Enterprise Retention Marketing Manager

eMoney Advisor

. Execute the overarching retention marketing strategy for enterprise advisor and home office audiences .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retention marketing strategies, including segmentation and personalization, while effectively managing cross-functional initiatives and stakeholder relationships. Proficient in leveraging data-driven insights to optimize engagement and retention efforts across multiple channels.

Highest-signal resume keywords

Retention Marketing ExperienceMarketing Automation Tools (Eloqua)Cross-Functional Initiative LeadershipData-Driven Strategy ExecutionStakeholder Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SegmentationPersonalizationEmail Campaign ManagementMulti-Channel MarketingData AnalysisProject ManagementContent CreationStrategic PlanningClient Engagement MethodologiesRetention Marketing

Soft Skills

CollaborationCommunicationOrganizational SkillsTime ManagementDetail-Oriented

Tools & Technologies

EloquaWordPressContentlyAsanaMicrosoft OfficeEMoney

Industry Keywords

Retention MarketingEnterprise EngagementClient Service ManagementBusiness RelationshipsCampaign Messaging

Tech Stack

Tools & technologies

WordPress

About the role

Key responsibilities & impact

Execute the overarching retention marketing strategy for enterprise advisor and home office audiences
Create, optimize, and evolve targeted retention marketing strategies to proactively engage and reactively save strategic business relationships
Support high-profile and sensitive scenarios involving mergers, acquisitions, migrations, and rollouts through campaign messaging and segmentation
Lead select high-profile enterprise initiatives and partner on complex enterprise efforts
Craft and execute advisor communication strategies to foster enterprise engagement and retention
Communicate product enhancements through multi-channel plans for enterprise home offices and advisors
Partner with Client Service Management, Enterprise Account Management, and Sales teams on retention strategies and support
Evolve Communications Resource Center strategy, including content, training resources, and enterprise engagement programs
Represent retention marketing and communication support externally when appropriate
Leverage usage data and client feedback to evaluate program results and optimize strategies
Build relationships with key business partners and lead strategy through execution
Create clear, concise, polished copy aligned with the company’s tone and mission
Manage email campaigns, including layouts, segmentation, design templates, calls-to-action, and content
Adapt plans, strategies, and deliverables to changing business needs
Share knowledge and support less experienced team members

Requirements

What you’ll need

Bachelor’s degree in marketing, public relations, business management or related field preferred, or equivalent work experience
6+ years of retention marketing experience, including segmentation and personalization
Experience across email, in-app, and SMS channels
Experience leading complex cross-functional initiatives and influencing stakeholders
Proven success executing data-driven retention and engagement strategies with measurable results
In-depth knowledge of marketing automation tools, preferably Eloqua
Experience using WordPress, Contently, Asana, and Microsoft Office
Experience with eMoney’s application preferred
Advanced understanding of retention marketing and enterprise client engagement methodologies
Ability to balance hands-on execution with strategic planning
Strong stakeholder management and cross-functional collaboration skills
Ability to manage multiple competing priorities in a fast-paced environment
Highly analytical, detail-oriented, and committed to quality and continuous improvement
Exceptional organizational, collaboration, communication, and project management skills
Strong time management skills and experience prioritizing and delegating tasks
Ability to multitask and switch between projects effectively
Technically capable with excellent communication skills

Benefits

Comp & perks

Inclusive, people-first culture
Diverse perspectives valued
Innovation encouraged
Employees supported in doing their best work
Equal employment opportunity workplace