Director, Client Strategy
Allegiance Group, Dallas, TX, United States
Director, Client Strategy
Department:
Account Management & Strategy
Employment Type:
Full Time
Location:
Remote or Hybrid, US
Compensation:
$90,000 - $110,000 / year
Description The
Director, Client Strategy
will deliver exceptional client results by providing sound, innovative, strategic leadership to a portfolio of accounts through a rigorous discipline of account planning, strategy development, and relationship development. This role requires comprehensive direct response knowledge including direct mail and/or digital strategy, blending of analytical and leadership skills, with an emphasis on leading and executing fundraising campaigns. While most of the Director’s time will be spent in strategy development for the assigned portfolio of accounts, project management may be part of the role based on portfolio needs. Strength in relationship-building and interpersonal skills are a must. The ability to thrive in a high-velocity environment is essential to success in this role.
Key Responsibilities Client Partnership
Cultivates indispensable partnership between AGP and client through delivery of sound strategies leading to strong results and an agency-client relationship built on trust and transparency
Develops comprehensive client communication plans and budgets informed by program analysis and client goals
Serves as lead client contact for all communication related to program strategy and results
Leads regular strategy meetings and program planning meetings
Develops program analysis & planning meeting presentations in conjunction with analytics team
Balances the needs of the client with proven best practices and innovation to advance sound strategy and deliver strong results
Presents AGP work through skillful, accurate, and succinct written and verbal communication
Translates program results and trends into strategic application
Confidently presents ideas and data insights to day-to-day client contact and senior client leadership
Actively listens with the ability to identify client needs and respond accordingly and understand organizational mission and goals
Strategy
Leads and facilitates strategic planning, internal communication, and ensures all cross-functional team members understand project parameters and scope of work
Develops quality, innovative, and creative ideas with the support of the account team and senior leadership
Creates and organizes key project documentation including strategy context documents and data request forms with associated segmentation
Reviews copy and design creative with eye on fundraising best practices and client voice and brand
Leverages passion for and knowledge of the industry to enhance Client’s program
Leads highly productive meetings internally and with the Client
Fiscal Responsibility
Closely monitors budget estimate and billing
Meets with Finance monthly to reconcile project summaries and provides Client billing and closing direction
Identifies opportunities to expand existing budget and reallocate unused budget dollars to new priorities
Personal Leadership and Development
Consistently demonstrates integrity, common sense, and professional maturity
Seeks opportunities to test, learn, and grow to produce better results that drive expanded business with existing clients
Embraces a culture of continuous learning
Comfortable with change and can adapt as needed
Displays a positive attitude and adaptability in stressful situations
Actively works to develop professional skills by seeking out training and other development activities
Team Development
Ability to foster collaboration and accountability across team members to mitigate challenges and ensure project success
Serves as a team leader on key projects and celebrates team wins
Provides clear direction/constructive feedback to team members
Helps mentor junior Client Experience team members to assist in developing skills, including strategic instincts and client relationship development
Project Management
Plans and manages Client communication plan and workflow throughout the agency from project initiation to project completion and billing
Sets clear timelines and expectations to help hold cross-functional teams accountable
Schedules and facilitates meetings with agency team members and the client to support project execution
Manages resourcing of internal delivery teams
Develops and organizes all project documentation including roadmaps and copy documents
Keeps team members informed of project developments and addresses issues via regular status meetings and published status reports
Proactively identifies and formulates solutions to potential project challenges
Reviews production worksheets and print setups
Reviews digital link proofs and test emails
Qualifications Education & Experience
5-7 years of progressive experience in client strategy, account management, fundraising, or related agency/client services roles
Demonstrated success leading direct response fundraising programs, primarily direct mail and/or digital
Proven experience serving as the primary strategic and relationship lead for a portfolio of clients
Experience working with nonprofit organizations strongly preferred
Agency experience required
Demonstrated accountability for budgets, forecasting, and financial stewardship at the program or portfolio level
Knowledge, Skills & Abilities Knowledge
Nonprofit fundraising strategy and direct response marketing best practices
Multi-channel campaign planning and execution
Data-informed strategy development and performance analysis
Agency workflow, project management, and financial processes
Skills
Strategic planning and application of insights to drive results
Clear, concise written and verbal communication with clients and internal teams
Client relationship management and stakeholder influence
Project and workflow management across multiple concurrent initiatives
Financial management, budgeting, and prioritization
Coaching and feedback delivery
Abilities
Lead complex client engagements independently
Balance strategy, execution, timelines, and budget constraints
Collaborate and influence across disciplines without direct authority
Adapt quickly in a fast-paced, high-accountability environment
Anticipate risks and proactively resolve issues
Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At AGP we strive to build a diverse, inclusive, and equitable workplace.
If you think this role sounds like you, but your experience doesn’t align perfectly with every single qualification or skill in the description, please apply ! You could be just the person we are looking for to fill this, or other, roles!
Benefits, Rewards & Perks We are friendly, smart, curious and passionate about what we do! Working here, you will also enjoy:
Competitive salaries + quarterly recognition program
Work-life balance + 100% remote workforce
Excellent benefits including Health, Dental, and Vision plans, Disability and Company Paid Life Insurance!
Flexible PTO Policy + Paid Parental Leave
401k and company match
Oh, and don’t forget - You're working with clients who are making a positive difference in the world.
#J-18808-Ljbffr
Account Management & Strategy
Employment Type:
Full Time
Location:
Remote or Hybrid, US
Compensation:
$90,000 - $110,000 / year
Description The
Director, Client Strategy
will deliver exceptional client results by providing sound, innovative, strategic leadership to a portfolio of accounts through a rigorous discipline of account planning, strategy development, and relationship development. This role requires comprehensive direct response knowledge including direct mail and/or digital strategy, blending of analytical and leadership skills, with an emphasis on leading and executing fundraising campaigns. While most of the Director’s time will be spent in strategy development for the assigned portfolio of accounts, project management may be part of the role based on portfolio needs. Strength in relationship-building and interpersonal skills are a must. The ability to thrive in a high-velocity environment is essential to success in this role.
Key Responsibilities Client Partnership
Cultivates indispensable partnership between AGP and client through delivery of sound strategies leading to strong results and an agency-client relationship built on trust and transparency
Develops comprehensive client communication plans and budgets informed by program analysis and client goals
Serves as lead client contact for all communication related to program strategy and results
Leads regular strategy meetings and program planning meetings
Develops program analysis & planning meeting presentations in conjunction with analytics team
Balances the needs of the client with proven best practices and innovation to advance sound strategy and deliver strong results
Presents AGP work through skillful, accurate, and succinct written and verbal communication
Translates program results and trends into strategic application
Confidently presents ideas and data insights to day-to-day client contact and senior client leadership
Actively listens with the ability to identify client needs and respond accordingly and understand organizational mission and goals
Strategy
Leads and facilitates strategic planning, internal communication, and ensures all cross-functional team members understand project parameters and scope of work
Develops quality, innovative, and creative ideas with the support of the account team and senior leadership
Creates and organizes key project documentation including strategy context documents and data request forms with associated segmentation
Reviews copy and design creative with eye on fundraising best practices and client voice and brand
Leverages passion for and knowledge of the industry to enhance Client’s program
Leads highly productive meetings internally and with the Client
Fiscal Responsibility
Closely monitors budget estimate and billing
Meets with Finance monthly to reconcile project summaries and provides Client billing and closing direction
Identifies opportunities to expand existing budget and reallocate unused budget dollars to new priorities
Personal Leadership and Development
Consistently demonstrates integrity, common sense, and professional maturity
Seeks opportunities to test, learn, and grow to produce better results that drive expanded business with existing clients
Embraces a culture of continuous learning
Comfortable with change and can adapt as needed
Displays a positive attitude and adaptability in stressful situations
Actively works to develop professional skills by seeking out training and other development activities
Team Development
Ability to foster collaboration and accountability across team members to mitigate challenges and ensure project success
Serves as a team leader on key projects and celebrates team wins
Provides clear direction/constructive feedback to team members
Helps mentor junior Client Experience team members to assist in developing skills, including strategic instincts and client relationship development
Project Management
Plans and manages Client communication plan and workflow throughout the agency from project initiation to project completion and billing
Sets clear timelines and expectations to help hold cross-functional teams accountable
Schedules and facilitates meetings with agency team members and the client to support project execution
Manages resourcing of internal delivery teams
Develops and organizes all project documentation including roadmaps and copy documents
Keeps team members informed of project developments and addresses issues via regular status meetings and published status reports
Proactively identifies and formulates solutions to potential project challenges
Reviews production worksheets and print setups
Reviews digital link proofs and test emails
Qualifications Education & Experience
5-7 years of progressive experience in client strategy, account management, fundraising, or related agency/client services roles
Demonstrated success leading direct response fundraising programs, primarily direct mail and/or digital
Proven experience serving as the primary strategic and relationship lead for a portfolio of clients
Experience working with nonprofit organizations strongly preferred
Agency experience required
Demonstrated accountability for budgets, forecasting, and financial stewardship at the program or portfolio level
Knowledge, Skills & Abilities Knowledge
Nonprofit fundraising strategy and direct response marketing best practices
Multi-channel campaign planning and execution
Data-informed strategy development and performance analysis
Agency workflow, project management, and financial processes
Skills
Strategic planning and application of insights to drive results
Clear, concise written and verbal communication with clients and internal teams
Client relationship management and stakeholder influence
Project and workflow management across multiple concurrent initiatives
Financial management, budgeting, and prioritization
Coaching and feedback delivery
Abilities
Lead complex client engagements independently
Balance strategy, execution, timelines, and budget constraints
Collaborate and influence across disciplines without direct authority
Adapt quickly in a fast-paced, high-accountability environment
Anticipate risks and proactively resolve issues
Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At AGP we strive to build a diverse, inclusive, and equitable workplace.
If you think this role sounds like you, but your experience doesn’t align perfectly with every single qualification or skill in the description, please apply ! You could be just the person we are looking for to fill this, or other, roles!
Benefits, Rewards & Perks We are friendly, smart, curious and passionate about what we do! Working here, you will also enjoy:
Competitive salaries + quarterly recognition program
Work-life balance + 100% remote workforce
Excellent benefits including Health, Dental, and Vision plans, Disability and Company Paid Life Insurance!
Flexible PTO Policy + Paid Parental Leave
401k and company match
Oh, and don’t forget - You're working with clients who are making a positive difference in the world.
#J-18808-Ljbffr