Client Services Manager

Roku New York , NY 10007

Posted 4 weeks ago

The Role and Responsibilities

The Client Services Manager role is a strategic partner to Account Executives. This position plays a key role in translating customer advertising objectives into data-driven and effective advertising packages. This key team member is integral in helping the sales team to maximize strategic solutions, which has a direct impact on our ability to deliver and exceed on client's marketing and advertising expectations. This individual will have a passion for marketing and advertising sales and will be closely aligned with other sales team members and cross-functional groups. This position requires strong communication skills and strong attention to detail, in a faced paced sales environment. Drive advertiser interest and engagement with the Roku platform, in partnership with Account Executives

  • Serve as the lead day-to-day POC for advertiser/ad agency relationships pre-sale efforts, inclusive of, but not limited to, understanding client's marketing objectives, preparing the RFP response, maintaining SFDC records, inventory checks, driving strategy, collecting collateral (research & marketing) and submitting the deal for internal approvals.

  • Support pitch process, meetings and client office hours

  • Support Account Executives on client guidelines, best practices, terms & partnership agreements

  • Work alongside AE's and marketing team to collaborate on the creation of client facing materials: from presentations to RFP decks that can be delivered as complete solutions achieving all client needs; partner with marketing and research functions to pull information to ensure collateral tells the appropriate story to clients

  • Organize research and track competitive information, market/industry knowledge on a daily/weekly basis for designated clients

  • Identify opportunities for Betas, New Offerings and support GTM efforts with Product Marketing

  • Collaborate with ad sales Account Executives on new business sales presentations and QBRs, thoughtful & creative media plans, and custom ideation, including leading the charge on upsells.

  • Be able to sell through the rationale of each campaign recommendation for the Account Executive to deliver to the client and be grounded in research and data to ensure it achieves client marketing objectives

  • Be comfortable presenting insights, data & campaign metrics during client meetings and/or QBRs.

  • Own IO processing, workflows and pipeline management

  • Partner with all cross-functional pod members, especially Account Managers to ensure that the proposed campaign elements are being accurately delivered on

  • Work hand-in-hand with events team to act as the liaison with designated AE's to help organize major client presentations or thought-leadership events

  • Provide support to and complete additional projects as directed by AE/management

  • Qualify inbound requests from Roku website

  • Participate in the Roku "Sales & Development" Program


  • 3-5 years experience in client services or sales support at an ad tech company or media planning at an agency

  • Previous account management or Agency experience preferred

  • Experience in display and video advertising with a premium publisher or agency

  • Proficient at PowerPoint

  • Reporting intelligence with Salesforce, Excel, & Tableau

  • Strong desire for collaboration, creative brainstorms and proactive client engagement

  • Familiar with commercial digital ad serving tools for video and display

  • Analytical, project management, deadline-drive, and process-oriented personality

  • Self starter, comfortable working in fast-paced, growing environment

  • Support open & honest communication line with all Account Executives (May need to balance the competing needs of multiple Account Executives at the same time).

  • RFP, pre-sale experience required

  • This role will report to head of Client Services with a dotted line to designated Regional Sales Managers

  • Bachelors degree or equivalent


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Client Services Manager