Marketing Account Manager - Onboarding

CrossCountry Mortgage

$80K — $95K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Marketing, Communications, or related field.
  • 5+ years leading marketing initiatives, with a focus on client engagement.
  • Experience as an Account Manager, ideally in an agency setting.
  • Proficiency in annual marketing planning for sales organizations.
  • Strong background in digital and out-of-home marketing channels.
  • Knowledge of integrated marketing strategies and measurable results.
  • Excellent communication, negotiation, and presentation skills.

Responsibilities

  • Travel to CCM branches to train staff on marketing tools and best practices.
  • Gather project details from clients to ensure clarity and accuracy for marketing campaigns.
  • Manage projects using Salesforce and Click-Up to streamline operations.
  • Foster partnerships with clients through regular updates and issue resolution.
  • Lead onboarding orientation calls for new hires and branches.
  • Implement CCM’s Roadmap for onboarding to enhance client engagement.
  • Promote and advocate for CCM's marketing services to support revenue growth.

Benefits

  • Travel opportunities to various CCM branches.
  • Access to a collaborative team environment.
  • Comprehensive training on internal marketing tools and resources.
  • Career development and growth opportunities within the company.
Full Job Description

Position Overview:
The Marketing Onboarding Manager connects clients and the marketing team to ensure smooth project execution and strong engagement. This role manages communication, leads onboarding, and drives adoption of CCM’s marketing solutions. Using tools like Salesforce and Click-Up, this role collects project details, provides updates, and resolves issues, while promoting CCM’s marketing services and building trust. The Marketing Onboarding Manager navigates multiple client touchpoints and delivers exceptional service to new clients.

Job Responsibilities:
•    Travel to CCM branches to equip staff with the necessary marketing tools, knowledge, and training to drive adoption and operational excellence across the organization.
•    Gather all necessary details, specs, etc. for marketing projects and campaigns from clients to assist project teams; manage flow of information between clients and project teams.
•    Use Salesforce and Click-Up to manage projects and assignments.
•    Foster positive partnerships with clients by providing regular updates and progress reports and resolving client issues and complaints.
•    Lead onboarding orientation calls for branches and corporate individuals.
•    Follow CCM’s Roadmap for onboarding journeys to accelerate the engagement of new hires.
•    Encourage new hires to engage with CCM’s automated and custom marketing solutions and platforms to support revenue growth and profitability. 
•    Stay up to date with marketing’s offerings and present new products and services to members to gain more adoption.
•    Assist clients in expressing their needs to project teams to ensure positive outcomes.
•    “Sell” marketing services to clients.
•    Conduct onsite marketing training at CCM branches to actively drive awareness and increase adoption of marketing offerings.
•    Interact and communicate across a variety of stakeholder groups including technical subject matter experts, C-suite, branch, and business VPs.
•    Other duties as assigned.

Qualifications and Skills:
•    Bachelor’s degree in Marketing, Communications, related field, or equivalent combination of education and experience.
•    5+ years of experience and in leading marketing initiatives.
•    Experience as an Account Manager, preferably with an agency. 
•    Experience in annual marketing planning for sales organizations.
•    Cross-functional marketing background with knowledge base across core digital and OOH marketing channels.
•    Knowledge of integrated marketing strategies and tactics and how they come together to provide measurable results.
•    Excellent communication and customer service skills.
•    Excellent negotiation and presentation skills to gain consensus.
•    Excellent project management and problem resolution skills.
•    Proficient in Adobe and Microsoft Office Suite.
•    Available to travel up to 25%.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. 

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