Responsibilities

• Serve as the primary point of contact for key clients, ensuring their marketing objectives are understood, communicated appropriately to the team and executed on.
• Develop and maintain strong, trusting relationships with internal and external stakeholders, anticipate client needs and proactively offer strategic guidance across all marketing channels.
• Work cross-functionally with teams to translate client goals into actionable marketing strategies grounded in data and analytics.
• Oversee the execution of multi-channel digital campaigns (e.g., paid social, paid search, SEO, display, online video) as well as direct mail, to ensure alignment with KPIs and business objectives.
• Contribute to campaign performance reports and Quarterly Business Reviews (QBRs) by collaborating with analytics and media teams to review data and insights. Provide value add based on client goals and opportunities and ensure insights are presented in a clear, compelling manner.
• Identify growth opportunities within existing accounts and assist in upselling or cross-selling relevant services.
• Work cross-functionally with media, strategy, analytics, data ops and creative teams to ensure all deliverables meet client expectations and are delivered on time.
• Develop internal campaign briefs that incorporate the objective, strategy and execution plan, etc and lead kick off calls for new campaigns with required teams.
• Develop Scopes of Work (SOWs) and lead the contract process working with EXL and client legal teams and managing the process through contract execution.
• Maintain client financials and complete necessary internal processes to initiate invoices and properly prepare internal documents that inform forecasting.

Requirements

• 12-15+ years of account management experience in a marketing or advertising agency, with a strong focus on digital and direct mail marketing.
• Understanding of performance marketing, media planning/buying, and media campaign execution.
• Experience managing multiple campaigns at one time for clients in insurance, banking, financial services, or healthcare.
• Ability to interpret and act on marketing analytics, conversion metrics, and attribution models.
• Experience with platforms such as Google Analytics (GA4), Google Ads, Meta Ads, Trade Desk, Live ramp or similar tools. Will not be hands on keyboard, but familiarity is important.
• Strong strategic thinking, communication, and presentation skills.
• Highly organized, detail-oriented, and able to manage multiple projects in a fast-paced environment.
• Experience managing six- to seven-figure budgets is a plus.
• Understand the digital media ecosystem including media platforms, DSPs, etc.
• Familiarity with martech stacks and CRMs used in regulated industries.