Client Account Manager, Financial Services

Role Overview

• Serve as the primary day-to-day client contact across integrated marketing programs, including CRM, Email, Paid Media, SEO, and Direct Mail.
• Working closely on Analytics, Creative, and Digital Marketing team initiatives.
• Develop a strong understanding of client business goals, customer segments, acquisition strategies, retention objectives, and regulatory considerations within the financial services industry.
• Partner with channel specialists and strategists to identify opportunities for growth, performance improvement, customer journey optimization, and cross-channel integration.
• Translate client business objectives into actionable omnichannel marketing plans, ensuring alignment between strategy, execution, measurement, and business outcomes.
• Lead client status meetings, campaign reviews, quarterly business reviews, and performance discussions, providing clear recommendations backed by data and insights.
• Collaborate with Analytics teams to interpret campaign performance and communicate meaningful insights, trends, testing opportunities, and optimization recommendations.
• Support integrated customer acquisition, onboarding, cross-sell, retention, and reactivation initiatives across digital and offline channels.
• Coordinate campaign execution across multiple channels, including direct mail, email, paid media, web, CRM, and emerging customer engagement platforms.
• Ensure projects move efficiently through internal teams while maintaining quality, accuracy, compliance requirements, timelines, and budget expectations.
• Support financial services clients by understanding customer lifecycle marketing, audience segmentation, personalization strategies, marketing compliance considerations, and omnichannel customer journeys.
• Identify opportunities to expand existing client engagements through additional services, channels, strategic initiatives, and customer experience enhancements.

Requirements

• 2-4+ years of experience in account management, client services, or digital marketing within an agency environment.
• Experience managing integrated omnichannel marketing programs, with a strong emphasis on digital channels including paid media, SEO, CRM, email marketing, analytics, customer experience, digital marketing, or related performance marketing channels.
• Experience supporting financial services, banking, lending, insurance, wealth management, fintech, or other regulated industries is strongly preferred.
• Understanding of customer acquisition, retention, lifecycle marketing, segmentation strategies, and customer journey development.
• Ability to confidently discuss marketing performance, measurement frameworks, KPIs, attribution approaches, and optimization strategies with clients and internal stakeholders.
• Strong consultative and relationship-building skills, with demonstrated success managing and growing client partnerships.
• Proven ability to coordinate cross-functional teams, manage multiple projects simultaneously, and maintain accountability across deliverables.
• Experience developing presentations, business reviews, strategic recommendations, campaign recaps, and client-facing communications.
• Strong analytical mindset with the ability to interpret performance data and translate findings into actionable recommendations.
• Familiarity with direct mail marketing, CRM programs, audience targeting, personalization strategies, and integrated campaign planning is preferred.
• Proficiency with Microsoft Office Suite, particularly PowerPoint and Excel; familiarity with reporting, CRM, analytics, and marketing automation platforms is a plus.
• Excellent written and verbal communication skills, with strong attention to detail and organizational abilities.
• Curiosity, adaptability, and a passion for learning emerging marketing technologies, customer experience trends, and industry best practices.

Benefits

• Paid time off that includes Unlimited Vacation Time, Annual Sick Days, Mental Health Days, and Holidays
• Dental, Vision, and Health Insurance
• 401(k) with a company match program
• Paid Parental Leave