Sales And Marketing Manager

We are a boutique financial research and investment intelligence firm serving international M&A and alternative investment clients. Recently backed by a U.S.-based family office, we are scaling rapidly and looking for a senior marketing leader to build and run our demand generation engine from the ground up.
About the role
This is a hands-on, execution-focused role. You will build and run a high-velocity, data-driven marketing engine for a professional services business — owning the full funnel from Awareness → Engagement → Consideration → Conversion.
You will work directly with firm leadership and coordinate closely with the sales function on qualification, handoff processes, and closed-loop pipeline reporting.
What you'll lead
Build and execute multi-channel demand generation across paid social, paid search, email, outbound, and remarketing.
Operate HubSpot as the central marketing system: workflows, automations, lifecycle stages, lead scoring, sequences, and attribution reporting.
Develop persona-based content paths, nurture sequences, and conversion flows.
Execute outbound programs across email, LinkedIn, and calling workflows — including list building, segmentation, and testing.
Manage creative for ads, landing pages, conversion paths, and A/B experiments.
Track CPL, CAC, ROAS, funnel progression, and pipeline contribution; report insights to leadership regularly.
Coordinate with Sales on qualification criteria, handoff processes, and closed-loop reporting.
Oversee freelancers or creative partners as needed.
Maintain campaign QA, performance hygiene, and continuous optimization cycles.
What you bring
Deep, hands-on HubSpot expertise across Marketing Hub and Sales Hub — this is non-negotiable.
2–7 years of experience in B2B or services-focused growth marketing; consulting, technology services, or financial services background preferred.
Proven track record generating qualified meetings and improving funnel conversion metrics.
Hands-on execution experience in LinkedIn Ads, Google Ads, retargeting, and list-based targeting.
Strong outbound orchestration experience: sequencing, messaging, list operations, and enrichment.
High data literacy — comfortable working with CAC, CPL, ROAS, funnel math, attribution models, and dashboarding.
Working knowledge of Canva, Adobe (PDFs and creative assets), and PowerPoint for building and editing marketing collateral and sales-ready materials.
Excellent spoken and written English; confident working with U.S. leadership.
Comfortable with U.S. hours overlap.
Preferred
Prior experience in consulting, technology services, financial services, or other professional-services environments.
Experience working with U.S. or international markets.
Prior exposure to leading small pods or coordinating multi-stakeholder workflows.
Why join us
Work directly with a seasoned investment professional and a high-caliber research team on globally relevant mandates.
Greenfield ownership — you build the marketing function, not inherit someone else's playbook.
Meritocratic culture where contribution is recognized and rewarded quickly.
Competitive base salary with meaningful performance-based upside.

Work arrangement
Yes