Account Manager, Marketing Services

About Us

Exfluential is a healthcare provider enablement platform that seeks to reduce friction between manufacturers and healthcare providers through a suite of features that empower providers. We make it easy for providers to quickly activate practice marketing and education with tools such as two-click social sharing, co-op advertising, learning modules, and on-demand ordering. Exfluential leverages the power of our marketing services team to deliver co-op marketing, performance campaigns, and add-on services to drive incremental awareness and revenue for our brands and their practices.

At Exfluential, we follow these core values:

• Operate with a sense of urgency and professionalism; this has given us a strong reputation in a competitive market
• Contribute as a team player; every role is crucial to our collective success
• Serve our customers; our customers support our business
• Fail forward fast; we only evolve if we learn
• Keep family first; we all have a reason we work hard

About the Role

As our Account Manager, Marketing Services, you thrive as an adaptive strategic liaison, seamlessly bringing together client stakeholders and your internal partners (media buyer, designer, developer). Powered by a strong foundational grasp of digital marketing and web tech, you lead client calls with confidence, navigate technical concepts with clarity, manage and optimize digital campaigns, and keep everyone aligned to drive meaningful results.

Responsibilities

Client Partnership

• Strategic Program Guidance: Partner with clients to turn ideas into structured, executable co-op campaigns and DTC marketing programs. Guide decision-making with clarity, setting realistic expectations and clear goals.
• Services & Platform Alignment: Partner closely with the client’s dedicated Customer Success Manager (CSM) to deliver best-in-class, seamless client management. While the CSM owns technical platform implementation and tech support, you lead all marketing services needs, working in lockstep to ensure a unified front.
• Account Health & Retention: Track key account health indicators, mitigate churn risks, capture client feedback, and co-lead Quarterly Business Reviews (QBRs) alongside the Director of Marketing Services and CSM to showcase overall ROI and surface organic growth opportunities.

Execution, Delivery & Internal Management

• Media Strategy & Optimization: Partner closely with your internal media buyer to shape multi-channel digital strategies across Meta, Google, and emerging channels. While the media buyer handles hands-on campaign execution, you collaborate on performance optimizations and own the client-facing narrative. Leverage performance data to lead strategic discussions that showcase ROI, influence broader marketing direction, and identify high-value opportunities for clients to reinvest and scale.
• Cross-Functional Project Management: Serve as the central connector and project lead between clients and our team. Manage project plans, track timelines, and ensure internal and external teams move in lockstep from design to development and client approvals.
• Technical & Marketing Liaison: Leverage a solid understanding of digital marketing principles and web tech concepts (e.g., landing pages, web forms, lead passing, UTM tracking, and email automation) to run client calls with confidence and simplify complex topics without needing to execute the build yourself.

Requirements

• 3+ years of experience in a media, ad, or digital marketing agency environment, with proven hands-on experience in account management, client strategy, and campaign execution.
• Adaptable & Startup Mindset: Thrive in a dynamic, fast-growing environment where priorities shift, and every team member plays a critical role in company growth.
• Detail-Oriented Implementer: Bring high precision to every stage of a project. Gather complete requirements upfront and double-check design deliverables, UTM links, and client presentations to ensure nothing slips through the cracks.
• High-Empathy Orchestrator: Read the room, understand different team dynamics, and take pride in keeping clients and internal teammates aligned toward the same goal.
• Clear & Methodical Communicator: Streamline messaging and tailor communications to resonate with the audience, building strong relationships and keeping projects moving forward.
• Action-Oriented Strategist: Proactively drive project momentum while keeping clients happy. Know when to be a supportive champion, an empathetic listener, or a calm, confident leader to steer projects forward.
• Curious & Tech-Fluent: Naturally curious about digital marketing and web tech. Comfortable navigating routine questions independently and know when to pull in subject matter experts for deeper dives.
• Proactive Owner: Actively monitor account health, anticipate client needs, bring ideas to internal leadership, and ensure the team follows through on commitments.
• Travel Flexibility: Willingness to travel as needed for key client meetings and relationship-building.

Nice to Have

• Healthcare or wellness brand DTC marketing experience.
• Experience working for a B2B SaaS or healthtech company.
• Startup experience or a startup mindset.

Benefits

• $80,000 - $100,000 (based on experience)
• Stock options
• Medical, dental, and vision coverage for full-time employees and dependents
• Flexible Spending Account (FSA)
• 401(k)
• Learning & development benefit
• Flexible vacation time
• Summer Fridays
• A week-long Winter Holiday break
• Perks that support our team’s well-being and connection, from fun events to snacks and more

Schedule

This role requires candidates to reliably commute to our Rancho Santa Margarita, Orange County, CA office Mondays-Thursdays, with the option to work from home on Fridays.