Senior Account Planner; Remote

Job Description

Senior Account Planner is a strategic leader within Vericast's 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 Vericast's 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.

Develop comprehensive, integrated media strategies for client accounts that align with business objectives, target audience insights, competitive positioning, and performance goals; create always‑on strategic roadmaps and ongoing optimization frameworks that support long‑term client relationships and managed services engagements rather than one‑off campaign executions; design detailed campaign strategies and media plans that specify channel mix, budget allocation, audience targeting, messaging frameworks, creative requirements, and success metrics;

partner with Client Strategists to translate client business goals and success plans into actionable marketing and media strategies that support sustained growth; establish strategic priorities across multiple concurrent client accounts, balancing resource constraints with growth opportunities and continuous improvement initiatives; develop test‑and‑learn frameworks, quarterly optimization roadmaps, and strategic pivots based on performance data, market dynamics, and evolving client needs (25%).

Architect cross‑channel media plans spanning paid search, paid social, programmatic display, direct mail, CTV, and emerging channels based on client objectives and audience behavior; partner with Media Directors (Paid Search, Paid Social, Programmatic) to incorporate channel‑specific best practices, platform capabilities, and tactical recommendations into strategic plans; develop audience segmentation strategies, targeting parameters, and data activation plans leveraging first‑party, third‑party, and proprietary consumer data assets;

create media mix models and scenario planning to optimize budget allocation across channels and campaigns for maximum ROI; design holistic, year‑round media strategies that support agency‑of‑record relationships and continuous optimization rather than discrete campaign cycles; stay current on platform innovations, industry trends, competitive tactics, and emerging opportunities in financial services marketing (20%).

Serve as a strategic voice in client interactions, presenting media strategies, campaign plans, performance insights, and optimization recommendations with clarity and confidence; facilitate strategic planning sessions and workshops with clients to align on objectives, review performance, and co‑create strategic roadmaps for always‑on programs; translate complex data, channel mechanics, and technical concepts into accessible, actionable insights for client stakeholders at all levels;

partner with Account Managers, AEs, and Sales to support relationship management, renewals, upsells, and strategic account growth within a…