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Outform

Account Project Lead - Digital

Posted 23 Days Ago
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In-Office
Union City, CA, USA
90K-120K Annually
Senior level
In-Office
Union City, CA, USA
90K-120K Annually
Senior level
Lead and develop the digital Account Project Management team while overseeing planning, execution, and delivery of complex retail digital programs. Drive cross-functional collaboration, resource allocation, risk management, client escalations, process improvements, and operational excellence. Support sales, manage budgets and timelines, ensure compliance, and track KPIs related to delivery, invoicing, and team performance.
The summary above was generated by AI
At Outform Group, our guiding philosophy is Dare To Innovate.

Outform Group specializes in creating tangible consumer engagements that elevate, connect and humanize brand experiences. We unite leading experts in research, strategy, design, innovation and manufacturing, who work together to create unforgettable brand experiences.

Lean, interdisciplinary teams work in close collaboration with clients, helping them to solve their user’s biggest problems. Our user-centric, data-driven approach focuses on creating a seamless experience across different environments.

JOB SUMMARY

The Account Project Lead - Digital (APL) is responsible for leading, developing, and supporting the Account Project Management team while overseeing the successful execution of complex digital programs across Outform’s retail and in‑store media environments. This role ensures that team efforts align with client needs, company goals, and project objectives while maintaining strong client relationships. Speed to market is a key industry differentiator for Outform Group, and the APL plays a critical role in driving timely execution.

DIRECT REPORTS

The following positions reports directly to the Digital Account Project Lead:

  • Sr. Account Project Managers
  • Account Project Managers

SCOPE & ACCOUNTABILITY

The APL oversees team performance, resource allocation, escalation management, and cross‑functional collaboration to ensure successful delivery of digital projects. This role balances leadership responsibilities with hands‑on project and client management, particularly for high‑visibility digital programs

KEY RESPONSIBILITIES

1. Team Leadership & Performance Management

  • Lead, coach and develop members of the APM digital team, including prioritization of work and resource allocation.
  • Resolve interpersonal or work‑related conflicts to maintain collaboration and morale
  • Provide mentorship and guidance on client management, problem‑solving, and best practices and prepare them for future career advancement.
  • Manage client escalations and act as senior support when needed.
  • Define and communicate clear team objectives and performance goals.
  • Monitor team performance and provide feedback for continuous improvement
  • Model proactive behavior, offering sound advice and support when the team needs it.

2. Cross‑Functional Collaboration & Operational Excellence

  • Collaborate with cross‑functional teams (Design, Engineering, Sales, Production, tech team etc.) to ensure the team is well-equipped to deliver client expectations.
  • Facilitate effective communication across the APM team and other internal teams to ensure alignment on objectives and timelines.
  • Ensure team members accurately track project timelines and enter project data into internal systems in a timely manner.
  • Ensure early identification and timely escalation of project timeline risks.
  • Identify opportunities to streamline processes and improve operational efficiency.
  • Reduce bottlenecks and improve workflows within the account management function.

3. Core Account Project Management Responsibilities

  • Support Sales initiatives by assisting with client needs, proposals, and account coordination
  • Maintain strong client relationships through proactive communication and ongoing engagement
  • Manage projects to ensure timelines, deliverables, and milestones remain on track
  • Ensure compliance with company policies, SOPs, contract terms, estimates, credit requirements, and quality standards.
  • Generate client invoices accurately and without delay immediately following project completion

4. Digital Program Leadership & Execution

  • Lead planning and execution of digital programs from initiation through completion.
  • Translate approved digital scopes into executable plans with clear milestones and dependencies.
  • Develop and maintain digital project timelines, budgets, and resource plans.
  • Ensure digital projects enhance customer experience, optimize operations, and support growth objectives.
  • Manage risks and issues throughout the digital project lifecycle, implementing corrective actions.
  • Ensure compliance with company policies, technical requirements, and industry regulations.
  • Support the Technology Sales Director and Digital Program Manager in client‑facing digital initiatives.

KEY INTERFACES (NON-REPORTING)

  • Commercial Team
  • Design / Industrial Design
  • Estimating / Finance & Credit
  • Engineering / Tech  
  • Production / Purchasing
  • Technology team
  • Logistics / Warehouse
  • Installation/Support Team
  • Clients

KEY PERFORMANCE INDICATORS

Success in this role will be measured by, but not limited to:

1. Team Leadership & Performance Management

  • Team Effectiveness & Health : ≥ 90% of team members meeting or exceeding performance goals
  • Leadership & Development: Completion of regular 1:1s, performance reviews, and development plans for all direct reports
  • Client Escalation Management: Reduction in repeat or preventable escalations quarter over quarter

2. Cross‑Functional Collaboration & Operational Excellence – KPIs

  • Operational Execution & Accuracy: ≥ 95% accuracy in team’s project timeline tracking and system data entry
  • Cross‑Functional Alignment: Improved handoff efficiency between teams (measured by fewer missed milestones or escalations)
  • Process Improvement: Number of process improvements implemented annually and Measurable gains in efficiency (e.g., cycle time reduction, capacity increase)

3. Core Account Project Management Responsibilities – KPIs

  • On-Time Delivery Rate: ≥95% of projects delivered on or before agreed date.
  • Client Satisfaction: Positive qualitative feedback.
  • Timeline Ownership: 98% milestones met without escalation
  • Documentation Accuracy: 100% of quotes & order acknowledgments complete and on file
  • Invoicing: ≥95% of invoices completed within 2 weeks of shipment
  • Compliance: 100% adherence to company & project specific process & procedures

QUALIFICATIONS

  • Proven experience leading or mentoring teams in a project-based environment
  • Strong understanding of digital tools, platforms, and retail technology ecosystems
  • Knowledge of digital retail technologies, including hardware, software, and system integrations
  • Demonstrated success managing complex, cross-functional projects and programs

Core Competencies

  • Leadership: Ability to coach, develop, and drive accountability
  • Client Management: Strong client-facing skills with escalation experience
  • Operational Excellence: Ability to identify inefficiencies and implement improvements
  • Execution: High attention to detail, strong organization, and follow-through
  • Decision-Making: Sound judgment, urgency, and ability to take decisive action
  • Communication: Clear, concise verbal and written communication

Technical & Systems

  • Proficient in Microsoft Office (Excel, PowerPoint, Word, Teams)
  • Experience with ERP/CRM systems
  • Smartsheet or equivalent project management tools preferred

Education

  • Bachelor’s degree preferred or equivalent experience

LEADERSHIP ATTRIBUTES & PERSONAL CHARACTERISTICS

  • Leadership: Proactive, decisive leader with a strong sense of ownership and accountability.
  • Proactivity, Agility & Learning Mindset: Self-starter who brings new ideas; flexible and effective amid change and complexity. Quick learner who embraces new challenges and changing priorities.
  • Work Ethic: Strong track record of accountability and reliability. Directs cross-functional teams with clarity and drives continuous improvement.
  • Listening & Empathy: Seeks to understand others’ viewpoints and team challenges. 
  • Initiative: Operates with urgency; presents problems with solutions.

#LI-Hybrid

ESSENTIAL FUNCTIONS

Working conditions are in a normal office environment. While performing the duties of this job, the employee is regularly required to walk, sit, and stand, using hands to handle, finger, or feel objects, tools, or controls. Occasionally, the employee must crouch or kneel. The employee must occasionally exert or lift up to 20 pounds. Successful performance requires good eyesight with or without corrective lenses. Requires long periods of time working at a computer and includes phone work. Travel required up to 15%.

DISCLAIMER

The above information has been designed to indicate the general nature and level of work performed by employees within this classification and may be amended at any time at the sole discretion of the Employer. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.


 

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