Client Marketing Director

At Financial Finesse, we change financial lives at scale by providing 100% unbiased financial wellness coaching as an employee benefit.

Financial Finesse is looking for a Client
Marketing Director who is an expert at driving utilization and engagement among end users (in our case, these are our clients’ employees). We work with some of the world’s best-known companies (from CVS Health to Nestlé to the NFL Players Association) and their employees are our number one priority – and that’s where you come in! With a heavy focus on supporting our clients reach our intended audience you will help them ‘think outside the box’ and try new ways to engage the audience by developing creative messaging, campaigns and automations that pull new users in and encourage engagement with existing users.

The ideal candidate will have: the ability to build and drive robust marketing plans across multiple platforms; a passion for innovation and digital trends; and a mission-based heart to change the world.
Experience or special interest in the financial wellness industry is a plus!

You’ll report to the Senior Marketing Director and work hand-in-hand with Client Success, Sales, Tech and Design teams. The Client Marketing Director position is based remotely, with some meetings required in our headquarter office in El Segundo, CA and elsewhere.

What you’ll do and the impact you’ll make The Client Marketing Director position focuses on the day‑to‑day execution of end‑user engagement campaigns while working closely with the Client Success team (as well as the Product and Sales teams).

You will be involved in the full campaign lifecycle - idea generation, content creation, the campaign set up and, working with the Product team to test, launch, and report. The primary goal of this role is to strengthen client relationships by keeping their end users engaged so that customers can extract superior value from their relationship with Financial Finesse. With your experience, you will play a pivotal role in the overall customer success strategy for our market-leading corporate Financial Wellness programs.

• Manage the production of creative and deploy materials to internal and external partners; including traditional and digital content (fliers, mailers, web pages, CRM e‑mail).
• Lead cross‑functional teams who will help you meet communication objectives:
  Client Success, Product and User Experience, Sales, and Technology.
• Plan and execute the marketing strategy focused on product/service adoption and overall success of our existing customers.
• Engagement management
• Understand what activities increase customer retention and aligning with company priorities in ways that benefit our clients. Your goal is to add more value to existing customers through channels like email, social and content.
• Innovation and insight
• Drive our client’s engagement strategy by proactively identifying proven frameworks and specific solutions required to deliver against identified opportunities, consumer needs, and specific business and marketing goals.
• Develop compelling marketing initiatives to drive usage among our clients’ employee bases. Includes:
  • Ideation, content development/copy writing, campaign design (partnering with Design team)
  • Execution (using Active Campaign)
  • Testing/QA, monitoring/optimizing, reporting (partnering with the Product team)
  • ‘Selling’ the concept to the client (partnering with Client Success).
• Advise on content gaps and opportunities based on client needs.
• Advise team on strategic considerations and best practices for building proactive, effective consumer messaging.
• Present recommendations directly to Fortune 100 B2B clients (with Client Success team).
• Partner with Client Success team to prep for annual program strategy meetings, providing strategic guidance and thoughts on future campaigns and initiatives.

What you bring

• Intrinsic motivation - you will OWN this focus area while working very closely with internal leadership
• Proven track record of creating and executing marketing campaigns and programs that drive end‑user engagement and advocacy in B2B environments (B2B experience required)
• Critical thinking, and the ability to be strategic one…