What you'll do
- Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
You will report to the Director of Advisor Marketing and work alongside Sales, Sales Operations and Engineering to replace manual marketing work with scalable infrastructure. This is a team for people who think in systems, treat AI as leverage rather than a feature, and want to ship infrastructure that compounds experimentation velocity, lead quality, and pipeline per dollar spent.
Responsibilities
About the Job:
You will build and operate the systems that drive advisor acquisition, lifecycle automation, and revenue attribution. Using large language models (LLMs), automation, APIs, and data pipelines, you will replace manual marketing work with scalable infrastructure.
Outcomes You Will Own
- Advisor Marketing Qualified Lead (MQL) and Sales Accepted Lead (SAL) growth, while holding or improving Cost Per Lead (CPL) and lead quality
- A step-change in experimentation velocity across creative, landing pages, and lifecycle
- Closed-loop attribution from marketing source to closed revenue
- Incremental pipeline unlocked without adding Sales Development Representative (SDR) headcount
- AI-native content and campaign generation across ads, email, landing pages, and nurture ā with an evaluation layer for brand voice, conversion intent, and SEC/FINRA compliance before anything ships
- Persona segmentation and enrichment pipelines that map inbound leads in real time and personalize outreach, nurture, and sales talking points
- Paid media automation across Google and LinkedIn Ads ā bid rules, creative rotation, suppression, budget logic ā driven by APIs, not manual operation
- Lifecycle and nurture systems with suppression logic across paid, Customer Relationship Management (CRM), and lifecycle channels
- Multi-touch attribution and a unified marketingāsales performance layer with one trusted view of lead quality, pipeline, and revenue by source and persona
- Agentic workflows that coordinate enrichment, scoring, outreach, and follow-up across CRM, email, and paid platforms
- 2ā6+ years in growth marketing, marketing engineering, or go-to-market (GTM) engineering, with systems shipped in production
- Fluency with Claude Code, Claude API, and LLM workflow tooling ā real systems shipped, not demos
- Strong automation and API skills across tools like n8n, Zapier, and Make, with the judgment to know when to go direct to an API
- Proficiency in SQL and hands-on experience with Salesforce or HubSpot, plus paid platform APIs (Google Ads, LinkedIn Ads)
- Evaluation-first mindset on AI outputs, especially in regulated categories
- Working knowledge of data modeling and comfort operating in a data warehouse, not just a dashboard
- Experience with multi-touch attribution and closed-loop revenue reporting in a business-to-business (B2B) context
- Experience building agentic workflows that coordinate across CRM, email, and paid platforms
- Systems thinking, high execution velocity, and comfort operating independently
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)
- Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
- Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriersāso you can choose what fits your needs.
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
- Time Off That Works: Generous vacation, sick, and parental leave policiesābecause balance matters.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
Interested in this role?
Apply now and hear back within days, not weeks.
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