Inclined

Chief Marketing Officer

• Own and execute our marketing function
• Product Marketing – Translate product value into positioning and messaging docs, sales battle cards, customer case studies to arm sales + advisors with the right story
• Partner / Channel – Messaging/positioning + materials & incentives to help advisors pitch iLOCs to their clients.
• Field / Events – Targeted Office/Carrier campaigns + events to win new advisors, support education goals & expand relationships
• Lifecycle / Growth – Build cross funnel evergreen campaigns to push nurture tracks for acquisition, activation, and expansion
• Demand Gen – Reach and connect advisors to our sales team via B2B marketing, LinkedIn + Other ads targeted at Advisors
• Strategic storytelling – making the status quo feel like an active risk to an advisor’s practice, without Inclined they are leaving value on the table
• Offline and Online Field & Event Strategy – how we show up and win with in-person & virtual events across webinars, training/education, private/limited events, sponsorships, conferences & trade shows
• Building the partner education & enablement machine – client facing materials and partner playbooks to position Inclined with policy owners, case studies, tools & calculators, joint value prop and journey development – the proof points behind an iLOC
• Reaching and connecting our sales team to new advisors who fit our target profile
• Connecting the dots between our marketing spend/activities and ROI across the customer lifecycle from lead through expansion and account management

Director of Marketing