Account Executive

• Develop and implement a comprehensive enterprise sales strategy to drive revenue growth and market expansion
• Establish clear sales goals, metrics, and performance indicators
• Collaborate with cross-functional teams to align sales strategies with product development and marketing initiatives
• Analyze market trends and competitive landscape to inform strategic decision making
• Develop and deliver customized sales proposals and presentations, specifically tailored for senior executives and decision-makers within the home office environment
• Establish and nurture enduring relationships with C-level executives, senior management, and key stakeholders to enhance client engagement and satisfaction
• Serve as the principal account lead for designated accounts, devising and executing plans to expand the Protection & Benefits presence across the organization, while fostering and strengthening client relationships
• Maintain and expand a comprehensive pipeline of qualified leads through strategic outreach, targeted prospecting, and active participation in key industry events, conferences, and trade shows
• Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor

Enterprise Account Executive – Agency Revolution

Marketing

• Schedule monthly marketing calendars for DIFM clients — blogs, emails, and social media posts — on time, every month.
• Schedule custom blogs, emails, and social media posts as requested.
• Schedule social assist posts on a weekly cadence.
• Assist with calendar execution and coordination alongside the broader Concierge team.
• Complete website edits on behalf of DIFM clients.
• Provide timely, helpful support to clients through live chat.
• Address questions related to products, services, and general company information.
• Escalate complex issues to the right people quickly and cleanly.

DIFM Marketing Admin

Sales Development Rep

• Develop opportunities through cold-call prospecting, email promotions & follow up on leads.
• Utilize HubSpot to ensure activities are documented.
• Prospect to C-Level Financial Advisors and Insurance Agencies.
• Maintain a working knowledge of company products.
• Create rapport, credibility & build trust based relationships.
• Be resilient & persistent.
• Attend Sales training and team meetings.
• Responsible for achievement of sales goals/targets.
• Comply with company policies and procedures.
• Access to a private & secure workspace, free from distractions.
• Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor.
• An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps).

Sales Development Representative

Product Operations

• Own product documentation : Produce and maintain clear, user-friendly customer-facing and internal product documentation.
• Manage the Knowledge Bases : Keep our client-facing Knowledge Bases accurate and current, using support signals and usage data to find and close documentation gaps.
• Drive organizational readiness : Create and coordinate readiness documentation and internal team training so customer-facing teams are prepared for product changes and enhancements, system migrations, and launches.
• Own transactional customer communications : Write, build, and send operational, time-sensitive comms, such as outage banners and product-change notifications, that keep customers informed when something needs their attention.
• Document incidents and escalations : When something breaks, collaborate and coordinate across Product and Engineering teams to understand the issue and its customer impact, then produce the internal documentation and Root Cause Analysis reports that get our customer-facing teams equipped to respond to clients.
• Manage customer feedback channels : Maintain the customer feedback and feature-request channel, and support beta program coordination and feedback collection ahead of general release.
• Lean into AI : We expect this role to use AI tools actively, both for your own productivity in drafting, summarizing, and documentation, and for finding opportunities to apply AI-assisted workflows across our work.

Product Operations Specialist

Project Manager

• Own end-to-end project delivery
• Plan, track, and drive software delivery projects from kickoff through release
• Manage scope, timelines, dependencies, and risks across multiple concurrent initiatives without losing the thread on any of them
• Run effective program-level meetings
• Facilitate cross-functional syncs, steering reviews, and initiative-level working sessions
• Keep meetings purposeful and decision-ready
• Maintain delivery visibility
• Build and maintain clear, up-to-date project plans, roadmaps, and status artifacts
• Remove blockers proactively
• Drive cross-functional alignment
• Support program-level reporting
• Document and systematize
• Lean into AI

Social Media Manager

• Own content strategy across FMG ensuring content aligns with business priorities, campaign initiatives, and customer needs.
• Develop high-impact long-form and short-form content including guides, checklists, playbooks, interactive tools, blogs, email content, landing pages, and thought leadership articles.
• Translate complex marketing concepts into practical, easy-to-understand content that drives engagement and action.
• Identify opportunities to repurpose, refresh, and extend content across channels and audiences.
• Leverage AI tools to accelerate research, ideation, drafting, editing, content repurposing, and workflow efficiency.
• Partner with Revenue and Product Marketing to develop the messaging and content strategy behind integrated marketing campaigns that drive awareness, engagement, and pipeline.
• Own the content and creative strategy for webinars, lead generation campaigns, and major marketing initiatives.
• Develop campaign messaging frameworks and supporting assets including landing page copy, email copy, webinars, presentation content, downloadable resources, nurture content, sales enablement materials, and post-campaign content.
• Collaborate cross-functionally to ensure campaigns deliver a consistent story and experience across every touchpoint.
• Continuously identify opportunities to extend campaign value by repurposing webinars, events, and thought leadership into blogs, videos, social content, guides, and AI-search-optimized resources.
• Own website copy across FMG and Agency Revolution and optimize web pages, blogs, resource content, and landing pages using SEO and AEO best practices.
• Partner with the Digital Marketing Manager to develop and implement content based on keyword strategies, AEO/SEO recommendations, and search insights.
• Maintain customer stories, testimonials, and proof points across key web properties.
• Own social content strategy and execution across FMG and Agency Revolution.

Content and Social Media Marketing Manager

• Plan, build, execute, and optimize multi-channel demand generation campaigns across email, paid advertising, social media, content, webinars, and events.
• Own the full campaign lifecycle from strategy and copywriting through launch, reporting, and optimization.
• Write, build, and schedule marketing emails in HubSpot while maintaining a consistent campaign cadence.
• Conduct A/B testing on subject lines, messaging, CTAs, landing pages, and campaign flows to improve performance.
• Leverage AI tools to accelerate campaign creation, content development, audience research, reporting, and workflow efficiency.
• Produce high-quality marketing copy for emails, landing pages, blogs, downloadable resources, webinars, social media, and sales enablement materials.
• Develop and maintain a content calendar aligned to business priorities and buyer journeys.
• Collaborate with product, sales, and marketing leadership to ensure messaging clearly communicates customer value and market differentiation.
• Own webinar execution from planning through post-event follow-up, including registration pages, promotion, hosting, reporting, and on-demand distribution.
• Manage conference and event marketing activities, including campaign setup, pre- and post-event communications, lead management, and performance tracking.
• Coordinate partner marketing initiatives including co-hosted webinars, guest content, advertising placements, and shared campaigns.
• Build and maintain relationships with partners, influencers, and industry organizations to expand reach and create new opportunities.
• Manage Protection & Benefits social channels, including content creation, scheduling, community engagement, and reputation management.
• Track and report on campaign performance across all channels with a focus on pipeline, MQLs, conversion rates, and revenue impact.
• Analyze campaign results, identify trends, and provide recommendations to improve performance.

Segment Marketing Manager – AR

Platform Engineer

• Own and evolve the developer experience across all product engineering teams: tooling standards, AI harness integration, deployment pipelines, and governance model.
• Define and enforce platform engineering standards that enable engineering teams to ship faster and at a higher quality bar.
• Drive adoption of AI-native SDLC practices across the organization, partnering with engineering managers to measure and improve development velocity.
• Build and lead the Platform Engineering team, including a Senior Platform Engineer and SRE/DevOps Lead.
• Develop engineering talent and establish the culture of the platform function — reliability, craftsmanship, automation-first thinking.
• Own the reliability posture of the platform: uptime SLOs, on-call frameworks, incident response standards, and postmortem culture.
• Establish telemetry, observability, and alerting standards across all product lines (DataDog, CloudWatch, PagerDuty).
• Be an active participant in FMG's AI engineering transformation — from agentic development tools to AI-assisted QA and testing.

Director of Platform Engineering

• Manage a high-tier book of financial advisor clients, building long-term relationships through personalized guidance, goal-tracking, and proactive outreach via phone, video, and email.
• Share, review, and execute monthly multi-channel content calendars (email, social, blog) within the FMG platform, incorporating client feedback.
• Partner with clients to brainstorm strategies that target new prospects, re-engage inactive leads, and maximize dashboard tools like audience segmentation.
• Learn and implement new AI-powered platform features quickly as they roll out.
• Keep meticulous records of client interactions, inquiries, and campaign data, while flagging trends or issues early.
• Assist with calendar execution and support tickets, managing your workload proactively and communicating when help is needed.
• Provide exceptional customer care and service to your book of business.

Marketing Success Specialist

Revenue Operations

• Build and automate in HubSpot, designing and building workflows, properties, lifecycle automations, and other system enhancements.
• Run the billing and CPQ system with Chargebee, managing selling rule logic and custom flows.
• Contribute to reporting and data work by building HubSpot reports and dashboards.
• Own integration use cases on the HubSpot side and manage errors.
• Drive user enablement to ensure solutions generate value through training and testing.
• Present solutions to stakeholder groups, translating technical work into understandable formats.
• Troubleshoot issues and document findings for future reference.
• Lean into AI for productivity improvements within workflow logic, documentation, and system enhancements.

RevOps Technical Specialist

Frontend Engineer

• Provide website maintenance and enhancements to existing websites through the use of CSS, JS, and HTML
• Work closely with team members from various teams to ensure that client requests are consistent to the overall design of the website and follow web development best practices
• Collaborate with our team on projects to improve scalability, performance, and usability across our platform
• Access to a private & secure workspace, free from distractions
• Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
• Internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Junior Front End Developer

Customer Success Manager

• Lead clear and professional communication with advisor clients via phone, email, and video conference to collaborate on building their website
• Use Claude, Gemini, and the FMG Assistant as part of your daily workflow to accelerate client communication, project tracking, content review, and creative problem solving
• Build advisor websites using FMG's proprietary content management system (CMS), translating client direction into a polished, brand accurate site
• Log every client communication and project activity in HubSpot to maintain a complete record of the build
• Manage a concurrent workload of 30 plus active projects, keeping each one on schedule and within scope
• Set clear expectations with advisor clients throughout the setup process, keeping them on target and within the agreed timeframe
• Adapt your approach to a wide range of clients, from hands on subscribers to those who want more guidance and support
• Partner with Front End Developers, Copywriters, Designers, Fulfillment, and Onboarding to move builds forward and resolve blockers quickly
• Leverage FMG's full suite of tools, including HubSpot, Google Workspace (Gmail, Sheets, Docs, Meet), Slack, Figma, and the FMG CMS
• Participate in team meetings, project standups, design reviews, and ongoing training
• Stay current on AI tooling and FMG process improvements, proactively suggesting ways to streamline the build experience
• Thrive in a fast paced, AI forward environment and have fun as we grow together
• Access to a private and secure workspace, free from distractions
• Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
• An internet connection with speeds of 5 Megabits down and 3 Megabits up (5mbps and 3mbps)