The Role
Senior client leader who defines and guides marketing automation and CRM strategy across channels. Advises on platforms (Salesforce Marketing Cloud, HubSpot, Braze), shapes roadmaps, builds senior client relationships, leads cross-functional teams, authors project briefs, and keeps strategies data-driven and aligned to business goals.
Summary Generated by Built In
Location: Minneapolis, MN
Hires local to the Twin Cities Metro-Area can anticipate an in-office component of 1-2 days a week, employed with Bold Orange. If this position lists, “Open to Remote”, hires outside of the metro area can anticipate travel to our Minneapolis, MN office on an as-requested basis. We value human connection and some travel is anticipated.
About Bold Orange:
Bold Orange (BOCO) is a customer experience company. We believe authentic human connections are the single most important driver of business and societal progress. We exist to create these connections across the customer lifecycle, from acquisition to engagement to retention. Our culture is one of curiosity, collaboration, proactivity and always bringing the outside, future focused perspective to our clients.
Position Summary:
Bold Orange is seeking a driven, strategic, and digital and technology driven Director, Client Strategy & Services to serve as a senior client leader and trusted advisor. As a member of the CSS team, you can expect to understand, analyze, strategize, ideate, collaborate, contribute, and lead client solutions that deliver “And Then Some” to drive meaningful results for our clients.
As a digital-first agency, we are looking for candidates with demonstrated experience in developing and executing on strategies across digital touchpoints to create seamless customer experiences through enablement of data and marketing technology. This includes deep expertise in marketing automation platforms and CRM strategy, enabling data-driven, personalized engagement across the customer journey.
You will guide clients in defining and evolving their marketing automation capabilities—particularly within platforms such as Salesforce Marketing Cloud—ensuring strategies are scalable, data-driven, and aligned to business objectives.
While this is not a hands-on execution role, the ideal candidate brings a deep understanding of how marketing automation platforms work, enabling them to confidently advise clients, shape roadmaps, and partner with delivery teams to bring strategies to life.
Duties and Responsibilities:
- Lead Digital Strategy and Execution: Apply deep expertise across digital channels and technical platforms—including email, website, and marketing automation—with a strong emphasis on strategic planning and performance-driven execution
- Drive marketing automation strategy and execution that align with business goals, leveraging platforms such as Salesforce Marketing Cloud, HubSpot, Braze, etc.
- Partner closely with client teams including marketing, technology, operations, finance, analytics, technology, and senior management
- Build client relationships at the highest level and actively work to unlock new opportunities
- Lead the development of strategic, data-driven marketing approaches across channels, with a strong emphasis on marketing automation, CRM, and lifecycle strategy
- Lead and inspire cross-functional agency teams to deliver strategically sound, insight-driven work for our clients. Set the vision and create the strategy for our work and develop solutions to drive results for our clients
- Develop, nurture, and grow strong senior-level client relationships, acting as a trusted advisor on marketing strategy, customer experience, and marketing technology
- Partner closely with client teams including marketing, creative, operations, finance, analytics, product, technology, and senior management
- Develop and clearly articulate well-informed, clear points of view to confidently lead and guide our clients
- Author project briefs
- Monitor industry developments and best practices to inform strategy and keep clients ahead of the curve
Required Qualifications:
- Bachelor’s degree in business, marketing, communications, public relations, or equivalent work experience
- 7+ years of experience in an agency setting
- 8+ years relevant work experience across Digital, creative, marketing automation, CRM, and paid media, with a heavy emphasis and interest in the digital strategy required to execute in these channels
- Passion for learning the client’s business, including company business goals and objectives, products, markets, brand positioning, competitive landscape, industry, distribution, etc.
- Strong understanding of digital and MarTech ecosystems, customer journeys, and omnichannel campaign execution.
- Experience advising clients or stakeholders on how to effectively leverage marketing technology to achieve business outcomes
- Ability to translate complex technical and data concepts into clear, compelling client-facing narratives and strategic recommendations
- Proven ability to develop strategic frameworks and roadmaps for marketing automation and customer engagement programs
- Ability to anticipate, plan and prioritize to manage the workload effectively and efficiently
- Strong interpersonal skills with the ability to diplomatically handle a fast-paced work environment
- Strong attention to detail
- Desire to work in a fast-paced, creative environment with a “can-do” attitude that inspires teams and clients
- Leadership skills and the desire to mentor
- Desire to always be learning and growing
Benefits That Matter:
Our benefits are designed to support life’s many stages—expected and unexpected. Eligible employees can access:
• Medical, dental, and vision insurance
• Virtual mental health support
• Health Savings and Flexible Spending Accounts (including dependent care)
• Infertility and critical illness benefits
• 401(k) with generous 6–10% employer contribution
• Paid parental leave
• Tuition reimbursement
• Free parking and commuter support
Note: Some benefits apply only to full-time employees.
Who We Are:
Our tone is professionally sassy. We embrace meat raffles, hot seats, and the occasional Jell-O shot. We like staff meetings that are informative, educational, and at times, damn funny. We believe in no hierarchy, no bullshit, no politics. Just honest, hard work and great fun.
Equal Opportunity Employer:
We are an equal opportunity employer, dedicated to a policy of nondiscrimination in employment on any basis including race, color, creed, gender, sexual orientation, age, disability, religion, national origin, marital status, familial status, ancestry, status as a veteran, status with regard to public assistance and any other characteristic protected by law. Bold Orange does not and will not discriminate against employees, prospective employees, clients, or vendors.
Skills Required
- Bachelor's degree in business, marketing, communications, public relations, or equivalent experience
- 7+ years of experience in an agency setting
- 8+ years relevant work experience across digital, creative, marketing automation, CRM, and paid media
- Deep expertise with marketing automation platforms (Salesforce Marketing Cloud, HubSpot, Braze)
- Strong understanding of MarTech ecosystems, customer journeys, and omnichannel campaign execution
- Proven ability to develop strategic frameworks and roadmaps for marketing automation and customer engagement
- Experience advising clients or stakeholders on leveraging marketing technology to achieve business outcomes
- Ability to translate complex technical and data concepts into clear, client-facing narratives and strategic recommendations
- Strong interpersonal skills, leadership ability, and desire to mentor
- Strong attention to detail and ability to prioritize workload effectively
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The Company
What We Do
Bold Orange is a customer experience agency helping brands with end-to-end CX needs inclusive of go-to-market experiences, content, UX/UI, loyalty and CRM, performance marketing, digital media and Salesforce Marketing Cloud implementation.
