Responsibilities

• Provide strategic direction and prioritization for agency partners, ensuring initiatives align with marketing objectives, organizational goals, and performance targets.
• Serve as primary internal point of contact for all of IWI's digital agency partners (HubSpot, paid media, web, analytics).
• Manage agency backlogs and project workflows in ClickUp; triage incoming requests, create requirements documentation, manage execution, and communicate status with stakeholders.
• Verify agency deliverables and performance reporting against source-of-truth data.
• Partner with the Associate Director of Marketing on campaign planning and execution.
• Deliver post-campaign performance analysis and surface recommendations for future campaigns.
• Direct the evolution of IWI's HubSpot funnel automation framework — workflows, forms, lifecycle stages, lead scoring, and routing.
• Manage email deliverability strategy, nurture program design, automation, and contact personalization.
• Oversee HubSpot organization, data hygiene, and integrations (HubSpot, Salesforce, Zapier, and connected systems).
• Provide strategic recommendations based on marketing performance data, industry trends, and business objectives to inform digital investments and channel priorities.

Requirements

• 7+ years of experience in digital marketing, marketing operations, or marketing technology
• Organized and proactive — comfortable running multiple workstreams across vendors and internal partners without close oversight
• Strong working fluency with ClickUp or comparable project management tools
• Experience in managing martech stacks
• Hands-on, administrator-level experience with HubSpot Marketing Hub and website CMS
• Working knowledge of GA4 and Google Tag Manager, including event configuration and conversion tracking
• Functional understanding of digital advertising channels, website optimization, user experience, and SEO/AEO principles to direct execution and gauge performance
• Strong analytical capability — able to build reports, interpret data, and translate into recommendations for non-technical audiences
• Comfort with AI tools, paired with the judgment to validate AI-generated findings against first-party data
• Familiarity with Zapier or similar integration platforms

Preferred

• Experience in B2B FinServ or FinTech a plus