Head of Strategy – Planning

Directive

. Lead research into client businesses, ideal customer profiles, buying committees, competitors, and category dynamics .

Posted 11/10/2026full-timeRemote • United StatesLead💰 CA$150,000 - CA$190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in strategic planning and integrated performance marketing, with a strong focus on B2B buying journeys, audience insights, and measurable business outcomes. Capable of leading complex client strategies and translating business objectives into actionable plans while mentoring colleagues and collaborating across teams.

Highest-signal resume keywords

Strategic PlanningB2B Performance MarketingAudience InsightsPerformance CreativeData Interpretation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Integrated Performance MarketingCampaign ReportingConversion StrategyMarket ResearchAudience IntelligenceMeasurement FrameworksTest-and-Learn PlansPerformance Marketing BriefsComplex Buying JourneysBudget Management

Soft Skills

Strong StorytellingFacilitation SkillsOrganization SkillsMentoring AbilityCollaboration

Tools & Technologies

AI Research ToolsAnalytics ToolsOffice Productivity ToolsPerformance Creative ToolsPlanning Tools

Industry Keywords

Client StrategiesDemand GenerationCustomer ExperienceCommercial PrioritiesPerformance Marketing Engagements

About the role

Key responsibilities & impact

Lead research into client businesses, ideal customer profiles, buying committees, competitors, and category dynamics
Synthesize customer interviews, market research, search behavior, and campaign data into strategic insights
Map B2B buying journeys and identify decision points, barriers, and opportunities
Lead integrated strategic planning for Performance Marketing engagements
Define audiences, positioning, messaging priorities, channel roles, and sequencing
Coordinate paid search, paid social, display, video, performance creative, landing pages, and analytics
Apply DiscoverabilityOS™ principles to audience targeting, messaging, and conversion experiences
Write strategic and creative briefs
Partner with design, copy, paid media, landing page, and analytics teams
Facilitate planning workshops and working sessions
Evaluate concepts and plans against briefs, audience needs, and business outcomes
Own strategic planning direction for assigned engagements
Present research, recommendations, and integrated plans to clients and senior stakeholders
Lead strategic narratives for Performance Marketing pitches and account expansion
Build alignment across teams and clients while documenting decisions and trade-offs
Translate business objectives into measurement frameworks and learning priorities
Interpret performance across engagement, conversion, lead quality, pipeline, and revenue
Develop test-and-learn plans and recommend evidence-based adjustments
Consider budget, scope, and delivery constraints
Use AI and research tools for insight synthesis, competitive analysis, and planning efficiency
Validate AI outputs against reliable sources and protect confidential client information
Establish research, briefing, and planning standards; coach colleagues and improve strategic quality

Requirements

What you’ll need

Substantial experience in strategic planning, integrated performance marketing, or account planning within an agency or growth-focused business
Demonstrated ownership of complex client strategies
Portfolio demonstrating strategic leadership, audience insights, performance marketing briefs, coordinated channel plans, and measurable business outcomes
Experience with B2B performance marketing, complex buying journeys, paid media, performance creative, and conversion strategy
Ability to independently lead planning engagements and advise senior client stakeholders
Ability to mentor colleagues while remaining hands-on with research and briefing
Strong understanding of brand, demand generation, and customer experience in business growth
Ability to connect marketing recommendations to commercial priorities, budgets, and realistic execution plans
Confidence interpreting quantitative and qualitative evidence and distinguishing meaningful signals from vanity metrics
Hands-on familiarity with research, audience intelligence, analytics, and planning tools
Ability to use AI responsibly for research and synthesis with independent judgment and source validation
Comfort interpreting campaign reporting and working with analytics specialists to define measurement and learning plans
Strong storytelling and ability to turn complex information into clear insights, strategic narratives, and actionable briefs
Skilled facilitation across clients, performance creative practitioners, paid media specialists, analytics teams, and senior leadership
Strong organization and prioritization skills; ability to manage multiple planning workstreams in a fast-paced environment
Established and current work authorization and permanent residence in the country of employment for global locations
Ability to operate a laptop, computer software platforms, and office productivity tools
Reliable internet access and a professional background
Ability to remain stationary for extended periods and observe and interpret written and verbal communication

Benefits

Comp & perks

Medical, dental, vision plans, disability, and life insurance coverage for you and your family
100% employer-paid plan for you and 50% employer contribution for dependents (US, CAD, MX)
Access to certified therapists through Spring Health
Headspace membership
Physical therapy through Omada
Thousands of Aaptiv virtual workouts
Complimentary One Medical membership for primary and virtual care
Unlimited PTO (2-week minimum)
Paid Company Holidays
Your Birthday Off
End of Year Recharge (Closed December 24 - January 1)
Paid Parental Leave
Traditional and Roth 401(k) with a 3% company match
Annual bonus based on tenure, scaling in total amount over time
Annual Company-wide Retreat
Ability to work from a home office
Laptop computer (PC or Mac available)
Remote-first/100% virtual work environment