Marketing Strategist, Account Manager

Catena Solutions is seeking a Marketing Strategist Project Manager to manage client relationships and drive measurable growth for a portfolio of independent optometry practices. The role leads discovery, onboarding, strategic planning, performance reporting, cross-functional execution, client retention, and expansion while connecting marketing activity to patient bookings and revenue per appointment.

Responsibilities:

• Lead consult-first discovery sessions with prospective clients to diagnose business performance, identify growth constraints, and define clear marketing objectives
• Translate discovery into structured, outcome-driven recommendations aligned to patient booking growth and revenue per appointment
• Partner with leadership to develop clear scopes of work and proposals that reflect client goals and marketing capabilities
• Maintain thorough documentation of all prospect interactions to support a seamless handoff from discovery to onboarding
• Own a portfolio of clients, serving as the primary point of contact and strategic advisor throughout the engagement lifecycle
• Lead onboarding, kickoff, and ongoing strategy sessions with practice owners and staff, ensuring consistent alignment on goals and progress
• Conduct regular performance reviews grounded in data, proactively identifying opportunities to optimize results and deepen engagement
• Drive client retention by building trusted advisor relationships and consistently demonstrating the business value of OMS investment
• Translate client objectives into clear, actionable plans aligned to standardized delivery models (Booking Growth and Retail Growth campaign paths)
• Delegate and coordinate work across internal teams to ensure timely, high-quality execution of agreed deliverables. Work with leadership when needed to manage timelines in-line with team member capacity
• Ensure all work is aligned with strategy, budget, and defined success metrics before delivery to the client
• Maintain documentation across all client interactions to support continuity, team alignment, and performance tracking
• Leverage data from digital marketing reports, and client inputs to guide strategy and measure impact
• Set up and maintain reporting frameworks for assigned clients
• Proactively identify performance trends and adjust recommendations to improve outcomes
• Anchor all recommendations in business impact – connecting marketing activity directly to patient bookings and revenue per appointment
• Serve as the liaison between client and internal teams, ensuring clarity and alignment across all active engagements
• Partner with Sales, Customer Success, and Marketing teams to support pipeline conversion and a seamless client experience
• Proactively share best practices, tools, and insights to elevate team capability and consistency
• Utilize Asana, MS Teams, HubSpot, Zendesk, and email to coordinate client activity and communicate internally

Requirements:

• 5 years of experience in marketing, with a strong track record working with small to mid-sized businesses
• Demonstrated experience owning client relationships and delivering measurable business outcomes across a portfolio of accounts
• Proven ability to operate in a consultative, solutions-oriented environment – diagnosing client needs and recommending tailored strategies
• Strong command of digital marketing channels, performance measurement, and how to evaluate ROI across tactics
• Experience managing cross-functional execution – coordinating internal teams to deliver against client commitments
• Proficiency in Google Analytics, CRM platforms (e.g. HubSpot), and project management tools (e.g. Asana)
• Excellent written and verbal communication skills, with the confidence to lead client-facing strategy conversations
• Highly organized with the ability to manage multiple client priorities in a fast-moving environment
• Healthcare or healthcare-adjacent marketing experience
• Experience in an agency or client services environment
• Bachelor's degree