CreativeOne · 2 days ago
Account Manager, Client Success
Leawood, KS
Full-time
Onsite
Mid, Senior Level
4+ years expCreativeOne is an industry-leading marketing and consulting firm that helps independent financial advisors grow their businesses. The Account Manager, Client Success will serve as a strategic partner and relationship leader for advisor clients, leading marketing strategy development and ensuring execution of marketing initiatives aligned with client goals.
AdvertisingFinanceFinancial ServicesInsurance
No H1B
Responsibilities
Build and maintain strong advisor relationships by serving as the strategic marketing partner and primary point of contact
Lead strategic planning with clients, including developing annual and quarterly marketing plans aligned to their business goals
Hold clients accountable to milestones, deliverables, and the execution of agreed-upon plans
Coordinate and oversee digital marketing initiatives including: online lead generation campaigns, social media strategy, email nurture sequences, content marketing, video, SEO, and website development
Oversee traditional marketing initiatives including branding, logo development, identity packages, direct mail, radio, TV, brochures, and print materials
Partner with the internal marketing team (creative, digital, programs) to ensure seamless project execution
Provide insights and reporting on campaign performance, optimize plans, and guide next steps
Manage internal workflow using Asana and maintain accurate project documentation
Partner with compliance and legal teams to submit marketing materials and implement feedback
Prepare weekly status updates for clients and internal stakeholders
Coordinate outsourced print and media projects when needed
Support a positive, collaborative relationship between Client Success, Sales, and Marketing
Qualification
Required
Strong strategic thinking with the ability to translate client goals into clear marketing plans
Exceptional relationship-building skills with a client-first mindset
Strong understanding of digital marketing tactics, best practices, and performance metrics
Excellent communication skills—verbal, written, and presentation
High level of organization, with the ability to manage multiple priorities in a fast-paced environment
Problem-solving mindset; able to proactively identify challenges and create solutions
Ability to collaborate effectively across creative, digital, and program teams
Comfortable leading conversations, setting expectations, and guiding clients through the marketing process
Preferred
Bachelor's degree in marketing, communications, business, or equivalent experience
4+ years of professional marketing experience, including account management or client-facing roles
Additional experience may be considered for Senior Account Manager level
Experience developing and executing integrated marketing plans
Experience working closely with creative, digital, and cross-functional teams
Familiarity with financial services (bonus but not required)
Proficiency in Microsoft Office Suite
Company
CreativeOne
CreativeOne is a financial marketing organization that provides financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Miller
President and Chief Executive Officer
Will Moneymaker
CFO, COO
Company data provided by crunchbase