Senior Client Strategist

2 weeks ago

Orlando, Florida, United States McGaw Full time
About the Role

We are seeking an experienced Account Director to lead our client relationships and drive growth through strategic consulting, technology implementation, and ongoing retainers. As a key member of our team, you will act as the executive lead across multiple client project teams, ensuring high-quality delivery of marketing technology, analytics, revenue operations, and growth projects.

Key Responsibilities
  • Act as the executive sponsor and senior leader across multiple client projects to ensure high-quality delivery of marketing technology, analytics, revenue operations, and growth projects.
  • Responsible for client retention and growth with a high labor efficiency.
  • Engage with client executive leadership to ensure goal alignment, and identify opportunities to help improve client outcomes and deepen our relationships.
  • Act as the point of escalation for all client concerns, resolving conflicts with hospitality, and holding all parties accountable.
  • Lead multiple client project teams, acting as client advocate, coach, and sometimes as a direct contributor.
  • Understanding clients' needs and objectives to develop revenue-generating strategies, tech stacks, and omnichannel tactics.
  • Establish goals and metrics to ensure the team and client have a common understanding of scope and objectives.
  • Review project teams' work to catch errors and provide feedback, coaching, correction, and processes to improve future projects.
  • Ensuring all client projects are on budget and profitable.
  • Meeting with clients often to provide leadership, strategy, and direction.
  • Correctly scope and estimate new projects to ensure profitability.
  • Provide Sales team with guidance on resource availability and start dates/staffing for new engagements.
  • Reporting and analyzing growth projects to ensure they are exceeding the client's expectations.
  • Conduct weekly coaching and one-on-one meetings with the team.
Requirements
  • 8+ years of experience working in consulting (strategy & operations, technology), agency, or other similar roles managing complex programs with multiple projects/workstreams.
  • Able to lead and consult on highly technical projects, including strategies and integrations with Customer Data Platforms, Analytics, Marketing Automation, CRM, and revenue operations.
  • Service-focused, deliver a positive, professional, and consultative customer experience.
  • Data-driven mindset with proven experience utilizing metrics & insights as tools for informed decision-making.
  • Build and maintain strong, long-lasting relationships with key client stakeholders.
  • Act as the main point of contact between the agency and clients, ensuring excellent communication and client satisfaction.
  • Proactive, plan ahead, thinking in long-term time frames as well as short time frames. Planning the team's resources while keeping tasks within scope and on time.
  • An extreme eye for detail and a preference for high-quality, good-looking products, websites, and design.
  • Clear communication skills that can speak with authority, while also understanding that they have two ears for listening.
  • Curious to a fault, and wants to make sure they ask clarifying questions to ensure there are no assumptions and all parties are aligned.
  • Ability to communicate complex technical challenges with a client and ensure they understand the value, impact, or consequence of decisions.
Benefits
  • Unlimited PTO
  • Flexible hours
  • Work remotely
  • Maternity/Paternity Leave
  • Competitive salary with opportunities for bonuses
  • Company Laptop, Monitor, and other equipment needed for remote setup
  • Federal holidays off
  • Radically transparent workplace
  • Ample opportunity to implement your ideas and suggestions
  • Become a thought leader in the marketing technology community
  • Continued education and training that exceeds what you have ever seen before
  • $25 monthly Starbucks allowance
  • $50 monthly Uber Eats allowance
  • Soup when you are sick
  • Birthday and Anniversary gifts

  • Client Success Strategist

    4 weeks ago

    Orlando, Florida, United States Lumen Resources Full time

    As a Client Success Strategist, you will be instrumental in fostering the success and satisfaction of our esteemed clients. You will collaborate with a dedicated team of Client Success professionals and work closely with various departments to enhance customer engagement, loyalty, and growth. Your main objective will be to cultivate robust relationships with...

  • Wealth Strategist

    1 week ago

    Orlando, Florida, United States United Community Bank Full time

    Job SummaryWe are seeking a highly skilled Wealth Strategist to join our team at United Community Bank. As a Wealth Strategist, you will be responsible for developing comprehensive wealth plans and providing expert advice and guidance on financial topics to high-net-worth clients.Key ResponsibilitiesConduct in-depth financial assessments to understand...

  • Lead Sales Strategist

    4 weeks ago

    Orlando, Florida, United States Wesco Full time

    Lead Sales StrategistIn the role of Lead Sales Strategist, you will oversee a dedicated team in the Central Florida region to meet sales and profitability targets. Your key duties will encompass crafting sales initiatives, defining strategic sales approaches, supervising a sales team, and nurturing client relationships. Additionally, you will work closely...

  • Healthcare Product Strategist

    4 weeks ago

    Orlando, Florida, United States INSPYR Solutions Full time

    Position: Healthcare Product StrategistLocation: Orlando, FL- Onsite (Open to Hybrid)Type: Direct PlacementSalary: $100K-$115KEligibility: US Citizen, GC Holders or Authorized to Work in the USWe are in search of a driven and detail-oriented Healthcare Product Strategist to become a vital part of our organization. This opportunity is perfect for a product...

  • Senior Creative Director

    9 hours ago

    Orlando, Florida, United States Maven Creative Full time

    {"h1": "Senior Designer at Maven Creative", "p": "We're looking for a talented and experienced designer to join our team at Maven Creative. As a senior designer, you will be responsible for leading creative teams on brand identity systems, digital, print, and packaging design projects. You will work closely with our diverse team of designers, developers, and...

  • Wealth Strategist

    2 weeks ago

    Orlando, Florida, United States United Community Bank Full time

    {"Job SummaryAs a Wealth Strategist at United Community Bank, you will play a critical role in developing comprehensive wealth plans for high-net-worth clients. Your expertise will help clients achieve their financial objectives, and you will work closely with Private Bankers and other team members to identify sales opportunities and client relationship...

  • Senior Marketing Strategist

    2 weeks ago

    Orlando, Florida, United States Net Conversion Full time

    Senior Marketing Analyst Job DescriptionAbout Net ConversionNet Conversion is a Marketing & Analytics Agency that drives measurable business results through innovative media optimization, curiosity, and creative problem-solving. We prioritize people and culture, offering a flexible working environment, competitive salary, and comprehensive benefits.Job...

  • Senior Merchandising Strategist

    4 days ago

    Orlando, Florida, United States Chadwell Supply Full time

    Job OverviewChadwell Supply is seeking a highly skilled Senior Merchandising Specialist to join our team. As a key member of our merchandising team, you will be responsible for driving sales growth and profitability through advanced marketing promotions and strategic pricing initiatives.Key ResponsibilitiesDevelop and execute impactful promotional strategies...

  • Lead Financial Strategist

    4 weeks ago

    Orlando, Florida, United States Con-Air Industries, Inc. Full time

    OverviewCon-Air Industries, Inc. is dedicated to enhancing safety, health, and productivity worldwide. With a committed workforce, extensive global presence, and exceptional engineering and manufacturing capabilities, we are at the forefront of innovation, developing solutions across a wide range of applications in the rapidly growing filtration sector. We...

  • Senior Marketing Strategist

    2 weeks ago

    Orlando, Florida, United States Net Conversion Full time

    About the RoleWe are seeking a highly skilled Senior Marketing Analyst to join our team at Net Conversion, a leading Marketing & Analytics Agency. As a key member of our team, you will play a critical role in developing and executing our partner media strategies, driving measurable business results through innovative media optimization, curiosity, and...

  • Senior Marketing Strategist

    2 weeks ago

    Orlando, Florida, United States Net Conversion Full time

    Job SummaryWe are seeking a highly skilled Senior Marketing Analyst to join our team at Net Conversion. As a key member of our marketing department, you will be responsible for developing and executing digital media strategies and campaigns to drive business results.Key ResponsibilitiesDevelop and Execute Digital Media Strategies: Utilize channels such as...

  • Wealth Planning Expert

    7 days ago

    Orlando, Florida, United States Fifth Third Bank Full time

    Senior Wealth Planning AnalystFifth Third Bank is seeking a highly skilled Senior Wealth Planning Analyst to join our team. As a key member of our Wealth Planning team, you will be responsible for delivering exceptional client experiences and developing comprehensive wealth strategies for our high net worth clients.Key Responsibilities:Partner with Wealth...

  • Lead Communications Strategist

    4 weeks ago

    Orlando, Florida, United States AtkinsRéalis Full time

    Position OverviewWhy Consider This Opportunity?At AtkinsRéalis, we are on an exciting growth trajectory in the U.S. Our mission is to create a better world for our planet and its inhabitants. We are committed to ensuring that our clients and employees resonate with this mission daily. Our culture champions diversity, equity, and inclusion, fostering...

  • Senior Benefits Advisor

    3 weeks ago

    Orlando, Florida, United States American Senior Benefits Full time

    Overview:About Us:American Senior Benefits is a leading hybrid sales organization, proudly representing over 220 top carriers in the insurance industry. As a trusted partner, we offer a unique opportunity for professionals to excel in insurance sales and make a meaningful impact on people's lives.Our Values:We prioritize our clients' needs and provide...

  • Compassionate Caregiver for Seniors

    4 weeks ago

    Orlando, Florida, United States Amada Senior Care Orlando Full time

    Position OverviewWe are seeking dedicated and compassionate individuals to fill the role of Certified Nursing Assistant (CNA) / Home Health Aide (HHA) for in-home care services. Our organization is committed to delivering exceptional support to seniors in need.About Amada Senior Care Orlando: We are proud to be recognized as a Certified Great Place to Work....

  • Senior Benefits Consultant

    3 weeks ago

    Orlando, Florida, United States American Senior Benefits Full time

    About the RoleWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team at American Senior Benefits. As a key member of our team, you will be responsible for implementing our tested marketing strategies, evaluating current coverage, and delivering risk management solutions to our clients.Key ResponsibilitiesImplement our...

  • Lead Communications Strategist

    4 weeks ago

    Orlando, Florida, United States AtkinsRéalis Full time

    Position OverviewWhy Consider This Opportunity?At AtkinsRéalis, we are experiencing significant growth in the U.S. Our mission is to contribute to a sustainable future for our planet and its inhabitants. We value a workplace culture that emphasizes diversity, equity, and inclusion, ensuring that our clients and employees resonate with this mission daily....

  • Lead Financial Strategist

    4 weeks ago

    Orlando, Florida, United States Phoenix Defense, LLC. Full time

    At Phoenix Defense, we seek individuals who possess innovative ideas, determination, and an entrepreneurial mindset to collaboratively shape the future while enjoying the journey. Our environment fosters intellectual curiosity, diverse perspectives, and encourages authenticity at work — we are driven by a relentless ambition to achieve what others deem...

  • Lead Financial Strategist

    4 weeks ago

    Orlando, Florida, United States Phoenix Defense, LLC. Full time

    At Phoenix Defense, we seek individuals who possess innovative ideas, bravery, and an entrepreneurial mindset to collaborate in shaping the future while enjoying the journey. Our environment fosters intellectual curiosity, cognitive diversity, and encourages you to bring your authentic self to work — we are driven by a relentless pursuit to achieve what...

  • Lead Tax Strategist

    4 weeks ago

    Orlando, Florida, United States Jobot Full time

    Senior Tax Manager/Director - Pathway to PartnershipAs a pivotal member of our team, you will:Oversee departmental evaluations and strategic initiatives to drive performance.Develop and implement innovative processes aimed at boosting operational efficiency.Guide and nurture team members across various levels within the department.Engage in firm-wide...