Responsibilities

• Design and execute integrated, multi-channel demand generation campaigns across the financial services verticals, managing timelines, briefs, and launch plans from kickoff through measurement.
• Own audience deployment in partnership with Marketing Operations — requesting and validating lists, segment filters, suppression logic, and play-based targeting to protect the buyer journey and cover gaps in target account coverage.
• Lead cross-functional working teams across PMM, creative, partner marketing, client marketing, editorial, and channel owners to drive campaign execution from brief to launch.
• Build and maintain a full-year integrated marketing plan that spans campaign sequencing, content milestones, paid activations, and event overlaps across all marketing functions.
• Report campaign performance to senior stakeholders and sales leadership through regular readout meetings, QBRs, and steering committee presentations, translating data into pipeline impact and actionable recommendations.
• Track deliverables, dependencies, and readiness in Asana with cross-functional teams to monitor risks, delays, and approvals.
• As described in What You Will Need: Demonstrated experience in demand generation, campaign operations, or lifecycle marketing in a B2B environment, with a track record of executing programs that move pipeline

Requirements

• Demonstrated experience in demand generation, campaign operations, or lifecycle marketing in a B2B environment, with a track record of executing programs that move pipeline
• Strong cross-functional project leadership skills — comfortable managing multiple simultaneous workstreams, dependencies, and stakeholders across a matrixed organization
• Familiarity with CRM, marketing automation, and campaign management platforms such as Marketo, HubSpot, Salesforce, Demandbase, or Pardot
• An analytical mindset — able to diagnose funnel bottlenecks, interpret performance data, and translate insights into campaign adjustments
• GTM and messaging fluency — able to connect campaign strategy to business objectives and engage credibly with field sales, PMM, and senior leadership
• Experience in the financial services industry or within a highly matrixed organization

Benefits

• Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
• Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
• Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.