Marketing Account Manager - Onboarding
Core
Connect clients and the marketing team to ensure smooth project execution, drive adoption of marketing solutions, and deliver exceptional service to new clients.
Role type
Senior Account Manager (Marketing Onboarding)
Builds
Marketing projects, campaigns, and client engagement initiatives for a distributed retail mortgage lender.
Domain
Mortgage lending / Retail banking / Digital and OOH marketing
Deliverable
product features
Required skills
Account management, marketing planning, project management, client communication, presentation, negotiation, problem resolution, cross-functional collaboration
Preferred skills
Agency experience, knowledge of integrated marketing strategies, Adobe proficiency
Technologies
Salesforce, Click-Up, 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; foster client partnerships through regular updates and issue resolution; lead onboarding orientation calls; present new marketing products and services to drive adoption; interact with technical experts, C-suite, and business VPs.
