DealMaker

Implementation Specialist

• Act as the project manager for Regulation CF and A+ issuer launches, overseeing timelines, deliverables, and critical milestones.
• Drive accountability across issuers, Account Managers, and internal stakeholders to ensure all launch deadlines are met.
• Use onboarding tools, pipelines, and portals to track progress, monitor dependencies, and maintain visibility across all active deals.
• Regularly update issuers with clear communication on next steps, outstanding items, and project status.
• Anticipate and surface potential roadblocks before they impact timelines.
• Escalate issues to the Account Manager or internal stakeholders (Compliance, Marketing Services, Legal, Ops, Product) for fast resolution.
• Proactively flag external challenges such as delayed financials, incomplete disclosures, or third-party dependencies that could delay launch.
• Develop contingency plans when projects fall off track to protect delivery deadlines.
• Partner closely with Account Managers, ensuring issuers experience a seamless handoff from sales through onboarding and into live operations.
• Work with Product and Engineering teams to identify and remove system or tooling gaps that may impact onboarding timelines.
• Collaborate with Ops on deck creation, reporting, and milestone tracking to ensure consistent and accurate client-facing materials.
• Act as the primary point of contact for issuers on onboarding and execution-related questions.
• Guide issuers through their launch checklist, ensuring they understand what is required, when it’s due, and how to complete each step.
• Maintain professional, proactive communication to instill confidence and keep issuers engaged throughout onboarding.
• Leverage DealMaker’s onboarding systems, CRM, and AI-driven dashboards to stay organized and efficient.
• Maintain accurate project data to support reporting, capacity planning, and departmental forecasting.
• Provide structured feedback on onboarding processes and tools, contributing to continuous improvement and automation.

Implementation Manager

Creative Strategist

• Translate deep research into big ideas, campaign concepts, and creative strategies tailored for investor audiences.
• Write clear, actionable creative briefs aligned with testing strategies that produce measurable wins
• Lead calls with clients asking sharp questions, surfacing insights, and capturing narratives that directly inform campaign strategy.
• Analyze creative performance data (ROAS, CTR, engagement, conversions) to identify trends and refine strategies that maximize impact.
• Use insights from testing and analytics to inform future creative iterations and long-term planning.
• Recommend creative pivots across paid social, landing pages, and email campaigns.
• Design A/B tests to identify high-performing creative variations across different audience segments and platforms.
• Foster a culture of experimentation by sharing findings and encouraging cross-functional teams to test new approaches.
• Actively foster collaboration by working closely with strategy, paid media and retention, creative + content production, to align creative strategies with overarching campaign goals.
• Build strong relationships production teams to scale creative output without compromising quality.
• Serve as the creative “voice” in cross-functional discussions, ensuring investor motivations are at the center of campaign storytelling.
• Stay informed on industry trends, platform updates, and emerging technologies, ensuring our creative efforts remain competitive and cutting-edge.
• Champion a growth mindset within the team by embracing new creative tools, formats, and storytelling approaches.
• Leverage AI and automation tools daily to accelerate research, spark creative concepts, streamline workflows, and scale testing without sacrificing quality.

Senior Creative Strategist

Copywriter

• DealMaker is a fintech platform making online capital raising mainstream and has powered $2B+ across 1,000+ campaigns
• Write high-converting short-form video scripts (15–60s) for Meta, YouTube, LinkedIn tailored for voiceover and on-screen delivery
• Create compelling copy for static ads: in-image headlines and subheads that drive clicks across paid social and display
• Develop platform-native post copy that complements assets and resonates with funnel stages and audiences
• Translate creative briefs and brand guidelines into strategic, performance-driven messaging
• Support variant testing and modular messaging: hooks, CTAs, intros, and scalable frameworks
• Collaborate across creative functions to align messaging and visuals
• Leverage AI tools for drafting, ideation, and efficiency while refining outputs to brand tone
• Maintain copy consistency and documentation: contribute to internal copy libraries and naming systems
• Success measured by high script volume with minimal revisions, assets driving above-average performance, cross-functional alignment, fast uptake of feedback, and creative experimentation