Director of B2B Marketing, Capitalize
$170-210k
3+ days a week in office
401k management solution
Be an early applicant
401k management solution
21-100 employees
Be an early applicant
$170-210k
3+ days a week in office
21-100 employees
Company mission
To make it easier for people to save for their retirement.
Role
Who you are
- 7-10+ years in B2B marketing with depth in product marketing or building go-to-market programs for complex enterprise sales motions
- Familiar with a high-ACV, enterprise sales motion and has previous experience selling to or marketing to large, regulated buyers such as financial services, insurance, healthcare, or enterprise HR/benefits are strong analogs
- Sharp writer and storyteller who can turn complex product detail into something our buyers will actual read
- Fluent in the modern GTM stack and comfortable recommending new tools as needs evolve (e.g., Clay for data enrichment/workflows, Profound or similar for AI-search visibility, plus core CRM/marketing ops tools)
- Previous experience at an early-stage, high-growth startup a plus
- Bonus points: background in retirement, wealth management, RIA/advisor, or benefits/401(k) space, or experience marketing to financial advisors specifically
What the job involves
- We sell into some of the largest and most sophisticated enterprises in financial services
- We're looking for a Director of Marketing who can act as a force multiplier for our enterprise sales team, own product marketing end to end, design and build out marketing channels and enablement strategy for both enterprise and advisors, and drive an in-person and event strategy that accelerates deals and wins trust
- This role reports directly to our Chief Commercial Officer and sits at the intersection of sales, product, and marketing
- You'll be measured on driving real business outcomes, such as shorter cycles, higher win rates, sharper product launches, and pipeline from new segments
- We're looking for an athlete and a generalist: someone who can set the strategy across all of these areas and then get in and build it themselves
- You'll own this function end to end, with a direct line to executive leadership, and real influence over how we win our biggest deals, launch our biggest products, and grow our business
- This is a critical role with room to grow: you'll have the opportunity to build and lead a team over time as the company and function scales
- Product Marketing (~30%)
- Lead go-to-market for new product launches and feature announcements to existing enterprise partners and prospects
- Develop positioning and messaging that holds up in front of sophisticated, risk-averse financial services buyers
- Own the narrative and proof points (case studies, ROI data, reference customers) that sales and partnerships teams pull from in every deal
- Track competitive landscape and translate it into usable sales intelligence
- Build out our content to support overall company narrative and product positioning and messaging (e.g. PR, newsletters, webinars, whitepapers, blog posts)
- Ensure that our company website accurately and persuasively conveys our core value props for key audiences
- Enterprise GTM & Deal Acceleration (~30%)
- Partner with the Chief Commercial Officer to build out reusable assets for the enterprise sales toolkit: pitch decks, ROI/business case templates, competitive battlecards, objection-handling guides, security/compliance one-pagers
- Collaborate with AEs and deal teams on active large-logo opportunities, tailoring 1:1 materials for specific buying committees or enterprise opportunities
- Build 1:1 or 1:many ABM plays for key target accounts that help shorten deal cycles and remove key friction points
- Events & Field Marketing (~15%)
- Run a lean, high-ROI events calendar: industry conferences (e.g., fintech, retirement/wealth), executive dinners, partner co-marketing events
- Manage speaking opportunities, sponsorships, and executive presence at the handful of events that actually influence enterprise buying committees
- Measure events by pipeline influence and deal acceleration
- Advisor Channel Expansion (~15%)
- Collaborate on the go-to-market strategy for reaching and converting financial advisors as a new demand source: this is 0-to-1 work, not optimization of an existing channel
- Determine the right channel mix (content, webinars, advisor associations/networks, partner co-marketing with existing enterprise clients who have advisor bases, direct outreach) and build a testable plan
- Define what "good" looks like for this motion; comfortable setting initial hypotheses and metrics rather than executing someone else's playbook
- Brand (~10%)
- Own how Capitalize shows up to enterprise buyers, partners, and the advisor community
- Build out our visual and verbal identity and develop a consistent voice and brand across every touchpoint for all audiences
- Manage our corporate communications and social calendar to support overall company announcements, product updates, and narrative
Our take
Tracking and managing your 401k can be challenging, especially if you've moved jobs. Capitalize solves this problem by streamlining the pension process.
With more and more people switching jobs more regularly, demand for a solution such as Capitalize's is growing. Capitalize allows users to roll over and combine their 401ks by simply entering the details of their former employers. This service is free for users (the company makes money from referral fees), which has allowed Capitalize to scale its user base considerably.
Fintechs specializing in retirement and pension services are becoming increasingly prevalent, but Capitalize's free, effective and easy-to-use product will ensure it maintains its edge. And Series B funding awarded in 2024 is being used to accelerate tech investment and support ongoing enterprise partner growth.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
6% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2024
$19m
SERIES B
Aug 2022
$10m
SERIES B
Total funding: $45.5m
Company benefits
- Competitive salary and equity
- Medical and dental insurance, with 100% premium covered for staff and 50% for dependents
- 401k plan access
- Unlimited paid time off
- 12 weeks of fully-paid parental leave
- Commuter benefits
Company HQ
Kips Bay, New York, NY
Leadership
Gaurav Sharma
(Co-Founder & CEO)Gaurav previously worked as an Investment Banking Analyst at UBS, and as an Investment Analyst at Highbridge Capital Management.
Christopher Phillips
(Co-Founder & CTO)Christpher began their career as an Analyst at Morgan Stanley. They were then an SVP of Product Platform & Technology at Ask and CTO of IAC.
Salary benchmarks
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