Client Services - Mid Account Strategist

beMarketing; Harmonville (PA); Remote; USD 70,000 - 100,000; Full time

Job summary

beMarketing seeks a Mid Account Strategist to own and grow a mid-tier book of clients, focusing on retention, growth, and delivery coordination. You will manage client relationships, drive upsell opportunities, and coordinate delivery to meet budgets and timelines.

You'll analyze campaign data to provide strategic recommendations, document growth plans, and maintain strong client communications. This role advances toward Senior Account Strategist with structured development and regular reviews.

Qualifications

• 2+ years in account management in a digital marketing agency or services business.
• Has managed a book of mid-tier retainer clients with documented retention outcomes.
• Comfortable reading campaign data and translating it into client-facing recommendations.
• Organized: manages multiple accounts with different schedules, deliverables, and contacts without dropping one.

Responsibilities

• Own net revenue retention on the assigned mid-tier book; NRR 100%+ across the book.
• Documented annual growth plan reviewed quarterly with the client; expansion conversations cadence.
• Retention at 95%+ trailing 12 months; flag churn risks 30+ days early; save plays documented.
• Delivery on budget and on time on 80%+ of projects; weekly delivery sync; scope creep flagged.
• Monthly reports on time with performance, insights, and recommended next steps; clear account direction.
• Growth trajectory toward Senior Account Strategist; development plan documented with DOCS.

Skills

Account management

Campaign literacy

Client communication

Coordination

Growth instinct

Job description

The Mid Account Strategist owns a book of beMarketing's mid-tier clients: typically, $1,250 to $4,000 MRR across home services and healthcare. The seat is responsible for retention, growth, and the delivery coordination that makes both possible.

This seat exists at the mid-tier because clients in this range need more than a coordinator but less than the strategic attention the Senior Account Strategist provides. They need an AM who knows their business, manages their delivery, and proactively identifies growth opportunities before the client asks.

The structural reason this seat exists: mid-tier clients are the agency's largest segment by count and represent significant aggregate MRR. Losing mid-tier clients to service gaps or stagnation is a margin problem. This seat protects that base and grows it.

MISSION

Protect and grow the mid-tier book. By the end of 12 months in seat: NRR at 100%+ across the book; retention at 95%+; at least one upsell per quarter; documented growth plan per account reviewed quarterly; and a clear trajectory toward Senior Account Strategist.

KEY RESPONSIBILITIES

5 accountability areas. Each is owned by this seat, not shared.

Account Growth and NRR

Own net revenue retention on the assigned mid-tier book. NRR at 100%+ across the book. Documented annual growth plan reviewed quarterly with the client. Expansion conversations happening on cadence. At least one upsell or expansion per quarter.

Client Retention

Retention at 95%+ trailing 12 months. NPS 40+. Churn risks flagged 30+ days early. Save plays documented when used. The client relationship is owned by this seat.

Project Coordination

Delivery on budget AND on time on 80%+ of projects. Weekly Delivery sync operational. Scope creep flagged within the cycle. AM does not do Delivery work.

Client Communication

Monthly reports on time with performance, insights, and recommended next steps. Clients understand account direction. NPS measured per account.

Growth Trajectory

Building toward Senior Account Strategist. Development plan documented with DOCS. Demonstrating Sr-level work on at least one account within 6 months.

REQUIRED BACKGROUND

Education and Experience

• - 2+ years in account management in a digital marketing agency or services business
• - Has managed a book of mid-tier retainer clients with documented retention outcomes
• - Comfortable reading campaign data and translating it into client-facing recommendations
• - Organized: manages multiple accounts with different schedules, deliverables, and contacts without dropping one

Skills

• - Account management: proactively manages the relationship, does not wait for the client to ask
• - Campaign literacy: reads paid search, SEO, and social data well enough to have a strategic conversation
• - Client communication: professional, responsive, clear in writing and on calls
• - Coordination: works with Delivery leads without micromanaging; flags issues without absorbing them
• - Growth instinct: identifies expansion opportunities before the client asks

Mindset (beMarketing Core Values)

Issues, risks, and slippage flagged before the client or manager has to ask. The team hears about problems from this seat, not from a client escalation.

Judgment Over Policy

Acts on what is right for the client and the team. Does not hide behind scope or the org chart. Makes the call and documents it.

Run the Plan

Knows the strategy, the timeline, and the outcome for every active project without scrambling. Deviations are documented and reviewed.

Know Their Business

Understands the client industry well enough to make recommendations, not just execute requests. Talks the client's business, not at them.

KEY RELATIONSHIPS

Reports to

Director of Client Services (DOCS)

Direct Reports

None.

• - Senior Account Strategists -- coaching on shared accounts
• - Account Manager -- peer coordination on shared or adjacent client sets
• - Head of Delivery -- weekly delivery sync

AUTHORITY AND DECISION RIGHTS

Authority and Decision Rights

Codifies what this seat owns, what escalates, and what is explicitly out of scope.

This seat decides

Account strategy and communication cadence on assigned book. Report format and content. Scope-clarification calls within the documented service scope.

Escalates to

Churn risk (DOCS, 30+ days early). Scope expansion or pricing conversation (DOCS). Delivery issues beyond one missed deadline (Head of Delivery). Below-standard client situation (DOCS).

Escalates to Visionary

Strategic direction changes. Hiring and exits at Director level and above. Capital allocation decisions above documented thresholds.

Out of scope

Pricing and contract decisions (DOCS). Delivery execution (Delivery team). Creative direction (Creative Lead).

Retention and Growth

• - Full client roster reviewed: every account has a current status, open issues, and next action
• - 1:1 cadence with DOCS established
• - Weekly Delivery sync operational on all assigned accounts
• - Growth plan draft started for every Tier 3-4 account
• - Monthly reporting cadence on schedule for all accounts
• - NPS baseline measured or scheduled for every account
• - At least one growth plan presented to a client
• - Churn risk inventory: any at-risk accounts identified and flagged to DOCS
• - NRR at 100%+ across book in trailing 90 days
• - Retention at 95%+
• - At least one upsell in progress or closed
• - Development plan documented with DOCS and first milestone tracked