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- Manage vendor relationships for Automation Engine programs including weekly calls, day-to-day requests and progress updates
- Set & track program goals with support from Director of Marketing Automation
- Execute on strategy for program growth including promotion, internal and advisor facing training/education
- Collaborate with internal partners to grow adoption and engagement of Automation Engine programs
- Identify and grow relationships with external vendor partners to continually add value to the Automation Engine programs
- Serve in a leadership role for the Digital Account Managers mentor, train and meet regularly with team members
- Handle monthly 1-on-1s and quarterly reviews for team member in collaboration with the Director of Marketing Automation
- Serve as subject matter expert for Digital Account Manager questions and escalated issues
- Develop and maintain relationships with advisors and their staff, learn about their marketing funnel & process; independently make recommendations on how to best leverage the AE digital automation program
- Coach advisors and their staff how to use email automation, including Snappy Kraken; provide coaching once they are on the platform
- Minimum of 3 years' experience in account/relationship management or coaching
- Experience in advertising/marketing or sales role
- Demonstrated ability to work effectively as a part of a team
- Excellent written and verbal communication and presentation skills
- Work in a fast-paced environment and interface with all levels within AE and its clients
- Experience with SaaS customer support
- Experience with digital marketing, social media and SEO
- Experience consulting clients on marketing needs
- Experience with lead generation and sales pipeline and/or buyer journey
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site café, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored more