Client Account Specialist

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Description

Our Billings, Montana office is currently seeking a Client Account Specialist, this is an on-site position .

POSITION SUMMARY:
The Client Account Support Specialist supports the onboarding and maintenance of client marketing campaigns. This position is critical to ensuring our campaigns are launched accurately, maintained effectively, and that internal and external stakeholders are supported with timely information and troubleshooting. The ideal candidate thrives in a collaborative, fast-paced environment, brings strong communication and analytical skills, and enjoys process improvement.

KEY RESPONSIBILITIES:

• Coordinate onboarding efforts between marketing teams, firm partners, and other departments to ensure timely and accurate campaign launches.
• Maintain and update existing campaigns to ensure ongoing success and alignment with business objectives.
• Import, export, and analyze campaign reports and lead data for internal and external use.
• Respond to client inquiries professionally and provide accurate support and solutions.
• Troubleshoot API errors, data mismatches, and system issues; escalate to appropriate technical teams as needed.
• Support cross-functional collaboration by communicating campaign performance insights and improvement opportunities.
• Assist in the identification and execution of process improvements to enhance workflow efficiency.
• Provide administrative and technical support as needed to internal teams managing active campaigns.
• Complete other duties as assigned by management, demonstrating flexibility and responsiveness to evolving needs.

KEY SKILLS:

• Demonstrates exceptional written and verbal communication skills with the ability to translate complex concepts into clear, concise, and professional responses for clients and internal stakeholders.
• Maintains a high level of attention to detail when handling campaign data, client inquiries, and technical documentation. Ensures all work meets quality standards and follows established procedures.
• Possesses strong proficiency in navigating CRMs, campaign platforms, and digital tools. Comfortable analyzing data, troubleshooting technical issues, and collaborating with IT teams to resolve system-related concerns.
• Applies critical thinking and sound judgment to evaluate campaign performance, identify trends, and recommend actionable improvements.
• Ability to work with data sets and create insights that inform business decisions.
• Efficiently prioritizes workload to meet time-sensitive deadlines and shifting priorities while maintaining accuracy and professionalism under pressure.
• Thrives in a team-oriented environment and works effectively with colleagues across departments including marketing, operations, client services, and technical support.
• Maintains composure and productivity in a dynamic environment. Adjusts quickly to new tools, evolving processes, or shifting campaign needs with a positive, solution-driven attitude.
• Demonstrates discretion when handling sensitive client or company information, adhering to privacy protocols and organizational ethics.
• Takes initiative, applies feedback constructively, and uses good judgment to support daily responsibilities.

MINIMUM QUALIFICATIONS:

• Must be at least 18 years of age or older.
• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 1+ years of experience in customer service, client account management, or campaign support.
• Working knowledge of Microsoft Office Suite, Adobe, and other similar software.
• Must be able to read, comprehend, and follow written and verbal instructions.

PHYSICAL REQUIREMENTS:

• Prolonged periods of sitting.
• Perform repetitive tasks such as typing and clicking.
• Must be able to lift and move light items up to 20 pounds at times.
• Must be able to bend, reach, push, pull, lift, and sit.

The physical demands are representative of those that must be met to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

BENEFITS:

The company offers a comprehensive benefits package including:

• Medical, dental, and vision.
• Voluntary life, accident, critical illness, hospital indemnity, and short-term disability.
• Vacation, sick and floating holidays.
• Employee assistance program.
• Paid parental leave.
• 401(k) retirement plan.

DISCLAIMER:

This is not meant to be an all-inclusive list of duties and responsibilities for this position but constitutes a general definition of the position’s scope and function.

EQUAL OPPORTUNITY EMPLOYER:
We are an equal opportunity employer and value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.

If you require a reasonable accommodation to complete the Application or interview process, please contact us at dl-human-resources@caseopp.com.