Enterprise Retention Marketing Manager

🕒 September 29

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎡 Marketing

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 47 days.
• Jobs at this company usually fill in 40 days.
• No salary listed.

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eMoney Advisor

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

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

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