Director, Client Strategy

Allegiance Group

Dallas, TX

Vision , Medical , Dental , Life Insurance , Retirement
Full-Time

Job Description

Description

The Director, Client Strategy will deliver exceptional client results by providing sound, innovative, strategic leadership to a portfolio of accounts through a rigorous discipline of account planning, strategy development, and project management. This role requires comprehensive direct response knowledge including direct mail and/or digital strategy, blending of analytical and leadership skills, with an emphasis on leading and executing fundraising campaigns. While the majority of the Director’s time will be spent in strategy development for the assigned portfolio of accounts, project management will be part of the role based on portfolio needs. Strength in relationship-building and interpersonal skills are a must. Ability to thrive in a high-velocity environment is essential to success in this role.

Key Responsibilities

Client Partnership:

Serves as day-to-day client contact for all communication related to program strategy and results
Leads regular strategy meetings and program planning meetings
Develops comprehensive client communication plans and budgets informed by program analysis and client goals
Develops program analysis & planning meeting presentations in conjunction with analytics team
Balances the needs of the client with proven best practices and innovation to advance sound strategy and deliver strong results
Cultivates indispensable partnership between Allegiance Group + Pursuant and client through delivery of sound strategies leading to strong results and an agency-client relationship built on trust and transparency
Presents Allegiance Group + Pursuant work through skillful, accurate, and succinct written and verbal communication
Translates program results and trends into strategic application
Confidently presents ideas and data insights to day-to-day client contact and senior client leadership
Actively listens with the ability to identify client needs and respond accordingly

Strategy:

Develops quality, innovative, and creative ideas with the support of the account team and senior leadership
Facilitates strategic planning, internal communication, and ensures all cross-functional team members understand project parameters and scope of work
Develops and organizes key project documentation including strategy context documents and data request forms with associated segmentation
Reviews copy and design creative with eye on fundraising best practices and client voice
Leverages passion for and knowledge of the industry to enhance Client’s program

Project Management:

Based on portfolio and/or team needs, the Director will be responsible for the following project management tasks:

Plans and manages Client communication plan and workflow throughout the agency from project initiation to project completion and billing
Sets clear timelines and expectations to help hold cross-functional teams accountable
Schedules and facilitates meetings with agency team members and the client to support project execution
Submits staffing resourcing and approves time sheets for projects
Develops and organizes all project documentation including roadmaps and copy documents
Keeps team members informed of project developments and addresses issues via regular status meetings and published status reports
Proactively identifies and formulates solutions to potential project challenges
Reviews production worksheets and print setups
Reviews digital link proofs and test emails

Fiscal Responsibility:

Closely monitors budget estimate and billing
Meets with Finance monthly to reconcile project summaries and provides Client billing and closing direction
Identifies opportunities to expand existing budget and reallocate unused budget dollars to new priorities

Personal Leadership and Development:

Embraces a culture of continuous learning
Comfortable with change and can adapt as needed
Consistently demonstrates integrity, common sense, and professional maturity
Seeks opportunities to test, learn, and grow in order to produce better results that drive expanded business with existing clients
Displays a positive attitude and adaptability in stressful situations
Actively works to develop professional skills by seeking out training and other development activities

Team Development:

Ability to foster collaboration and accountability across team members in order to mitigate challenges and ensure project success
Serves as a team leader on key projects and celebrates team wins
Provides clear direction/constructive feedback to team members

Skills Knowledge and Expertise

The ideal candidate will have:

Nonprofit fundraising acumen, strategic planning, ability to manage competing priorities, strong interpersonal skills including verbal and written communication, collaborative, agile, proactive and independent management of deliverables, excellent judgment and problem-solving skills, ability to apply fiscal responsibility.
Ability to work independently in a remote, team environment.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Allegiance Group we are striving to build a diverse, inclusive, and equitable workplace. If you think this role sounds like you but your experience doesn’t align perfectly with every single qualification or skill in the description, please apply! You could be just the person we are looking for to fill this, or other, roles!

Benefits, Rewards & Perks

We are friendly, smart, curious and passionate about what we do! Working here, you will also enjoy:

Competitive salaries + quarterly recognition program
Work-life balance (really!) + Casual work environment
Excellent benefits including Health, Dental, and Vision plans, Disability and Company Paid Life Insurance!
401k and company match
Oh, and don’t forget - You're working with clients who are making a positive difference in the world.