Client Account Director, Financial Services Accounts

Amsive•New York, NY

2d•Hybrid

About The Position

This senior-level role is a leading member of the Client Services team, collaborating with internal Customer Intelligence, Creative, SEO, Paid Media, Direct Mail, Email, and Analytics teams. The primary function is to serve as the strategic lead across all agency channels, driving client success through proactive communication, marketing strategy, KPI achievement, and profitable account growth. The Account Director will independently manage the most complex accounts with limited need for hands-on supervision or guidance, overseeing program execution and being accountable for overall account health, client retention, financial performance, and long-term account growth. The role involves assisting in onboarding new clients, managing their existing portfolio, developing strategic growth opportunities, and collaborating with internal teams. A deep understanding of the omnichannel marketing landscape and Amsive's full suite of services is required to identify opportunities and deliver strategic recommendations. This position also provides leadership through direct management of junior Client Services team members while mentoring cross-functional teams to ensure exceptional client service and delivery. The position reports to the Group Account Director for Financial Services and will partner with agency sales and strategy teams when needed to assist with pitching and planning for agency prospects or growth of existing accounts.

Requirements

8 years + experience managing digital marketing programs, with proven results in Paid Search, SEO and/or social media initiatives.
4+ years of financial services experience required (including banking or credit unions), from either client-side or vendor/agency-side work.
4+ years of experience in agency environment required.
Demonstrated excellence in building and maintaining profitable client relationships.
Experienced in compiling, documenting, and communicating client requirements to internal stakeholders (in digital marketing, direct mail or creative services).
Must have experience overseeing implementation or managing and executing multi-channel marketing campaigns as main client point of contact.
Experience managing, training, and developing a growing group of direct reports; effectively delegating tasks and responsibilities to increase team capacity.
Strong written and verbal communication skills, a positive attitude, and the ability to thrive in a collaborative and fast-paced environment.
Ability to influence others, both with the client and within the internal Amsive organization.
Strong grasp and demonstrated application of marketing and communication principles.
Strong project management and organization skills, ability to prioritize and manage multiple projects and inspire trust with team members; experience using Asana preferred.
Strong understanding of applying data and insights for use in audience, channel and creative testing strategies. This includes but is not limited to the use of predictive modeling and segmentation to optimize both campaign results and a learning agenda.
Advanced knowledge of web analytics and digital marketing tools, including Google Analytics and Google Ads Keyword Planner preferred.
Strong proficiency in Microsoft Office Suite, especially PowerPoint and Excel.
Future-minded individual with a strong desire to contribute to an emerging leader in the omni-channel marketing space.

Nice To Haves

experience using Asana preferred
Advanced knowledge of web analytics and digital marketing tools, including Google Analytics and Google Ads Keyword Planner preferred.

Responsibilities

Builds empathetic personal relationships with clients and engages in understanding client’s marketing and business challenges, creating sound marketing program solutions to solve those challenges.
Leads and directs cross functional teams in building, development and delivery of omnichannel marketing programs to achieve client’s stated objectives and business outcomes.
Leverages strong data driven experience to interpret data and analytics – helping to craft the narrative that illustrates the impact of our programs on the client’s business.
Serves as the primary day-to-day strategic client lead, driving overall client satisfaction, long-term partnership growth, and proactive account leadership.
Become proficient in company designated tools for success in project and account management.
Create and proactively manage internal timelines for projects and programs through proactive communication.
Accurately track time and resource utilization within Amsive's project management platform.
Schedule, organize and facilitate client campaign initiatives across all agency channels; hold regular internal meetings to effectively guide client conversation to ensure clarity and productivity.
Communicate with clients on a regular basis including weekly or monthly calls to review campaign performance, recommending omni-channel marketing strategies and campaign optimizations to continuously improve results.
Oversee implementation, delivery, and execution of program promise; manage client expectations by providing timing and budget implications of scope change requests.
Oversee forecasting, invoicing, scope management, and overall account profitability while ensuring financial performance aligns with agency goals.
Maintain and improve account profitability through effective forecasting, resource planning, scope management, and identification of organic growth opportunities.
Develop cross-channel insights and recommendations to solve larger business problems and improve key performance metrics; organize logistics for, narrative and key insights for quarterly and annual business reviews.
Strong understanding of data and data insights to allow for testing strategies in audience identification, channel selection, and creative messaging.
Core responsibility to collaborate and oversee agency standards on key marketing service deliverables for mid to large agency accounts in the form of PowerPoints, POV’s and performance reports from excel to dashboard technologies to optimize, retain or upsell business.
Identify, develop, and help close strategic upsell and cross-sell opportunities in partnership with Sales and agency leadership when appropriate.
Demonstrate curiosity and a commitment to continuous learning within the evolving data-driven marketing landscape.