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CreativeOne · 23 hours ago

Senior Account Manager, Client Success

Leawood, KS

Full-time

Onsite

Senior Level

$90K/yr - $90K/yr

5+ years exp

CreativeOne is an industry-leading marketing and consulting firm that helps independent financial advisors grow their businesses. The Senior Account Manager is responsible for leading key advisor relationships, developing advanced marketing plans, and ensuring seamless execution across various marketing capabilities to drive measurable business growth for clients.

AdvertisingFinanceFinancial ServicesInsurance

No H1B

Responsibilities

Serve as the primary strategic partner and trusted advisor to high-value accounts

Develop sophisticated annual and quarterly marketing plans tailored to advisor goals, audience, and growth stage

Proactively identify opportunities, challenges, and optimization strategies for each client’s marketing roadmap

Lead marketing strategy presentations, performance reviews, and business discussions

Build deep, credibility-rich relationships with advisors—understanding their business models, revenue drivers, and market positioning

Confidently guide clients through decision-making, expectations, and prioritization

Hold clients accountable to deadlines, deliverables, and strategic plans

Oversee and coordinate multi-channel execution across digital, creative, content, video, media, and program teams

Ensure flawless execution of marketing initiatives such as:

Digital lead generation

Facebook and Google campaigns

Website redesigns

Brand development

Video and media production

Email nurture and automation

Social and content strategies

Provide direction and clarity to internal teams, ensuring alignment on goals and deliverables

Review key performance data and translate insights into clear next steps for clients

Lead optimization discussions and regularly update marketing plans based on results

Prepare and present reporting that is high-level, client-friendly, and strategy-focused

Model high performance, strategic thinking, and client communication best practices

Mentor junior account managers and support their development

Contribute to refining Client Success processes, playbooks, and workflows

Act as a strategic bridge between Client Success, Sales, and Marketing leadership

Qualification

Strategic account managementDigital marketing strategyProject managementClient relationship managementCommunication skillsPresentation skillsFinancial services experienceMicrosoft Office proficiencyAsana familiarityMentoringTeam collaboration

Required

Strong strategic thinking and business acumen

Exceptional communication and presentation skills

Deep understanding of digital marketing and integrated marketing strategy

Ability to guide clients through complex decisions with confidence and empathy

Highly organized with strong project management discipline

Proven ability to influence, persuade, and build trust with clients and internal teams

Ability to thrive in a fast-paced environment supporting multiple high-value accounts

Preferred

Bachelor's degree in marketing, communications, business, or related field

5-7+ years of professional marketing experience, including: Strategic account management, Providing marketing consulting or advisory services, Managing integrated marketing plans

Experience leading or mentoring account managers

Experience working with creative, digital, or agency teams

Experience in financial services is a plus (but not required)

Strong proficiency in Microsoft Office; familiarity with Asana is a bonus

account management in marketing: 5 years (Preferred)