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Client Solutions Manager, Financial Services
Client Solutions Manager, Financial Services-May 2024
Mumbai
May 2, 2025
ABOUT META
We’re building a team as diverse as the communities and billions of people we serve every day. Our teammates don’t need to conform here. Lived experiences are an asset, and we value your unique perspe
10,000+ employees
Social Media, Technology
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About Client Solutions Manager, Financial Services

  Meta is looking for a Client Solutions Manager to work as an integral member of our Global Sales team, consulting with a mix of the most innovative fintech companies and traditional financial services companies. The CSM will work with large local advertisers, focusing on performance and brand marketing on the Meta platforms.We are looking for a strategic and enthusiastic solution-driver who puts customers at the core of everything. This person has a passion for marketing, and firm belief that the future of marketing is identity-based, data-driven and grounded in measurable outcomes.With proven understanding of online performance marketing, this role will work in partnership with the Client Partner to develop Meta solutions. The CSM is responsible for driving revenue by advising on campaigns on Meta platforms, negotiating and optimizing the advertising solutions, and use data and analytics to build consultative advice for our customers.Success in this position requires a high level of consultative and analytical skills (campaign analytics, dashboarding, ad solution optimization), with focus on client development. The CSM must be solution-oriented, with curiosity and the ability to drive impact in a dynamic, team-focused environment, while moving fast against challenging deadlines.

  Client Solutions Manager, Financial Services Responsibilities:

  Work with brands to understand their business objectives and develop the Meta strategy in partnership with the Client Partner, which will constitute building on insights, crafting media plans, page strategy, creative and measurement recommendationsLeverage Meta's extensive Performance Marketing (Direct Response) solutions and Brand solutions apart from the growing Business Messaging suite to the benefit of our advertisersBuild key stakeholder relationships both internally and externally, and be seen as a key influencer in shaping product roadmaps, platform strategy and the overall Meta narrativeProvide dedicated account management to top clients, to develop, manage, optimize, and support strategic account plans, and leverage data to create business solutions for clientsDevelop vertical expertise, including industry research and perspective, to drive overall business objectives and marketing solutions for advertisersServe as an industry thought leader in social media and digital advertising and adapt to Meta's ongoing product and technology developments.Media Planning, Strategy, and Measurement - Manage planning, execution, ongoing reporting and optimization of campaigns (oversee budget spend, manage internal analytics and dashboards, provide optimisation and real time targeting recommendations)Project Management - Manage complex work streams to optimize marketing objectives for clients. Manage Analytics and dashboards to advise clients (e.g. daily client facing data/insights reporting, understanding performance across hundreds of accounts used by clients, setting up pipelines to pull conversion and impression data, etc.)Minimum Qualifications:

  Bachelor's degree4+ years of experience in performance marketing and/or account management rolesDeep understanding of digital performance marketing and accompanying Meta advertising solutionsCritical thinking, analytical and technical skills are essential, as well as curiosity, persistence, and the ability to arrive at solutions in a structured mannerDemonstrated ability to develop and manage cross functional partnership as well as client relationships in complex and rapidly evolving environmentWillingness to travelPreferred Qualifications:

  Experience in financial services - banking, insurance, fintech, investment preferredAbout Meta:

  

  Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics.

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