Full Funnel B2B Marketing Manager

Posted Jul 17

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

As a Full Funnel B2B Marketing Manager, you will be joining our B2B marketing team within marketing and report directly to the Head of B2B Marketing. This role will help bring our B2B strategy to life, providing our partners and their customers with a personalized experience from their first brand touchpoint through to purchase and beyond. This role offers a unique opportunity to join a mission-driven, growth-stage startup at an integral time in company history allowing you to have a direct impact on the lives of millions.

About you:

You collaborate and communicate well cross-functionally. You lead with curiosity and are always willing to help out. You take pride in your work and have great attention to detail. You possess a natural eagerness to glean insights from multiple perspectives and data to inform strategic initiatives.

Specifically, you’re a full funnel marketing aficionado, you revel in the nuances of crafting personalized journeys and communication plans, ensuring every touchpoint resonates with partners and customers throughout their lifecycle. Your passion for experimentation drives you to constantly refine strategies, eagerly running A/B tests, and fine-tuning campaigns to maximize engagement and conversion rates. You have solid experience in paid advertising and email marketing and are adept at integrating these channels to amplify lifecycle marketing efforts. If you're an experienced B2B marketer ready to make a profound impact in a dynamic company poised for growth, then this could be the role for you!

With support from the Senior Lifecycle Marketing Manager and Head of B2B Marketing, you will:

Assist in the development and execution of B2B marketing strategies to support customer acquisition, retention, and growth objectives across various channels such as email, paid ads, webinars, events, social, product, and content marketing.
Collaborate with cross-functional teams including Sales, Business Development, Product, and Member Success to gather insights and data on customer behavior, preferences, and needs to inform initiatives.
Contribute to the creation of segmented journeys and personalized communication plans tailored to different segments, ensuring relevant and timely engagement throughout the partner and customer lifecycle and troubleshooting the funnels as needed.
Analyze data and metrics to track the effectiveness of lifecycle marketing campaigns, identify areas for optimization, and report on key performance indicators (KPIs).
Assist in the implementation and management of Iterable to nurture leads, onboard new partners and customers, and drive upsell/cross-sell opportunities.
Complete execution of email flows and campaigns, including content creation, email design, A/B testing, scheduling, and deployment, while maintaining accuracy and attention to detail.
Manage paid advertising campaigns, including planning, execution, monitoring, and optimization to ensure effective budget utilization and maximized ROI.
Collaborate with the Content and Design teams to create compelling assets and collateral for campaign use, ensuring alignment with brand guidelines and messaging.
Collaborate with Sales teams to develop sales support materials and resources aligned with lifecycle marketing initiatives to drive lead conversion and revenue growth.

Qualifications:

3-4 years experience in a B2B marketing role, with specific experience developing email marketing programs, and managing paid advertising campaigns
Excellent writing, proofreading, and editing abilities
Understanding of email marketing concepts, HTML, metrics, and the laws governing business email use and an emphasis on experimentation
Experience in running logic queries to build segmentation and lists
Proficient in data analysis, able to interpret marketing metrics, track campaign performance, and derive actionable insights to optimize marketing strategies
Strong organizational and project management abilities are essential for overseeing multiple marketing initiatives, setting priorities, and ensuring timely execution
Excellent communicator and collaborator
Intellectually curious -- constantly seeking to understand and internalize various subject areas of a technical business model along with industry best practices and trends
Entrepreneurial, results-driven, and outside-of-the-box thinker looking to tie programs to measurable business results

Bonus Points for:

Experience working within the financial advisory industry or financial institutions
Experience in CRM platforms like HubSpot and Iterable
Experience running paid campaigns in Google and Meta
Experience in events management (both webinars and conferences)

Employee Benefits & Perks:

Compensation: Salary + Equity: Our salary range for this position is $85,000 - $110,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
PTO
Unlimited time off that you are encouraged to use
Quarterly company-wide breaks (think Winter, Spring, Summer, and Fall break)
Monthly friends & family days
4 days/year to volunteer in your community
Health and Wellness Benefits
Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
Financial wellness benefits (Equity & tax advisory support, savings options, and employee-sponsored 401k)
Guest speakers & reimbursement for learning opportunities
Extra
Flexible work schedule + hours
Family-friendly work environment. We support the complexity of a remote world with the needs of families
Optional company-sponsored events and travel throughout the year
$500 Work from home stipend + mac & Apple accessories

About Trust & Will:

We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote

We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.

Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.