Marketing Manager

PenChecks Trust

. Assess current marketing capabilities, channels, tools, content, vendors, and performance to identify gaps and priorities .

Posted 10/27/2026full-timeRemote • United StatesMid-LevelSenior💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B marketing strategy, demand generation, and content development, with a strong focus on lead generation and campaign execution. Proficient in managing cross-functional collaboration and optimizing marketing performance in a regulated environment.

Highest-signal resume keywords

B2B Marketing StrategyDemand GenerationContent StrategySales EnablementCampaign Execution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Marketing StrategyPositioningValue Proposition DevelopmentLead GenerationConversion OptimizationPerformance MeasurementSegmentationLifecycle MarketingDigital MarketingCampaign Management

Soft Skills

Analytical CapabilityProject ManagementWritten CommunicationVerbal CommunicationCross-Functional Influence

Tools & Technologies

SalesforceMarketing CloudCRM PlatformsWeb AnalyticsAttribution ToolsExperimentation Tools

Industry Keywords

B2B MarketingContent DevelopmentClient GrowthPublic RelationsDigital ChannelsThought LeadershipRegulated EnvironmentAgency ManagementEvent MarketingCustomer Journey

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Assess current marketing capabilities, channels, tools, content, vendors, and performance to identify gaps and priorities
Co-develop and execute an integrated B2B marketing strategy, operating rhythm, budget, and roadmap
Develop positioning, value propositions, messaging frameworks, and go-to-market plans
Build PenChecks' presence in the retirement market through campaigns, thought leadership, content, public relations, digital channels, events, and partnerships
Coordinate marketing priorities with Revenue, Sales, Product, Customer Experience, Operations, Finance, Legal, and Compliance
Plan, launch, and optimize lead-generation, account-based, partner, cross-sell, and client-growth campaigns
Create and maintain sales enablement materials, client communications, campaign assets, and related tools
Support lead capture, qualification, routing, nurture, and follow-up processes using Salesforce, Marketing Cloud, or related systems
Develop and manage an integrated content calendar across thought leadership, educational content, email, web, social media, sales materials, and product communications
Ensure communications are accurate, timely, differentiated, and appropriate for a regulated environment
Develop and execute NextLevel IRA participant-journey, conversion, engagement, activation, funding, and retention strategies
Define participant segments, needs, decision journeys, barriers, educational requirements, and value propositions
Lead marketing for trade shows, conferences, client events, webinars, and industry events
Oversee the website, social media presence, digital content, email marketing, and external channels
Establish KPIs, dashboards, reporting, campaign measurement, attribution analysis, and executive updates
Manage agencies, media partners, consultants, creative resources, event vendors, and specialized marketing providers
Hold vendors accountable for quality, speed, cost, compliance, and measurable business outcomes

Requirements

What you’ll need

Four or more years of progressive marketing experience
Meaningful responsibility for B2B strategy, positioning, demand generation, content, sales enablement, and campaign execution
Demonstrated B2C growth, conversion, lifecycle, or customer-journey experience
Experience in a B2B2C, partner-driven, intermediary, or channel-based business model ideally
Ability to learn a complex business and translate technical, operational, retirement, or financial-services concepts into clear and compelling messaging
Experience building or materially improving a marketing function, operating model, or capability with limited infrastructure and a high degree of hands-on execution
Experience partnering with Revenue and Sales teams to support lead generation, pipeline development, client growth, partner communications, and sales effectiveness
Experience recommending, engaging, and managing multiple agencies, consultants, and specialized marketing vendors
Strong knowledge of B2B marketing, segmentation, positioning, content strategy, demand generation, digital marketing, events, lifecycle marketing, conversion optimization, and performance measurement
Working knowledge of CRM and marketing automation platforms, web and product analytics, conversion tracking, attribution, and experimentation tools
Excellent business judgment, written and verbal communication, analytical capability, project management, and cross-functional influence skills
Bachelor's degree in marketing, business, communications, or a related field, or an equivalent combination of education and relevant experience
Reliable internet access and regular use of standard computer and video-conferencing equipment
Eligible to work in the United States; visa sponsorship is not available

Benefits

Comp & perks

Target annual discretionary bonus based on company and individual performance
Remote work within the United States
Occasional travel for company, customer, partner, or industry meetings and events
Standard computer and video-conferencing equipment required for remote work
Reasonable accommodation for individuals with disabilities