
501 - 1000 employees
Founded 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
🔥 1 minute ago
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501 - 1000 employees
Founded 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
• Report to the Head of Marketing • Lead demand generation, marketing operations, and client retention across the marketing organization • Build monthly, quarterly, and annual marketing plans aligned with budget and revenue growth goals • Lead retention marketing strategies and campaigns to increase product and service adoption, growth, and expansion • Develop adoption metrics and KPIs to measure campaign effectiveness • Manage upsell and cross-sell campaigns and improve ROI, conversion, and audience expansion • Identify new media channels, growth strategies, and tactics • Establish measurement methodologies and analyze ROI and success criteria • Oversee marketing operations reporting for demand and retention decision-making • Design and execute data strategy, including data quality, enrichment, governance, and standardized processes • Improve marketing agility through documented processes and streamlined workflows • Set performance targets across channels and optimize marketing performance • Collaborate with Sales leadership on lead tracking, reporting, and conversion processes • Support strategic planning, reverse waterfall goal setting, and budget planning and management • Coordinate with marketing communications, product marketing, and sales enablement/operations on campaign initiatives • Oversee multi-touch nurturing campaigns, landing pages, and content placement • Create and execute digital strategy, including SEO/SEM and paid social campaigns • Use digital metrics to test online performance and optimize marketing expenses • Set lead goals and demand-funnel conversion rates and optimize results • Oversee integrated inbound, outbound digital, partner marketing, and events campaigns • Manage tradeshows, webinars, VIP events, and annual Summit strategy with performance reporting and ROI tracking • Collaborate with sales development and sales on lead-to-revenue processes aligned with business goals and go-to-market strategy • Manage team performance and workforce planning with the Head of Marketing
• Bachelor’s Degree • 15+ years of B2B demand generation experience • 7+ years of management experience • Strong experience with Eloqua or another marketing automation platform, Salesforce, and Account-Based Technology platforms • Deep expertise in paid acquisition, lifecycle marketing, and conversion rate optimization • Experience with BI platforms such as Looker, Power BI, and/or Google Data Studios • Experience managing budgets and evaluating hiring needs across the team • Experience working across Marketing, Business Development, and Sales to define and develop scalable revenue-driving business processes • Proven success supporting or collaborating with Enterprise-level Sales and Marketing teams • Familiarity with long-cycle B2B sales motions, account-based marketing strategies, and cross-functional go-to-market execution • Experience integrating AI into marketing strategies highly preferred • Ability to translate business objectives into marketing goals, KPIs, technical requirements, and executive-level reports • Strong analytical skills • Ability to develop campaigns • Strategic, objective-driven planning and reporting • Ability to multitask and prioritize in a fast-paced environment • Attention to detail and focus on quality results • Experience managing cross-functional teams
• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off • Inclusive, people-first culture • Equal employment opportunity workplace
Apply Now🔥 10 minutes ago
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