Digital Marketing Manager

DIGITAL MARKETING AND ENGAGEMENT MANAGER

Investment Banking

San Francisco

Overview

A leading boutique investment banking firm serving growing technology companies through M&A and capital raising advisory services is hiring a Digital Marketing and Engagement Manager. Firm was founded in 2011 and is headquartered in San Francisco where they service our clients across the globe. They are committed to providing excellent financial and strategic advisory services to our clients, which starts with recruiting, training, and retaining the highest-caliber financial professionals.

The firm’s culture can best be described as collegial, hardworking, and dynamic. While they take great pride in providing exceptional strategic advisory services to our clients, they also recognize the value of work-life balance. Their approach has always been to remove layers of unnecessary work, provide employees with unparalleled exposure to clients and professional development opportunities, and ensure flexibility to enjoy life outside of work.

Having completed approximately 100 transactions since inception and over 22 in the last year alone, the firm has built a strong brand among founders selling companies to leading strategic and private equity buyers including Amazon, Autodesk, Bankrate, EverCommerce, IAC, Great Hill, Insight Partners, Providence Equity, Summit Partners, Thoma Bravo, TA Associates, Vista Equity, among many others.

Responsibilities

• Implement and manage sales and marketing automation tools (e.g., Salesloft, OutFlow, or similar).
• Develop and execute automation strategies to enhance lead generation, prospect engagement, email marketing campaigns, and sales pipeline management.
• Manage a database of 40,000 prospects and develop email nurturing campaigns based on sectors, stages, and other identifiers.
• Streamline workflows to improve both efficiency and the overall effectiveness of sales and marketing efforts.
• Collaborate across the firm to understand and achieve business development and marketing goals, and serve as firm’s go-to resource for best practices.
• Continuously monitor, analyze, and optimize automation tools’ performance (e.g. open and click-through rates, A|B testing, ROI analysis of campaigns, sequence performance data, etc.

Qualifications

• Bachelors Degree
• 3 years of experience in sales automation
• Extensive experience managing large-scale projects utilizing sales & marketing engagement/automation platforms such as Salesloft, OutFlow, or similar as well as Salesforce CRM is a must
• Demonstrated knowledge of sales and marketing processes and benchmarking
• KPIsMust be self-motivated, analytical, adept at problem-solving, and have excellent communication skills
• Able to excel in a dynamic and entrepreneurial environment