Lead Specialist, Accounts

This is a fully remote position, open to applicants in United States.

📋 Description

• Management of client relationships and accounts as either deputy or lead.

• Preparation of client agendas.

• Conducting conference calls.

• Overseeing calendar management and content coordination.

• Assisting with projections.

• Offering feedback on email and text content.

• Providing support to the manager on various accounts as required.

• Leading the email production and quality assurance process for designated accounts.

• Spearheading checklist and training for loading across customer relationship management systems.

• Creating content and managing client feedback.

• Consulting on client budgets and collaborating with firm stakeholders on business planning.

• Advising on acquisitions and SMS purchases.

• Drafting and editing email and text messages.

• Loading emails and texts as necessary.

• Reviewing samples of emails and texts.

• Providing creative and strategic edits to associates regarding their submissions.

• Conducting quality checks on emails and texts, focusing on copy edits, mobile formatting, links, sourcing conventions, and targeting.

• Assisting in training email and texting staff on quality assurance and best practices for segmentation, drafting, and loading across platforms.

• Ensuring that all areas prone to errors are addressed.

⛳️ Requirements

• A strong passion for impactful causes, whether candidates or others.

• 7-8 years of professional experience, including a minimum of 2-3 campaign cycles in a dedicated email fundraising role.

• Experience in client-facing project management.

• Proven ability to manage multiple clients or workstreams simultaneously.

• Familiarity with peer-to-peer (P2P) and/or broadcast texting platforms.

• Proficiency in one of the following email CRMs: NGP, Everyaction, Actionkit, Acoustic.

• Background in agency work; experience with non-profits or political/issue campaigns.

• Basic understanding of long-term lead performance tracking and budget creation for clients.

• Experience in developing and implementing project plans to meet fundraising and communication objectives.

• Ability to manage several projects in a fast-paced, deadline-oriented environment.

• Strong quantitative reasoning skills and the capability to leverage data for strategic decision-making.

🏝️ Benefits

• Unlimited vacation after 90 days of employment.

• Paid sick leave.

• Federal holidays off (11-12 total days, including Indigenous Peoples Day in off-cycle years).

• Employer-sponsored health, dental, and vision insurance.

• Flexible work schedules with the option to work remotely from anywhere within the United States and its territories, as long as broadband internet is available.

• Annual professional development stipend.

• 401k benefits with matching contributions after six months of employment.