321 The Agency

Customer Success Manager

• Serve as primary point of contact for assigned client, managing day-to-day relationships and setting strategic direction
• Translate business objectives into comprehensive CRM strategies that drive measurable results
• Lead discovery sessions, requirements gathering, and solution design workshops
• Manage client expectations throughout implementation and optimization phases
• Develop and present strategic recommendations backed by data analysis and industry best practices
• Identify opportunities for CRM optimization, automation, and enhanced customer engagement
• Design and architect solutions using High Level and similarly complex CRM platforms
• Evaluate platform capabilities and make informed recommendations on technical approach
• Configure advanced automations, workflows, and integrations that align with business goals
• Ensure solutions meet industry-specific compliance requirements (HIPAA, data privacy regulations)
• Stay current on platform updates, emerging capabilities, and CRM industry trends
• Oversee and actively collaborate with CRM Architect Specialist on technical implementation
• Provide strategic guidance and quality assurance on technical solutions
• Foster collaborative problem-solving approach between strategy and technical execution
• Mentor team members on client management and strategic thinking
• Coordinate cross-functional collaboration with creative, content, and paid media teams
• Develop project plans, timelines, and success metrics for CRM implementations
• Manage scope, budget, and timeline expectations with clients
• Conduct regular check-ins and status updates with stakeholders
• Identify and mitigate project risks proactively
• Ensure deliverables meet quality standards and client requirements

Senior CRM Strategist – Contract

Digital Marketing

• Assume total ownership of the data department, including its personnel, the daily operations and functions
• Develop and execute lead generation strategies
• Manage the data department’s workload and skill set
• Handle the recruitment, hiring, buildout and training of digital/data team staff
• Oversee the development of reports and dashboards
• Leverage data visualization tools to assist with data storytelling

Senior Digital Marketing Manager

Account Manager

• Serve as the senior lead across several high-value digitally focused client accounts, acting as their trusted partner and business advisor
• Develop and guide comprehensive digital marketing strategies spanning paid media, CRM, content, and automation focused on business growth
• Lead high-level planning meetings, campaign reviews, and growth strategy sessions with clients and internal teams
• Translate complex business objectives into actionable digital strategies and communicate across creative, media, and development teams
• Actively apply AI-driven tools and techniques to optimize campaign performance, improve personalization, and streamline workflows
• Lead digital campaign planning and audience targeting strategies across Meta, Google, LinkedIn, and YouTube
• Own development and optimization of customer journey strategies from awareness to conversion to retention
• Define campaign KPIs, budget allocations, and messaging priorities based on client goals and market insights
• Oversee planning and execution of digitally led and lead gen-driven full-funnel marketing strategies across online and occasionally offline platforms
• Create and present strategic campaign briefs, recommendations, and comprehensive post-campaign performance analysis
• Mentor Client Strategists and Digital Account Strategists, providing strategic insight and guidance
• Partner with department leadership to improve internal digital tools, workflows, and collaboration
• Guide development of sophisticated CRM campaigns including email journeys, automations, and advanced list segmentation
• Analyze customer behavior and engagement data to provide optimization and retention recommendations
• Monitor, analyze, and collaborate to optimize campaign and account performance using analytics platforms
• Build and present comprehensive monthly performance reports with KPIs and strategic optimization tactics
• Lead onboarding for new accounts to ensure strategic alignment and operational clarity
• Collaborate with business development to identify growth opportunities and scope new digital initiatives
• Own revenue planning, budget tracking, and invoicing in coordination with account and project teams

Senior CRM Strategist – Contract

Senior Digital Marketing Manager

Senior Client Account Strategist, Digital