Responsibilities

• Own Pipeline Strategy
• Develop and execute the marketing strategy for the Financial Services segment, aligning investments to revenue and pipeline targets
• Translate business priorities into GTM initiatives that support customer expansion and new logo acquisition
• Assess market opportunities and recommend investment strategies based on business performance and market dynamics
• Execute ABX Programs & Events
• Partner with Sales, Customer Success and RevOps to identify priority customers, buying groups and key opportunities, developing personalized programs and plays that support the customer buying journey
• Lead the planning and execution of strategic industry events, executive dinners and customer experiences, sales plays, content and campaigns
• Collaborate with Product, Product Marketing, Content and other marketing teams to deliver relevant messaging and campaigns for Financial Services audiences
• Lead Cross-Functional Execution
• Serve as the primary marketing partner for Financial Services North America GTM leadership and team
• Align marketing initiatives with sales priorities through business reviews, account planning and pipeline discussions
• Advise teams with Marketing on targeting and messaging strategy
• Bring together stakeholders across Marketing, Sales, Customer Success and Partner teams to execute coordinated go-to-market programs
• Measurement and Performance Management
• Own reporting against sourced and influenced pipeline and bookings
• Track account engagement, pipeline progression, conversion metrics, and program effectiveness
• Partner with RevOps to identify pipeline gaps and develop strategies to improve conversion and sales velocity
• Manage marketing budgets and maximize investment efficiency

Requirements

• 8+ years of B2B marketing experience, including experience marketing to Financial Services organizations in a fast-paced technology or SaaS environment
• Experience across Asset Management, Wealth Management, Banking, or Insurance is preferred
• Strong understanding of account-based marketing principles, buying group engagement and enterprise buying cycles
• Demonstrated ability to translate data and insights into actionable marketing strategies
• Excellent cross-functional leadership, stakeholder management and executive communication skills
• Strong analytical mindset with experience measuring marketing performance across the funnel
• Ability to manage multiple priorities and thrive in a fast-paced, collaborative environment

Preferred

• Experience marketing to Financial Services organizations in Asset Management, Wealth Management, Banking, or Insurance
• Strong understanding of enterprise buying cycles (beyond general marketing knowledge)
• Experience partnering with Sales and Customer Success leadership to develop joint go-to-market plans and drive business outcomes

Benefits

• If you are an individual with a disability and would like to request a reasonable accommodation as part of the application or recruiting process, please click here.
• To explore our benefits available in each country, please visit the Global Benefits page.