Hey I’m about to be onboarded onto the biggest client account at the agency and covering for the old account manager who’s leaving. What questions should I ask and how do I make a good enough impact to stay on the account as her permanent replacement 👀

like
Posting as :
works at
You are currently posting as works at

A good place is, Start. Stop. Continue.

What activities, behaviors, communication channels etc does the customer prefer, what of these activities should be started, stopped and some activities that keep going. Also truly understand their business how they operate (make money) and how your organization either helped them get there or can help them in the future. Every interaction should align with executive initiatives that are funded. Listen more than you talk and be a trusted advisor. Good luck!

likesmart

Thank you!!

like

It’s a great time to uncover what the client wishes would change or isn’t working well. Sometimes they will open up to a new set of ears in the room. Good luck - you got this!

like

Thank you !!

Don’t treat it temporary- come in with the mindset that you’re a new addition to the team and come in with confidence. No one will blame you for mistakes because you’re new, but they will see you taking proactive steps and like a leader on the team

like

Thanks you so much love this !!

Start onboarding yourself via the website and whatever materials and status reports you can find in the meantime. This way you can write down some questions and when you get the actual onboarding, you can have some foundation to start from and fill in the gaps.

Out of the gate, do whatever is it you do well right up front and build some instant trust- aka, organization, excel framework, submissions, etc. I’ve jumped on client teams in dire situations and did submissions for them the same day (just years of veeva) and spruced up file organization and put together some quick lists. A week into it, you’ve established yourself as someone the client sees as someone with a head on their shoulders with value, then with the rest of your time just start to get all the brand info and processes down as you get used to the team rhythm.

Congrats and you got this

like

Quick follow up on this I’ve become a glorified admin assistant and they want me in 5 days a week when the company policy is 2 😭😭😭 relative to the salaries within the team if I’m the most junior person I’m getting paid less so can’t afford to go in daily and buy lunch then get a pint afterwards

Related Posts

Hi guys currently I'm working in a project with very stringent timelines. Sometimes we need to put more than 13-14 hrs each day. There are 4 members in my team. Two are involved in database prt and me and my lead are involved in the front end and middle layer prt. Somehow my lead is not at all pleased with my work. And even if I try to talk to him for something he is completely rude. Sometimes it makes me that I m completely useless. Even the other team members are following the lead

likefunny

Can anyone confirm, if hpe take Hacker Rank test for senior cloud professional after 2-3 rounds of interview

As majority of the organisations has asked their employees back to office which is hybrid mode in most cases. I would like to know, Which companies are providing complete work from home?

PE ops companies in Singapore?

like

Do you really work 8 hours a day?

likefunny

Who thinks Betsey should resign?🙋‍♂️

likesmartupliftingfunny

Hi All,

I finished my managerial interview today 15th april for cloud support associate and still havent received any outcome of the interview. I finished 2 techincal rounds before and got the results on the same day of the interview. Can anyone help me on this please

like
like

Looking for insights and referrals into health policy/Medicaid related consulting in Maryland, DC or remote. Any help appreciated!

like

Any lady fishes up?

How do you define clingy? Female perspective pls🥺

like

Hi ...Any openings available for Office365 and Exchange Admin with 12yrs Exp.
Thanks

like

What are the tldr differences between HR roles, people Operations, and people business partner positions? They all seem similar but I’m curious how y’all characterize them. I’m coming out of a very internal position at a nonprofit and I’m trying to better align my work accomplishments to make sense in more traditional career paths.

like

How do your hrbp team members divvy work? Which functions are centrally handled?

like

Just had year end discussion. Not at all happy with how it went

like

Is this an active bowl or a trap?!?

funnylike

I have a friend looking for a graphic designer that can build her a style guide. Anyone have any recommendations?

Please send websites as well.


Thanks

like

Hi Fishies,

Publicis Sapient: 9.25 LPA + 1 LPA JB
Hashedin technologies by Deloitte: 9.5 LPA + 40K JB + 1.5 LPA variable

YOE: 1 Year
Tech stack: Front-end developer (React JS)

Current CTC: 5.1 LPA

Please help me out, which one to join? I have only a week left for join.

Hows the work and work/life balance at full-service agencies vs a media agency. I'm a media planner coming from a full-service agency and I'm wondering if it will be a step backward going to a media focused agency.

like

Hello Fishes..
I have attended wipro HR discussion 2 days before .. post HR discussion, I was requested to send adhar , photographs and existing offer letter.
What will be the next steps and how many days it will take to get the offer letter.

like

Additional Posts in Account Management

What are some good practices during the sales phase of a potential project to execute before the contract is signed? Seems obvious but would love some ideas on standard operating procedures that help with seamlessly handing over a signed contract to the account team. For example, speaking to the potential client explicitly about their role in staying on schedule, reviewing scope creep consequences, etc.

like

When’s the best time to go client side? Wait till I get a promotion or try to switch sooner rather than later?

like

To the clients scheduling meetings over the inauguration: get over yourself.

like

I am looking for an account executive with production experience to work on a fun national beverage account. 3-5 years experience. Located in nyc. Dm me for more info.

like

For those of you in healthcare related account management, what is your healthcare background? I am clinical and getting ready to hire a higher level account manager. I am really biased toward people with clinical/in hospital experience because, quite frankly, healthcare is a different beast - lots of hand holding and change management. I don’t want to miss the right person because of my bias, so im wondering how many healthcare related AMs have healthcare/clinical experience… thanks in advance!

like

When is it appropriate to ask / explore working on a different account? Or, alternatively, how long do you stay on a account before you start itching for a change? I’m happy with my agency but it’s been a long two years on my current client and wondering if I am just in need of something new. I’d also like to ensure I don’t get too deep on any one industry.

like

I got a promotion a year and 3 months ago, and got a pay raise 5 months ago. Could I still ask for a promotion to SAE if I have been supporting a team more as one? Promotions are hard to stab with.

What are the key skills that one needs to master to become a Acct Sup? Is it always do it first before being promoted? Or is most of it learning once you’re in the role?

like

I need contacts who are into bank instrument and MT103 transfers within USA and Europe. If you are a good sender or receiver let me know.

like

Tired of hearing all the "account people suck” comments on this app. Get some new material creatives.

like

Advice on the jump from AAE to AE? I’ve been doing AE level work for months and have been told by many managers that I should be promoted but it’s in the hands of the holding co..how long do I wait?

Throughout my career, I have worked at both “traditional” and “digital” shops. My current agency would fall under traditional but also offers digital services. Our process, roles and skillsets seem way outdated but I wasn’t sure if it was just my opinion or if this is just how it works. For example, we have no CTO or tech leads. Our digital producers feel more like project managers than actual producers. Account Management is just traditional, no real digital knowledge. Feels layered and dated.

likehelpful

Anyone know what the current atmosphere is like in McCann New York after they lost one of their biggest clients, U.S. Army? Does losing such a client deteriorate an agency’s culture/career prospects?

like

I am not in account but would love to have a more comprehensive take away from meetings particularly client feedback verbalized. How do you account folks do it? Tips and tricks? Thank you!

like

Is anyone here works at Yahoo ireland( previously knows as Verizon) if yes can you tell me if they convert agnecy worker into full time? I would really appreciate if you guys would help!Yahoo Verizon Media

like

How much are my fellow VP Account Directors out there making? Just trying to gauge if I am being paid fairly. Don’t forget to state market and YOE. I am making $135k, 10 years of experience and in Chicago.

like

Is 7 weeks too early to start thinking I may have made a huge mistake in switching to my current gig? I left the last place because it was overr toxic and terrible W/L balance, for one that seemed to be more “fun” and more realistic hours, only to find that I’ve now been working 12 -14 hours a day and just drowning and feeling like I cannot catch up or catch my breath. Everyone is in the same boat here which is why I’m so overwhelmed so quickly with no support. Is this an immediate red flag?

like

I’m pretty passive when I’m disrespected by creative but I think it sets a bad example for my team. If any of my reports were spoken to the way I was I’d raise hell...how set example?

Any fishies in MPLS and willing to share AE salary expectations?

Any thoughts on Laundry Service?

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal