Enterprise Retention Marketing Manager

🕒 Setembro 29

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🎯 Marketing

👻 Score fantasma 10%

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eMoney Advisor

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2000

💸 Finanças

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

A eMoney Advisor é uma empresa de software de planejamento financeiro. A eMoney oferece ferramentas de planejamento baseadas em nuvem e um portal de clientes para consultores financeiros, incluindo recursos como análise de Monte Carlo, agregação de contas, centro de decisões, resumos de planos e integrações de API/agregação. Seus produtos (Plus, Pro, Premier, Enterprise) apoiam o planejamento baseado em metas e em fluxo de caixa, engajamento do cliente e implantações em larga escala para bancos, corretoras e RIAs. A eMoney se concentra em melhorar a eficiência dos consultores, a satisfação dos clientes e a escalabilidade dos serviços de planejamento.

Descrição

• Execute the overarching retention marketing strategy for enterprise advisor and home office audiences • Create, optimize, and evolve targeted retention marketing strategies to proactively engage and reactively save strategic business relationships • Support high-profile and sensitive scenarios involving mergers, acquisitions, migrations, and rollouts through campaign messaging and segmentation • Lead select high-profile enterprise initiatives and partner on complex enterprise efforts • Craft and execute advisor communication strategies to foster enterprise engagement and retention • Communicate product enhancements through multi-channel plans for enterprise home offices and advisors • Partner with Client Service Management, Enterprise Account Management, and Sales teams on retention strategies and support • Evolve Communications Resource Center strategy, including content, training resources, and enterprise engagement programs • Represent retention marketing and communication support externally when appropriate • Leverage usage data and client feedback to evaluate program results and optimize strategies • Build relationships with key business partners and lead strategy through execution • Create clear, concise, polished copy aligned with the company’s tone and mission • Manage email campaigns, including layouts, segmentation, design templates, calls-to-action, and content • Adapt plans, strategies, and deliverables to changing business needs • Share knowledge and support less experienced team members

🎯 Requisitos

• Bachelor’s degree in marketing, public relations, business management or related field preferred, or equivalent work experience • 6+ years of retention marketing experience, including segmentation and personalization • Experience across email, in-app, and SMS channels • Experience leading complex cross-functional initiatives and influencing stakeholders • Proven success executing data-driven retention and engagement strategies with measurable results • In-depth knowledge of marketing automation tools, preferably Eloqua • Experience using WordPress, Contently, Asana, and Microsoft Office • Experience with eMoney’s application preferred • Advanced understanding of retention marketing and enterprise client engagement methodologies • Ability to balance hands-on execution with strategic planning • Strong stakeholder management and cross-functional collaboration skills • Ability to manage multiple competing priorities in a fast-paced environment • Highly analytical, detail-oriented, and committed to quality and continuous improvement • Exceptional organizational, collaboration, communication, and project management skills • Strong time management skills and experience prioritizing and delegating tasks • Ability to multitask and switch between projects effectively • Technically capable with excellent communication skills

🏖️ Benefícios

• Inclusive, people-first culture • Diverse perspectives valued • Innovation encouraged • Employees supported in doing their best work • Equal employment opportunity workplace