Capitalize Analytics

Director

• Define and maintain delivery frameworks, playbooks, and engagement models across all practices
• Own delivery quality metrics (on-time, on-budget, scope adherence, client satisfaction)
• Identify systemic margin leakage and delivery inefficiencies
• Drive adoption of delivery best practices across pods and practices
• Establish governance to ensure consistency and transparency

Director of Delivery Excellence

Chief Marketing Officer

• Own lead generation, demand creation, and measurable pipeline impact
• Build and scale a repeatable engine across channels: website, SEO/SEM, email, social, content, events, partner motions
• Establish and manage clear KPI dashboards (MQL → SQL → pipeline → revenue, CAC, ROI, conversion rates, velocity)
• Partner tightly with Sales to align ICP, messaging, offers, and follow-up motions
• Implement automation workflows to reduce manual effort and increase throughput
• Improve attribution, routing, scoring, and nurture logic so leads convert reliably
• Build an “AI-enabled” content and campaign operating model (research, personalization, repurposing, testing, analysis—done faster and smarter)
• Create a scalable approach to segmentation, lifecycle, and intent-driven messaging
• Own category-level messaging that makes Capitalize easy to understand and easy to choose
• Translate what we do best—automation + analytics + AI—into clear, compelling narratives by persona (Finance, Ops, HR, IT/Analytics)
• Build content and campaigns that feel like “we understand your world,” not generic tech marketing
• Build, develop, and level up a high-performing marketing team (internal + external)
• Decide what to build vs. buy vs. outsource—and own the outcomes either way
• Select, manage, and hold vendors accountable to performance and ROI
• Activate co-marketing with strategic partners (e.g., Alteryx, UiPath, Workday Adaptive, Databricks) to unlock leverage and credibility
• Serve as connective tissue between Leadership, Business Development, Sales, and Delivery to ensure alignment and execution
• Bring calm and clarity to chaos—cut through competing priorities and focus the team on what drives results

Director of Marketing

Account Executive

• Develop sales strategy for the market that ensures attainment of company sales goals and profitability.
• Engage and build relationships with our vendor partners to assist them in achieving sales goals
• Build strategy and plans to create leads
• Leverage past relationship network to uncover new opportunities
• Campaigns around vendor partner solutions
• Support and/or manage outbound emailing campaigns, webinars, etc.
• Follow up with potential leads/clients
• Engage Analytics Delivery and Advisory Services leadership for support on opportunities
• Track and manage all opportunities, contacts and activities in PipeDrive (CRM)
• Participate in weekly Sales WIG, Touchpoint and Event Planning calls
• Readiness and ability to travel

Financial Planning and Analysis

• act as a trusted advisor for our clients on end-to-end implementations or optimizations of FP&A software
• help improve processes or model designs
• develop models, formulas, reports and dashboards, and integrations
• meet with clients to understand their FP&A needs
• learn new technologies and design methodologies alongside a collaborative team

FP&A Consultant

• Work with and report to the Director of Sales - South Central
• Drive all areas of sales
• Prospect, grow, and manage multiple opportunities and projects
• Build your own book of business
• Identify distance between client’s current manual processes and automated solutions
• Build deep reciprocity with reps from partner companies