Marketing Strategist, Account Manager

Catena Solutions; New York (NY); Remote; USD 90,000 - 130,000; Full time

Job summary

Catena Solutions is seeking a Marketing Strategist Project Manager to own end-to-end client relationships and drive growth across a portfolio of independent optometry practices. This remote role sits on the East Coast or Central Time zones and requires strategic leadership across onboarding, retention, and expansion.

You will lead discovery, define marketing objectives, create scopes of work, and coordinate cross-functional teams to deliver measurable improvements in patient bookings and revenue

Qualifications

• 5 years of experience in marketing, with a strong track record working with small to mid-sized businesses.
• Demonstrated experience owning client relationships and delivering measurable business outcomes across a portfolio of accounts.
• Proven ability to operate in a consultative, solutions-oriented environment – diagnosing client needs and recommending tailored strategies.
• Strong command of digital marketing channels, performance measurement, and how to evaluate ROI across tactics.
• Experience managing cross-functional execution – coordinating internal teams to deliver against client commitments.
• Healthcare or healthcare-adjacent marketing experience preferred.
• Experience in an agency or client services environment preferred.
• Proficiency in Google Analytics, CRM platforms (e.g. HubSpot), and project management tools (e.g. Asana).
• Excellent written and verbal communication skills, with the confidence to lead client-facing strategy conversations.
• Highly organized with the ability to manage multiple client priorities in a fast-moving environment.

Responsibilities

• Lead discovery sessions to diagnose performance and growth objectives.
• Translate discovery into structured, outcome-driven marketing plans.
• Develop scopes of work and proposals aligned to client goals.
• Own a portfolio of clients as primary contact and advisor.
• Oversee onboarding and strategy sessions with practice owners.
• Conduct regular performance reviews and optimize results.
• Drive retention by building trusted advisor relationships.
• Coordinate cross-functional delivery to meet timelines and quality.

Skills

Marketing strategy

Account management

Client relationships

Consultative selling

Digital marketing

ROI analysis

Cross-functional coordination

Healthcare marketing

Agency experience

Google Analytics

HubSpot

Asana

MS Teams

Zendesk

Communication

Tools

Asana

HubSpot

Zendesk

Google Analytics

Job description

JOB TITLE: Marketing Strategist Project Manager

LOCATION: remote (must sit on either east coast or central time zones)

HIRE TYPE: direct hire

About the Role

The Marketing Strategist owns the end-to-end client relationship and is accountable for driving measurable growth across a portfolio of independent optometry practices.

The Marketing Strategist serves as the primary strategic partner to each client, owning a defined book of business with accountability for managing multiple concurrent client engagements and full responsibility for retention, performance, and expansion.

Key Responsibilities

• Lead consult-first discovery sessions with prospective clients to diagnose business performance, identify growth constraints, and define clear marketing objectives


• Translate discovery into structured, outcome-driven recommendations aligned to patient booking growth and revenue per appointment


• Partner with leadership to develop clear scopes of work and proposals that reflect client goals and marketing capabilities


• Maintain thorough documentation of all prospect interactions to support a seamless handoff from discovery to onboarding


• Own a portfolio of clients, serving as the primary point of contact and strategic advisor throughout the engagement lifecycle


• Lead onboarding, kickoff, and ongoing strategy sessions with practice owners and staff, ensuring consistent alignment on goals and progress


• Conduct regular performance reviews grounded in data, proactively identifying opportunities to optimize results and deep engagement


• Drive client retention by building trusted advisor relationships and consistently demonstrating the business value of OMS investment


• Translate client objectives into clear, actionable plans aligned to standardized delivery models (Booking Growth and Retail Growth campaign paths)


• Delegate and coordinate work across internal teams to ensure timely, high-quality execution of agreed deliverables. Work with leadership when needed to manage timelines in-line with team member capacity.


• Ensure all work is aligned with strategy, budget, and defined success metrics before delivery to the client


• Maintain documentation across all client interactions to support continuity, team alignment, and performance tracking


• Leverage data from digital marketing reports, and client inputs to guide strategy and measure impact


• Set up and maintain reporting frameworks for assigned clients.


• Proactively identify performance trends and adjust recommendations to improve outcomes


• Anchor all recommendations in business impact – connecting marketing activity directly to patient bookings and revenue per appointment


• Serve as the liaison between client and internal teams, ensuring clarity and alignment across all active engagements


• Partner with Sales, Customer Success, and Marketing teams to support pipeline conversion and a seamless client experience


• Proactively share best practices, tools, and insights to elevate team capability and consistency


• Utilize Asana, MS Teams, HubSpot, Zendesk, and email to coordinate client activity and communicate internally

Requirements

• 5 years of experience in marketing, with a strong track record working with small to mid-sized businesses


• Demonstrated experience owning client relationships and delivering measurable business outcomes across a portfolio of accounts


• Proven ability to operate in a consultative, solutions-oriented environment – diagnosing client needs and recommending tailored strategies


• Strong command of digital marketing channels, performance measurement, and how to evaluate ROI across tactics


• Experience managing cross-functional execution – coordinating internal teams to deliver against client commitments


• Healthcare or healthcare-adjacent marketing experience preferred


• Experience in an agency or client services environment preferred


• Proficiency in Google Analytics, CRM platforms (e.g. HubSpot), and project management tools (e.g. Asana)


• Excellent written and verbal communication skills, with the confidence to lead client-facing strategy conversations


• Highly organized with the ability to manage multiple client priorities in a fast-moving environment