
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $125k - $145k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎡 Marketing
👻 Ghost score 0%
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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 supporting pipeline growth, bookings targets, and long-term market growth • Build go-to-market plans for enterprise sales motions, strategic partner channels, and account expansion • Translate company revenue objectives into measurable marketing programs and pipeline contribution goals • Identify growth opportunities across target segments, buyer personas, partner channels, and vertical markets • Execute integrated marketing campaigns across digital, email, webinars, events, paid media, content syndication, nurture programs, and account-based marketing initiatives • Launch, manage, and optimize campaigns, including timelines, deliverables, budgets, and performance tracking • Drive cross-functional execution through collaboration, project management, and communication • Develop campaign content and supporting assets, including messaging, presentations, case studies, and sales-facing materials • Develop scalable partner marketing programs to increase engagement, co-selling opportunities, and partner-sourced pipeline • Collaborate with brokers, consultants, strategic alliances, and ecosystem partners on joint go-to-market initiatives • Create partner enablement materials, co-branded assets, and campaign toolkits • Track campaign performance, marketing-sourced pipeline, partner engagement, ROI, and contribution to bookings goals • Analyze campaign and funnel performance to improve marketing effectiveness • Partner with Revenue 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, campaign effectiveness, and go-to-market strategy • Leverage AI tools for campaign development, content creation, audience segmentation, workflow automation, reporting, and marketing efficiency • Identify automation opportunities and use AI to improve efficiency and reduce reliance on external resources • Explore emerging AI-enabled marketing tools while maintaining brand quality and compliance • Report to the CMO and collaborate with Sales, Partnerships, and Revenue Operations
• Bachelor's degree in Marketing, Business, Communications, or a related field, or equivalent practical experience • 5+ years of B2B marketing experience in SaaS, fintech, HR tech, employee benefits, or a related industry • Experience supporting both direct enterprise sales teams and channel or partner sales organizations • Ability to balance strategic planning with hands-on execution in a lean, fast-paced marketing organization • Demonstrated success developing and measuring demand generation strategies tied to pipeline and revenue goals • Hands-on experience executing integrated campaigns across multiple marketing channels • Experience with account-based marketing (ABM) and enterprise sales motions • Proficiency with CRM and marketing automation platforms such as Salesforce, HubSpot, Marketo, or Pardot • Experience managing B2B events from pre-show planning through execution and post-event follow-up, with an emphasis on measurable results • Strong analytical, project management, and cross-functional collaboration skills • Excellent communication and stakeholder management abilities • Experience collaborating with brokers, consultants, or strategic distribution partners (preferred) • Experience in financial wellness, employee benefits, fintech, or wealth management (preferred) • Experience working within a venture-backed or high-growth startup environment (preferred) • Familiarity with B2B2C go-to-market strategies (preferred)
• 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 • Company meetings, industry events, and partner meetings (occasional travel; less than 10%) • Collaborative, mission-driven work environment • Visible impact on company growth • Opportunity to work closely with senior leaders • Opportunity to shape modern marketing strategies and AI-enabled tools
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