
Account Manager, Customer Experience (Financial Services Clients)
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Overview
Job Description
Amsive is hiring an Account Manager, Customer Experience with experience managing omnichannel marketing campaigns in an agency environment. We are seeking a client-facing professional who combines operational discipline with strategic thinking and thrives in a fast-paced setting. Experience working with financial services clients is preferred.
We’re looking for an Account Manager who brings a curiosity for marketing, thirst for learning, strong problem-solving skills, and sharp attention to detail. The right candidate is dependable, able to work independently and collaboratively, and able to manage multiple projects simultaneously while maintaining clear, proactive communication with clients around timelines, performance, and scope.
What you will be doing:- Lead role for client-facing interaction with agency day to day, owner of overall client satisfaction and proactivity of account to drive marketing goals. Works closely with clients in the Financial Services industry.
- Build empathetic personal relationships with clients and understand their business objectives to ensure partnership satisfaction
- Become proficient in company designated tools for success in project and account management
- Create and proactively manage internal timelines for projects and programs through proactive communication.
- Log all resource hours into Amsive designated project management tool (Asana) daily.
- Schedule, organize and facilitate client campaign initiatives across all agency channels; hold regular internal meetings to effectively guide client conversation to ensure clarity and productivity
- Oversee implementation, delivery, and execution of program promise; manage client expectations by providing timing and budget implications of scope change requests
- Facilitate and manage the invoicing process
- Maintain and/or improve account profitability through effective scope management
- Core responsibility to collaborate and oversee agency standards on key marketing service deliverables for mid-large agency accounts in the form of PowerPoints, POV’s and analytics reports from excel to dashboard technologies to optimize and retain business.
- Develop an understanding of client business needs and objectives; develop cross-channel insights and recommendations to solve larger business problems and improve key performance metrics, develop key insights for quarterly and annual business reviews
- Work collaboratively with other team members to develop audience, creative, and channel testing ideas.
- Proactively identify new business opportunities with existing clients under management, working with Account Director and Sales to effectively bring them to closure.
- Be curious, with a thirst for learning more about data centric marketing.
- 2-4+ years of experience managing multi-channel direct or digital marketing programs (Print, Paid Search, SEM, SEO, Social Media, Display, CTV).
- 2+ years of experience in an agency environment and proven success in managing client relationships.
- Highly organized with exceptional attention to detail and documentation discipline.
- Demonstrated success in leading project workflows, managing timelines, and driving cross-functional collaboration.
- Takes initiative to identify risks and remove obstacles before they impact delivery or client satisfaction.
- Confident communicator who can lead client conversations and translate complex information across cross-functional teams.
- Comfortable managing budgets and tracking against scope requirements.
- Proven ability to apply core marketing principles to drive measurable business outcomes across integrated channels.
- Experience assembling and QA’ing performance reports, translating data into clear insights, and actionable recommendations for clients.
- Advanced proficiency in the Microsoft Office Suite, especially PowerPoint and Excel.
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