Account Executive, CRM

About This Role

This role involves supporting the strategy, coordination, and delivery of client marketing and communications programs, with a focus on CRM. The Account Executive will translate client needs into actionable tasks, manage workflows, and contribute to data-driven communications.

Responsibilities

• Become a trusted partner to internal teams and clients, demonstrating a deep understanding of key stakeholder priorities and objectives
• Serve as a client-facing project manager, leading discussions, managing expectations, and ensuring alignment across stakeholders
• 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, ensuring deliverables and timelines are met
• Support the development of thought leadership, campaign briefs, QBRs, status reports, and project documentation
• Facilitate reviews of creative, data, and technical assets to ensure accuracy, consistency, and adherence to channel best practices
• Conduct quality assurance checks across campaign components, including email builds, proofs, and direct mail specifications
• Partner with analytics team to review performance results and support the development of actionable insights
• Coordinate with the technology team to troubleshoot workflow issues, align on data dependencies, and ensure timely and accurate deployment of email and direct mail campaigns

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