What Every Account Executive Should Know: 3 Critical Insights

Working at an agency as an Account Executive is
>not about managing tasks
>but mastering balance  between client and internal team.

Of course, You’re the bridge between the client and the agency, balancing priorities, needs, and expectations from both sides.

Though my journey as an AE was brief, it provided me with invaluable insights.
Here are some key tips from my experience as an AE👇

1. Briefing is not just "brief"

Delivering briefs from the client to the internal team is crucial. But it’s not just about passing along information. You must fully understand the client's needs and wants in the context to ensure that their expectations are met.

2.Avoid information gap

An AE works not only with clients and the operations team but also with cross-functional teams. You are the communication bridge from all angles.Missing even a small detail can result in an incomplete deliverable, leading to extra workload for your team. Stay aligned on both sides and prioritize clear communication.

3.Keep Records of All Data

Datas can be everything : even chat messages and phone calls . In the event of any misunderstandings, you can reference these recorded data to ensure alignment between your team and the client.

In short, being an Account Executive isn’t just about managing timelines or tasks — it’s about mastering the art of communication, clarity, and balance. By truly understanding client needs, closing information gaps, and keeping thorough records, you set both your team and your clients up for success. Even a short AE journey can leave you with powerful lessons that shape how you navigate future collaborations. Keep learning, keep bridging, and keep growing!