BELAY

Financial Planning and Analysis

• Diagnose a company's financial reality and design outsourced financial leadership solutions
• Act as a trusted financial advisor during the sales process
• Lead high-impact discovery conversations with executives
• Architect customized Financial Solutions packages

Senior Financial Solutions Advisor

Marketing Operations

• Provide proactive support and coordination for the operational functions of the BELAY marketing department
• Professionally represent the company in all virtual and in-person interactions
• Record action items from Marketing project meetings and assign action items in Asana
• Utilize Asana to create and track tasks, owners, and due dates associated with several projects
• Complete reporting and document updates for the Marketing department
• Oversee SWAG and partnership supply inventory
• Provide hands-on support for tasks as assigned to help push a project to completion
• Manage Marketing internal request submissions to ensure high-quality assets are delivered by desired deadlines
• Support the partnership team in the execution of all marketing deliverables

Marketing Operations Coordinator

• Support the Financial Solutions team by owning demand generation campaigns from strategy through execution and optimization
• Develop a deep understanding of BELAY’s Financial Solutions services and translate business objectives into measurable marketing initiatives
• Continuously analyze results and optimize programs to improve effectiveness and scalability
• Partner cross-functionally to ensure consistent messaging, strong market positioning, and effective execution that drives qualified demand

Growth Marketing Specialist – Financial Solutions

• Drives the omni-channel strategy for Fully Accountable’s Financial Solutions service offerings
• Manages campaigns that attract, engage, and convert prospects from first touch through signed agreements
• Collaborates cross-functionally with BELAY marketing channel owners, sales, creative, and business development to develop high-impact campaigns
• Owns and maintains a content calendar aligned to campaign milestones, buyer journeys, and key business events
• Leads the organic social media strategy and execution for the Fully Accountable brand
• Uses analytics and reporting to track performance and continuously refine content and campaign strategies

Senior Financial Solutions Advisor

Marketing Operations Coordinator

Growth Marketing Specialist – Financial Solutions

Marketing Strategist – Financial Solutions