Feathery

Marketing

• Plan and execute multi-channel campaigns across outbound, paid, content, events, and partnerships
• Build programs that generate qualified pipeline across target accounts in insurance and wealth management
• Translate product positioning into high-performing campaigns and messaging
• Own campaign calendars and align them with product launches and GTM priorities
• Drive inbound and outbound pipeline through creative and data-driven initiatives
• Partner with SDRs and AEs on account-based and outbound strategies
• Optimize conversion from awareness through pipeline to revenue
• Manage and improve lead generation, routing, and nurturing processes
• Test new channels, audiences, and messaging
• Analyze campaign performance and optimize based on data and insights
• Identify scalable growth opportunities across paid, organic, and event channels
• Build dashboards and reporting to track pipeline contribution and ROI
• Partner with Product Marketing on messaging, positioning, and campaign strategy
• Work with Sales to support pipeline goals and target accounts
• Collaborate with leadership on go-to-market priorities and growth initiatives
• Support product launches with integrated demand generation programs

Demand Gen Marketer

Customer Success Manager

• Participate in the end-to-end onboarding and implementation process for new Feathery clients
• Ensure successful integration of Feathery with client systems including CRMs, custodians, and operational platforms
• Manage project timelines, integration milestones, and launch readiness
• Serve as the primary point of contact during implementation and early platform adoption
• Ensure clients launch successfully and are positioned for long-term success
• Function as a trusted advisor to wealth management firms using Feathery
• Maintain ongoing relationships with key client stakeholders including operations, technology, and leadership teams
• Monitor client engagement and platform usage to ensure adoption and satisfaction
• Proactively identify opportunities to improve client workflows and expand platform usage
• Partner with clients to help them achieve measurable operational improvements
• Work with clients to design and implement efficient workflows for client onboarding, account opening, advisor transitions, compliance, and client servicing
• Identify opportunities to eliminate manual processes and improve operational efficiency
• Document client workflows, implementation processes, and integration requirements

Wealth Customer Success Manager

Solutions Engineer

• Own technical scoping, proof-of-concepts, and onboarding for key customers
• Partner with customers to design and implement complex workflows on the Feathery platform
• Guide customers through best practices for building scalable, maintainable solutions
• Support deployments and ensure successful adoption across teams
• Work with sales during the evaluation process to demonstrate technical capabilities
• Translate customer requirements into tailored product solutions
• Build demos and prototypes that showcase Feathery’s flexibility and power
• Serve as a trusted technical advisor to prospects and customers
• Act as the voice of the customer, surfacing insights and feature requests to product and engineering
• Create technical content such as example applications, documentation, and guides
• Help customers and internal teams better understand platform capabilities
• Contribute to improving onboarding and implementation workflows
• Help define best practices for solutions engineering at Feathery
• Contribute to hiring and mentoring future team members
• Improve internal processes, tooling, and playbooks as the team scales

Solutions Engineer – Insurance

Sales Development Rep

• Prospect and develop new accounts by educating contacts on how Feathery can automate their workflows
• Reach out to prospects via email, LinkedIn, and phone
• Experiment with different audiences, messaging, and channels to generate enterprise opportunities
• Take ownership of pipeline generation strategies and continuously improve performance
• Manage inbound interest from prospective customers
• Qualify leads to determine fit and prioritize opportunities
• Conduct discovery conversations to understand customer challenges and goals
• Maintain detailed notes and insights on prospects
• Hold Zoom and in-person meetings with prospective customers
• Learn the product deeply and deliver tailored demos for different personas
• Clearly communicate Feathery’s value proposition in a compelling, customer-centric way
• Help build and refine outbound playbooks and sales processes
• Collaborate with marketing, product, and leadership on go-to-market initiatives
• Contribute insights from prospects to inform product development and positioning
• Support product launches and new initiatives with customer-facing input

Sales Development Representative

Account Executive

• Prospect and develop new enterprise accounts across key verticals (e.g., insurance)
• Reach out to prospects via email, phone, and LinkedIn
• Experiment with messaging, targeting, and channels to generate new opportunities
• Attend industry conferences and events to build relationships and source pipeline
• Own pipeline generation strategy and continuously refine outbound approaches
• Manage the full sales cycle from initial outreach through close
• Handle inbound and referred leads and convert them into qualified opportunities
• Conduct discovery to understand customer needs and business challenges
• Deliver tailored demos and presentations for different stakeholders
• Navigate complex buying processes and multi-stakeholder deals
• Help define and refine sales playbooks, positioning, and processes
• Partner with product and engineering to communicate customer needs and influence roadmap
• Collaborate with marketing on campaigns and demand generation initiatives
• Contribute to product launches and go-to-market strategy