Associate Director of Operations

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🕒 April 13

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Clients Blackbox, Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2021

🤝 B2B

💸 Finance

B2B • Finance

<Clients Blackbox, Inc. > is a performance branding and demand-generation agency that partners with Registered Investment Advisors (RIAs) to acquire high-net-worth, pre-retiree clients through education-first digital marketing. They provide a fully managed, done-for-you service including video scripting, content creation, proprietary targeting (including HNW datasets), real-time optimization, and RIA-focused compliance-aware processes. The company emphasizes measurable ROI and brand equity growth, touting Meta Business Partner status and tracked metrics from extensive ad testing and appointment generation.

📋 Description

• Own monthly leadership sync meetings with clients to ensure alignment, gather feedback, and address strategic concerns • Serve as a senior touchpoint for client feedback • 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 running client campaigns • Review daily performance reports and hold media buyers accountable to key metrics • Run weekly team meetings to review performance and share best practices • Build structure, create cadence, and set clear expectations • Collaborate with the project management function overseeing creative production • Own client retention and satisfaction metrics • Ensure bi-weekly client reports are delivered 24 hours before scheduled calls • Track and report on key metrics including cost per appointment, show rates, and budget pacing • 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

🎯 Requirements

• 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 • 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 • Exceptional communication skills • Data-driven decision maker

🏖️ Benefits

• Paid Time Off (Vacation, Sick & Public Holidays) • Training & Development • Work From Home • Flexible Schedule • Performance Bonus