Client Manager II (Remote)
Offer summary
Qualifications:
Bachelor's degree in Marketing, Communications, or a related field., 2-4 years of direct marketing account management experience, preferably in financial services., Working knowledge of direct marketing principles and practices., Proficiency in Microsoft Word, Excel, and PowerPoint..Key responsibilities:
- Serve as the main contact for clients regarding project initiatives.
- Coordinate and manage the execution of direct marketing and digital campaigns.
- Maintain project documentation, timelines, and budgets to ensure timely delivery.
- Liaise with various internal teams and external vendors to support client objectives.
Job description
Company Description
Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, datadriven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit http:www.vericast.com or follow Vericast on LinkedIn.
Job DescriptionThe Client Manager II plans, coordinates and manages the execution of direct marketing and digital campaigns primarily customized solutions on behalf of the client and in support of client business objectives and prepared strategic plans; serves as the primary point of daily contact for the client with regard to specific projects which often involves coordination across multiple Vericast locations; and fosters a positive clientcompany relationship.
KEY DUTIESRESPONSIBILITIES
- Serves as the main point of contact for the client regarding project initiatives (all teams – Marketing, Data Processing, Operations, Purchasing etc.); by channeling all projectrelated communications with the client outside vendors internal team members and other company staff members; schedules and leads meetings conference calls with the client and team members to review project initiatives and communicate updates on the progress opportunities and financial implications of activities (some meetings may require travel to the client site and formal presentations). Deepen the client relationship through meaningful engagement.
- Act as a consultant to the client for development and management of Vericasts programssolutions. Serves as the liaison with the production scoping and pricing process on a project basis by: identifying upsell opportunities, coordinating the generation of cost estimates, PWOsproposals and answering client questions on product or capabilities.
- Serves as the liaison with the Business Development Executive and Strategic Account team assigned to a client project by, reviewing strategic briefs and coordinating client and team approval, managing changes in strategy throughout the term of a project notifying team members and facilitating discussions with the client, and notifying Business Development Executive of discrepancies in job progression or critical events on projects to ensure client satisfaction and manage overall client relationship.
- Maintains documentation related to individual direct marketing and digital campaign projects by, opening jobs in Advantage, maintaining project notes and online folders for all assigned jobs, maintaining status reports for assigned projects and distributing to team members, developing written communication to inform team members of any changes in their project roles, maintaining client edit and approval documents on such items as creative work and data processing reports.
- Serves as the liaison with the Analytics and Data Services processes on a project basis by, assisting in writing data processing (DP) specifications, coordinating client review and approval of DP specifications, and reviewing data processing audits such as source file audits interim audits selection audits and mail file audits.
- Serves as the liaison with the Creative process on a project basis by, reviewing creative copy and concepts for support of client strategic objectives, coordinating client revisions and subsequent approvals, and coordinating the internal routing of creative documents for quality checks.
- Manages project process through the implementation of company processes and procedures in order to meet established client deadlines, communicates timelines to project team members and updates as necessary, manages client budgets and project expenses and ensures quality control throughout each stage of the process.
- Performs other duties as required or assigned which are reasonably within the scope of the duties above. In increasing order of supervisor’s ability to reassign duties as an accommodation. Equipment Software Utilized: Personal computer, utilizing a Microsoft Windows environment: Word, Excel, Power Point, Outlook.
QualificationsEDUCATION
- Bachelor’s degree in Marketing, Communications or a related field OR required knowledge, skill, and mental development equivalent to the completion of four years of college with courses in Marketing.
EXPERIENCE
- 24 years of direct marketing account management experience preferably servicing the financial services industry or any equivalent combination of training and experience (Required)
- Working knowledge of direct marketing principles and practices (Required)
- Budgeting, forecasting and strategic planning experience along with experience with financial modeling. Experience with best practices in financial reporting and experience with planning and reporting systems and ERP’s highest standards of accuracy and precision and highly organized.
- Ability to handle multiple projects and articulate with excellent verbal and written communication skills.
- Ability to think creatively be highlydriven and selfmotivated with ability to command credibility and influence across the organization.
- Ability to think strategically act tactically and embrace rapid change and ambiguity. Ability to work independently with limited direction.
- Demonstrated proficiency with Microsoft Word, Excel, PowerPoint.
- Experience with crossfunctional and crossdivisional projects that drive change. Demonstrated Project Management skills along with the ability to identify problems and recommend solutions
COMMUNICATION AND CONTACTS
This individual has contact with current clients, potential clients, external vendors, other account executives, business development executives and various employees within the following Marketing Services processes; Client Strategy, Analytics and Business Intelligence, Operations, Creative and Project Services.
Additional InformationBase Salary: $60,000 $80,000
Position is eligible for an annual bonus incentive program.
*Applications will be accepted through September 17, 2025, after which the posting will be closed and no longer available for submissions.*
The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.
Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!
At Vericast, we don’t just accept differences we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at [email protected]. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.govofccpregscomplianceposterspdfeeopost.pdf.
Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, datadriven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit http:www.vericast.com or follow Vericast on LinkedIn.
Job DescriptionThe Client Manager II plans, coordinates and manages the execution of direct marketing and digital campaigns primarily customized solutions on behalf of the client and in support of client business objectives and prepared strategic plans; serves as the primary point of daily contact for the client with regard to specific projects which often involves coordination across multiple Vericast locations; and fosters a positive clientcompany relationship.
KEY DUTIESRESPONSIBILITIES
- Serves as the main point of contact for the client regarding project initiatives (all teams – Marketing, Data Processing, Operations, Purchasing etc.); by channeling all projectrelated communications with the client outside vendors internal team members and other company staff members; schedules and leads meetings conference calls with the client and team members to review project initiatives and communicate updates on the progress opportunities and financial implications of activities (some meetings may require travel to the client site and formal presentations). Deepen the client relationship through meaningful engagement.
- Act as a consultant to the client for development and management of Vericasts programssolutions. Serves as the liaison with the production scoping and pricing process on a project basis by: identifying upsell opportunities, coordinating the generation of cost estimates, PWOsproposals and answering client questions on product or capabilities.
- Serves as the liaison with the Business Development Executive and Strategic Account team assigned to a client project by, reviewing strategic briefs and coordinating client and team approval, managing changes in strategy throughout the term of a project notifying team members and facilitating discussions with the client, and notifying Business Development Executive of discrepancies in job progression or critical events on projects to ensure client satisfaction and manage overall client relationship.
- Maintains documentation related to individual direct marketing and digital campaign projects by, opening jobs in Advantage, maintaining project notes and online folders for all assigned jobs, maintaining status reports for assigned projects and distributing to team members, developing written communication to inform team members of any changes in their project roles, maintaining client edit and approval documents on such items as creative work and data processing reports.
- Serves as the liaison with the Analytics and Data Services processes on a project basis by, assisting in writing data processing (DP) specifications, coordinating client review and approval of DP specifications, and reviewing data processing audits such as source file audits interim audits selection audits and mail file audits.
- Serves as the liaison with the Creative process on a project basis by, reviewing creative copy and concepts for support of client strategic objectives, coordinating client revisions and subsequent approvals, and coordinating the internal routing of creative documents for quality checks.
- Manages project process through the implementation of company processes and procedures in order to meet established client deadlines, communicates timelines to project team members and updates as necessary, manages client budgets and project expenses and ensures quality control throughout each stage of the process.
- Performs other duties as required or assigned which are reasonably within the scope of the duties above. In increasing order of supervisor’s ability to reassign duties as an accommodation. Equipment Software Utilized: Personal computer, utilizing a Microsoft Windows environment: Word, Excel, Power Point, Outlook.
QualificationsEDUCATION
- Bachelor’s degree in Marketing, Communications or a related field OR required knowledge, skill, and mental development equivalent to the completion of four years of college with courses in Marketing.
EXPERIENCE
- 24 years of direct marketing account management experience preferably servicing the financial services industry or any equivalent combination of training and experience (Required)
- Working knowledge of direct marketing principles and practices (Required)
- Budgeting, forecasting and strategic planning experience along with experience with financial modeling. Experience with best practices in financial reporting and experience with planning and reporting systems and ERP’s highest standards of accuracy and precision and highly organized.
- Ability to handle multiple projects and articulate with excellent verbal and written communication skills.
- Ability to think creatively be highlydriven and selfmotivated with ability to command credibility and influence across the organization.
- Ability to think strategically act tactically and embrace rapid change and ambiguity. Ability to work independently with limited direction.
- Demonstrated proficiency with Microsoft Word, Excel, PowerPoint.
- Experience with crossfunctional and crossdivisional projects that drive change. Demonstrated Project Management skills along with the ability to identify problems and recommend solutions
COMMUNICATION AND CONTACTS
This individual has contact with current clients, potential clients, external vendors, other account executives, business development executives and various employees within the following Marketing Services processes; Client Strategy, Analytics and Business Intelligence, Operations, Creative and Project Services.
Additional InformationBase Salary: $60,000 $80,000
Position is eligible for an annual bonus incentive program.
*Applications will be accepted through September 17, 2025, after which the posting will be closed and no longer available for submissions.*
The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.
Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!
At Vericast, we don’t just accept differences we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at [email protected]. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.govofccpregscomplianceposterspdfeeopost.pdf.
The Client Manager II plans, coordinates and manages the execution of direct marketing and digital campaigns primarily customized solutions on behalf of the client and in support of client business objectives and prepared strategic plans; serves as the primary point of daily contact for the client with regard to specific projects which often involves coordination across multiple Vericast locations; and fosters a positive clientcompany relationship.
KEY DUTIESRESPONSIBILITIES
- Serves as the main point of contact for the client regarding project initiatives (all teams – Marketing, Data Processing, Operations, Purchasing etc.); by channeling all projectrelated communications with the client outside vendors internal team members and other company staff members; schedules and leads meetings conference calls with the client and team members to review project initiatives and communicate updates on the progress opportunities and financial implications of activities (some meetings may require travel to the client site and formal presentations). Deepen the client relationship through meaningful engagement.
- Act as a consultant to the client for development and management of Vericasts programssolutions. Serves as the liaison with the production scoping and pricing process on a project basis by: identifying upsell opportunities, coordinating the generation of cost estimates, PWOsproposals and answering client questions on product or capabilities.
- Serves as the liaison with the Business Development Executive and Strategic Account team assigned to a client project by, reviewing strategic briefs and coordinating client and team approval, managing changes in strategy throughout the term of a project notifying team members and facilitating discussions with the client, and notifying Business Development Executive of discrepancies in job progression or critical events on projects to ensure client satisfaction and manage overall client relationship.
- Maintains documentation related to individual direct marketing and digital campaign projects by, opening jobs in Advantage, maintaining project notes and online folders for all assigned jobs, maintaining status reports for assigned projects and distributing to team members, developing written communication to inform team members of any changes in their project roles, maintaining client edit and approval documents on such items as creative work and data processing reports.
- Serves as the liaison with the Analytics and Data Services processes on a project basis by, assisting in writing data processing (DP) specifications, coordinating client review and approval of DP specifications, and reviewing data processing audits such as source file audits interim audits selection audits and mail file audits.
- Serves as the liaison with the Creative process on a project basis by, reviewing creative copy and concepts for support of client strategic objectives, coordinating client revisions and subsequent approvals, and coordinating the internal routing of creative documents for quality checks.
- Manages project process through the implementation of company processes and procedures in order to meet established client deadlines, communicates timelines to project team members and updates as necessary, manages client budgets and project expenses and ensures quality control throughout each stage of the process.
- Performs other duties as required or assigned which are reasonably within the scope of the duties above. In increasing order of supervisor’s ability to reassign duties as an accommodation. Equipment Software Utilized: Personal computer, utilizing a Microsoft Windows environment: Word, Excel, Power Point, Outlook.
- Bachelor’s degree in Marketing, Communications or a related field OR required knowledge, skill, and mental development equivalent to the completion of four years of college with courses in Marketing.
- 24 years of direct marketing account management experience preferably servicing the financial services industry or any equivalent combination of training and experience (Required)
- Working knowledge of direct marketing principles and practices (Required)
- Budgeting, forecasting and strategic planning experience along with experience with financial modeling. Experience with best practices in financial reporting and experience with planning and reporting systems and ERP’s highest standards of accuracy and precision and highly organized.
- Ability to handle multiple projects and articulate with excellent verbal and written communication skills.
- Ability to think creatively be highlydriven and selfmotivated with ability to command credibility and influence across the organization.
- Ability to think strategically act tactically and embrace rapid change and ambiguity. Ability to work independently with limited direction.
- Demonstrated proficiency with Microsoft Word, Excel, PowerPoint.
- Experience with crossfunctional and crossdivisional projects that drive change. Demonstrated Project Management skills along with the ability to identify problems and recommend solutions
COMMUNICATION AND CONTACTS
This individual has contact with current clients, potential clients, external vendors, other account executives, business development executives and various employees within the following Marketing Services processes; Client Strategy, Analytics and Business Intelligence, Operations, Creative and Project Services.
Additional Information
Base Salary: $60,000 $80,000
Position is eligible for an annual bonus incentive program.
*Applications will be accepted through September 17, 2025, after which the posting will be closed and no longer available for submissions.*
The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.
Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!
At Vericast, we don’t just accept differences we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at [email protected]. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.govofccpregscomplianceposterspdfeeopost.pdf.
EXPERIENCE
Qualifications
EDUCATION
Required profile
Experience
Other Skills
- Budgeting
- Creative Thinking
- Analytical Skills
- Strategic Planning
- Time Management
- Teamwork
- Communication
- Problem Solving
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