Director of Client Strategy and Services
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AI Summary
About Bold Orange:
Bold Orange (BOCO) is a customer experience company. We believe authentic human connections are the single most important driver of business and societal progress. We exist to create these connections across the customer lifecycle, from acquisition to engagement to retention. Our culture is one of curiosity, collaboration, proactivity and always bringing the outside, future focused perspective to our clients.
Bold Orange is seeking a driven, strategic, and digital-first Director, Client Strategy & Services to serve as a senior client leader and trusted advisor. This role is focused on shaping and leading holistic marketing strategies, with a strong emphasis on marketing automation and connected Customer Experiences (CX).
As a member of the CSS team, you can expect to understand, analyze, strategize, ideate, collaborate, contribute, and lead client solutions that deliver “And Then Some” to drive meaningful results for our clients. You will guide clients in defining and evolving their marketing automation capabilities—particularly within platforms such as Salesforce Marketing Cloud—ensuring strategies are scalable, data-driven, and aligned to business objectives.
While this is not a hands-on execution role, the ideal candidate brings a deep understanding of how marketing automation platforms work, enabling them to confidently advise clients, shape roadmaps, and partner with delivery teams to bring strategies to life.
As a digital-first agency, we are looking for candidates with demonstrated experience in developing and executing on strategies across digital touchpoints to create seamless customer experiences.
- Leverage your digital prowess and experience to shape solutions and drive results across channels including email, website, and paid media with a heavy emphasis on the digital strategy aspect of executing in these channels
- Lead the development of strategic, data-driven marketing approaches across channels, with a strong emphasis on marketing automation, CRM, and lifecycle strategy
- Lead and inspire cross-functional agency teams to deliver strategically sound, insight-driven work for our clients. Set the vision and create the strategy for our work and develop solutions to drive results for our clients
- Develop, nurture, and grow strong senior-level client relationships, acting as a trusted advisor on marketing strategy, customer experience, and marketing technology
- Partner closely with client teams including marketing, creative, operations, finance, analytics, product, technology, and senior management
- Create, lead, and present the development of holistic strategy to clients via engaging storytelling
- Develop and clearly articulate well-informed, clear points of view to confidently lead and guide our clients
- Author project briefs
- Negotiate changes and navigate challenges
- Monitor and proactively report out on best practices and overall market trends
- Bachelor’s degree in business, marketing, communications, public relations, or equivalent work experience
- 7+ years of marketing/advertising experience in an agency setting
- 9+ years relevant work experience across Digital, 1to1 marketing, creative, social, paid media, MarTech and CRM, with a heavy emphasis and interest in the digital strategy required to execute in these channels
- Passion for learning the client’s business, including company business goals and objectives, products, markets, brand positioning, competitive landscape, industry, distribution, etc.
- Strong storytelling and PowerPoint presentation skills, with the ability to influence senior stakeholders
- Experience advising clients or stakeholders on how to effectively leverage marketing technology to achieve business outcomes
- Ability to translate complex technical and data concepts into clear, compelling client-facing narratives and strategic recommendations
- Proven ability to develop strategic frameworks and roadmaps for marketing automation and customer engagement programs
- Ability to anticipate, plan and prioritize to manage the workload effectively and efficiently.
- Strong interpersonal skills with the ability to diplomatically handle a fast-paced work environment
- Strong attention to detail
- Desire to work in a fast-paced creative environment with a “can-do” attitude that inspires teams and clients
- Leadership skills and the desire to mentor
- Desire to always be learning and growing
- Salesforce Marketing Cloud
Benefits That Matter:
Our benefits are designed to support life’s many stages—expected and unexpected. Eligible employees can access:
• Medical, dental, and vision insurance
• Virtual mental health support
• Health Savings and Flexible Spending Accounts (including dependent care)
• Infertility and critical illness benefits
• 401(k) with generous 6–10% employer contribution
• Paid parental leave
• Tuition reimbursement
• Free parking and commuter support
Note: Some benefits apply only to full-time employees.
Who We Are:
Our tone is professionally sassy. We embrace meat raffles, hot seats, and the occasional Jell-O shot. We like staff meetings that are informative, educational, and at times, damn funny. We believe in no hierarchy, no bullshit, no politics. Just honest, hard work and great fun.
Equal Opportunity Employer:
We are an equal opportunity employer, dedicated to a policy of nondiscrimination in employment on any basis including race, color, creed, gender, sexual orientation, age, disability, religion, national origin, marital status, familial status, ancestry, status as a veteran, status with regard to public assistance and any other characteristic protected by law. Bold Orange does not and will not discriminate against employees, prospective employees, clients, or vendors.
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