Senior Client Strategist - Financial Services - Remote

Overview

The Senior Client Strategist is a pivotal member of our Financial Services account support team, driving revenue through the successful design and implementation of customer acquisition and growth programs for banks and credit unions.

In Short

• Strategic sales and solution design for financial institutions.
• Collaborates with Account Executives for detailed client discovery.
• Architects solutions to address complex business challenges.
• Develops comprehensive marketing strategies with success metrics.
• Creates executive-level presentations demonstrating ROI.
• Maintains relationships with C-suite executives for program renewals.
• Contributes to thought leadership through content creation.
• Stays updated on financial services trends and consumer behavior.
• Analyzes program performance for optimization opportunities.
• Facilitates knowledge sharing across teams for continuous improvement.

Requirements

• Bachelor's degree required; MBA preferred.
• 7+ years in financial services marketing or related fields.
• Previous senior management experience in bank or credit union marketing.
• Management consulting experience is highly desirable.
• Proven track record in customer acquisition and retention programs.
• Experience presenting to C-level executives.
• Strong analytical skills with data analysis tools.
• Exceptional communication skills.
• Strong project management and organizational skills.
• Ability to travel at least 50% for client meetings.

Benefits

• Generous total rewards benefits package including medical, dental, and vision coverage.
• 401K with company match.
• Generous PTO allowance.
• Additional benefits like life insurance and employee assistance.
• Supportive and diverse work environment.