Marketing Strategist - Client Experience

About the Role

Key Responsibilities

• Partner closely with the director of client experience to develop and execute firmwide client experience strategies.
• Collaborate across departments (marketing, technology services, internal accounting, etc.) to ensure seamless integration of client experience initiatives.
• Lead and support projects that enhance the client journey, from onboarding to long-term relationship management, utilizing AI technologies when appropriate.
• Centralize and analyze client data to identify trends, standardize processes, and recommend business improvements.
• Manage client feedback channels and translate insights into actionable strategies.
• Establish and track KPIs to measure the success of client experience initiatives.
• Work with communications and HR teams to create training and communications to support change management efforts related to client experience improvements.

Requirements

• Bachelor's degree in marketing, communications, business administration, or a related field.
• Minimum of 3+ years of experience in client experience, customer success, marketing strategy, or a related role, preferably in a professional services environment.
• Strong written and verbal communication skills with the ability to convey insights and collaborate across teams.
• Adaptability to changing client expectations and emerging technologies.
• Proficiency in data analysis and reporting; ability to interpret client feedback and behavior to drive decisions.
• Familiarity with CRM systems, client/customer feedback platforms, and MS Office.
• Strong project management skills with a track record of leading cross-functional initiatives.
• Ability to travel locally and nationally as required.

Nice to Have

• Experience working in a professional services environment.
• Experience with AI technologies in client experience initiatives.

Qualifications

• Educational background in marketing, communications, or business administration.
• Experience in client experience, customer success, or marketing strategy roles.

Benefits & Perks

• Health, dental, vision, disability and life insurance.
• Flexible Time Off and various pre-determined holidays.
• 401(k) plan and flexible benefits plans.
• Business-related travel expense, lodging, and meal reimbursement.
• Pension plan for eligible staff.
• Discretionary bonus plan.
• Option to elect health insurance under contingent staff medical plan after 60 days.
• Limited paid sick time.