Deloitte · 1 day ago
Account Executive, CRM
Deloitte is a leading professional services firm that empowers organizations to enhance customer relationships through innovative strategies and technologies. The Account Executive will support the strategy and delivery of client marketing and communications programs, focusing on CRM, while managing client expectations and coordinating workflows across teams.
AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management
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
Qualification
Required
3+ years experience in CRM campaign management, account management, or client services supporting email and/or direct mail programs
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
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Ability to travel up to 50% on average based on the work you do and the clients and industries/sectors you serve
Preferred
Agency experience
Experience supporting programs for financial services, insurance, or other regulated industries
Benefits
Discretionary annual incentive program
Company
Deloitte
Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.
Funding
Current Stage
Late StageLeadership Team
Recent News
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2026-01-06
2026-01-04
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