Responsibilities

• Develop and execute the marketing strategy for the Financial Services segment, aligning investments to bookings 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
• Partner with Sales, Customer Success and RevOps to identify priority customers, buying groups and key opportunities, developing personalized campaigns that support the customer buying journey y
• Lead the planning and execution of industry events, executive dinners, customer experiences and campaigns
• Collaborate with Product, Product Marketing, Content and other marketing teams to deliver relevant messaging and campaigns for Financial Services audiences
• Serve as the primary marketing lead for Financial Services North America GTM leadership
• Align marketing initiatives with sales priorities through business reviews, account planning and pipeline discussions
• Advise teams within Marketing (i.e. Corporate Events, Campaigns, etc.) on targeting and messaging strategy
• Bring together stakeholders across Marketing, Sales, Customer Success and Partner teams to execute coordinated go-to-market programs

Requirements

• 7-10+ 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
• Proven success developing strategies that generate pipeline and influence revenue in complex enterprise sales environments
• Experience partnering closely with Sales and Customer Success leadership to develop joint go-to-market plans and drive business outcomes
• Strong understanding of account-based marketing principles, buying group engagement and enterprise buying cycle
• 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 across Asset Management, Wealth Management, Banking, or Insurance is preferred