Compliancy Group

Compliance

• Acts as a strategic compliance advisor by offering high-level, informational guidance on regulatory trends, program design, and best practices.
• Build and maintain strong client relationships, acting as a trusted partner and resource for long-term compliance strategy.
• Become deeply familiar with our platform The Guard, ensuring that the majority of recommendations delivered to clients map their next steps back to the software and its adoption.
• Analyze complex compliance needs and provide tailored solutions that enhance client programs and employee experience.
• Collaborate with internal teams - especially customer success, sales and content production - to ensure seamless delivery of compliance solutions, integration with other client services and constant alignment with Compliancy Group’s perspective on effective compliance management.
• Identify opportunities for clients to improve compliance processes, reduce risk, and maximize operational efficiency.
• Stay current on regulatory changes, industry trends, and emerging compliance challenges to provide proactive guidance.
• Support business development efforts by providing subject matter expertise for proposals and client presentations.
• Act as a customer advocate, informing internal teams - especially product and content production - on areas of improvement for our product, content and their positioning.
• Act as a thought leader, occasionally leading prospect- and customer-facing webinars that coach our customer universe on compliance trends and best practices.
• Accurately track time spent delivering advisory services and categorize requests to support capacity planning and service boundaries.

Compliance Program Advisor

Marketing Operations

• Own and optimize HubSpot Marketing & RevOps infrastructure across forms, workflows, lifecycle stages, lead routing, and integrations—ensuring data integrity, clean handoffs to BDRs, and a scalable foundation for growth.
• Design, manage, and continuously improve digital execution including marketing forms, landing pages, attribution setup, and campaign tracking to ensure all inbound and outbound motions are measurable and conversion-optimized.
• Build and maintain core funnel and BDR reporting (MQL → SQL → pipeline → revenue), partnering closely with Sales and BDR leadership to surface insights on lead quality, follow-up speed, conversion rates, and meeting outcomes.
• Diagnose and streamline existing funnel workflows by auditing lead scoring, lifecycle logic, automation rules, and edge cases—reducing leakage, eliminating manual workarounds, and increasing confidence in reporting for leadership and the board.
• Serve as an operational problem-solver, proactively identifying gaps or inefficiencies and recommending practical solutions as new go-to-market initiatives, segments, or campaigns are introduced.