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CreativeOne · 13 hours ago

Senior Account Manager, Client Success

Leawood, KS

Full-time

Onsite

Senior Level

5+ years exp

CreativeOne is an industry-leading marketing and consulting firm that helps independent financial advisors grow their businesses. The Senior Account Manager is responsible for leading key advisor relationships, developing marketing plans, and ensuring execution across various teams to drive business growth for clients.

AdvertisingFinanceFinancial ServicesInsurance

No H1B

Responsibilities

Serve as the primary strategic partner and trusted advisor to high-value accounts

Develop sophisticated annual and quarterly marketing plans tailored to advisor goals, audience, and growth stage

Proactively identify opportunities, challenges, and optimization strategies for each client’s marketing roadmap

Lead marketing strategy presentations, performance reviews, and business discussions

Build deep, credibility-rich relationships with advisors—understanding their business models, revenue drivers, and market positioning

Confidently guide clients through decision-making, expectations, and prioritization

Hold clients accountable to deadlines, deliverables, and strategic plans

Oversee and coordinate multi-channel execution across digital, creative, content, video, media, and program teams

Ensure flawless execution of marketing initiatives such as:

Digital lead generation

Facebook and Google campaigns

Website redesigns

Brand development

Video and media production

Email nurture and automation

Social and content strategies

Provide direction and clarity to internal teams, ensuring alignment on goals and deliverables

Review key performance data and translate insights into clear next steps for clients

Lead optimization discussions and regularly update marketing plans based on results

Prepare and present reporting that is high-level, client-friendly, and strategy-focused

Model high performance, strategic thinking, and client communication best practices

Mentor junior account managers and support their development

Contribute to refining Client Success processes, playbooks, and workflows

Act as a strategic bridge between Client Success, Sales, and Marketing leadership

Qualification

Strategic account managementDigital marketing strategyProject managementClient relationship managementCommunication skillsPresentation skillsFinancial services experienceMicrosoft Office proficiencyAsanaMentoringTeam collaboration