账户策略师 II
Account Strategist II
职位：高级客户策略经理
公司：MASTERWORKS.AGENCY
简介
Masterworks 正在寻找一位高度有条理、积极主动且具备战略思维的高级客户策略经理，以支持和管理客户项目的重点方面。该职位适合一位在整合营销、客户服务和筹款策略方面有经验的职场新人，能够承担更大的客户关系、活动执行和战略建议的责任。
高级客户策略经理将在管理客户活动、推进筹款策略和确保高质量交付成果方面发挥关键作用。该职位需要独立管理日常客户事务，跨部门协作，并作为客户和内部团队的可信赖合作伙伴。该职位需要定期出差，占工作时间的 20%。
职责
客户服务与客户策略
- 负责所辖客户的日常客户服务职责，确保无缝且主动的交付。
- 通过持续沟通、战略思考、有效解决问题以及对组织目标的真诚承诺，建立并维护良好的客户关系。
- 准备并主导面向客户的材料，包括演示文稿、进度报告、活动更新和战略建议。
- 主持部分客户会议，传达关键要点，并确保及时跟进行动事项。
- 作为客户与内部团队之间的主要联系人，确保优先事项、时间表和交付成果保持一致。
- 预见客户需求，积极识别机会、挑战和解决方案。
- 专业地管理和解决客户问题，在必要时进行适当升级。
- 将客户目标和组织优先事项转化为可操作的活动和筹款策略。
- 参与年度规划、客户策略、活动规划和建议，以支持客户目标。
- 活动执行
- 在多个渠道（包括数字、电子邮件、直接回应和其他新兴渠道）上制定整合营销和筹款活动。
- 从策略到执行阶段负责所辖活动项目，确保时间表、交付成果和相关方保持一致。
- 与内部团队（包括策略、创意、制作和分析）合作，推进活动交付并实现客户目标。
- 审核活动材料
查看英文原文
Account Strategist II
MASTERWORKS.AGENCY
OVERVIEW
Masterworks is seeking a highly organized, proactive, and strategic Account Strategist II to support and manage key aspects of client engagements. This role is designed for a developing agency professional with experience in integrated marketing, client service, and fundraising strategy who is ready to take greater ownership of client relationships, campaign execution, and strategic recommendations.
The Account Strategist II will play a critical role in managing client campaigns, advancing fundraising strategies, and ensuring high-quality deliverables. This individual will independently manage day-to-day account responsibilities, collaborate cross-functionally, and serve as a trusted partner to clients and internal teams. This role requires travel to clients and key events up to 20% of the time.
RESPONSIBILITIES
Client Service & Account Strategy
- Own day-to-day client service responsibilities for assigned accounts, ensuring seamless and proactive delivery.
- Develop and maintain strong client relationships through consistent communication, strategic thinking, effective troubleshooting, and a sincere commitment to organizational goals.
- Prepare and lead client-facing materials, including presentations, status reports, campaign updates, and strategic recommendations.
- Lead portions of client meetings, communicate key takeaways, and ensure timely follow-up on action items.
- Serve as a key point of contact between clients and internal teams, ensuring alignment on priorities, timelines, and deliverables.
- Anticipate client needs and proactively identify opportunities, challenges, and solutions.
- Manage and resolve client issues professionally, escalating appropriately when needed.
- Translate client goals and organizational priorities into actionable campaign and fundraising strategies.
- Contribute to annual planning, account strategy, campaign planning, and recommendations that support client objectives.
Campaign Execution
- Develop an integrated marketing and fundraising campaigns across multiple channels, including digital, email, direct response, and other emerging channels.
- Own assigned campaign initiatives from strategy through execution, ensuring timelines, deliverables, and stakeholders remain aligned.
- Collaborate with internal teams, including strategy, creative, production, and analytics, to advance campaign deliverables and achieve client objectives.
- Review campaign materials and deliverables for strategic alignment, accuracy, and quality prior to client delivery.
- Identify opportunities to improve campaign effectiveness, processes, and team collaboration.
- Maintain quality assurance processes and ensure consistency across campaign outputs.
- Support the development and implementation of testing strategies and optimization recommendations.
Data & Performance
- Compile and organize campaign performance data to support strategic decision-making.
- Develop and present reporting materials, performance summaries, and strategic insights.
- Maintain awareness of campaign performance to identify trends, opportunities, and variances (in partnership with the Analyst, who leads detailed monitoring).
- Translate performance data into actionable recommendations for clients and internal teams.
- Partner with analytics teams to identify opportunities for donor growth, retention, engagement, and increased fundraising performance.
- Conduct market, audience, competitive, and industry research to inform campaign and account strategy.
- Develop a growing understanding of client financial and performance goals and how campaign activity contributes to overall fundraising outcomes.
Team Leadership & Professional Development
- Serve as a resource and informal mentor to Account Strategist I and other junior team members.
- Demonstrate ownership, accountability, and sound judgment in managing assigned responsibilities.
- Actively contribute ideas and perspectives during strategy, creative, and account team discussions.
- Seek and provide constructive feedback that strengthens individual and team performance.
- Continue developing expertise in fundraising, integrated marketing, client service, analytics, and agency operations.
- Demonstrate increasing independence in managing projects, solving problems, and making recommendations.
- Develop a deeper understanding of Masterworks clients, their missions, audiences, and fundraising environments.
REQUIREMENTS (Knowledge, Skills & Abilities)
- Strong written and verbal communication skills with a confident, professional, and client-ready presence.
- Exceptional organizational skills and attention to detail.
- Ability to independently manage multiple priorities, projects, and deadlines in a fast-paced agency environment.
- Strong strategic thinking, problem-solving, and decision-making skills.
- Ability to anticipate needs, identify opportunities, and proactively move work forward.
- Working knowledge of integrated marketing channels and campaign execution.
- Demonstrated understanding of fundraising principles, donor engagement, and campaign strategy preferred.
- Ability to analyze performance data and translate findings into clear insights and recommendations.
- Strong presentation and client communication skills.
- Proficiency in Google Docs, including Google Sheets.
- Working knowledge of project management, reporting, and AI tools.
- Bachelor’s degree in marketing, communications, business, or a related field preferred.
- 3–5 years of relevant experience in marketing, fundraising, client service, account management, or a related field.
MASTERWORKS
Masterworks moves people to participate in world-changing causes using an integrated approach to marketing, fundraising, and branding.
We are a team of strategists, analysts, creatives, and operators committed to delivering measurable results for our clients. We value collaboration, accountability, and continuous improvement in everything we do.
Because these things are true, we look for these behavioral competencies in potential staff members:
Passion
Initiative
Curiosity
Integrity
Drive
Commitment
Problem Solving
Communication
Humility
Risk Taking
Self-Mastery
Collaboration
Diversity
Tenacity
Salary: 80k-100k DOEOriginally posted on Himalayas