
51 - 200 employees
Founded 2013
💼 Consulting
🛡️ Insurance
☁️ SaaS
💰 $16.4M Series B - Practifi on 2020-01
Consulting • Insurance • SaaS
Practifi is an intelligent, AI‑powered CRM platform purpose-built for wealth management firms and registered investment advisors (RIAs). It delivers enterprise-grade, customizable CRM functionality on Salesforce infrastructure, with native AI assistants, deep integrations with custodians and wealth‑tech systems (e. g. , Orion, Black Diamond, Addepar, Schwab), workflow automation for compliance and client servicing, and mobile access to streamline advisor operations and scale firms of all sizes.
🕒 July 11
🌽 Illinois – Remote
💵 $95k - $115k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📈 Growth Marketing
👻 Ghost score 8%
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51 - 200 employees
Founded 2013
💼 Consulting
🛡️ Insurance
☁️ SaaS
💰 $16.4M Series B - Practifi on 2020-01
Consulting • Insurance • SaaS
Practifi is an intelligent, AI‑powered CRM platform purpose-built for wealth management firms and registered investment advisors (RIAs). It delivers enterprise-grade, customizable CRM functionality on Salesforce infrastructure, with native AI assistants, deep integrations with custodians and wealth‑tech systems (e. g. , Orion, Black Diamond, Addepar, Schwab), workflow automation for compliance and client servicing, and mobile access to streamline advisor operations and scale firms of all sizes.
• You'll refine approved campaign briefs into workback plans, write campaign copy, and run multi-channel campaigns across paid and organic channels, including social, lifecycle, adoption, cross-sell, and partner campaigns. • You'll coordinate agencies and contributors, keep webinars and follow-up on track, and make sure content gets repurposed and distributed well beyond its first send. • You'll have real input into how campaigns, audiences, and messaging come together, and real exposure to cross-functional leaders across Sales and Client Success.
• 3-5 years Experience owning multi-channel marketing campaigns end to end, from brief through performance review. • Strong campaign copywriting that adapts to brand voice. • Comfort working across a core marketing stack (CRM, paid and organic channel tools, website CMS, webinar platforms, analytics). • Based in or able to work from the Chicago area. • Experience marketing to B2B SaaS or financial services audiences (Nice-to-Haves). • Familiarity with HubSpot, Salesforce, LinkedIn Campaign Manager, or Google Ads specifically (Nice-to-Haves). • Experience with lifecycle or adoption-focused campaigns aimed at existing customers, not just net-new acquisition (Nice-to-Haves).
• Full benefits • 20 days Paid Leave • 10 sick days • 3 personal days • 3 volunteering days, all available from day one. • A dedicated Practibuddy mentor from day one. • An annual Learnbucks stipend to keep learning. • Bi-annual company summits in Chicago.
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