Responsibilities

• Demand Generation & Go-to-Market · Partner with direct sales and channel leadership to develop quarterly and annual demand generation plans that support pipeline growth, bookings targets, and long-term market growth
• · Build collaborative go-to-market plans that support enterprise sales motions, strategic partner channels, and account expansion
• · Translate company revenue objectives into measurable marketing programs and pipeline contribution goals
• · Identify growth opportunities across target segments, buyer personas, partner channels, and vertical markets
• Campaign Execution · Own the execution of integrated marketing campaigns across digital, email, webinars, events, paid media, content syndication, nurture programs, and account-based marketing initiatives
• · Independently launch, manage, and optimize campaigns, including timelines, deliverables, budgets, and performance tracking, while collaborating with internal teams and external resources
• · Drive cross-functional execution through proactive collaboration, disciplined project management, and clear communication
• · Develop campaign content and supporting assets, including messaging, presentations, case studies, and other sales-facing materials, using market knowledge, marketing expertise, and AI-enabled tools
• Channel & Partner Marketing · Develop scalable partner marketing programs that increase engagement, co-selling opportunities, and partner-sourced pipeline
• · Collaborate with brokers, consultants, strategic alliances, and ecosystem partners on joint go-to-market initiatives

Requirements

• Bachelor's degree in Marketing, Business, Communications, or a related field, or equivalent practical experience
• 5+ years of B2B marketing experience in SaaS, fintech, HR tech, employee benefits, or a related industry
• Experience supporting both direct enterprise sales teams and channel or partner sales organizations
• Ability to balance strategic planning with hands-on execution in a lean, fast-paced marketing organization
• Demonstrated success developing and measuring demand generation strategies tied to pipeline and revenue goals
• Hands-on experience executing integrated campaigns across multiple marketing channels
• Experience with account-based marketing (ABM) and enterprise sales motions
• Proficiency with CRM and marketing automation platforms such as Salesforce, HubSpot, Marketo, or Pardot
• Experience managing B2B events from pre-show planning through execution and post-event follow-up, with an emphasis on measurable results
• Strong analytical, project management, and cross-functional collaboration skills

Preferred

• Experience collaborating with brokers, consultants, or strategic distribution partners
• Experience in financial wellness, employee benefits, fintech, or wealth management
• Experience working within a venture-backed or high-growth startup environment
• Familiarity with B2B2C go-to-market strategies

Benefits

• BrightPlan offers a comprehensive benefits package, including medical, dental and vision coverage; 401(k) with company contribution; life insurance; paid time off; and other benefits. Benefits are subject to the terms and conditions of the applicable plans and may be modified from time to time.