Senior Account Planner (Remote)

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 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%)

Media Planning & Channel Strategy Orchestration: 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%)

Client Consultation & Strategic Presentation: 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 managed services framework; Build trusted advisor relationships with clients by
demonstrating deep understanding of their business challenges market dynamics and growth
opportunities (20%)

Campaign Implementation Oversight & Quality Assurance: Provide strategic guidance during
campaign setup and implementation to ensure Media Specialists and execution teams build
campaigns according to strategic plans and industry best practices; Review campaign structures
targeting configurations creative applications and tracking implementations to validate alignment
with strategic intent; Participate in campaign launch readiness reviews identifying risks and gaps
before go-live; Monitor in-flight campaign performance against strategic benchmarks providing
course-correction guidance and optimization directives as needed; Ensure compliance with
financial services regulations and platform policies throughout campaign planning and execution
(15%)

Performance Analysis & Strategic Optimization: Analyze campaign performance data across
channels to identify trends diagnose issues and uncover optimization opportunities within
always-on programs; Develop actionable recommendations for budget reallocation audience
refinement creative pivots and channel expansion based on performance insights and continuous
learning; Build post-campaign and ongoing performance analysis reports that connect outcomes to
strategic decisions documenting learnings for future application; Establish performance
benchmarks and success frameworks that guide ongoing optimization and strategic decision-
making across client portfolios; Partner with Data Analysts and Performance Intelligence teams to
access advanced insights validate hypotheses and refine strategic approaches (10%)

Cross-Functional Collaboration & Team Integration: Work seamlessly across execution teams
providing strategic guidance and ensuring consistency in planning approaches across all client
engagements; Collaborate with Media Specialists to leverage their channel expertise while
providing strategic direction and prioritization; Partner with Data Analysts and Performance
Intelligence teams to access insights build reporting frameworks and validate hypotheses; Engage
with Creative Compliance and Technology teams to ensure strategic plans are feasible compliant
and optimized for execution; Contribute to the development of standardized planning frameworks
templates 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 within

an 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 drive

measurable results (Required)

Experience working in cross-functional collaborative environments with media specialists creative

teams and client-facing roles (Required)

Demonstrated expertise across multiple digital channels including paid search paid social

programmatic 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-record

relationships (Preferred)

KNOWLEDGE/SKILLS/ABILITIES
Strategic Thinking & Planning: Exceptional ability to synthesize complex business requirements
audience insights and competitive dynamics into cohesive actionable media strategies; Strong
strategic frameworks including PESTLE analysis SWOT customer journey mapping media mix
optimization and test-and-learn methodologies; Ability to think holistically across channels while
understanding the nuances and best practices of individual platforms; Experience developing long-
term strategic roadmaps and always-on optimization frameworks that support managed services
relationships
Financial Services & Regulatory Knowledge: Understanding of financial services marketing
challenges including compliance requirements (CFPB FDIC Fair Lending) consumer trust factors
and attribution complexity; Familiarity with banking and credit union business models product
lifecycles and key performance indicators (account growth loan origination deposits etc.);
Awareness of data privacy regulations (GDPR CCPA GLBA) and their impact on audience targeting
and campaign execution
Media & Channel Expertise: Deep knowledge of digital media channels platforms targeting
capabilities and performance benchmarks across paid search paid social programmatic display
direct mail CTV and emerging media; Understanding of audience data activation identity
resolution and first-party data strategies; Familiarity with ad tech ecosystem including DSPs
DMPs CDPs attribution platforms and analytics tools
Analytical & Data-Driven Decision Making: Strong analytical skills with the ability to interpret
performance data identify patterns and derive actionable insights; Proficiency with data analysis
tools Excel/Google Sheets modeling and data visualization; Comfort working with KPIs conversion
funnels attribution models and ROI calculations
Communication & Presentation: Exceptional written and verbal communication skills with the
ability to craft compelling narratives around strategic recommendations; Confident presenter
capable of facilitating workshops delivering strategy presentations and defending
recommendations to senior client stakeholders; Ability to translate technical marketing concepts
into accessible language for non-marketing audiences
Collaboration & Influence: Proven ability to work effectively across cross-functional teams building
consensus and influencing without direct authority; Skilled at partnering with subject matter
experts (Media Directors Specialists Data Analysts) to leverage their expertise while maintaining
strategic direction; Strong interpersonal skills with the ability to navigate competing priorities
manage stakeholder expectations and drive alignment
Detail-Oriented Execution: Meticulous attention to detail when reviewing campaign plans
ensuring strategic intent is reflected in tactical execution; Ability to balance strategic thinking with
practical implementation considerations identifying risks and dependencies early
Adaptability & Continuous Learning: Intellectual curiosity and commitment to staying current on
platform innovations industry trends and marketing best practices; Comfortable operating in a
fast-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 strategic
approaches

Additional 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-REMOTE

Remote Work :

Yes

Employment Type :

Full-time