Manager, Client Strategy

The Manager, Client Strategy is responsible for managing key accounts based on the strategic support and direction of Account Directors and SME assigned to those accounts. The Manager, Client Strategy owns accounts jointly, with Account Directors or SME. Successful client results and satisfaction with an eye on reference-ability and profitability are key measures of success. This role requires comprehensive direct response knowledge with strength in strategy and practical execution, blending of analytical and leadership skills, with an emphasis on leading and executing fundraising campaigns. Strength in relationship-building and interpersonal skills are a must. Ability to thrive in a high-velocity environment and juggle multiple clients with ease is essential to success in this role.

Program Supervision (70%), Strategic Account Management (20%), Professional Development (10%)

Responsibilities:

Key Performance Areas:

  • Program management: manages development, planning, and execution of program; day-to-day contact with the client in the areas of program/campaign strategy; evaluates campaign elements, costs, and results against budget and allocates resources accordingly; ensures program alignment to client’s approved budget
  • Strategic account planning: works with the account director or SME to measure and report on total client performance and health; develops and communicates clearly the goals and objectives for each project through actionable strategy briefs
  • Finance: Responsible for individual client profitability; proactively identifies opportunities to expand existing budget and reallocate unused budget dollars to new priorities.
  • Teamwork: Facilitates collaboration and is a catalyst for positive relationships across the agency so that overall performance is enhanced
  • Improvement of Business Operations: Contributes toward the improvement not only of departmental operations but those of the company as a whole.

Actions:

Under the guidance of the Account Director:

  • Leads client strategy calls and, if necessary, attends client status calls
  • First point of contact for client team regarding program strategy
  • Delivers ongoing reports/strategy deliverables to client (ex. Monthly results report card; Strategy Brief)
  • Leads the brainstorm, planning, and kickoff phases of client jobs leveraging the expertise of the full account team to include: analytics and insights, creative, production and project management.
  • Develops strategy brief, spec form, and data request form; determines segmentation in conjunction with the data team; reviews and approves pricing worksheet; reviews and approves first and last round of copy and design; responds to creative feedback from client with Pursuant recommendations
  • Develops initial client projections and refines with support of Account Director and analytics and insights team
  • Manages development of onsite meeting agendas and client presentations; helps facilitate onsite meetings alongside account director
  • Meets with Account Director on an ongoing basis; attends monthly account reviews with SVP, Client Strategy as needed.
  • Ensures that Executive Partners assigned to accounts receive regular updates on results and health of client relationships.

Education:

  • Bachelor's Degree or equivalent professional experience required. 3+ years in project management, client leadership and/or fundraising experience in an agency. Nonprofit experience desired.

Skills:

  • Comprehensive direct response fundraising (mail and digital)  
  • Strategic acumen
  • Detail-oriented and strong sense of ownership
  • Relationship building/interpersonal skills; comfortable interacting with clients and senior management
  • Commitment to excellent customer service with respect to partnership expectations and agency profitability
  • Ability to effectively prioritize and execute tasks in a high-pressure, high-velocity environment; deadline driven; respects timelines
  • Experience working both independently and in a team-oriented, collaborative environment
  • Flexible/nimble; able to absorb change
  • High emotional intelligence in understanding client and team needs
  • Persuasive, encouraging, and motivating
  • Excellent communication skills both oral and written; skilled in presenting to large groups
  • Aware of industry trends and able to apply them to strategy
  • Willingness and hunger to continue learning
  • Understands the detail but able to think big picture
  • Passion and energy for the changing the world through serving great clients.
  • Travel up to 50% of the time may be required

Special Qualifications:

  • Experience in Microsoft Office (Microsoft Word, PowerPoint, and Excel) & Gmail required.
  • Experience with nonprofit CRM systems and email systems a plus

Location: Dallas, TX preferred but not required

Submit your resume

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