Account Executive, CRM (Campaign Management)

About This Role

This Account Executive, CRM role involves supporting the strategy, coordination, and delivery of client marketing and communications programs, with a focus on CRM. The position requires translating client needs into actionable tasks, managing project workflows, and contributing to data-driven communications for enhanced customer engagement.

Responsibilities

• Become a trusted partner to internal teams and clients
• Serve as a client-facing project manager, leading discussions and managing expectations
• Translate client objectives, requirements, and feedback into clear direction for internal teams and partners
• Manage day-to-day coordination of email and direct mail campaign workflows
• Support the development of thought leadership, campaign briefs, QBRs, status reports, and project documentation
• Facilitate reviews of creative, data, and technical assets for accuracy and adherence to best practices
• Conduct quality assurance checks across campaign components
• Partner with analytics team to review performance results and support development of actionable insights
• Coordinate with the technology team to troubleshoot workflow issues and align on data dependencies

Requirements

• 3+ years experience in CRM campaign management, account management, or client services supporting email and/or direct mail programs within an agency
• 2+ years experience working with CRM or marketing automation platforms (e.g., Salesforce Marketing Cloud, Adobe)
• 2+ years experience working within Agile or iterative project environments
• 2+ years experience managing email and direct mail creative built on modular design systems, reusable templates, or component-based content structures
• 2+ years experience developing or managing campaign requirements, briefs, or project documentation
• Legally authorized to work in the United States without the need for employer sponsorship

Qualifications

• 3+ years experience in CRM campaign management, account management, or client services supporting email and/or direct mail programs within an agency

Nice to Have

• Experience supporting programs for financial services, insurance, or other regulated industries

Skills

* Required skills