Strategic Account Manager

Responsibilities

• Own both principal relationships. Be the lead contact for the fund principal and the coaching-brand principal — scripts, decks, timelines, updates, site/reel/database needs. Run a standing weekly check-in with each so requests are captured, not sprung; keep them proactively informed so they never wonder where something stands; ensure investors get concierge-level hospitality at every touchpoint.
• Run delivery end-to-end. Set the strategy and timing for each project, write the one-paragraph brief that kicks it off, and spin up the right pod to ship it — then stand it down. Own the steady stream of get-it-done brand work, and be the single catch-all owner for anything thrown at the department: make sure it ships.
• Commission and oversee the work product. Pull design and copy for collateral (PDFs, one-pagers, brochures, postcards); commission site and landing-page edits and oversee completion; plan and run webinars and group launches (Zoom/Calendly) and drive show-up rates; own event purpose and messaging while handing logistics to Ops.
• Guard quality — the principals never find an edit. Check everything every way before it ships: spelling, grammar, headlines, cross-brand consistency, visual alignment, missed links, missed opportunities
• Own the CRM and lead-quality picture. Know the CRM, check statuses, and oversee a reporting dashboard. Sit with the fund principal and the lead team to assess lead quality and know the story behind the top 20 leads — who's converting, why, and how much they have to invest.
• Drive AI leverage. Continuously show where AI doubled production on a product, program, or process.
• Report up and run the cadence. Lead the strategic investor survey (routed through compliance), turn the EVP's mastermind ideas into delivered plans, package the validated Monday roll-up, assemble the SLT and quarterly reports for the EVP to present, and back the EVP up as second in command at key events.

Requirements

• 5+ years in marketing program/account/project leadership, with a track record of owning stakeholder relationships and shipping multi-discipline creative on deadline.
• Owner's mindset: whatever-it-takes hours, multi-skilled, low-ego, loyal — not arrogant. You drive outcomes, you don't wait to be told.
• Real AI & systems builder: you build actual workflows — connectors, agents, process reinvention — that 2× your own output. Not prompt-dabbling.
• Self-sufficient operator: minimum 10 years' experience, you know what to do and where to go unprompted, learn any tool cold, and do the work yourself.
• Execution obsession: you test the full chain before shipping and find a way through stalls; agency-level perfectionism, KPI-driven.
• Proactive communicator: you drive the update cadence, never go dark, use discretion, and are open to occasional off-hours texts.
• CRM fluency — statuses, dashboards, pipeline visibility — and comfort operating inside a regulated-marketing approval chain.
• Valid passport and able to travel to the US up to 4× per year. First week is Aug 31- Sep 3.
• Reliable remote setup and strong written and spoken English.

Preferred Qualifications

• Run your own agency as an owner-operator — this is the pace and breadth the role is benchmarked to.
• Experience marketing for financial services, investment, real estate, or another regulated/compliance-heavy category.
• Experience juggling two distinct brands and audiences simultaneously.
• HubSpot and/or Close fluency; hands-on running recurring webinar/group programs via Zoom and Calendly.
• A settled, long-horizon temperament — plays the long game, calm under pressure, low drama.