• Lead and mentor marketing services teams, fostering a culture of continuous improvement and professional development. • Execute billable client work as needed. • Develop and oversee the execution of data-driven, integrated, client-focused marketing strategies that align with business objectives and drive measurable success. • Ensure quality control over client deliverables, focusing on strategic insights, accuracy, and alignment with objectives. • Act as a point of escalation for client issues, ensuring swift and effective mitigation and resolution. • Build and maintain strong relationships with high-profile clients, serving as a strategic advisor and ensuring their marketing objectives are met and opportunities are identified to cross-sell/upsell. • Identify gaps in processes, inefficiencies, and areas for improvement in service delivery to enhance operational efficiency and client satisfaction. • Implement best practices and scalable processes to streamline workflows and improve overall service quality. • Ensure, through team accountability, that client expectations are clearly defined and consistently achieved, with a focus on meeting or exceeding agreed-upon goals and KPIs. • Conduct formal business reviews (aka QBRs) with clients, providing insights on performance and future strategies, while ensuring ongoing alignment with their goals. • Manage client contract renewals, proactively managing timelines and engaging clients to ensure long-term partnerships. • Manage resource allocation and team capacity to ensure profitability and the timely and successful delivery of projects. • Review client satisfaction scores (CSAT) regularly, addressing any issues proactively and driving improvements where needed. • Stay current with industry trends, tools, and best practices, guiding the team in adopting innovative approaches. • Participate in sales cycles as a Subject Matter Expert (SME). • Collaborate with executive leadership to identify opportunities for new service lines and revenue streams based on client needs and market trends. • Assist in the development, testing, and go-to-market strategies for new service offerings, ensuring alignment with the agency's growth objectives.

• Take ownership of the UA team (both web and mobile) • Establish and optimize media-buying processes across the main channels (primary: Meta & Google) • Develop and upskill the web/social team • Automate teamwork through in-house and third-party solutions • Manage marketing budgets of $1M+ to ensure cost-effective allocation and ROI

• Define and own campaign strategy end to end - including audience selection, POV, decision drivers, messaging hierarchy, and success criteria - before execution begins. • Responsibility for tactical execution of marketing campaigns • Partner with the central marketing team to ensure Fleetworthy’s solutions and experiences bring the business to life for targeted personas • Drive continuous improvement and propose fresh ideas to drive the most impact in our program initiatives and marketing campaigns • Translate strategic intent into cohesive multi-channel campaigns (email, paid media, social, content, lifecycle) where each component plays a clear role. • Make deliberate tradeoffs: prioritize what matters most, eliminate low-impact work, and articulate why certain ideas move forward while others do not. • Partner closely with Sales, Product, and Marketing teams to ensure campaigns are execution-ready, aligned, and measurable. • Own performance outcomes, not just outputs, using data to evaluate effectiveness, iterate thoughtfully, and improve campaign impact over time. • Contribute meaningfully in cross-functional and team discussions by synthesizing information, advancing ideas, and connecting strategy to execution. • Develop and manage paid media strategies (industry publications, Bing, Meta, programmatic, and emerging platforms) to optimize pipeline and bookings.

• Own Direct Mail Growth Strategy: Set and evolve Caribou’s direct mail acquisition strategy to deliver aggressive volume and ROI targets, while scaling profitability and efficiency. Monitor industry trends and the competitive landscape to surface emerging risks and unlock new growth levers. • Audience & Modeling: Partner with Data Science, FP&A, and other cross-functional partners to optimize selection and suppression criteria, refine propensity models, and leverage credit bureau and other data sources to improve response, conversion, and program profitability. • Campaign Execution: Lead end-to-end campaign planning and execution across internal teams and external partners, ensuring on-time creative, data readiness, and mail drops. • Production & Vendor Management: Manage the full production lifecycle and high-security vendor relationships (SOC2-compliant print/data partners), ensuring quality, compliance, and cost control. • Testing & Optimization: Build an always-on experimentation program across segments, formats, messaging, offers, and creative—turning learnings into repeatable performance gains. • Budgeting & Measurement: Own a multi-million-dollar budget; partner with FP&A, Data Science and Analytics on forecasting, attribution, and incrementality measurement. • Cross-Functional Leadership and Communication: Align stakeholders and communicate performance, insights, and risks clearly to senior leaders and key partners.