Senior Client Strategist

Posted 2 Days Ago
Be an Early Applicant
Remote
5-7 Years Experience
Fintech • Payments • Financial Services
The Role
The Senior Client Strategist at DealMaker will lead marketing strategies that drive results, manage client relationships, oversee campaign execution, analyze data for optimization, and contribute to continuous process improvement. This role requires collaboration with various teams to ensure alignment with client goals and market trends.
Summary Generated by Built In

DealMaker is a fast-growing fintech company revolutionizing the capital markets ecosystem with a mission to make online capital raising mainstream. We empower founders, CEOs, and operators to raise capital digitally, both from their own communities and through strategically marketed campaigns. No other platform provides an end-to-end solution like ours—and our track record speaks for itself, with over $2B raised across 1,000+ campaigns. We power the largest online capital raises for customers like the Green Bay Packers ($65M), Miso Robotics ($72M+), Monogram Orthopaedics (Nasdaq:MGRM) and many others, with 3 IPOs in the past year alone. We are quickly expanding our horizons and are seeking talented team members to join us on our journey to transform the global capital markets.




Who are you?

As a Senior Client Strategist, you lead the charge in creating high-impact marketing strategies that deliver transformative results. You collaborate with cross-functional teams to oversee the execution of complex campaigns, providing strategic direction and insight-driven recommendations. Your deep understanding of client goals, market trends, and emerging technologies empowers you to optimize strategies for maximum impact. By cultivating long-term client relationships and serving as a trusted advisor, you drive significant revenue growth and strengthen client retention. Your leadership elevates both the client experience and the agency’s market presence, ensuring sustainable success across all initiatives.


How will you create an impact?


Client Relationship Management:

-Foster and maintain strong relationships with clients, serving as the primary point of contact for all strategic discussions and campaign-related inquiries.

-Actively listen to clients' needs, concerns, and objectives, translating them into actionable strategies that align with both client expectations and company capabilities.

-Lead up strategic discussions around campaign optimization with clients.


Strategic Campaign Planning:

-Develop comprehensive, data-driven marketing strategies tailored to each client's unique goals and challenges.

-Collaborate with internal teams, including creative, analytics, and technology, to create integrated campaigns that leverage the latest industry trends and technologies.


Campaign Execution and Optimization:

-Oversee and lead the end-to-end execution of marketing campaigns, ensuring seamless implementation and alignment with established strategies.

-Monitor campaign performance, analyze data, and provide actionable insights to optimize ongoing and future campaigns.


Communication and Reporting:

-Clearly communicate campaign strategies, performance metrics, and recommendations to clients in regular meetings and reports.

-Lead collaboration with internal teams to compile comprehensive campaign reports that showcase the impact of our strategies on clients' key performance indicators (KPIs).


Problem Solving and Innovation:

-Proactively identify challenges and propose innovative solutions, staying ahead of industry trends to provide clients with a competitive edge.

-Contribute to the continuous improvement of our client engagement processes, sharing insights and best practices with the team.


What you should have?

-5-7 years of experience as a Strategist or a Campaign Manager at a digital marketing agency or a similar company

-Strong analytical and problem-solving abilities.

-Proven experience in developing and executing successful marketing strategies.

-Ability to thrive in a fast-paced, dynamic environment.

-Client-centric mindset with a focus on delivering exceptional service.

-Familiar with concepts like CAC, CPM, CTR, CPA, CVR, LTV, and ROAS

-Excellent verbal and written communication skills

Founded in 2018 by leading capital markets lawyers, DealMaker has blazed its own trail as the leading online capital-raising platform. As a Series A tech startup, we are well-capitalized, firmly established in our market, and ready to scale. Here’s why you should want to join us:

-Competitive compensation with the opportunity to earn equity—get into a growth company on the ground floor

-A diverse & distributed team of doers, innovators, and experts

-Shared employee benefit plan (medical, vision, & dental)

-Strong autonomy with support from leadership

-Annual learning support And more!

The Company
Toronto, Ontario
105 Employees
On-site Workplace
Year Founded: 2018

What We Do

We're making online capital raising mainstream by empowering founders to raise digitally, both from their own communities and through strategically marketed campaigns.

Our tech transforms the capital raising process into simple eCommerce. Just add an “Invest Now” button to your existing site, and we'll handle the rest—from compliance to payments and everything in between.

We’ve helped companies raise $2 billion and counting, both from the general public and from their customers, followers, and fans—including the Green Bay Packers ($65M), Miso Robotics ($72M), Monogram Orthopaedics (NASDAQ:MGRM), and hundreds more

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