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Maintains accurate financial data across client budgets, invoicing, revenue projections, COGS reporting, accruals, and reconciliations. Partners with business units to validate financial information, resolve variances, support month-end and quarter-end close, and keep reporting audit-ready. The role also verifies invoices against projections and contracted scopes, updates budget models, and maintains consistent templates and version control.

Leads complex, non-routine enterprise projects from discovery through closeout. Develops project plans, governance, workflows, documentation, and stakeholder communication processes. Coordinates internal agency teams, clients, external project managers, vendors, and senior stakeholders. Identifies dependencies, risks, blockers, and operational gaps while driving decisions and execution. Establishes processes for new offerings and transitions repeatable work into ongoing operations.

Lead creative strategy for a portfolio of clients by translating audience insights and campaign performance into multi-channel campaign concepts, messaging frameworks, and optimization plans. Guide creative execution across direct mail, email, digital, social, video, CTV, podcast, and emerging channels. Collaborate with account teams, analysts, and creatives, run testing and optimization, and support client-facing strategic meetings and creative reviews.

Lead integration and execution across Customer Success, Media, and Creative teams to deliver cohesive client experiences, drive revenue growth, and improve processes. Serve as senior client contact, oversee reporting and onboarding, identify upsell opportunities, support sales, and manage and develop Customer Success Managers and Creative Directors to meet performance goals and scale service delivery.

Manage and sequence direct-mail campaign workflows across planning, creative, proofing, production, print buying, and data teams. Control capacity and WIP, prevent bottlenecks, ensure job readiness, run review/proofing cycles, maintain workflow records in operational systems, and escalate production risks to leadership.

Own day-to-day health of client tracking across 100+ sites: deploy and maintain tags, triage telemetry alerts, debug conversion events, support client onboarding, manage consent requirements, and serve as primary telemetry helpdesk while documenting configurations and improving automation.