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Fintech Sales and Marketing Strategist
2 months ago
Pocket Finance is a cutting-edge fintech platform that revolutionizes financial advisory services by enabling professionals and clients to collaborate seamlessly through digital family offices. We offer innovative tools for secure document management, integrated financial data solutions, and client engagement, empowering professionals to optimize financial planning.
Job SummaryWe are seeking a highly motivated and experienced Sales and Marketing Strategist to drive user growth and product adoption, helping us expand our market presence in the U.S. This role will focus on enhancing sales and marketing strategies to increase monthly user acquisition by at least 50 clients through cold calling, targeted social media campaigns, paid ads, and content marketing.
Key Responsibilities- Lead Generation and Sales Funnel Optimization
- Identify potential clients and generate qualified leads.
- Optimize CRM systems to increase lead flow by 20%.
- Shorten sales cycles through automation and process enhancements.
- Sales and Marketing Campaigns
- Develop and execute data-driven marketing strategies (social media, paid ads, content marketing) to drive 50 new sales per month.
- Refine the customer journey to enhance conversions by 25%.
- Brand Visibility and User Engagement
- Build brand recognition and loyalty through targeted campaigns that align with Pocket Finance's core offerings.
- Utilize thought leadership, podcasts, webinars, and industry events to drive user engagement and brand growth.
- Collaboration and Reporting
- Work closely with the CEO and operations team to ensure marketing efforts align with company goals.
- Provide regular reports on sales performance, user acquisition, and engagement metrics.
- 1+ years of experience in sales and marketing, ideally within a fintech or SaaS environment.
- Proven ability to create and execute data-driven sales and marketing strategies.
- Familiarity with CRM platforms (e.g., Salesforce, HubSpot, Pipedrive).
- Excellent communication skills, with the ability to manage relationships and negotiations.
- Demonstrated ability to meet aggressive sales targets and optimize conversion funnels.
- A dynamic, remote working environment with a fast-growing fintech company.
- Hands-on experience in scaling a platform with a focus on innovation, revenue growth, and user acquisition.
- An opportunity to contribute to a platform that transforms financial advisory services.
- User Growth: Achieve a 20% increase in monthly active users and a 15% increase in paid subscriptions within 6 months.
- Scalability: Prepare the platform to support 500 new U.S. professional profiles with a 20% conversion rate to paid subscriptions.
- Investment Readiness: Collaborate to finalize documentation for institutional investments by Q3.