Demand Generation Specialist

USA (Remote)

Salary Not AvailableSenior Level5+ years expFull time

Posted 2 months ago

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Job Summary

Own end-to-end paid media execution for financial services clients, focusing on lead generation and appointment setting while building client trust to drive renewals and referrals.

  • Campaign execution and optimization: manage Meta ads, budgets, targeting, bidding, and testing to hit cost-per-appointment targets.
  • Client partnership and reporting: lead bi-weekly strategy calls, deliver performance reports, and translate data into actionable next steps.

Job Description

Responsibilities

  • Own client accounts and serve as the primary point of contact
  • Run bi-weekly client calls to review performance, discuss strategy, and align on next steps
  • Send bi-weekly performance reports 24 hours before scheduled calls
  • Build trust and relationships that drive renewals and referrals
  • Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking
  • Manage campaign budgets, audience targeting, bid strategies, and creative testing
  • Monitor daily performance and make adjustments to hit cost per appointment targets
  • Troubleshoot underperforming campaigns and develop intervention strategies
  • Write ad copy and video sales letter scripts for financial services audiences
  • Develop hooks, angles, and messaging variations for testing

Requirements

  • 5+ years of experience in paid media, specifically Meta advertising
  • Experience managing multiple client accounts simultaneously
  • Proven track record of hitting performance targets and retaining clients
  • Strong copywriting skills with ability to write compelling ad copy and scripts
  • Experience with conversion tracking, pixels, and basic marketing automation
  • You take ownership. When something breaks, you fix it. You don\'t wait for someone to tell you what to do.
  • Strong communicator who can explain performance data to non-technical clients
  • Detail-oriented but able to move fast.
  • Comfortable with direct client interaction and accountability for results.
  • You want to be the person responsible, not one of three people sharing responsibility.

Preferred

  • Experience in the financial services vertical. Understanding of lead generation and appointment-setting campaigns. Familiarity with video sales letter marketing methodology. Experience with high-ticket, considered purchase funnels.

Benefits

  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Training & Development
  • Work From Home
  • Flexible Schedule
  • Performance Bonus
Clients Blackbox, Inc. logo

Clients Blackbox, Inc.

At Clients Blackbox, we specialize in building scalable, predictable growth systems for retirement planning RIAs. Our exclusive Performance Branding System helps firms acquire $1.5M AUM clients for up to 60% cheaper.With over $10M invested and 3,000+ tests conducted exclusively for retirement-focused RIAs, we’ve perfected a system that delivers compliance-ready, high-quality leads your advisors will love. From 90-second video ads to Typeform qualification and seamless Calendly scheduling, our proven funnel delivers results consistently.✨ What We Do:📈 Develop compliant, retirement-specific campaigns tailored to your firm.🎯 Optimize ad spend with precise targeting and data-driven insights.💻 Provide unlimited IT support for tools like Calendly, Zoom, and Salesforce.📊 Aggregate industry-wide data to keep your firm ahead of the curve.🤝 Deliver founder-led, boutique care with senior-level oversight on all campaigns.✨ Why Work With Us?💰 Clients achieve $4.5M–$6M AUM monthly from 3–4 new clients.🚀 Unlike generalist agencies, we exclusively serve retirement-focused RIAs for unparalleled expertise.At Clients Blackbox, you’re not just another number. We combine the agility of a boutique firm with enterprise-level execution, ensuring every dollar of ad spend is maximized.📩 Ready to scale your AUM predictably? Let’s talk about how we can help.

Founded in 2021
Newark, Delaware, USA
7 employees (4 in marketing)

Traffic Signals

Monthly Visitors
937
Monthly Google Ads Budget
$2.7K
Traffic Source Mix
Search
26.1%
Direct
39.4%
Referral
14.8%
Social
15.3%
Paid
4.3%

Headcount Trend

Current headcount: ~7

Marketing Team

Marketing Team Size
3 (43% of company)