Act as the strategic marketing partner to the Financial Services Commercial Sales Leader, deeply understanding the business priorities and helping drive pipeline growth and maturity.
Lead the development and execution of integrated marketing plans, including demand generation, events, ABM, executive engagement, and digital programs tailored to the Financial Services buyer.
Collaborate across the broader Financial Services Marketing organization (including Product, Industry, and Field Marketing), aligning programs with the priorities of the Commercial and Financial Services Business.
Manage and influence a wide array of stakeholders across sales, marketing, and product teams—bringing structure, clarity, and focus in a fast-moving, high-growth environment.
Partner with Sales Strategy and Marketing Operations to analyze the segment, identify growth opportunities, and deliver actionable insights.
Own CMRCL pipeline performance reporting and develop frameworks to communicate trends, insights, and impact to both Sales and Marketing leadership.
Attend key meetings and events, including Sales QBRs, industry conferences, customer engagements, and internal strategy sessions.
Requirements
7-10 years of experience in Marketing, with a focus on multi-channel campaign execution and demand generation.
Proven success in Field Marketing or B2B Marketing roles that required strategic planning and close partnership with Sales.
Strong track record of building and executing marketing strategies that drive measurable business outcomes.
Demonstrated ability to allocate and optimize budgets across multiple tactics and channels.
4+ years of experience partnering directly with Sales to align on goals, drive execution, and measure results.
Ability to juggle multiple initiatives while meeting deadlines and maintaining attention to detail.
Strong collaboration and communication skills, with a comfort in navigating multiple stakeholders and priorities.
Proficiency with Salesforce Products and experience using Salesforce reporting tools to track campaign and pipeline performance.
Highly proactive, organized, and able to anticipate needs before they arise.
Exceptional executive presence and communication skills, including presentation development and delivery.
Benefits
time off programs
medical
dental
vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.