Our Story
Merkle is a global data-driven, technology-enabled performance marketing agency and the largest independent agency in the US for CRM, digital, and search. For more than 28 years, Fortune 1000 companies and leading nonprofit organizations have partnered with us to build and maximize the value of their customer portfolios. We work with brands like Dell, T-Mobile, Samsung, Geico, Regions, Kimberly-Clark, AARP, Lilly, Sanofi, NBC Universal, DIRECTV, American Cancer Society, and many others to build and execute customer centric business strategies.
Role Purpose
This is a Director of Customer Strategy role with a focus on financial services. You will be working with a multi-disciplinary team leading small business banking communication marketing strategy for a large financial services client.
Responsibilities
- You will be involved in developing overarching strategic and tactical omnichannel plans to reach specific CRM objectives including overall messaging lifecycle from lead generation, nurturing, activation, cross sell, and win back.
- Driving strategic and tactical optimization and implementation of direct mail, email and broader omni-channel programs – evolving these programs through a multi-year roadmap, including:
- Defining KPIs, aligning with strategic imperatives, assessing product and distribution channels needed to deploy the strategy, and distilling distinctive competencies
- Reviewing the competitive environment, identifying list sources and appends needed to understand portfolio, market sizing and segment distribution, penetration and wallet share
- Developing segmentation recommendations using firmographic and behavioral segmentation framework, analyzing the financial opportunity, and prioritizing spend
- Aligning offers and val props with segment and life stages, high level macro customer journeys and interaction mapping
- Based on proven banking industry “best practice” development of a omni-channel, CRM driven lifecycle focused marketing communication plan.
- Supporting more senior level strategists on the account with tactical planning.
Experience
The ideal candidate will have the following experience.
- Bachelor’s Degree required
- 6+ years’ client side experience in B2B (micro, small, and mid-sized business) within financial services industry or agency side experience performing similar work
- Experience in direct mail, email, CRM marketing, required; ability to extend into digital channels, preferred
- Experience with lifecycle marketing from lead nurturing, through activation, cross sell and retention, required
- Experience translating data analysis into actionable marketing recommendations and presentations – proficiency in PowerPoint is required.
- Strong listening skills to understand clients visible and invisible needs, can recognize a situation needing a resolution and ability to grow account
- Must have superior relationship building skills
- High intellectual curiosity, drive, determination, self-confidence and persuasion skills.
Location: May be remote, Southeastern US. Must be able to travel 25% (30% if remote from the client location).
All your information will be kept confidential according to EEO guidelines.