Marketing Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate existing marketing capabilities, channels, tools, content, vendors, and performance to pinpoint gaps and set priorities.

• Collaborate to develop and implement a cohesive B2B marketing strategy, operational rhythm, budget, and roadmap.

• Craft positioning, value propositions, messaging frameworks, and go-to-market strategies.

• Enhance PenChecks' visibility in the retirement sector through campaigns, thought leadership, content, public relations, digital platforms, events, and partnerships.

• Align marketing priorities with Revenue, Sales, Product, Customer Experience, Operations, Finance, Legal, and Compliance teams.

• Design, launch, and refine lead-generation, account-based, partner, cross-sell, and client-growth initiatives.

• Produce and manage sales enablement materials, client communications, campaign assets, and associated tools.

• Assist in lead capture, qualification, routing, nurturing, and follow-up processes using Salesforce, Marketing Cloud, or similar systems.

• Formulate and oversee an integrated content calendar encompassing thought leadership, educational materials, email, web, social media, sales resources, and product communications.

• Ensure communications are precise, timely, distinctive, and suitable for a regulated setting.

• Design and implement participant-journey strategies for NextLevel IRA, focusing on conversion, engagement, activation, funding, and retention.

• Identify participant segments, needs, decision-making processes, barriers, educational needs, and value propositions.

• Direct marketing efforts for trade shows, conferences, client events, webinars, and industry gatherings.

• Supervise the website, social media presence, digital content, email marketing, and external channels.

• Establish KPIs, dashboards, reports, campaign evaluations, attribution analyses, and executive summaries.

• Manage relationships with agencies, media partners, consultants, creative resources, event vendors, and specialized marketing providers.

• Ensure vendors meet standards for quality, speed, cost, compliance, and measurable business objectives.

⛳️ Requirements

• A minimum of four years of progressive marketing experience.

• Significant responsibility for B2B strategy, positioning, demand generation, content, sales enablement, and campaign execution.

• Proven experience in B2C growth, conversion, lifecycle, or customer-journey management.

• Ideally, experience in a B2B2C, partner-driven, intermediary, or channel-oriented business model.

• Capability to grasp complex business concepts and translate technical, operational, retirement, or financial services terminology into clear, compelling messaging.

• Experience in building or significantly enhancing a marketing function, operating model, or capability with limited resources and a strong emphasis on hands-on execution.

• Experience collaborating with Revenue and Sales teams to facilitate lead generation, pipeline development, client growth, partner communications, and sales efficiency.

• Proven ability to recommend, engage, and oversee multiple agencies, consultants, and specialized marketing vendors.

• Strong understanding of B2B marketing, segmentation, positioning, content strategy, demand generation, digital marketing, events, lifecycle marketing, conversion optimization, and performance measurement.

• Working knowledge of CRM and marketing automation platforms, web and product analytics, conversion tracking, attribution, and experimentation tools.

• Excellent business judgment, written and verbal communication skills, analytical capability, project management skills, and ability to influence cross-functional teams.

• Bachelor’s degree in marketing, business, communications, or a related field, or an equivalent combination of education and relevant experience.

• Reliable internet access and regular use of standard computing and video-conferencing equipment.

• Must be eligible to work in the United States; visa sponsorship is not offered.

🏝️ Benefits

• Target annual discretionary bonus based on both company and individual performance.

• Remote work opportunities within the United States.

• Occasional travel for company, customer, partner, or industry-related meetings and events.

• Standard computer and video-conferencing equipment provided for remote work.

• Reasonable accommodations available for individuals with disabilities.