12 sep
|
Denken Solutions
|
Nezahualcóyotl
12 sep
Denken Solutions
Nezahualcóyotl
Denken Solutions Inc is an IT company with 14 years of experience with offices at California, Canada, India and Mexico, providing IT solutions in the United States.
The role is 100% remote from any location in Mexico. The client is located in the United States. The role requires a Native English level and experience working with US clients.
This role owns the end-to-end demand generation strategy and marketing-sourced pipeline of B2B experience, including 4+ years in U.S. fintech/wealth-tech, who has marketed SaaS/products to RIAs and financial advisors and personally owned marketing-sourced pipeline.
The idóneo candidate has experience building demand generation programs in a growth-stage environment, particularly scaling a company from approximately $2–3M to $10M+ ARR.
Key Responsibilities:
Demand Generation Strategy & Pipeline Ownership:
- Develop and execute a B2B demand generation strategy focused on generating qualified pipeline from U.S. wealth-management firms.
- Partner closely with Sales to define what qualifies as a marketing-qualified account, meeting, opportunity, and sales-qualified lead.
- Build campaigns targeting RIAs, financial advisors, wealth managers, broker-dealers, and other financial institutions.
- Forecast future pipelines based on campaign performance, conversion rates, sales cycles, and historical data.
Account-Based Marketing & Named-Account Strategy:
- Build ABM programs around a finite list of high-value wealth-management accounts.
- Research target RIAs and wealth-management organizations to understand their business model, technology stack, size, advisor base, and pain points.
- Develop personalized campaigns for different advisor segments.
Paid Media & Conversion Performance:
- Manage paid acquisition programs targeting financial advisors and wealth-management firms.
- Use channels such as LinkedIn, Google, industry publications, and niche financial-services media.
- Develop campaigns promoting demos, webinars, reports, product trials, or advisor education.
- Monitor cost per qualified lead, cost per meeting, cost per demo, and cost per opportunity.
Field Marketing, Events & Webinar Execution:
- Identify and manage conferences where financial advisors, RIAs, wealth managers, and financial institutions participate.
- Coordinate booth strategy, speaking opportunities, meetings, demos, webinars, and executive networking.
- Work with Sales to schedule meetings with target accounts before conferences.
- Create post-event campaigns to convert attendees into opportunities.
- Measure event ROI based on meetings, opportunities, pipeline, and revenue, not just attendee numbers.
Analytics, Attribution & Demand Forecasting:
- Develop webinars and educational programs addressing issues relevant to wealth-management professionals.
- Use webinars as a demand-generation mechanism to identify advisors with a genuine business need.
- Create follow-up campaigns to convert attendees into meetings and demos.
Coaching, Team Leadership & Agency Management:
- Develop email and content journeys that move prospects toward a conversation with Sales.
- Re-engage dormant accounts and previous prospects.
- Create expansion campaigns for existing customers interested in additional products, modules, or services.
Lifecycle & Expansion Demand Motion:
- Create content specifically designed for financial professionals rather than generic marketing content that helps an advisor or wealth-management executive recognize a business problem that the company's technology can solve.
Regulated & Advisor-Channel Go-to-Market:
- Provide Sales with target-account lists and campaign intelligence.
- Identify which accounts are showing buying signals.
- Establish SLAs for Marketing to Sales hand-off.
- Review which marketing campaigns are actually producing qualified opportunities.
- Adjust campaigns based on Sales feedback.
Skills:
- 5+ years of experience marketing B2B financial technology products to RIAs, financial advisors, wealth managers, broker-dealers, asset managers, or financial institutions in the U.S.
- Prove experience helping a wealth-tech/fintech company move from an early growth stage to $10M+ ARR and was directly responsible for generating marketing-sourced pipeline, qualified opportunities, demos, or revenue.
- Run account-based demand against a finite named list with a meeting or demo target, not an engagement target Specialization
- Has managed paid campaigns targeting financial professionals and can measure cost per qualified lead, cost per demo, cost per meeting, or cost per opportunity. Ideally understands that wealth-tech has a relatively narrow audience, so efficient targeting matters more than large media spend.
- Owned a B2B conference and event portfolio with a pipeline target Specialization
- Uses AI tooling as a routine part of the work, with specific examples of what it replaced Specialization
- 2+ years managing at least 2 direct reports, and has held an agency to write KPIs Specialization
- 18+ month tenures across roles.
📌 Demand Generation Manager (Nezahualcóyotl)
🏢 Denken Solutions
📍 Nezahualcóyotl