Account Manager, Marketing Services Job at Exfluential in Rancho Santa Margarita

About Us

Exfluential is a healthcare provider enablement platform that seeks to reduce any friction between manufacturers and healthcare providers through a suite of features that empower providers, making it easy for them to quickly activate practice marketing and education through tools such as two-click social sharing, co-op advertising, learning modules, and on-demand ordering.
Exfluential leverages the power of our marketing services team to deliver co-op marketing, performance campaigns, and add-on services to drive incremental awareness and revenue for our brands and their practices.
At Exfluential, we follow these core values:
Operate with a sense of urgency and professionalism; this has given us a strong reputation in a competitive market
Contribute as a team player; every role is crucial to our collective success
Serve our customers; our customers support our business
Fail forward fast; we only evolve if we learn
Keep family first; we all have a reason we work hard
Position Details

As our Account Manager, Marketing Services, you thrive as an adaptive strategic liaison, seamlessly bringing together client stakeholders and your internal partners (media buyer, designer, developer). Powered by a strong foundational grasp of digital marketing and web tech, you lead client calls with confidence, navigate technical concepts with clarity, manage and optimize digital campaigns, and keep everyone aligned to drive meaningful results.
Client Partnership

Strategic Program Guidance:

Partner with clients to turn ideas into structured, executable co-op campaigns and DTC marketing programs. Helping to guide decision‑making with clarity, setting realistic expectations and clear goals.
Services & Platform Alignment:

Partner closely with the client's dedicated Customer Success Manager (CSM) to deliver best-in-class, seamless client management. While the CSM owns technical platform implementation and tech support, you lead all marketing services needs, working in lockstep to ensure a unified front.
Account Health & Retention:

Track key account health indicators, mitigate churn risks, capture client feedback, and co‑lead Quarterly Business Reviews (QBRs) alongside the Director of Marketing Services and CSM to showcase overall ROI and surface organic growth opportunities.
Execution, Delivery & Internal Management

Media Strategy & Optimization : Partner closely with your internal media buyer partner to shape multi‑channel digital strategies across Meta, Google, and emerging channels. While the media buyer handles hands‑on campaign execution and you collaborate on performance optimizations, you own the client‑facing narrative. Working under the guidance of the Director of Marketing Services, you leverage performance data to lead strategic discussions that showcase ROI, influence broader marketing direction, and identify high‑value opportunities for clients to confidently reinvest and scale.
Cross‑Functional Project Management:

Serve as the central connector and project lead between clients and our team. You excel at managing project plans, tracking timelines, and making sure internal and external teams move in lockstep from design to development and client approvals.
Technical & Marketing Liaison:

Leverage a solid understanding of digital marketing principles and web tech concepts, like landing pages, web forms, lead passing, UTM tracking, and email automation, to run client calls with confidence and simplify complex topics without needing to execute the build yourself.
Who You Are

Experience:

3 years of experience in a media, ad, or digital marketing agency environment, with proven hands‑on experience in account management, client strategy, and campaign execution.
Adaptable & Startup Mindset:

You thrive in a dynamic, fast‑growing environment where priorities shift, and every team member plays a critical role in company growth.
Detail‑Oriented Implementer:

You bring high precision to every stage of a project. Upfront, you gather complete requirements, so internal teams have what they need to execute smoothly. Downstream, you double‑check design deliverables, UTM links, and client presentations to ensure nothing slips through the cracks.
High‑Empathy Orchestrator:

You read the room, understand different team dynamics, and take pride in keeping clients and internal teammates working toward the same goal.
Clear & Methodical Communicator:

You know how to streamline messaging. You believe tailoring communications to effectively resonate with the audience is critical to building strong relationships and keeping projects moving forward.
Action‑Oriented Strategist:

You proactively drive project momentum while keeping clients happy. You know when to be a supportive champion, and when to be an empathetic listener, and when to bring calm confidence to steer projects forward.
Curious & Tech‑Fluent:

You're naturally curious about digital marketing and web tech. You're comfortable navigating routine questions independently and know when to pull in subject matter experts for deeper dives.
Proactive Owner:

You actively monitor account health, anticipate client needs, bring ideas to internal leadership, and ensure the team follows through on commitments. You take pride in your work and the work of your peers, celebrating accomplishments and client successes.
Travel Flexibility:

Willingness to travel as needed for key client meetings and relationship‑building.
Bonus Points

Healthcare or wellness brand DTC marketing experience.
You've worked for a B2B SaaS or healthtech company.
You have startup experience or a startup mindset.
Benefits

$80,000 - $100,000 (based on experience)
Stock options
Medical, dental, and vision coverage for full‑time employees and dependents
Flexible Spending Account (FSA)
401(k)
Learning & development benefit
Flexible vacation time
Summer Fridays
A week‑long Winter Holiday break
Perks that support our team's well‑being and connection, from fun events to snacks and more
Location

This role is open to candidates who are legally authorized to work in the United States without sponsorship and can reliably commute to our Rancho Santa Margarita, Orange County, CA office Mondays‑Thursdays, with the option to work from home on Fridays. Please note that relocation support is not offered for this role. We welcome applicants who are ready to begin their on‑site schedule immediately upon hire.

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