Marketing Strategist, Account Manager

Job Description

JOB TITLE: Marketing Strategist Project Manager

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LOCATION: remote (must sit on either east coast or central time zones)

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COMPENSATION: $65- $75k max

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HIRE TYPE: direct hire

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About the Role

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The Marketing Strategist owns the end-to-end client relationship and is accountable for driving measurable growth across a portfolio of independent optometry practices.

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The Marketing Strategist serves as the primary strategic partner to each client, owning a defined book of business with accountability for managing multiple concurrent client engagements and full responsibility for retention, performance, and expansion.

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Key Responsibilities

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• Lead consult-first discovery sessions with prospective clients to diagnose business performance, identify growth constraints, and define clear marketing objectives
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• Translate discovery into structured, outcome-driven recommendations aligned to patient booking growth and revenue per appointment
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• Partner with leadership to develop clear scopes of work and proposals that reflect client goals and marketing capabilities
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• Maintain thorough documentation of all prospect interactions to support a seamless handoff from discovery to onboarding
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• Own a portfolio of clients, serving as the primary point of contact and strategic advisor throughout the engagement lifecycle
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• Lead onboarding, kickoff, and ongoing strategy sessions with practice owners and staff, ensuring consistent alignment on goals and progress
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• Conduct regular performance reviews grounded in data, proactively identifying opportunities to optimize results and deepen engagement
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• Drive client retention by building trusted advisor relationships and consistently demonstrating the business value of OMS investment
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• Translate client objectives into clear, actionable plans aligned to standardized delivery models (Booking Growth and Retail Growth campaign paths)
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• Delegate and coordinate work across internal teams to ensure timely, high-quality execution of agreed deliverables. Work with leadership when needed to manage timelines in-line with team member capacity.
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• Ensure all work is aligned with strategy, budget, and defined success metrics before delivery to the client
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• Maintain documentation across all client interactions to support continuity, team alignment, and performance tracking
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• Leverage data from digital marketing reports, and client inputs to guide strategy and measure impact
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• Set up and maintain reporting frameworks for assigned clients.
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• Proactively identify performance trends and adjust recommendations to improve outcomes
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• Anchor all recommendations in business impact – connecting marketing activity directly to patient bookings and revenue per appointment
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• Serve as the liaison between client and internal teams, ensuring clarity and alignment across all active engagements
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• Partner with Sales, Customer Success, and Marketing teams to support pipeline conversion and a seamless client experience
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• Proactively share best practices, tools, and insights to elevate team capability and consistency
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• Utilize Asana, MS Teams, HubSpot, Zendesk, and email to coordinate client activity and communicate internally
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Requirements

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• 5 years of experience in marketing, with a strong track record working with small to mid-sized businesses
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• Demonstrated experience owning client relationships and delivering measurable business outcomes across a portfolio of accounts
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• Proven ability to operate in a consultative, solutions-oriented environment – diagnosing client needs and recommending tailored strategies
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• Strong command of digital marketing channels, performance measurement, and how to evaluate ROI across tactics
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• Experience managing cross-functional execution – coordinating internal teams to deliver against client commitments
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• Healthcare or healthcare-adjacent marketing experience preferred
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• Experience in an agency or client services environment preferred
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• Proficiency in Google Analytics, CRM platforms (e.g. HubSpot), and project management tools (e.g. Asana)
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• Excellent written and verbal communication skills, with the confidence to lead client-facing strategy conversations
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• Highly organized with the ability to manage multiple client priorities in a fast-moving environment
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• Bachelor’s degree preferred
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• Travel requirement: ~10%
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