Culture and Careers

BDI is looking for an experienced Account Executive to join our Client Service team. In this role, you’ll work closely with Account Directors to support and strengthen client relationships, understand each client’s unique goals and needs, and help develop strategies that drive fundraising performance and meaningful results.

The Account Executive serves as a key strategic partner across assigned accounts, helping ensure client goals, budgets and performance expectations stay on track.

Account Support:

• Attends regular client status meetings and ensures strategic milestones are met
• Serves as the secondary point of contact for clients after the Account Director
• Oversees and addresses all current client requests and coordinates with the Account Director to resolve them as needed
• Demonstrates a deep knowledge of the agency, our clients, and the services we provide, including offline and digital services. Serves as a secondary driver of all strategies across the donor continuum and models THE BDI way. These tactics include:
  • Donor acquisition & retention strategies
  • Mid-Major strategies
  • Sustainer strategies
  • Planned giving strategies
  • Digital fundraising strategies
  • Brand & Awareness support

Operational Requirements:

• Performs quality control on all participation is entered into the CRM by the Account Specialist
• Aids the Account Specialist in the creation of data tickets and serves as the primary owner for communicating any resolution directly to clients
• Serves as the primary person to initiate digital and data helpdesk tickets and keeps the Account Specialist informed. Collaborates with the Account Specialist on ticket submission, ensuring needs are clearly articulated and all necessary supporting documentation and details are provided. Reports back to the client once tickets are resolved and as needed, informs the Account Director of any issues that require further attention or investigation. The Account Specialist serves as second in command when the Account Director or Account Executive is out of office
• Oversees the Account Specialist on storyteller coordination and ensures the team stays within the allotted budget and number of trips per year. Receives training from the Account Director on the approved budget and budget parameters
• Coordinates with the creative team when mandatories require review, at minimum once annually or when new staff members join the Mission
• Maintains accurate time tracking to understand workload distribution and identify time spent across client projects and internal duties, entering time at the close of each business day
• Supports the Account Director with RFM or Advanced Segmentation model selections
• Collaborates with the Account Director in the creation of Quarterly Business Review materials, including performance analysis and projections, and presents materials to the client as directed by the Account Director
• Works with the Account Director to maintain updated forecast-to-actual reporting
• Serves as secondary support for budget development and helps prepare budget and budget presentation materials
• Collaborates with the Account Director on monthly reporting needs
• Collaborates with the Account Specialist and Account Director to review monthly billing and ensure all invoices are accurate
• Collaborates with the Account Director to maintain pacing report actuals as RFMs are completed
• Writes and develops creative briefs, mindful of budget and overarching strategy
• Serves as the primary owner of Base Art and Versioned Art Reviews
• Under the direction of the BDI Marketing team, selects topics and writes/records two pieces of BDI Marketing content per fiscal year (Quick Shots, Inspire, Webinars, and podcasts)

• Relationship Building: Ability to establish strong, professional relationships with clients and collaborate effectively across teams
• Communication: Strong written and verbal communication, grammar, proofreading and presentation skills
• Strategic Thinking: Ability to understand client goals and translate them into actionable strategies
• Problem Solving: Strong critical-thinking and decision-making skills with a proactive approach to challenges
• Organization: Excellent attention to detail with the ability to prioritize and manage multiple projects in a fast-paced environment
• Analytical Skills: Ability to interpret data, identify insights and use information to support strategic decisions
• Excel Skills: Proficiency working with formulas, spreadsheets and data analysis

• BA or BS preferred, ideally in Marketing, Communications, Advertising, Business, Analytics or a related field
• Minimum of 4 years of experience in an advertising agency, marketing or communications environment
• Strong understanding of client service, marketing strategy and campaign execution

Professional services office environment
Occasional travel to conferences and client sites

Please send your resume and portfolio to peopleandculture@bdiagency.com

Kindly note that we’re unable to respond to InMail messages. Thank you for your interest!

The Digital Operations Manager is responsible for building, leading, and continuously improving Digital Operations at BDI. This role serves as the operational backbone of the Digital team, ensuring work is planned, structured, governed, and executed efficiently across Digital Media, Lifecycle, Data Services, and other key functions. This role owns digital operational governance, workflow design, team leadership, client onboarding coordination, capacity planning, and continuous process improvement. The Manager, Digital Operations helps create scalable systems and standards that improve execution quality, reduce operational friction, and enable growth without proportionally increasing headcount. This role is ideal for a highly organized, process-oriented leader who combines strong digital marketing knowledge with project management expertise, operational thinking, and a proven ability to lead teams through periods of growth and change.

Successful candidates will: 

• Build structure where structure does not currently exist. 
• Create clarity around ownership, expectations, and accountability. 
• Improve operational efficiency without sacrificing quality. 
• Enable Digital teams to spend more time executing strategic work and less time managing process friction. 
• Lead teams successfully through periods of organizational change. 
• Establish scalable systems capable of supporting future growth. 
• Create strong partnerships across Media, Lifecycle, Data Services, Operations and Project Management, Client Services, Finance, and leadership. 

Team Leadership & Development:

• Leads, coaches, and develops the Digital Operations team
• Establishes clear ownership, accountability, and expectations across Digital Operations
• Supports employee growth through training, mentoring, cross-training, and career development
• Builds a collaborative, high-performing team culture focused on continuous improvement
• Identifies capability gaps and recommends future staffing or development plans

Operational Governance & Process Design:

• Designs, implements, and continuously improves operational workflows across Digital
• Develops and maintains SOPs, standards, and operational documentation
• Establishes launch-readiness standards and quality controls across digital execution
• Identifies operational inefficiencies and implements practical, scalable solutions
• Drives consistency, transparency, and accountability across teams

Client Onboarding & Cross-Functional Coordination:

• Serves as the operational lead for Digital client onboarding initiatives
• Coordinates digital client onboarding efforts across Operations, Digital Media, Lifecycle, Data Services, Client Services, Finance, and external partners
• Ensures requirements, dependencies, timelines, access needs, and responsibilities are clearly documented and understood
• Escalates risks, bottlenecks, and missing requirements before they impact delivery

Capacity Planning & Resource Management:

• Manages team workload, priorities, and operational capacity
• Balances immediate delivery needs with long-term operational initiatives
• Identifies opportunities to improve scalability through process improvements, automation, or organizational change
• Partners with department leadership on resource planning and operational forecasting

Measurement Governance & Technical Oversight:

• Oversees Digital measurement governance, standards, and operational requirements
• Maintains working knowledge of digital measurement ecosystems including GA4, GTM, conversion tracking, attribution, and marketing technology integrations
• Partners with internal stakeholders and external technical resources to ensure tracking, measurement, and reporting requirements are correctly implemented
• Supports Digital reporting prioritization in partnership with Data Services
• Ensures measurement standards and operational requirements remain documented and scalable

Vendor, Platform & Subscription Governance:

• Maintains governance of Digital vendors, subscriptions, and external platform relationships
• Oversees renewal planning, vendor evaluations, and platform utilization reviews
• Coordinates vendor performance, issue resolution, and contract-related operational needs
• Ensures Digital technology investments align with organizational priorities and operational requirements

Change Management & Continuous Improvement:

• Leads operational improvements that increase efficiency, consistency, and scalability
• Supports organizational change initiatives, process transitions, and new ways of working
• Works closely with Operations Leadership to help the Digital team successfully adopt new tools, systems, technologies, and workflows
• Promotes a culture of innovation, continuous improvement, and operational excellence
• Supports the responsible adoption of AI, automation, and emerging technologies within Digital Operations

Additional Responsibilities:

• Under the direction of the BDI Marketing team, selects topics and writes/records two pieces of BDI Marketing content per fiscal year (Quick Shots, Inspire, Webinars, and podcasts)
• Other responsibilities as assigned

• Leadership and Change Management:  Must demonstrate ability to drive change, build consensus, and lead through ambiguity. Must be able to lead, coach, and develop a team through periods of growth and change
• Project Management and Organization:  Must demonstrate strong project management and organizational skills, including coordinating complex initiatives involving multiple stakeholders. Must be able to manage competing priorities, dependencies, risks, and timelines
• Communication Skills:  Must demonstrate strong written and verbal communication skills. The position requires regular contact both inside and outside the agency, including clients, vendors, contractors, and technical partners
• Technical Skills: Must demonstrate working knowledge of Google Tag Manager (GTM), Google Analytics 4 (GA4), conversion tracking, attribution, and marketing technology ecosystems
• Relationship Building:  Must be trustworthy, knowledgeable, and professional. Must demonstrate ability to establish and develop strong working relationships across teams and serve as an ambassador of BDI. Positive attitude, good collaborator
• Reasoning Skills: Must demonstrate ability to define problems, collect data, interpret, and understand data and analyses, establish facts, and draw valid conclusions. Must be extremely efficient, organized, process-oriented, resourceful
• Computer Skills:  Must demonstrate proficiency in the use and knowledge of integrated computer systems and business-related software such as Microsoft Office: Word, Excel, Outlook, Workfront, and Dynamics and quickly learn, understand, and implement the operation of the agency’s e-Tools
• Decision Making and Problem Solving:  Must demonstrate strong decision-making, problem-solving, and critical-thinking skills. Must be proactive, self-motivated, and able to take initiative, focus, and prioritize tasks
• Attention to Detail:  Must pay close attention to detail and demonstrate excellent follow-through
• Must be punctual, flexible, and able to function well in a fast-paced environment and meet deadlines

• BA or BS preferred, ideally in Marketing, Business, Communications, or a related field
• Minimum of 5 years’ experience in Digital Marketing, Digital Operations, Marketing Operations, Project Management, Program Management, or related fields
• Minimum of 3 years’ leadership experience managing people, teams, projects, or operational functions
• Demonstrated experience building or improving operational processes across cross-functional teams
• Experience developing SOPs, process documentation, or operational standards
• Experience working with external vendors, contractors, and technical partners

Preferred Qualifications:

• Experience working in nonprofit fundraising, donor acquisition, advocacy, membership, higher education, healthcare, or mission-driven organizations
• Experience supporting digital media, lifecycle marketing, CRM, marketing automation, or fundraising technology ecosystems
• Familiarity with reporting and visualization platforms such as Power BI, Looker Studio, Tableau, or similar tools
• Experience implementing AI or automation within marketing or operational workflows
• PMP, Agile, Scrum, Lean, Six Sigma, or other project/process improvement certifications
• Experience managing operational transformations, reorganizations, or process-improvement initiatives

Professional services office environment
Occasional travel to conferences and client sites

Please send your resume and portfolio to peopleandculture@bdiagency.com

Kindly note that we’re unable to respond to InMail messages. Thank you for your interest!