Client Account Manager

Intention.ly; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Intention.ly is looking for a detail-oriented Account Manager to join our team, focusing on integrated marketing skills. The ideal candidate will possess a strong understanding of various marketing verticals and build long-term relationships with clients.

With over five years in data-driven marketing, especially in financial services, you will collaborate with a talented team to ensure impactful execution of marketing strategies. Proficiency in relevant tools like Excel and presentation software is essential.

Qualifications

• 5+ years of experience in data driven marketing, specifically CRM and media.
• Experience in financial services.
• 2+ years working in an agency or consulting firm.

Responsibilities

• Develop long-term relationships with key client contacts.
• Collaborate with team leadership to execute plans.
• Show the impact of strategies on client business.

Skills

Data-driven marketing

Client relationship management

Analytical skills

Creative thinking

Communication skills

Problem solving

Education

Bachelor’s Degree

Tools

Excel

PowerPoint

HubSpot

Monday.com

Job description

Intention.ly is looking for a detail-oriented account manager with integrated marketing skills to join our growing team.

Note: This is not a job application for a specific position but rather an invitation to express your interest in joining Intention.ly in the future. We are always excited to connect with talented people who are passionate about contributing to our success.

Key Responsibilities

As an Account Manager you will join a team of experienced marketers who focus on helping Intention.ly clients achieve their business goals.

You will be a key member of our client account team and will ensure that the programs we execute are based on a deep understanding of our client’s business and strategic objectives. You’ll appreciate the importance of strong relationships and become a trusted advisor to the client and Intention.ly account team. You will be a person who thrives in both analytic as well as creative thinking and will be nimble in solving client problems. As a leader your skills and passion for communicating strategy will get others to believe in the ideas that you present and follow that belief through to execution.

To be successful in this role you’ll have a passion for problem solving, and a deep understanding of how businesses, brands and customers interact, with an advanced understanding of the rapidly evolving role that data and technology play in this relationship. You can identify business growth opportunities and develop strategic recommendations to support the growth of client relationships.

You Will

• Show a strong understanding of differences in marketing to customers in different verticals and environments.
• Develop trusted, long-term relationships with key client contacts and executives.
• Ensure meaningful client value is delivered through a mix of best‑practice solutions, skills, capabilities, and original thinking.
• Collaborate with team leadership (account management, operations, creative, analytics etc.), and executional team to turn ideas into executable plans.
• Identify key data points and measurements to show the impact of our approach and strategy on the client’s business.

You Have

• Experience working in financial services.
• Bachelor’s Degree required.
• 5+ years of experience in data driven marketing – specifically CRM, email, online/offline media.
• Deep understanding of the customer lifecycle and how messaging strategy drives the experience.
• 2+ years working in an agency or consulting firm.
• Hands‑on skills using data and research to drive decisions – proficiency in Excel and research tools.
• Strong writing, presentation and client facing communication skills. Experience translating data analysis into actionable marketing recommendations and presentations – proficiency in PowerPoint and Google Slides.
• Attention to detail and the ability to incorporate internal and external feedback on an iterative basis.
• Superior multi‑tasking, networking, time management and interpersonal skills.
• Self‑starter high intellectual curiosity, drive, determination, and persuasion skills.
• Comfort and experienced working within a matrixed organization in roles with a wide degree of latitude.

Tools, Systems & AI Enablement

• Utilize artificial intelligence tools in accordance with company policy to improve efficiency, organization, and execution.
• Demonstrate advanced working proficiency in Excel, HubSpot, Monday.com, and related marketing and project management platforms.
• Working knowledge of PowerPoint, SharePoint/Drive, WordPress, Google Drive, and email marketing platforms preferred.