Regional Client Experience Marketing Director

OneDigital•Cupertino, CA

About The Position

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: Title: Regional Client Experience Marketing Director, Digital Insurance, LLC dba OneDigital (19200 Stevens Creek Blvd., Suite 110, Cupertino, CA 95014) Duties: Regional Client Experience Marketing Strategy Leadership: Develop and drive the overall vision for regional client experience marketing initiatives, ensuring alignment with corporate objectives and market-specific needs. Define and implement long-term strategies that enhance client engagement, retention, and revenue growth, while positioning the company as a leader in client experience excellence. Strategic Partnership & Client Retention: Lead the development of high-impact client retention strategies in collaboration with senior leadership, sales, and marketing teams. Leverage market data, client insights, and competitive analysis to proactively refine engagement strategies, improve client satisfaction, and enhance long-term client relationships. Executive-Level RFP Strategy & Business Development Support: Oversee the strategic direction of RFP development, ensuring a compelling and differentiated approach that strengthens the Digital Insurance’s positioning. Partner with senior business leaders to craft winning proposals that address client challenges, showcase thought leadership and drive new business opportunities. Brand Governance & Organizational Alignment: Establish and enforce brand standards to maintain consistency and professionalism across all client-facing materials and interactions. Serve as a key advisor to regional leaders, ensuring alignment between local marketing initiatives and corporate brand identity while fostering a culture of brand advocacy within the organization. Regional Event Marketing Strategy & Oversight: Provide executive leadership for regional event marketing, setting strategic priorities that enhance client engagement and support business growth. Define success metrics, oversee budget allocation, and ensure events drive measurable business impact while maintaining alignment with overall corporate objectives. Client Experience (CX) Program Innovation & Execution: Lead the development and execution of comprehensive CX programs that enhance brand awareness, client engagement, and loyalty. Define success metrics, integrate best practices, and implement scalable marketing campaigns that deliver an exceptional and differentiated client experience across all touchpoints. Customer Journey & Lifecycle Strategy: Architect and oversee a data-driven, end-to-end customer journey strategy that optimizes touchpoints across the entire client lifecycle. Develop and implement strategic initiatives that enhance onboarding, engagement, renewal, and advocacy, ensuring long-term client satisfaction and business success. Client Feedback, Data Insights & Continuous Improvement: Establish and oversee a structured approach to gathering, analyzing, and acting on client feedback. Use qualitative and quantitative insights to inform high-level decision-making, refine client engagement strategies, and drive continuous improvement in client experience initiatives. Cross-Functional Leadership & Team Development: Build and lead a high-performing regional client experience marketing team, providing strategic direction, mentorship, and career development opportunities. Cultivate a culture of collaboration, innovation, and accountability, ensuring alignment with business objectives and fostering professional growth within the team. Executive Reporting & Thought Leadership: Serve as a key advisor to senior executives by providing data-driven insights, strategic recommendations, and reporting on regional marketing initiatives. Represent the organization’s commitment to client experience excellence through participation in industry events, thought leadership, and executive-level communications.

Requirements

Bachelor’s Degree in marketing or business administration with concentration in marketing or closely related plus 2 years’ experience as marketing manager (or any occupation where required experience may be gained) managing Digital Insurance’s RFP process and developing tailored presentations, creating targeted marketing initiatives based on Digital Insurance’s products and service offerings for long-term customer engagements, renewals and reducing customer churn.

Responsibilities

Regional Client Experience Marketing Strategy Leadership: Develop and drive the overall vision for regional client experience marketing initiatives, ensuring alignment with corporate objectives and market-specific needs.
Define and implement long-term strategies that enhance client engagement, retention, and revenue growth, while positioning the company as a leader in client experience excellence.
Strategic Partnership & Client Retention: Lead the development of high-impact client retention strategies in collaboration with senior leadership, sales, and marketing teams.
Leverage market data, client insights, and competitive analysis to proactively refine engagement strategies, improve client satisfaction, and enhance long-term client relationships.
Executive-Level RFP Strategy & Business Development Support: Oversee the strategic direction of RFP development, ensuring a compelling and differentiated approach that strengthens the Digital Insurance’s positioning.
Partner with senior business leaders to craft winning proposals that address client challenges, showcase thought leadership and drive new business opportunities.
Brand Governance & Organizational Alignment: Establish and enforce brand standards to maintain consistency and professionalism across all client-facing materials and interactions.
Serve as a key advisor to regional leaders, ensuring alignment between local marketing initiatives and corporate brand identity while fostering a culture of brand advocacy within the organization.
Regional Event Marketing Strategy & Oversight: Provide executive leadership for regional event marketing, setting strategic priorities that enhance client engagement and support business growth.
Define success metrics, oversee budget allocation, and ensure events drive measurable business impact while maintaining alignment with overall corporate objectives.
Client Experience (CX) Program Innovation & Execution: Lead the development and execution of comprehensive CX programs that enhance brand awareness, client engagement, and loyalty.
Define success metrics, integrate best practices, and implement scalable marketing campaigns that deliver an exceptional and differentiated client experience across all touchpoints.
Customer Journey & Lifecycle Strategy: Architect and oversee a data-driven, end-to-end customer journey strategy that optimizes touchpoints across the entire client lifecycle.
Develop and implement strategic initiatives that enhance onboarding, engagement, renewal, and advocacy, ensuring long-term client satisfaction and business success.
Client Feedback, Data Insights & Continuous Improvement: Establish and oversee a structured approach to gathering, analyzing, and acting on client feedback.
Use qualitative and quantitative insights to inform high-level decision-making, refine client engagement strategies, and drive continuous improvement in client experience initiatives.
Cross-Functional Leadership & Team Development: Build and lead a high-performing regional client experience marketing team, providing strategic direction, mentorship, and career development opportunities.
Cultivate a culture of collaboration, innovation, and accountability, ensuring alignment with business objectives and fostering professional growth within the team.
Executive Reporting & Thought Leadership: Serve as a key advisor to senior executives by providing data-driven insights, strategic recommendations, and reporting on regional marketing initiatives.
Represent the organization’s commitment to client experience excellence through participation in industry events, thought leadership, and executive-level communications.