DealMaker

Financial Planning and Analysis

• Build & own national TV/CTV media strategy across linear and streaming, covering audience definition, flighting, budget mix, test design, and creative briefs tied directly to performance and issuer KPIs.
• Form and manage direct network/platform relationships by evaluating packages, negotiating IOs and Ts&Cs (rates, data rights, makegoods, cancellations), and driving legal reviews to signature.
• Plan & activate performance CTV via DSPs and 3rd party vendors by owning pacing, optimization, pixeling, and budget reallocations against ROAS and Cost Per guardrails.
• Design geo, time and audience holdouts and lift tests, partnering with internal data constituents and third-party measurement providers to validate outcomes beyond last-click.
• Forecasting & finance: Build channel-level ROAS forecasts and scenario plans; manage delivery, invoices, and makegoods.
• Serve as a core partner, translating complex TV tactics and analytics into clear decisions for Strategy, Partnerships,  Finance, and Legal, ensuring alignment with organizational objectives.

National Investment Manager

Performance Marketing

• Plan, execute, and optimize paid media campaigns with initial focus on Paid Social channels (Meta, TikTok, LinkedIn, etc.). Google knowledge is a plus
• Own media buying across multiple accounts to ensure campaigns are on-budget and ROAS-positive.
• Own pacing and actively seek out opportunities to efficiently deliver planned budgets and expand on those in a ROAS-positive way.
• Be open-minded and stay on top of changes to ad platform features, privacy rules, and bidding strategies to test and implement innovations early.
• Monitor campaign KPIs daily (e.g., ROAS, CAC, CTR, CPM, CVR) and make regular and real-time optimizations to improve performance.
• Perform A/B tests across audiences, creatives, and placements to unlock performance levers and document learnings in Test Trackers.
• QA peer builds to ensure continuous improvement and growth of our media buying quality.
• Put together weekly/biweekly client and post-campaign reporting on paid media campaigns.
• Partner closely with Creative and Content teams to influence and iterate on ad assets that convert.
• Provide clear performance insights to inform creative direction and messaging.
• Collaborate with Strategy, Partnership, and Operations teams to align campaign strategy with issuer goals and performance milestones.

Paid Media Specialist

Video Editor

• Edit direct-response style ads optimized for scroll-stopping hooks, emotional storytelling, and clear CTAs that drive investment actions.
• Create and test multiple variations of each ad, experimenting with structure, messaging, pacing, and visual emphasis.
• Collaborate with creative strategists, copywriters, and performance marketers to align on messaging and audience intent.
• Review performance data (watch time, thumb-stop rate, CTR, conversions) to refine creative strategy.
• Maintain consistency with client brands while adapting tone, energy, and style for different audiences and platforms.
• Manage timelines efficiently — balancing speed and quality across multiple concurrent campaigns.
• Use AI-powered tools to accelerate production, ideation, and optimization workflows.
• Uphold compliance and accuracy standards for marketing investment opportunities.

Video Editor – Paid Social

Account Manager

• Manage and grow high-value referral partner relationships, serving as the primary point of contact and trusted advisor.
• Generate qualified sales opportunities by aligning partner capabilities with DealMaker’s value proposition and customer needs.
• Develop joint business plans with partners, including co-marketing initiatives, event participation, and quarterly pipeline reviews.
• Track and report partner performance, identifying opportunities to optimize activation, conversion, and revenue contribution.
• Collaborate cross-functionally with Sales, Marketing, and Operations to ensure a seamless partner and customer experience.
• Contribute to the refinement of DealMaker’s partner strategy, bringing insights from the field to shape future programs and tiers.

Senior Partner Manager

Copywriter

• Craft performance-driven short-form scripts (15–60s) for platforms like Meta, YouTube, and LinkedIn
• Write punchy, clear in-image headlines and subheads that drive clicks and attention
• Craft platform-native post copy that complements each asset and resonates with specific funnel stages
• Develop messaging that’s aligned with campaign goals
• Write testing variants for iterative campaigns
• Work closely with creative strategists, designers, and video editors
• Use tools like ChatGPT to streamline drafting

• Serve as the main point of contact for issuers, ensuring they always have a trusted partner to turn to for guidance, escalation, or support.
• Build executive-level relationships and maintain credibility with founders and leadership teams.
• Drive issuer retention and repeat raises by demonstrating value throughout the full lifecycle.
• Clearly define expectations with issuers and reinforce the roles of DealMaker, their internal teams, and third-party partners.
• Anticipate risks and challenges across onboarding, campaign execution, and compliance — stepping in to remove blockers quickly.
• Provide high-level insights on offering structures, fundraising strategy, and market dynamics to help issuers achieve stronger outcomes.
• Lead strategic conversations (e.g. QBRs, campaign reviews, forward-looking raise planning) that reinforce DealMaker’s role as an indispensable partner.
• Actively identify and act on referral opportunities when issuers are most engaged.
• Work hand-in-hand with Implementation Managers who handle project execution, ensuring issuers experience a seamless onboarding and launch.
• Escalate critical issues internally, aligning with Compliance, Marketing Services, Legal, and Product teams to keep issuers on track.
• Maintain accountability across stakeholders to prevent delays and ensure delivery against agreed timelines.
• Use DealMaker’s product suite, AI tools, and reporting dashboards to stay organized and proactively monitor deal health.
• Leverage automation, health scores, and predictive insights to surface risks before issuers notice them.
• Document learnings and provide structured feedback to Product and Ops teams to continually improve the issuer journey.

Senior Account Manager

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

• 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