Marketing Account Manager - Onboarding
Core
Connects clients and the marketing team to ensure smooth project execution, lead onboarding, and drive adoption of marketing solutions.
Role type
Account Manager (Onboarding & Client Engagement)
Builds
Marketing projects, campaigns, and client adoption of automated/custom marketing solutions
Domain
Mortgage lending / Retail banking / Integrated marketing
Deliverable
client delivery
Required skills
Account management, marketing project management, client communication, presentation skills, negotiation, problem resolution, annual marketing planning, cross-functional collaboration
Preferred skills
Agency experience, knowledge of digital and OOH marketing channels, integrated marketing strategies
Technologies
Salesforce, Basecamp, ClickUp, Adobe, Microsoft Office Suite
Responsibilities
Travel to branches to equip staff with marketing tools and training; gather project details and specs from clients; manage information flow between clients and project teams; provide regular updates and resolve client issues; lead onboarding orientation calls; present new marketing products and services to members; conduct onsite marketing trainings; interact with technical experts, C-suite, and business VPs
Seniority
Mid-Senior level (5+ years experience)