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Account Supervisor -
Direct Mail Data Specialist

We’re seeking an experienced Account Supervisor with a deep background in direct mail data management—ideally in insurance or warranty, but other industries considered. This role is perfect for someone who thrives in a fast-paced, collaborative environment and brings both strategic thinking and rigorous execution, with a heavy emphasis on data-driven direct marketing.

 

Qualifications & Responsibilities:

Experience & Industry Background

  • 5-10 years of hands-on experience in direct mail data management and program execution

  • Acquisition and retention direct mail experience required; insurance or warranty industry experience preferred (not required)

  • Account management experience in an agency environment is highly valued, especially with exposure to matrix-driven reporting structures

 

Data Management & Compliance

Deep understanding of merge/purge reports, data hygiene, address standardization, segmentation, suppressions, de-duping, and compliance

  • Writes clear, actionable instructions for list processing teams/vendors and acts on results to optimize deliverability and targeting

  • Knowledge of best practices for handling PII and sensitive customer data

  • List brokerage expertise working with list brokers; understands data sourcing, compliance, and privacy best practices

Analytics & Reporting

Advanced Excel skills: pivot tables, complex formulas, and synthesizing raw data into actionable executive summaries

  • Data visualization and reporting proficiency: strong experience pulling data and interpreting dashboards (Tableau preferred); able to create, analyze, and present response reports and campaign analytics

  • Campaign measurement and attribution: skilled in designing and interpreting response attribution (matchback, holdout, multi-touch)

  • Direct mail test design and analysis: sets up control/test cell structures; understands statistical significance and test measurement methodologies


Vendor, Partner & Creative Collaboration

  • Proven ability to collaborate with external data providers, list brokers, and print/mail vendors to ensure data integrity and timely execution

  • Experience with proofing, overseeing timelines, quality control, and vendor relationships

  • Experience with postal sortation methods and USPS regulations, including commingling, drop shipping and related processes.  Experience with the USPS BCG a plus.

  • Management of creative development resources collaborating with creative staff and managing the development of creative assets for campaigns (multi-channels)

Campaign & Account Management

  • End-to-end campaign management: able to take a task from the beginning (TAM definition) to back-end analytics, overseeing all phases of campaign execution

  • Ability to document processes, create SOPs, and implement continuous improvement for data operations

Strategic & Communication Skills

  • Strategic thinker, planner, and analyst: translates data insights into actionable marketing strategies and optimizes future campaigns

  • Ability to synthesize and present complex analytics and campaign results to executive audiences, tailoring messaging for impact

  • Skilled at influencing and aligning cross-functional teams around campaign goals and data-driven strategies, effectively translating recommendations into measurable results

  • Strong communication and project management skills: writes clear creative briefs; guides creative, media, and production; confident presenter; organized and detail-oriented

 

Technical & Workplace Skills

  • Proficient in Microsoft Excel, Word, PowerPoint; Tableau preferred; Asana a plus

  • Digital and email marketing experience a plus; integrates direct mail data strategies with digital channels for multi-touch campaigns

  • Flexible, collaborative, and thrives in a fast-moving, team-first environment

  • Remote work capability required

Job Description:

Project Management

  • Serve as the day-to-day liaison between client and internal teams, ensuring smooth execution of data-driven direct mail programs

  • Oversee flawless delivery by reviewing and proofing data files, creative, and production materials for accuracy

  • Manage timelines and project schedules to keep campaigns on track

  • Evaluate work to ensure alignment with strategy, creative brief, and data requirements

  • Manage multiple projects from kickoff through completion—on strategy, on time, and on budget

  • Partner with senior leadership to support strategic planning and identify new data-driven marketing opportunities

  • Identify ways to grow the client relationship through data insights and make recommendations to senior leadership

 

Relationship Management

  • Serve as the primary point of contact for day-to-day client communication on data and direct mail topics

  • Provide strategic and creative input, offering proactive solutions and recommendations based on campaign data

  • Respond to client inquiries promptly and professionally

  • Ensure internal teams are informed of scope or timeline changes as they arise

  • Build a strong understanding of the client’s products, industry trends, and competitive landscape

 

Financial Management

  • Accountable for forecasting and achieving client revenue targets

  • Oversee job opening, budget tracking, and invoice oversight

  • Draft statements of work and maintain accurate inputs in internal systems

  • Monitor budgets and internal hours, raising any issues promptly to the appropriate teams

Image by Daniel Seßler

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Headquartered in the San Francisco Bay Area, we support clients from coast to coast – harnessing the best talent from anywhere and everywhere.

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