership of the people/FTE plan to match client requirements and feeding this into the overall staff deployment plan and forecasting
  • Responsibility for forecasting of secured revenue, cost, and pipe by client
  • Address all operational finance and client specific working capital issues with the Ops Team 

Insight & Data Led Thinking

  • Become an expert within our clients’ business sector(s), to identify key opportunities and areas for growth.
  • Maintain an awareness of client competitor digital activity and market trends
  • Drive clarity of consumer behavior by harnessing internal and external planning tools
  • Owns & drives cross-channel technology and data integration to optimise the media mix
  • Showcase iProspect’s performance planning expertise across the industry, through thought                                                                                                    


Essential Skills 

  • Articulating information concisely and engagingly
  • Broad knowledge of digital channels across PPC, SEO, Content, Display, Social
  • Good understanding of holistic digital media concepts, propositions, DAN digital services. 
  • Ability to develop a strong brief response using ability to understand cultural nuances, adapting personal style to fit. Respects differences in culture, approach, and skillset 
  • Ability to find and derive consumer and category insight from available planning tools e.g. Mintel, Statista, YouGov, CCS 

Desired Experiences 

  • 7+ years of experience of working on integrated marketing campaigns for ecommerce and DR clients
  • 7+ years of experience of successfully leading performance planning across digital channels; digital brand planning and/or experience in offline channels a bonus 
  • Practitioner experience in at least one performance media channel
  • Experience in Project and People Management
  • You will be familiar with ad technology, planning tools, and channel nuances