Strategic Account Manager

This role is a hybrid role, open to candidates who can reliably commute to our headquarters in Rancho Santa Margarita, CA Monday - Thursday.

About Us

Exfluential is the leading provider enablement platform transforming how healthcare manufacturers and providers grow together. We remove operational friction to drive faster onboarding, seamless adoption, and consistent utilization by equipping practices with intuitive, highly actionable education, marketing, and resource solutions. Behind our product offering is a tight-knit team of solution-oriented doers. We have zero space for egos, but plenty of room for collaboration, continuous learning, and seizing opportunities. We move fast, listen to our customers, build value, and show up for one another every day.

• 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 Strategic Account Manager, you thrive as an adaptive strategic liaison, seamlessly bringing together client stakeholders and your internal partners (media buyer, designer, developer, customer success manager). 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 high-impact results.

Responsibilities

Client Partnership

• Strategic Program Guidance: Partner with clients to turn ideas into structured, executable co-op campaigns and DTC marketing programs. Help 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 digital media and marketing needs, working in lockstep to ensure a unified front.
• Account Health & Retention: Track key account health indicators, anticipate client needs, and mitigate churn risks. Lead Executive Business Reviews (EBRs), with the support of leadership, to showcase program ROIs and protect long-term account retention.
• Account Expansion: Uncover and activate growth opportunities by analyzing performance metrics and identifying unmet marketing needs. Serve as the lead driver for account scaling, guiding clients through budget expansions and new initiatives as performance builds.

Execution, Delivery & Internal Management

• Media Strategy & Optimization: Partner closely with your internal media buyer partner to shape multi-channel digital strategies across Meta, Google, and emerging channels. While the media buyer handles hands-on campaign execution and you collaborate on performance optimizations, you own the client-facing narrative. Working under the guidance of company leadership, you leverage performance data to lead strategic discussions that showcase ROI, influence broader marketing direction, and identify high-value opportunities for clients to confidently reinvest and scale.
• Cross-Functional Project Management: Serve as the central connector and project lead between clients and our team. You excel at managing project plans, tracking timelines, and making sure internal and external teams move in lockstep from design to development, client approvals, and reporting.
• Technical & Marketing Liaison: Leverage a solid understanding of digital marketing principles and web tech concepts, like 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

• 4+ years of experience in a digital media or agency environment, with proven hands-on experience in account management, client strategy, and campaign execution.
• Dynamic & Market-Led Mindset: You bring a mature understanding that high-growth businesses must remain fluid to win. You adapt to shifting priorities with strategic clarity, knowing how to balance client needs with business goals. You value internal collaboration and learn from customer interactions, using feedback to help refine how you serve and grow your clients.
• Resourceful, Solutions-First Mindset: You thrive in a high-growth environment where systems are actively evolving. You have the confidence and initiative to say “yes” to a challenge, figure out the path forward, and build repeatable processes.
• Detail-Oriented Implementer: You bring high precision to every stage of a project. Upfront, you gather complete requirements, so internal teams have what they need to execute smoothly. Downstream, you double-check design deliverables, UTM links, and client presentations to ensure nothing slips through the cracks.
• Strategic Messaging & Creative Eye: While clients supply most ad assets, you bring a strong eye for what works in digital marketing. You ensure client creative aligns with campaign objectives, step in with messaging polish when needed, and craft clear narratives for client presentations and reports.
• High-Empathy Orchestrator: You read the room, understand different team dynamics, and take pride in keeping clients and internal teammates working toward the same goal.
• Clear & Methodical Communicator: You know how to streamline messaging. You believe tailoring communications to effectively resonate with the audience is critical to building strong relationships and keeping projects moving forward.
• Action-Oriented Strategist: You proactively drive project momentum while keeping clients happy. You know when to be a supportive champion, when to be an empathetic listener, and when to bring calm confidence to steer projects forward.
• Curious & Tech-Fluent: You’re naturally curious about digital marketing and web tech. You’re comfortable navigating routine questions independently and know when to pull in subject matter experts for deeper dives.
• Proactive Owner: You actively monitor account health, anticipate client needs, bring ideas to internal leadership, and ensure the team follows through on commitments. You take pride in your work and the work of your peers, celebrating accomplishments and client successes.
• Travel Flexibility: Willingness to travel as needed for key client meetings and relationship-building.

Nice to Have

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

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

Location

This role is open to candidates who are legally authorized to work in the United States without sponsorship and can reliably commute to our Rancho Santa Margarita, Orange County, CA office Mondays-Thursdays, with the option to work from home on Fridays. Relocation support is not offered for this role.