Role Description Our Senior Account Managers take a lead role in communicating and managing a variety of high-priority Creative and Digital products in our Client Success Department alongside our team to produce cohesive marketing campaigns that exceed client goals and wow consumers. - Managing our highest priority clients’ expectations and timelines through clear communication by aligning customer needs with our industry expertise. - Growing and renewing client relationships by building effective and strategic marketing campaigns with customers that include our digital and creative product lines. - Collaborating with internal teams to drive ROI, communicate best practices, and ensure overall client success. Qualifications - Marketing experience in our Creative products with an emphasis on websites. - Proven experience with paid ad campaigns. - Google certifications, a plus. - Advanced time and project management experience. - Asana and Salesforce, a plus. Requirements - A proven understanding of our core product line as seen on our website as well as in-depth experience managing digital and/or creative products. - An outstanding work ethic with the ability to work both independently and as part of a larger team. They are disciplined to meet deadlines, stay organized, and achieve results. - Strong writing, editing, and proofreading skills. - A customer service mindset to creatively and effectively manage products from concept to deliverable and the ability to upsell our products and services. - The ability to be collaborative, adaptive, and flexible, functioning effectively in a high-growth environment. They have a positive approach to problem solving while balancing multiple projects. Benefits - Flexible work-from-home and remote work policy in the U.S. - Health benefits (medical, dental, vision) starting on day one of employment, including a 100% Paid Team Member Medical option. - 401k with company match for eligible team members. - Life and Disability Insurance (100% Paid Life, STD, and AD&D). - Unlimited PTO and 10 paid holidays. - 12 weeks of Paid Parental Leave (Maternity & Paternity) for eligible team members and primary caregivers of a newborn or adopted child. - Optional Health Savings Account, Flexible Savings Account, and Pet Insurance. - Leadership training and events, StrengthsFinder 2.0 assessment, and company-paid book club once a year to promote growth and development.

• Own strategic leadership for a focused portfolio of accounts, establishing a multi year vision and success metrics that drive retention, upsell, and growth in alignment with client and company objectives. • Serve as the primary executive advisor for assigned accounts, cultivating trusted, C suite level relationships that support long term retention, expansion, and partnership growth. • Apply client business models, contractual agreements, and financial models to proactively identify strategic risks, growth opportunities, and value creation initiatives. • Create and manage account planning that supports growth, communicates value, and guides renewals, pricing, and expansion. • Leverage advanced financial modeling, performance analytics, and market insights to assess profitability and optimize value for both the client and organization. • Provide strategic governance over account execution, ensuring cross functional teams deliver outcomes aligned with client commitments and contractual agreements. • Act as executive sponsor for client initiatives, guiding scope, priorities, and outcomes while influencing senior leaders across operations, clinical, product, and technology. • Lead high impact negotiations, escalations, and risk mitigation efforts, defining resolution strategies that protect organizational relationships, external partnerships, and long term client trust. • Translate client strategy into organizational internal priorities, aligning leadership teams to coordinated execution and accountability. • Lead and facilitate executive level client JOCs and forums, including strategic planning sessions, governance reviews, and organizational business reviews • Analyze market trends and performance issues to deliver insights that inform client strategy and business decisions. • Manages implementation efforts by coordinating across internal and external stakeholders, tracking deliverables, and escalating risks. • Provides mentorship to Lead and Senior Account Managers by setting best practices, advancing strategic and financial capabilities, and influencing Account Management standards.

• Serve as the main point of contact for a select, top tier performing loan officers. • Build and nurture meaningful relationships with loan officers to understand their needs, goals and preferences. • Create processes and guides to enhance team efficiency and support team growth. • Effectively understand and communicate brand strategy and consumer targeting to ensure all integrated marketing efforts align with the account strategies. • Create and deliver custom strategic marketing campaigns targeted at driving leads and brand recognition to clients including conception, creative and media plan development, management, and measurement. • Oversee management of marketing programs, events, sponsorships, and related activities that accurately deliver CCM’s marketing strategy and overall business strategy for assigned clients. • Prioritize and manage several tasks simultaneously to exceed client expectations and deadlines across multiple projects; deliver prompt and effective solutions to client issues and requests, ensuring exceptional satisfaction and retention across assigned accounts. • Act as a subject matter expert for all marketing initiatives including paid social, digital, OOH, traditional, etc. • Act as the liaison for the loan officer(s) across all internal marketing teams as well as the conduit to all support groups throughout the entire CCM organization. • Assist in managing clients’ budget, including forecasting, review, and reconciliation.

• Act as a strategic partner to established customers by providing consistent and insightful guidance tailored to their needs. • Build and maintain strong relationships through proactive collaboration and understanding of customer objectives. • Conduct regular customer business reviews and proactively resolve issues to enhance satisfaction. • Gathers insight from multiple sources to understand stakeholder priorities and challenges. • Collaborate with Sales Development Manager ID, Health System Executive, Distribution Field Managers, and Regional Business Analyst to secure early renewals and mitigate competitive threats. • Develop and execute strategic account plans focused on value expansion and profitability. • Identify and implement operational improvements to drive customer success. • Use sales metrics and standardized tools to document the sales process and influence purchasing decisions.