
11 - 50 employees
Founded 2016
👥 HR Tech
☁️ SaaS
🧘 Wellness
HR Tech • SaaS • Wellness
BrightPlan is an enterprise-focused financial wellness company that provides a mobile-first SaaS platform combining an AI financial coach, certified financial advisors, and employee engagement tools to help employers improve benefits adoption and employee financial wellbeing. The platform serves global employers (stating 9+ million employees across 50+ countries), emphasizes privacy and compliance, offers personalized, benefits-aware guidance, and integrates with HR and retirement plan providers to drive measurable outcomes for employees and employers.
🔥 3 minutes ago
🇺🇸 United States – Remote
💵 $125k - $145k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📈 Performance Marketing
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11 - 50 employees
Founded 2016
👥 HR Tech
☁️ SaaS
🧘 Wellness
HR Tech • SaaS • Wellness
BrightPlan is an enterprise-focused financial wellness company that provides a mobile-first SaaS platform combining an AI financial coach, certified financial advisors, and employee engagement tools to help employers improve benefits adoption and employee financial wellbeing. The platform serves global employers (stating 9+ million employees across 50+ countries), emphasizes privacy and compliance, offers personalized, benefits-aware guidance, and integrates with HR and retirement plan providers to drive measurable outcomes for employees and employers.
• Develop and execute quarterly and annual demand generation plans aligned with target audiences, pipeline goals, bookings targets, and business priorities • Own integrated, multi-channel campaigns across digital, email, paid media, webinars, events, content syndication, nurture programs, and account-based marketing • Build campaigns engaging enterprise buying groups across complex, multi-stakeholder sales cycles • Manage campaigns end to end, including audience segmentation, messaging, launch, optimization, and performance measurement • Partner with Sales to align campaigns with target accounts, buyer needs, sales priorities, and pipeline opportunities • Test and optimize campaigns, channels, messaging, and audiences based on performance data and market insights • Create campaign content and supporting assets, including messaging, presentations, case studies, and sales-facing materials, using market knowledge and AI-enabled tools • Develop and execute account-based marketing programs targeting priority enterprise accounts and buying groups with Sales and strategic partners • Build joint demand generation programs with brokers, consultants, strategic alliances, and ecosystem partners • Create co-branded campaigns, partner toolkits, and supporting assets for target enterprise audiences • Measure and report on campaign performance, lead and opportunity conversion, marketing-sourced pipeline, partner engagement, campaign ROI, and contribution to bookings goals • Analyze campaign and funnel performance to identify drop-off points, improve conversion, and optimize results • Partner with Sales Operations, Sales, and Marketing leadership to improve lead management, campaign attribution, funnel performance, and reporting visibility • Gather insights from customers, prospects, Sales, and partners to refine messaging, audiences, campaign effectiveness, and go-to-market strategy • Use AI-enabled tools for campaign development, audience research and segmentation, personalization, content creation, testing, analysis, and reporting • Identify opportunities to automate manual processes and improve efficiency through AI • Explore emerging AI-enabled marketing tools to enhance team productivity while maintaining brand quality and compliance • Report to the CMO and collaborate with Sales, Partnerships, Content, Brand, and Sales Operations
• Bachelor’s degree in Marketing, Business, Communications, or related field, or equivalent practical experience • 5+ years of B2B marketing experience, including at least 3 years of hands-on demand generation, growth marketing, or integrated campaigns • Experience supporting direct enterprise sales teams and working with channel or partner sales organizations • Demonstrated success developing and measuring demand generation strategies tied to pipeline and revenue goals • Hands-on execution and optimization of integrated campaigns across multiple marketing channels • Practical experience with account-based marketing (ABM) and enterprise sales motions • Ability to use campaign and funnel data to optimize performance and improve pipeline contribution • Proficiency with CRM and marketing automation platforms such as Salesforce, HubSpot, Marketo, or Pardot • Background managing B2B events from pre-show planning through execution and post-event follow-up, with an emphasis on measurable results • Ability to balance strategic planning with hands-on execution in a lean, fast-paced marketing organization • Strong analytical, project management, and cross-functional collaboration skills • SaaS, fintech, HR tech, or employee benefits experience preferred • Background collaborating with brokers, consultants, or strategic distribution partners preferred • Industry experience in financial wellness, employee benefits, fintech, or wealth management preferred • Experience in a venture-backed or high-growth startup environment preferred • Familiarity with B2B2C go-to-market strategies preferred • Must be authorized to work in the United States • BrightPlan is unable to provide employment sponsorship for this position
• Annual performance bonus • Medical coverage • Dental coverage • Vision coverage • 401(k) with company contribution • Life insurance • Paid time off • Remote work within the United States • Occasional travel for company meetings, industry events, partner meetings, or other business needs; travel expected to be less than 10%
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