Clients Blackbox, Inc. · 4 hours ago
Associate Director of Operations
United States
Contract
Remote
Mid, Senior Level
5+ years expClients Blackbox is a performance marketing agency specializing in Meta advertising for Registered Investment Advisors. They are seeking an Associate Director of Operations to own the client experience, manage the media buying team, and improve operational processes to enhance client retention and satisfaction.
AdviceFinancial ServicesFinTech
Responsibilities
Own monthly leadership sync meetings with clients to ensure alignment, gather feedback, and address strategic concerns
Serve as a senior touchpoint where clients can share feedback about their account management without impacting their day-to-day relationship
Monitor client goal attainment including cost per qualified appointment, show rates, close rates, and overall ROI
Proactively identify at-risk accounts and develop intervention strategies before churn occurs
Manage and coach paid media strategists responsible for running client campaigns
Review daily performance reports and hold media buyers accountable to key metrics
Run weekly team meetings to review performance, share best practices, and address challenges
Build structure, create cadence, and set clear expectations. We need leaders, not managers
Collaborate with the project management function overseeing creative production
Own client retention and satisfaction metrics. Your performance directly impacts our P&L
Ensure bi-weekly client reports are delivered 24 hours before scheduled calls
Track and report on key metrics including cost per appointment, cost per qualified appointment, show rates, close rates, and budget pacing
Continuously improve reporting formats and client communication cadences
Document and systematize operations processes to enable scale
Build training materials and onboarding documentation for new team members
Create decision-making frameworks that enable team autonomy while maintaining quality standards
Identify opportunities to improve efficiency without sacrificing client outcomes
Qualification
Required
5+ years of experience in paid media, digital marketing, or agency operations
2+ years managing client relationships at an agency or in a client-facing role
Proven track record of improving client retention and satisfaction
Experience managing or mentoring team members
Strong understanding of Meta advertising platforms
Preferred
Experience in the financial services vertical, particularly working with RIAs, wealth managers, or financial advisors
Understanding of lead generation and appointment-setting campaigns
Familiarity with video sales letter marketing methodology
Benefits
Paid Time Off (Vacation, Sick & Public Holidays)
Training & Development
Work From Home
Flexible Schedule
Performance Bonus
Company
Clients Blackbox, Inc.
At Clients Blackbox, we specialize in building scalable, predictable growth systems for retirement planning RIAs.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Alex Khassa
Founder & CEO
Recent News
2025-02-14
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