Smartleaf - Demand Generation Marketing Manager
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Requirements
• 3-5 years in B2B marketing with hands-on experience in both campaign/demand gen execution and HubSpot administration. Experience in financial services, specifically wealth management is a plus! • Proven track record building campaigns, ABM, or nurture programs that contributed measurably to pipeline • HubSpot Marketing Hub certification preferred; direct experience building workflows, sequences, and lists required • Experience with event and webinar promotion workflows including pre/post automation • Comfortable working in a lean team — this role requires both strategic thinking and hands-on execution • Background in fintech, wealth management tech, or B2B SaaS strongly preferred • Sales-aligned mindset: has worked against shared pipeline targets and understands MQL-to-SQL handoff
Responsibilities
• Design and execute campaigns and ABM targeting Smartleaf’s core market of RIAs, wealth managers, and enterprise wealth management firms • Build and manage email nurture sequences in HubSpot across multiple buyer segments and funnel stages, from first touch through sales-ready • Own event and webinar promotion end-to-end: pre-event campaigns, registration workflows, post-event follow-up sequences, and lead capture • Develop and execute content distribution strategy across email, LinkedIn, and owned channels; partner with the writer to align content calendar to pipeline goals • Build and manage a basic SEO content program in collaboration with the writer, identifying keyword opportunities and ensuring content is distributed for organic reach • Run structured A/B tests on messaging, subject lines, CTAs, and audience segments; report results and iterate • Partner tightly with sales on pipeline targets, lead handoff, MQL definitions, and regular pipeline reviews • Marketing Communication & Lead Generation • Serve as primary HubSpot administrator: manage user access, contact properties, list segmentation, and platform hygiene • Build and maintain HubSpot workflows, enrollment logic, and automation sequences that support campaign programs • Own lead scoring model and lifecycle stage definitions in collaboration with sales • Maintain contact database health: list hygiene, deduplication, opt-out compliance, and CAN-SPAM adherence • Set up campaign tracking infrastructure including UTM parameters and campaign attribution in HubSpot • Produce recurring HubSpot-based campaign performance reports and share with marketing and sales leadership
Benefits
• Impact: Shape and scale the marketing strategy of a firm transforming wealth management. • Compensation: Competitive salary + stock options. • Benefits: Health insurance with $0 deductible; market holidays + 20 days PTO. • Flexibility: Option for remote work.
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