CRM Account Supervisor
Client Leadership & Strategic Partnership
Serve as the primary day-to-day client lead across assigned CRM workstreams.
Build trusted client relationships while providing strategic recommendations that support business and marketing objectives.
Partner with Account Directors to develop annual CRM roadmaps, campaign strategies, testing plans, and long-term growth opportunities.
Lead client meetings, status calls, and presentations while ensuring clear communication and alignment across stakeholders.
Translate client objectives into actionable agency deliverables.
Identify risks, dependencies, and opportunities, proactively recommending solutions.
Develop presentation materials, executive summaries, POVs, and strategic recommendations.
Maintain a deep understanding of the client's business, competitive landscape, CRM ecosystem, and customer journey.
Team Leadership & People Management
Supervise and mentor junior members, providing coaching, career development, and regular performance feedback.
Delegate work appropriately while balancing workloads across the team.
Foster collaboration across Creative, Strategy, Analytics, Production, Operations, Media, and Technology teams.
Ensure junior team members follow agency processes and maintain high-quality deliverables.
Lead internal status meetings and project reviews to ensure teams remain aligned.
Support onboarding and training of new team members.
Promote a culture of accountability, collaboration, and continuous improvement.
CRM Program Management & Execution
Oversee execution of CRM campaigns including email, direct mail, SMS, digital experiences, lifecycle programs, and other customer engagement initiatives.
Manage multiple concurrent projects from planning through deployment.
Ensure campaign requirements, creative briefs, specifications, timelines, QA, and approvals are completed accurately.
Collaborate with Strategy and Analytics teams to translate campaign insights into future recommendations.
Ensure all deliverables meet agency quality standards before client review.
Manage cross-functional project schedules while identifying and resolving potential delivery risks.
Continuously improve operational processes to increase efficiency and scalability.
Financial Management
Own campaign budgets from planning through reconciliation.
Manage annual and campaign-level budgets while ensuring projects remain within approved financial parameters.
Prepare monthly budget trackers, forecasts, and accrual reports.
Partner with Finance to ensure accurate billing and month-end accrual reporting.
Identify scope changes and proactively manage change requests with clients.
Support Account Directors with annual planning, SOW development, contract management, and financial forecasting.
Operational Excellence
Ensure agency processes and CRM best practices are followed across all workstreams.
Lead development of project plans, timelines, documentation, and campaign workflows.
Maintain clear project documentation and communication across internal and external stakeholders.
Improve team efficiency through process enhancements and operational best practices.
Manage project prioritization across multiple client initiatives.
Measurement & Optimization
Review campaign performance and translate results into actionable recommendations.
Partner with Analytics teams to evaluate KPIs and customer engagement trends.
Identify optimization opportunities through testing, personalization, segmentation, automation, and customer insights.
Present campaign learnings and strategic recommendations to clients.
Benefits
Access to our health benefits after 91 days
Paid sick days
401k match
On-site Barista
Beautiful campus across from the Pacific Ocean
Pay
The salary range for this role is $90,000 - $110,000.
Pay is dependent upon several factors including but not limited to: approved budget, client, experience, training and/or transferable skills.