Head of Strategy – Planning

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Oversee research into client enterprises, ideal customer profiles, purchasing committees, competitors, and market dynamics.

• Consolidate customer interviews, market analysis, search behavior, and campaign data into actionable strategic insights.

• Chart B2B buying journeys, pinpointing decision-making points, obstacles, and opportunities.

• Direct integrated strategic planning for Performance Marketing initiatives.

• Establish target audiences, positioning, messaging priorities, channel roles, and sequencing.

• Manage paid search, paid social, display, video, performance creative, landing pages, and analytics.

• Implement DiscoverabilityOS™ principles for audience targeting, messaging, and conversion experiences.

• Compose strategic and creative briefs.

• Collaborate with design, copy, paid media, landing page, and analytics teams.

• Lead planning workshops and collaborative sessions.

• Assess concepts and plans against briefs, audience requirements, and business objectives.

• Steer the strategic planning direction for assigned engagements.

• Present research findings, recommendations, and integrated strategies to clients and senior stakeholders.

• Develop strategic narratives for Performance Marketing pitches and account growth.

• Foster alignment across teams and clients while documenting decisions and trade-offs.

• Translate business goals into measurement frameworks and learning priorities.

• Analyze performance across engagement, conversion, lead quality, pipeline, and revenue.

• Create test-and-learn plans and suggest data-driven adjustments.

• Take into account budget, scope, and delivery constraints.

• Leverage AI and research tools for insight synthesis, competitive analysis, and planning efficiency.

• Validate AI outputs against credible sources and safeguard confidential client information.

• Set research, briefing, and planning standards; mentor colleagues and enhance strategic quality.

⛳️ Requirements

• Significant experience in strategic planning, integrated performance marketing, or account planning within an agency or growth-oriented business.

• Proven ownership of intricate client strategies.

• Portfolio showcasing strategic leadership, audience insights, performance marketing briefs, coordinated channel strategies, and measurable business outcomes.

• Experience in B2B performance marketing, complex buying journeys, paid media, performance creative, and conversion strategy.

• Capability to independently lead planning engagements and advise senior client stakeholders.

• Ability to mentor colleagues while remaining actively involved in research and briefing.

• Strong grasp of brand, demand generation, and customer experience in driving business growth.

• Skill in linking marketing recommendations to commercial priorities, budgets, and feasible execution plans.

• Confidence in interpreting quantitative and qualitative data, distinguishing meaningful signals from superficial metrics.

• Practical familiarity with research, audience intelligence, analytics, and planning tools.

• Competence in responsibly using AI for research and synthesis, backed by independent judgment and source validation.

• Comfort in interpreting campaign reports and collaborating with analytics specialists to define measurement and learning plans.

• Excellent storytelling ability, transforming complex information into clear insights, strategic narratives, and actionable briefs.

• Proficient facilitation skills across clients, performance creative practitioners, paid media specialists, analytics teams, and senior leadership.

• Strong organizational and prioritization skills; adept at managing multiple planning workflows in a dynamic environment.

• Established and current work authorization and permanent residence in the country of employment for global locations.

• Proficiency in operating a laptop, computer software platforms, and office productivity tools.

• Dependable internet access and a professional background.

• Ability to remain stationary for extended periods and effectively observe and interpret written and verbal communication.

🏝️ Benefits

• Medical, dental, and vision insurance plans, along with disability and life insurance coverage for you and your family.

• 100% employer-paid plan for you and a 50% employer contribution for dependents (US, CAD, MX).

• Access to certified therapists through Spring Health.

• Headspace membership.

• Physical therapy services through Omada.

• Thousands of Aaptiv virtual workouts.

• Complimentary One Medical membership for primary and virtual care.

• Unlimited Paid Time Off (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, increasing in total amount over time.

• Annual Company-wide Retreat.

• Option to work from a home office.

• Laptop computer (PC or Mac available).

• Remote-first/100% virtual work environment.