Director, Client Strategy
2 weeks ago
Key Responsibilities
Client Partnership:
- Serves as day-to-day client contact for all communication related to program strategy and results
- Leads regular strategy meetings and program planning meetings
- Develops comprehensive client communication plans and budgets informed by program analysis and client goals
- Develops program analysis & planning meeting presentations in conjunction with analytics team
- Balances the needs of the client with proven best practices and innovation to advance sound strategy and deliver strong results
- Cultivates indispensable partnership between Allegiance Group + Pursuant and client through delivery of sound strategies leading to strong results and an agency-client relationship built on trust and transparency
- Presents Allegiance Group + Pursuant work through skillful, accurate, and succinct written and verbal communication
- Translates program results and trends into strategic application
- Confidently presents ideas and data insights to day-to-day client contact and senior client leadership
- Actively listens with the ability to identify client needs and respond accordingly
- Develops quality, innovative, and creative ideas with the support of the account team and senior leadership
- Facilitates strategic planning, internal communication, and ensures all cross-functional team members understand project parameters and scope of work
- Develops and organizes key project documentation including strategy context documents and data request forms with associated segmentation
- Reviews copy and design creative with eye on fundraising best practices and client voice
- Leverages passion for and knowledge of the industry to enhance Client’s program
Based on portfolio and/or team needs, the Director will be responsible for the following project management tasks:
- Plans and manages Client communication plan and workflow throughout the agency from project initiation to project completion and billing
- Sets clear timelines and expectations to help hold cross-functional teams accountable
- Schedules and facilitates meetings with agency team members and the client to support project execution
- Submits staffing resourcing and approves time sheets for projects
- Develops and organizes all project documentation including roadmaps and copy documents
- Keeps team members informed of project developments and addresses issues via regular status meetings and published status reports
- Proactively identifies and formulates solutions to potential project challenges
- Reviews production worksheets and print setups
- Reviews digital link proofs and test emails
- Closely monitors budget estimate and billing
- Meets with Finance monthly to reconcile project summaries and provides Client billing and closing direction
- Identifies opportunities to expand existing budget and reallocate unused budget dollars to new priorities
- Embraces a culture of continuous learning
- Comfortable with change and can adapt as needed
- Consistently demonstrates integrity, common sense, and professional maturity
- Seeks opportunities to test, learn, and grow in order to produce better results that drive expanded business with existing clients
- Displays a positive attitude and adaptability in stressful situations
- Actively works to develop professional skills by seeking out training and other development activities
- Ability to foster collaboration and accountability across team members in order to mitigate challenges and ensure project success
- Serves as a team leader on key projects and celebrates team wins
- Provides clear direction/constructive feedback to team members
Skills Knowledge and ExpertiseThe ideal candidate will have:
- Nonprofit fundraising acumen, strategic planning, ability to manage competing priorities, strong interpersonal skills including verbal and written communication, collaborative, agile, proactive and independent management of deliverables, excellent judgment and problem-solving skills, ability to apply fiscal responsibility.
- Ability to work independently in a remote, team environment.
Benefits, Rewards & PerksWe are friendly, smart, curious and passionate about what we do Working here, you will also enjoy:
- Competitive salaries + quarterly recognition program
- Work-life balance (really) + Casual work environment
- Excellent benefits including Health, Dental, and Vision plans, Disability and Company Paid Life Insurance
- 401k and company match
- Oh, and don’t forget - You're working with clients who are making a positive difference in the world.
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