Marketing Strategist - Client Experience

Plante Moran

Chicago, IL

Full Time

Mid Level

60k-92k

9 days ago

Job Description

About the Role

As a client experience strategist at Plante Moran, you will partner closely with the director of client experience to develop and execute firmwide client experience strategies. You will collaborate across departments to ensure seamless integration of initiatives, lead projects to enhance the client journey, analyze client data to identify trends and recommend improvements, manage feedback channels, and establish KPIs to measure success. The role emphasizes supporting change management efforts and leveraging AI technologies when appropriate, within a company that values growth, well-being, diversity, and a flexible, in-person work environment.

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.
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 adapt to changing client expectations and emerging technologies.
Willingness to travel locally and nationally.

Nice to Have

Experience with AI technologies in client experience initiatives.

Qualifications

Educational background in marketing, communications, or business administration.

Benefits & Perks

Health, dental, vision, disability, and life insurance.
Flexible Time Off and 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 for interns and contractors to elect health insurance after 60 days.
Paid sick time for eligible staff.

Working at Plante Moran

Plante Moran emphasizes a 'we-care' culture that prioritizes growth, well-being, and success. The firm values diversity, equity, and inclusion, creating an inclusive environment where all staff feel accepted and valued. It maintains a relatively jerk-free, world-class culture recognized as one of Fortune Magazine's '100 Best Companies to Work For.' The company supports a flexible, in-person work model that encourages face-to-face interactions while allowing for work environment flexibility, and it is committed to creating a workplace where each person's potential can flourish.

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