Marketing Strategist, Account Manager

Posted 3 days ago

catena solutionsFort Worth (TX)

Marketing Managers Marketing Consulting Services

SENIORITY

Manager

SALARY

$65- $75k

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About the role

JOB TITLE: Marketing Strategist Project ManagerLOCATION: remote (must sit on either east coast or central time zones)

COMPENSATION: $65- $75k maxHIRE TYPE: direct hire

About the Role: The Marketing Strategist owns the end-to-end client relationship and is accountable for driving measurable growth across a portfolio of independent optometry practices. The Marketing Strategist serves as the primary strategic partner to each client, owning a defined book of business with accountability for managing multiple concurrent client engagements and full responsibility for retention, performance, and expansion.

Key Responsibilities:

Lead consult-first discovery sessions with prospective clients to diagnose business performance, identify growth constraints, and define clear marketing objectives
Translate discovery into structured, outcome-driven recommendations aligned to patient booking growth and revenue per appointment
Partner with leadership to develop clear scopes of work and proposals that reflect client goals and marketing capabilities
Maintain thorough documentation of all prospect interactions to support a seamless handoff from discovery to onboarding
Own a portfolio of clients, serving as the primary point of contact and strategic advisor throughout the engagement lifecycle
Lead onboarding, kickoff, and ongoing strategy sessions with practice owners and staff, ensuring consistent alignment on goals and progress
Conduct regular performance reviews grounded in data, proactively identifying opportunities to optimize results and deepen engagement
Drive client retention by building trusted advisor relationships and consistently demonstrating the business value of OMS investment
Translate client objectives into clear, actionable plans aligned to standardized delivery models (Booking Growth and Retail Growth campaign paths)

Delegate and coordinate work across internal teams to ensure timely, high-quality execution of agreed deliverables. Work with leadership when needed to manage timelines in-line with team member capacity. Ensure all work is aligned with strategy, budget, and defined success metrics before delivery to the client Maintain documentation across all client interactions to support continuity, team alignment, and performance tracking Leverage data from digital marketing reports, and client inputs to guide strategy and measure impact Set up and maintain reporting frameworks for assigned clients. Proactively identify performance trends and adjust recommendations to improve outcomes Anchor all recommendations in business impact – connecting marketing activity directly to patient bookings and revenue per appointment Serve as the liaison between client and internal teams, ensuring clarity and alignment across all active engagements Partner with Sales, Customer Success, and Marketing teams to support pipeline conversion and a seamless client experience Proactively share best practices, tools, and insights to elevate team capability and consistency Utilize Asana, MS Teams, HubSpot, Zendesk, and email to coordinate client activity and communicate internally

Requirements:

5 years of experience in marketing, with a strong track record working with small to mid-sized businesses
Demonstrated experience owning client relationships and delivering measurable business outcomes across a portfolio of accounts
Proven ability to operate in a consultative, solutions-oriented environment – diagnosing client needs and recommending tailored strategies
Strong command of digital marketing channels, performance measurement, and how to evaluate ROI across tactics
Experience managing cross-functional execution – coordinating internal teams to deliver against client commitments
Healthcare or healthcare-adjacent marketing experience preferred
Experience in an agency or client services environment preferred
Proficiency in Google Analytics, CRM platforms (e.g. HubSpot), and project management tools (e.g. Asana)
Excellent written and verbal communication skills, with the confidence to lead client-facing strategy conversations
Highly organized with the ability to manage multiple client priorities in a fast-moving environment
Bachelor’s degree preferred

Travel requirement: ~10%

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