Senior Account Planner (Remote) at Vericast

The Senior Account Planner is a strategic leader within Vericasts performance marketing agency responsible for developing and maintaining comprehensive data-driven media strategies and always-on campaign plans for financial institution clients across all digital channels. This role translates client business objectives into integrated long-term strategic roadmaps and tactical media plans that drive measurable results supporting Vericasts evolution toward a managed services and agency-of-record model rather than ad-hoc campaign execution. The Senior Account Planner collaborates extensively with Client Strategists Media Directors Media Specialists Account Managers and cross-functional teams to ensure strategic alignment best-practice implementation and continuous optimization across client portfolios. This position requires deep expertise in omnichannel digital marketing strategy financial services marketing nuances and the ability to synthesize complex business requirements into actionable media plans. Operating as a strategic consultant internally and externally the Senior Account Planner provides thought leadership on media strategy channel selection audience targeting and performance optimization while partnering closely with execution teams to ensure campaigns are built to plan and positioned for success.KEY DUTIES/RESPONSIBILITIES Account & Campaign Strategy Development: Develop comprehensive integrated media strategiesfor client accounts that align with business objectives target audience insights competitivepositioning and performance goals; Create always-on strategic roadmaps and ongoingoptimization frameworks that support long-term client relationships and managed servicesengagements rather than one-off campaign executions; Design detailed campaign strategies andmedia plans that specify channel mix budget allocation audience targeting messagingframeworks creative requirements and success metrics; Partner with Client Strategists totranslate client business goals and success plans into actionable marketing and media strategiesthat support sustained growth; Establish strategic priorities across multiple concurrent clientaccounts balancing resource constraints with growth opportunities and continuous improvementinitiatives; Develop test-and-learn frameworks quarterly optimization roadmaps and strategicpivots based on performance data market dynamics and evolving client needs (25%) Media Planning & Channel Strategy Orchestration: Architect cross-channel media plans spanningpaid search paid social programmatic display direct mail CTV and emerging channels based onclient objectives and audience behavior; Partner with Media Directors (Paid Search Paid SocialProgrammatic) to incorporate channel-specific best practices platform capabilities and tacticalrecommendations into strategic plans; Develop audience segmentation strategies targetingparameters and data activation plans leveraging first-party third-party and proprietary consumerdata assets; Create media mix models and scenario planning to optimize budget allocation acrosschannels and campaigns for maximum ROI; Design holistic year-round media strategies thatsupport agency-of-record relationships and continuous optimization rather than discrete campaigncycles; Stay current on platform innovations industry trends competitive tactics and emergingopportunities in financial services marketing (20%) Client Consultation & Strategic Presentation: Serve as a strategic voice in client interactionspresenting media strategies campaign plans performance insights and optimizationrecommendations with clarity and confidence; Facilitate strategic planning sessions and workshopswith clients to align on objectives review performance and co-create strategic roadmaps foralways-on programs; Translate complex data channel mechanics and technical concepts intoaccessible actionable insights for client stakeholders at all levels; Partner with Account ManagersAEs and Sales to support relationship management renewals upsells and strategic accountgrowth within a managed services framework; Build trusted advisor relationships with clients bydemonstrating deep understanding of their business challenges market dynamics and growthopportunities (20%) Campaign Implementation Oversight & Quality Assurance: Provide strategic guidance duringcampaign setup and implementation to ensure Media Specialists and execution teams buildcampaigns according to strategic plans and industry best practices; Review campaign structurestargeting configurations creative applications and tracking implementations to validate alignmentwith strategic intent; Participate in campaign launch readiness reviews identifying risks and gapsbefore go-live; Monitor in-flight campaign performance against strategic benchmarks providingcourse-correction guidance and optimization directives as needed; Ensure compliance withfinancial services regulations and platform policies throughout campaign planning and execution(15%) Performance Analysis & Strategic Optimization: Analyze campaign performance data acrosschannels to identify trends diagnose issues and uncover optimization opportunities withinalways-on programs; Develop actionable recommendations for budget reallocation audiencerefinement creative pivots and channel expansion based on performance insights and continuouslearning; Build post-campaign and ongoing performance analysis reports that connect outcomes tostrategic decisions documenting learnings for future application; Establish performancebenchmarks and success frameworks that guide ongoing optimization and strategic decision-making across client portfolios; Partner with Data Analysts and Performance Intelligence teams toaccess advanced insights validate hypotheses and refine strategic approaches (10%) Cross-Functional Collaboration & Team Integration: Work seamlessly across execution teamsproviding strategic guidance and ensuring consistency in planning approaches across all clientengagements; Collaborate with Media Specialists to leverage their channel expertise whileproviding strategic direction and prioritization; Partner with Data Analysts and PerformanceIntelligence teams to access insights build reporting frameworks and validate hypotheses; Engagewith Creative Compliance and Technology teams to ensure strategic plans are feasible compliantand optimized for execution; Contribute to the development of standardized planning frameworkstemplates and processes that scale as the agency grows and matures (10%)Qualifications : EDUCATION Bachelors Degree in Marketing Advertising Business Communications or related field (Required) Masters Degree (MBA Marketing or related field) (Preferred)EXPERIENCE 8-10 years of experience in digital marketing strategy media planning or account planning withinan agency or in-house marketing environment (Required) 5 years developing integrated multi-channel media strategies and campaign plans (Required) Proven track record of translating business objectives into effective media strategies that drivemeasurable results (Required) Experience working in cross-functional collaborative environments with media specialists creativeteams and client-facing roles (Required) Demonstrated expertise across multiple digital channels including paid search paid socialprogrammatic display and emerging media (Required) Financial services marketing experience (banking credit unions fintech) (Strongly Preferred) Experience with always-on marketing programs managed services models or agency-of-recordrelationships (Preferred)KNOWLEDGE/SKILLS/ABILITIES Strategic Thinking & Planning: Exceptional ability to synthesize complex business requirementsaudience insights and competitive dynamics into cohesive actionable media strategies; Strongstrategic frameworks including PESTLE analysis SWOT customer journey mapping media mixoptimization and test-and-learn methodologies; Ability to think holistically across channels whileunderstanding the nuances and best practices of individual platforms; Experience developing long-term strategic roadmaps and always-on optimization frameworks that support managed servicesrelationships Financial Services & Regulatory Knowledge: Understanding of financial services marketingchallenges including compliance requirements (CFPB FDIC Fair Lending) consumer trust factorsand attribution complexity; Familiarity with banking and credit union business models productlifecycles and key performance indicators (account growth loan origination deposits etc.);Awareness of data privacy regulations (GDPR CCPA GLBA) and their impact on audience targetingand campaign execution Media & Channel Expertise: Deep knowledge of digital media channels platforms targetingcapabilities and performance benchmarks across paid search paid social programmatic displaydirect mail CTV and emerging media; Understanding of audience data activation identityresolution and first-party data strategies; Familiarity with ad tech ecosystem including DSPsDMPs CDPs attribution platforms and analytics tools Analytical & Data-Driven Decision Making: Strong analytical skills with the ability to interpretperformance data identify patterns and derive actionable insights; Proficiency with data analysistools Excel/Google Sheets modeling and data visualization; Comfort working with KPIs conversionfunnels attribution models and ROI calculations Communication & Presentation: Exceptional written and verbal communication skills with theability to craft compelling narratives around strategic recommendations; Confident presentercapable of facilitating workshops delivering strategy presentations and defendingrecommendations to senior client stakeholders; Ability to translate technical marketing conceptsinto accessible language for non-marketing audiences Collaboration & Influence: Proven ability to work effectively across cross-functional teams buildingconsensus and influencing without direct authority; Skilled at partnering with subject matterexperts (Media Directors Specialists Data Analysts) to leverage their expertise while maintainingstrategic direction; Strong interpersonal skills with the ability to navigate competing prioritiesmanage stakeholder expectations and drive alignment Detail-Oriented Execution: Meticulous attention to detail when reviewing campaign plansensuring strategic intent is reflected in tactical execution; Ability to balance strategic thinking withpractical implementation considerations identifying risks and dependencies early Adaptability & Continuous Learning: Intellectual curiosity and commitment to staying current onplatform innovations industry trends and marketing best practices; Comfortable operating in afast-paced evolving environment where priorities shift based on client needs and business growth;Growth mindset with willingness to experiment learn from failures and iterate on strategicapproachesAdditional Information : Base salary: $120000-$150000*Applications will be accepted through January 8 2026 after which the posting will be closed and no longer available for submissions.*The ultimate compensation offered for the position will depend upon several factors such as skill level cost of living experience and responsibilities.At Vericast we dont just accept differences - we celebrate them we support them and we thrive on them for the benefit of our employees our clients and our  an Equal Opportunity employer Vericast considers applicants for all positions without regard to race color creed religion national origin or ancestry sex sexual orientation gender identity age disability genetic information veteran status or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at . EEO is the law. To review your rights under Equal Employment Opportunity please visit:  #LI-REMOTERemote Work : YesEmployment Type : Full-time Key Skills Presentation Skills,Six Sigma,Construction Estimating,Earned Value Management,Emergency Management,Joint Operations,Production Planning,Project Planning,Strategic Planning,Microsoft Project,Auto Estimating,Exercise Planning Department / Functional Area: Product Management Experience: years Vacancy: 1