Demonstrates expertise in managing client accounts and leading strategic conversations, with a strong focus on performance marketing, direct-response copywriting, and campaign optimization. Proficient in utilizing AI tools and marketing automation for effective lead generation and appointment-setting.

Highest-signal resume keywords

Paid Media ExperienceDirect-Response CopywritingCampaign ManagementConversion TrackingClient Relationship Management

About the role

Key responsibilities & impact

Own a portfolio of client accounts as the primary strategic point of contact
Lead bi-weekly client calls covering performance, strategy, testing priorities, and next steps
Prepare and send bi-weekly performance reports at least 24 hours before scheduled calls
Translate performance data into recommendations and strategic decisions
Build client relationships supporting retention, renewals, and referrals
Identify and address account risks and opportunities
Build, launch, and optimize Meta lead-generation and appointment-booking campaigns
Manage budgets, audiences, bid strategies, account structure, and creative testing
Monitor daily performance against cost-per-appointment and other acquisition metrics
Diagnose underperforming campaigns and develop structured testing strategies
Write direct-response ad copy and video sales letter scripts for financial services audiences
Develop hooks, angles, offers, and messaging variations
Collaborate with video editors and provide creative direction
Use AI tools to accelerate research and copy development
Set up and troubleshoot tracking, Meta pixels, and conversion events
Configure Calendly integrations, Zapier automations, and lead-routing workflows
Resolve technical issues between advertising platforms and client systems
Evaluate media, messaging, tracking, and lead flow to identify funnel problems
Report to the Associate Director of Operations and remain accountable for client performance, relationships, and retention

Requirements

What you’ll need

5+ years of hands-on paid media experience, with substantial Meta advertising responsibility
Experience simultaneously managing multiple client accounts and leading client-facing strategy conversations
Proven ability to manage campaigns toward defined performance targets while supporting client retention
Strong direct-response copywriting skills, including ad copy and scripts
Experience developing and testing creative concepts, hooks, angles, and messaging
Experience with conversion tracking, pixels, and basic marketing automation
Strong communication, organization, analytical, and problem-solving skills
Preferred: Financial services marketing
Preferred: Lead-generation and appointment-setting campaigns
Preferred: Video sales letter marketing
Preferred: High-ticket or considered-purchase funnels
Preferred: Performance marketing agency experience
Preferred: Direct-response advertising
Upper compensation range candidates must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels
Upper compensation range candidates should demonstrate measurable improvements in campaign performance, lead quality, conversion rates, and booked appointments resulting from creative contributions
Experience in financial services, RIA marketing, and compliance-sensitive advertising is strongly preferred

Benefits

Comp & perks

Paid Time Off, including vacation, sick time, and public holidays
Training & Development
Work From Home
Flexible Schedule
Performance Bonus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Meta AdvertisingPerformance ReportingCreative Concept DevelopmentAd CopywritingVideo Sales Letter ScriptsTesting StrategiesAudience ManagementBudget ManagementFunnel OptimizationLead Generation Campaigns

Soft Skills

CommunicationOrganizationAnalytical SkillsProblem-Solving

Tools & Technologies

AI ToolsMeta PixelsCalendlyZapierConversion Events

Industry Keywords

Financial Services MarketingPerformance Marketing AgencyDirect-Response AdvertisingCompliance-Sensitive AdvertisingHigh-Ticket Funnels