Senior Client & Program Lead

Responsibilities

• Own your clients: Be the primary point of contact for your book, owning relationships, communication cadence, and program health. Run weekly calls, quarterly business reviews, and strategic planning sessions. Translate performance data into a clear story: what is working, what is not, and what to do next. Identify expansion opportunities and bring them to the conversation with a point of view, not just a question.
• Drive the strategy: Build quarterly and annual roadmaps tied to each client's goals and audience strategy. Write production-ready briefs the team can execute against without chasing you for clarification. Plan experiments that actually move metrics, and direct producers with enough technical depth to be useful. Maintain a structured knowledge base for each client: segments, ESP configuration, content rules, and undocumented preferences.
• Scope the work: Shape statements of work for new and expanded engagements: define deliverables, cadence, assumptions, and success criteria, and translate client needs into scope the team can deliver against. You inform the commercial inputs and draft the scope; final pricing and sign-off sit with the CEO and senior lead.
• Be the technical backbone: Step into an ESP to troubleshoot, execute, or cover when needed. Infrequently, but real. Own platform relationships and escalations for clients on your platforms. Catch problems in a build before they reach a client, because you know what clean work looks like from the inside.
• Use AI like you mean it: Use Vertex's AI tooling in your daily work: client prep, meeting synthesis, brief drafting, QA, and reporting. Become a power user of our internal AI project management system within your first 90 days, and help make it better. Document client knowledge in a structured form so the whole team gets smarter over time.
• Help us grow: Drive expansion within your existing accounts by spotting real opportunities and closing them. Bring a growth mindset to how we operate. If you see a better way to do something, say so. Mentor producers and coordinators through the work itself. This is a senior individual-contributor role today, with the potential to grow into people management as the team expands.

Requirements

• 3+ years in email marketing, including demonstrated ownership of client relationships or senior program management at an agency or a serious in-house program.
• Deep, hands-on production experience in at least one major ESP (Salesforce Marketing Cloud, iPost, HubSpot, Klaviyo, Marketo, Braze, or Eloqua). You have built, configured, deployed, and troubleshot real programs.
• Working exposure to at least one additional ESP. You can move between systems with confidence.
• Comfortable reading HTML and CSS in email. You can spot and fix a simple rendering issue yourself.
• Able to pull, interpret, and present ESP performance data independently. You know what the numbers mean.
• Current, hands-on use of AI tools in your work, and genuine eagerness to go deeper. We will ask you to be specific, and we expect this to grow fast in the role.
• Experience writing client-facing briefs, roadmaps, and strategy documents.
• Experience scoping engagements or shaping statements of work, or the commercial judgment to grow into it quickly.
• Strong, clear written communication and remote discipline across multiple active programs.
• Attention to detail in everything. For example, if you have read this far, we would love for you to tell us in your video answer what 32,311 x 5,672 is.

Preferred

• Experience with iPost or Salesforce Marketing Cloud, two of our most common platforms.
• AMPscript or SQL for dynamic content, personalization, or segmentation.
• Background in B2B associations, membership organizations, or trade publishers.
• Prior in-house email experience. People who have sat on the client side make great client leads.
• Using AI tools for project management, file organization, or workflow, not just drafting.
• Familiarity with Wrike, Monday.com, Fathom, or Notion.
• Pre-sales technical scoping experience.

Benefits

• Health, Dental & Vision : Full employee health coverage paid by the company
• Home office setup: Laptop, mouse, keyboard, monitor.
• 401(k) with Company Contribution: Safe harbor plan with company contributions whether you contribute or not
• Unlimited PTO: Take the time you need, when you need it
• Fully Remote: Work from anywhere in the US, no return-to-office hidden agenda
• Team Meet-Ups: Periodic in-person gatherings throughout the year to connect, plan, and have fun
• Real Impact, Small Team: Your work is visible from day one and shapes how we operate