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Director, Client Strategy

Company: Pursuant
Location: Dallas
Posted on: March 21, 2023

Job Description:

The Director, Client Strategy will deliver exceptional client results by providing sound, innovative, and strategic leadership to a portfolio of accounts through a rigorous discipline of account planning, strategy development, and project management.This role requires comprehensive direct response knowledge including direct mail and digital strategy, blending of analytical and leadership skills, with an emphasis on leading and executing fundraising campaigns. While the majority of the Director's time will be spent in strategy development for the assigned portfolio of accounts, project management may be required based on portfolio needs.Strength in relationship-building and interpersonal skills are a must. Ability to thrive in a high-velocity environment is essential to success in this role.Key Responsibilities:Client Partnership:

  • Serves as day-to-day client contact for all communication related to program strategy and results
  • Leads regular strategy meetings and Pursuant program analysis & planning meetings
  • Develops comprehensive client communication plans and budgets informed by program analysis and client goals
  • Develops Pursuant program analysis & planning meeting presentations in conjunction with data team
  • Balances the needs of the client with proven best practices and innovation to advance sound strategy and deliver strong results
  • Cultivates indispensable partnership between Pursuant and client through delivery of sound strategies leading to strong results and an agency-client relationship built on trust and transparency
  • Presents Pursuant 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 accordinglyInside Pursuant - Strategy:
    • Develops quality, innovative, and creative ideas with the support of the account team and senior leadership
    • Facilitates strategic planning, internal communication, and ensures all cross-functional team members understand project parameters and scope of work
    • Develops 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
    • Leverages passion for and knowledge of the industry to enhance Client's programInside Pursuant - 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
      • 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
      • Develops and organizes all project documentation including roadmaps and copydocs
      • Reviews production worksheets and print setups
      • Reviews digital link proofs and test emailsFiscal 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 prioritiesPersonal Leadership and Development:
          • Embraces a culture of continuous learning
          • Comfortable with change and can adapt as needed
          • Consistently demonstrates integrity, common sense, and professional maturity
          • Seeks opportunities to test, learn, and grow in order to produce better results that drive expanded business with existing clients
          • Displays a positive attitude and adaptability in stressful situations
          • Actively works to develop professional skills by seeking out training and other development activitiesTeam Development:
            • Ability to foster collaboration and accountability across team members in order 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 membersSkills:Nonprofit fundraising acumen, strategic planning, ability to manage competing priorities, strong interpersonal skills including verbal and written communication, collaborative, agile, proactive and independent management of deliverables, excellent judgment and problem-solving skills, ability to apply fiscal responsibility.Currently, client meetings are conducted virtually. However, once normal travel patterns resume, travel up to 50% of time may be required.Location:Remote work from homeBenefits:
              • Competitive Medical/Dental/Vision health plans
              • Free Short Term Disability and Life Insurance
              • Company-paid HSA contribution + FSA's
              • Matching 401(k)
              • Flexible PTO
              • Philanthropic PTO
              • Flexible Work Schedule

Keywords: Pursuant, Dallas , Director, Client Strategy, Executive , Dallas, Texas

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