Account Executive, CRM

About This Role

This Account Executive, CRM role empowers organizations to build deeper customer relationships through innovative strategies and transformative technologies, focusing on marketing and communications programs with an emphasis on CRM. You will lead client discussions, manage expectations, and coordinate day-to-day campaign workflows to enhance customer engagement and drive sustained growth.

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