Enterprise Retention Marketing Manager

eMoney Advisor is hiring an Enterprise Retention Marketing Manager to strengthen retention, engagement, and long-term value among enterprise clients. The role develops targeted marketing and communication programs, leads sensitive enterprise initiatives, and collaborates across teams to improve client satisfaction and loyalty.

Responsibilities:

• Work with the Retention Marketing team to execute overarching retention marketing strategy for enterprise clients – spanning across enterprise advisor and home office audiences
• Create, optimize, and evolve targeted retention marketing strategies designed to proactively engage and reactively save strategic business relationships
• Own support for high profile, sensitive and strategic scenarios – building campaign messaging, segmentation, etc. for relationships undergoing mergers, acquisitions, migrations, rollouts, and more
• Independently lead select high-profile enterprise initiatives while partnering with the Senior Enterprise Retention Marketing Manager on the most complex enterprise efforts
• Craft and execute advisor communication strategy designed to foster engagement and retention across enterprise audience – constantly challenging existing processes to scale support, while responding to an evolving enterprise landscape and delivering a stellar client experience
• Effectively communicate product enhancements to enterprise home offices and advisors, developing and executing multi-channel plan that keeps clients informed, educated and connected to our products and services
• Work in close partnership with Client Service Management and Enterprise Account Management teams to define and execute strategy for keeping home offices informed and engaged – impacting this strategic audience responsible for enterprise client retention
• Help evolve Communications Resource Center (CRC) strategy – including content, training resources, and enterprise engagement programs
• Partner with Sales on recommendations for strategic retention marketing support, including Premium Comm Support, as needed
• Represent retention marketing and communication support externally when appropriate, as a means to strengthen strategic relationships
• Leverage usage data and client feedback to evaluate program results to optimize broader strategies and targeted projects as needed
• Develop outstanding relationships with key business partners, working closely together to gain buy-in and collaborate on business objectives -- leading strategy through to execution
• Serve as an exemplary writer, consistent with our company’s tone and mission by creating clean, concise, well-polished copy
• Manage and build various email campaigns, including the campaign layout, segment building, design templates, calls-to-action, and content used in email outreaches
• Quickly react to changing business needs by modifying plans and adjusting strategies and deliverables effectively and efficiently
• Share knowledge and serve as a resource for less experienced members of the team

Requirements:

• 6+ years of retention marketing experience including segmentation and personalization; experience across channels including email, in-app, and SMS
• Experience leading complex cross-functional initiatives and influencing stakeholders
• Proven success executing data-driven retention and engagement strategies with measurable results
• In-depth knowledge of marketing automation tools, preferably Eloqua
• Experience using tools including WordPress, Contently, Asana, and Microsoft Office
• Business savvy, strategic, and decisive
• Advanced understanding of retention marketing and enterprise client engagement methodologies
• Ability to balance hands-on execution with strategic planning
• Strong stakeholder management and cross-functional collaboration skills
• Ability to manage multiple competing priorities in a fast-paced environment
• Highly analytical with a commitment to quality and continuous improvement
• Exceptional organizational, collaboration, communications and project management skills
• Strong time management skills and experience prioritizing and delegating tasks
• Detail oriented and analytical skills with a commitment to quality
• Ability to multitask and switch gears at the drop of a hat
• Technically capable, excellent communicator, and a desire to improve processes
• Ability to manage multiple projects at the same time in a fast-paced environment
• Bachelor's degree in marketing, public relations, business management or related field preferred
• equivalent work experience
• Experience with eMoney's application is preferred