Digital Account Manager

Advisors Excel
Topeka, KS 66614
10 days ago
Advisors Excel
Advisors Excel
advisorsexcel.com

Job Description

Position: Digital Account Manager
Department: Creative Services
Reporting to: Director of Marketing Automation
Location: Topeka, KS – Onsite
Overview:
We are looking for a passionate and motivated individual to support Advisors Excel’s Digital Automation Program. This program provides automated, turnkey digital marketing solutions to advisors, and can revolutionize their marketing if done right.
The Digital Account Manager will be the point of contact for all new and existing users of the platform, delivering the ultimate client experience with each interaction. So, if you get excited about the opportunity to help advisors grow their business through digital marketing strategies, this could be a great fit for you!
What you’ll do:
  • Promote our digital automation platform to new and existing advisors
  • Assist advisors with digital demonstrations, onboarding, and implementation
  • Provide training to advisors and their staff on how to use the platform and provide ongoing support
  • Learn about each advisors marketing funnel/process; make recommendations on how to best leverage our digital automation platform
  • Handle incoming inquiries about the platform; answer questions, teach best practices, and troubleshoot
  • Travel to AE events to promote the platform (1-2 times per year)
Experience you’ll bring:
  • Exceptional customer service and interpersonal skills; ability to build rapport with different personality types
  • Confident and professional in written and verbal communication skills
  • Strong Excel knowledge
  • High attention to detail in fast paced environment
  • Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
Bonus Points:
  • Previous marketing or digital experience
  • Previous project management or product support experience
  • Knowledge of email automation platforms
What you’ll get:
  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package upon your start date
  • Access to an on-site café, gym and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work & exemplary performance
  • Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
#LI-MS1

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