Responsibilities

• Develop and implement operational processes that support B2B marketing efforts.
• Implement scalable solutions to improve workflow and productivity and identify opportunities to enhance performance dashboards to measure operational effectiveness.
• Own and manage all marketing automation platforms.
• Support campaign builds, QA, and deployment across channels (email, paid media, webinars, events, etc.).
• Develop scalable workflows for lead nurturing and segmentation.
• Partner with team members on demand generation, events, and content efforts to ensure operational excellence.
• Monitor funnel performance and identify optimization opportunities.
• Track performance of campaigns and assets so we know what’s landing well, where we’re seeing engagement, and what needs to evolve.
• Use AI‑assisted tools to streamline content development, improve workflow efficiency, and help the team work smarter across campaigns.
• Support foundational marketing operations needs — simple list pulls, segmentation, basic performance reporting, and helping ensure data consistency across employer outreach.
• Represent the company at marketing tradeshows, industry conferences, and client events to support lead generation and brand visibility.
• Work with Sales Operations to improve pipeline visibility and conversion and ensure information flows correctly through Salesforce and Marketo as our B2B tools mature.
• Assist in building and scaling our B2B marketing processes — helping document workflows, maintain consistency, and introduce automation as tools expand.
• Coordinate with vendors or external creative partners when needed to support the production of prospect and employer‑facing materials.
• Provide basic budget awareness (what’s driving value, what’s being used, where materials are most effective) to help Marketing prioritize resources.

Requirements

• Over 5 years of B2B marketing experience, ideally within financial services, fintech, benefits, or employer-focused industries.
• Comfort working closely with Sales, tailoring materials and approaches to their workflow.
• Excellent project management skills
• The ability to build simple, repeatable processes without layers of tech — but also the ability to adopt new tools as our B2B engine grows.
• Curiosity, sound judgment, and a practical approach to testing, learning, and iterating.
• Proficient in Salesforce, Marketo, or similar CRM/automation tools and comfortable navigating, partnering with technical owners, and supporting clean data and workflows.
• Comfort using AI‑enabled tools to support idea generation, analytics, and workflow efficiency.
• AI‑enabled tools are already part of how work gets done across our organization, and their use will continue to expand over time. We value people who are curious, adaptable, and open to learning as roles and workflows evolve.

Benefits

• Hybrid work model (Onsite/Offsite)
• Comprehensive benefits: medical, dental, vision, company paid Basic Life/AD&D
• 401k Retirement Plan
• Paid Time Off
• Career Development
• Employee Purchase Program