Responsibilities
- Own multi-channel campaigns end to end, inclusive of email, direct mail, and digital — from strategy and planning through execution, A/B testing, and optimization.
- Tie each program to a clear objective (adoption, conversion, retention, or reactivation) and deliver repeatable, scalable results on deadline.
- Design lifecycle and upsell programs that move suppliers toward higher-value electronic payment methods and keep them engaged.
- Partner with Sales as a trusted demand-gen and base-growth partner, and scale new initiatives that drive product adoption.
- Own how the function operates, not just what it produces.
- Find friction in workflows, segmentation, data hygiene, and handoffs, and partner with Marketing Operations and RevOps to improve the underlying infrastructure — campaign architecture, attribution, and reporting — so the team launches faster with less rework.
- Forecast program performance quarterly with monthly adjustments, continuously optimize KPIs against revenue goals, and clearly communicate results, learnings, and strategy to leadership and executives.
- Work cross-functionally to embed processes, messaging, and campaigns into the go-to-market design for new products and offerings from the start.
Requirements
- Proven success managing multi-faceted marketing programs from planning through completion in a fast-paced B2B environment.
- An operational mindset, with a track record of improving the processes and systems behind the work — not just executing within them.
- Hands-on proficiency with marketing automation and CRM platforms (Marketo, Salesforce) and project management tools (e.g., Monday.com), plus the ability to build campaign hierarchies and reports.
- Analytical strength to dissect funnel metrics, optimize campaigns, and recommend the strategies most likely to drive demand and adoption.
- Strong project and budget management, with the ability to run multiple projects at once and deliver on deadline.
- Confident communicator and presenter — virtually and in person, internally and externally — including delivering strategy to senior executives.
Nice to Have
- Payments, merchant services, or treasury management experience at a financial institution or fintech, with a working understanding of electronic payments, card acceptance, and payment economics.
- A history of cross-sell / upsell and relationship deepening within a portfolio of existing accounts, tied to clear adoption or profitability metrics.
- Comfort in process- and data-disciplined environments where operational excellence and continuous improvement are core expectations.
