Steep Marketing is seeking a proactive and detail-driven Account Manager to join our growing Client Success / CSR team. This role combines account management, project coordination, order processing, and client communication, serving as a key day-to-day contact between financial advisor clients and Steep’s internal teams.

 

You’ll help guide clients through the practical steps of their marketing campaigns – from account setup to order submission, campaign coordination, follow-up, and first-line support – ensuring a seamless experience and timely communication throughout the client journey. The ideal candidate is highly organized, confident in professional communication, and thrives in a fast-paced, client-focused environment.

 

 

Steep is a marketing company that works with financial advisors fill their lead-generation events through high-performing digital advertising and direct mail. Our job is to find the right people, get them to show up, and help our clients grow their businesses – and direct mail is a critical part of that process. We don’t do outdated, cookie-cutter mail that looks like it came from a 2005 mail house. Our designs consistently outperform industry benchmarks, with average response rates double the industry average). Excellence isn’t optional here – it’s the baseline.