Campaign Manager – Financial Services

🔥 21 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📈 Performance Marketing

🦅 H1B Visa Sponsor

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Logo of Intapp

Intapp

1001 - 5000 employees

💼 Consulting

⚖️ Legal

☁️ SaaS

💰 Private Equity Round on 2017-04

Consulting • Legal • SaaS

Intapp is a leading global provider of AI-powered cloud-based software solutions designed for professional and financial services firms. Their offering includes specialized solutions for industries such as accounting, consulting, investment banking, legal, private capital, and real estate. Intapp’s products help firms improve client relationships, optimize operations, manage compliance, and support collaboration and deal management through solutions like Intapp DealCloud, Compliance, and employee compliance management. With a focus on data security and seamless integration via Microsoft Azure, Intapp serves over 2,600 client firms worldwide, including top law firms and investment banking institutions, helping them leverage automation and data intelligence to drive growth.

📋 Description

• Design and execute integrated, multi-channel demand generation campaigns across financial services verticals • Manage campaign timelines, briefs, and launch plans from kickoff through measurement • Own audience deployment with Marketing Operations, including list requests and validation, segment filters, suppression logic, and play-based targeting • Lead cross-functional working teams across PMM, creative, partner marketing, client marketing, editorial, and channel owners • Build and maintain a full-year integrated marketing plan covering campaign sequencing, content milestones, paid activations, and event overlaps • Report campaign performance to senior stakeholders and sales leadership through readouts, QBRs, and steering committee presentations • Translate campaign data into pipeline impact and actionable recommendations • Track deliverables, dependencies, risks, delays, approvals, and readiness in Asana

🎯 Requirements

• Demonstrated experience in demand generation, campaign operations, or lifecycle marketing in a B2B environment • Track record of executing programs that move pipeline • Strong cross-functional project leadership skills • Ability to manage multiple simultaneous workstreams, dependencies, and stakeholders across a matrixed organization • Familiarity with CRM, marketing automation, and campaign management platforms such as Marketo, HubSpot, Salesforce, Demandbase, or Pardot • Analytical ability to diagnose funnel bottlenecks, interpret performance data, and translate insights into campaign adjustments • GTM and messaging fluency • Ability to connect campaign strategy to business objectives and engage with field sales, PMM, and senior leadership • Experience in the financial services industry or within a highly matrixed organization

🏖️ Benefits

• Professional development opportunities • Reimbursement for training and continuing education • Complimentary lunches • Fully stocked kitchens • Comprehensive wellness programs • Flexible time off programs • Family-formation benefits • Paid volunteer time off • Donation matching program • Flexible, connected work environment

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