Client Manager II

Summary

Join Vericast as a Client Manager II and manage the execution of direct marketing and digital campaigns, serving as the primary client contact. You will act as a consultant, liaising with various teams (Marketing, Data Processing, Operations, Purchasing, etc.) to ensure project success. Responsibilities include managing client communication, budgets, and timelines, as well as maintaining project documentation. You will also collaborate with the Business Development Executive and Strategic Account team, ensuring client satisfaction and managing the overall client relationship. This role requires strong communication, project management, and strategic thinking skills. The position offers a competitive salary and benefits package.

Requirements

• Bachelor’s degree in Marketing, Communications or a related field OR required knowledge, skill, and mental development equivalent to the completion of four years of college with courses in Marketing
• 2-4 years of direct marketing account management experience preferably servicing the financial services industry or any equivalent combination of training and experience (Required)
• Working knowledge of direct marketing principles and practices (Required)
• Budgeting, forecasting and strategic planning experience along with experience with financial modeling. Experience with best practices in financial reporting and experience with planning and reporting systems and ERP’s highest standards of accuracy and precision and highly organized
• Ability to handle multiple projects and articulate with excellent verbal and written communication skills
• Ability to think creatively be highly-driven and self-motivated with ability to command credibility and influence across the organization
• Ability to think strategically act tactically and embrace rapid change and ambiguity. Ability to work independently with limited direction
• Demonstrated proficiency with Microsoft Word, Excel, PowerPoint
• Experience with cross-functional and cross-divisional projects that drive change. Demonstrated Project Management skills along with the ability to identify problems and recommend solutions

Responsibilities

• Serves as the main point of contact for the client regarding project initiatives (all teams – Marketing, Data Processing, Operations, Purchasing etc.); by channeling all project-related communications with the client outside vendors internal team members and other company staff members; schedules and leads meetings / conference calls with the client and team members to review project initiatives and communicate updates on the progress opportunities and financial implications of activities (some meetings may require travel to the client site and formal presentations). Deepen the client relationship through meaningful engagement
• Act as a consultant to the client for development and management of Vericast's programs/solutions. Serves as the liaison with the production scoping and pricing process on a project basis by: identifying upsell opportunities, coordinating the generation of cost estimates, PWOs/proposals and answering client questions on product or capabilities
• Serves as the liaison with the Business Development Executive and Strategic Account team assigned to a client project by, reviewing strategic briefs and coordinating client and team approval, managing changes in strategy throughout the term of a project notifying team members and facilitating discussions with the client, and notifying Business Development Executive of discrepancies in job progression or critical events on projects to ensure client satisfaction and manage overall client relationship
• Maintains documentation related to individual direct marketing and digital campaign projects by, opening jobs in Advantage, maintaining project notes and online folders for all assigned jobs, maintaining status reports for assigned projects and distributing to team members, developing written communication to inform team members of any changes in their project roles, maintaining client edit and approval documents on such items as creative work and data processing reports
• Serves as the liaison with the Analytics and Data Services processes on a project basis by, assisting in writing data processing (DP) specifications, coordinating client review and approval of DP specifications, and reviewing data processing audits such as source file audits interim audits selection audits and mail file audits
• Serves as the liaison with the Creative process on a project basis by, reviewing creative copy and concepts for support of client strategic objectives, coordinating client revisions and subsequent approvals, and coordinating the internal routing of creative documents for quality checks
• Manages project process through the implementation of company processes and procedures in order to meet established client deadlines, communicates timelines to project team members and updates as necessary, manages client budgets and project expenses and ensures quality control throughout each stage of the process

Benefits

• Base Salary: $60,000 - $80,000
• Position is eligible for an annual bonus incentive program
• Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance
• A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!