Your Opportunity
This role is responsible for supporting the marketing needs of Schwab Workplace Services (with a primary focus on designing, executing, and optimizing full-funnel lead generation that turn B:B prospects into qualified sales leads through effective lead management and nurture strategies. The ideal candidate can scale efforts by uncovering predictable customer acquisition channels while managing Customer Acquisition Cost (CAC) and maximizing Return on Investment (ROI). . The role will partner closely with sales, business leaders, and cross-functional teams to leverage Salesforce CRM and Marketo marketing automation capabilities to improve lead quality, conversion, and pipeline performance.
- Partner with Workplace Services business leaders and sales teams to develop and execute marketing programs that align to overall sales strategy to drive new business opportunities and support growth objectives.
- Lead demand generation, lead nurture, and pipeline acceleration initiatives designed to increase prospect engagement, interest, and conversion.
- Leverage thought leadership content, research, insights, events, and other marketing assets to drive demand generation, capture new leads, and nurture prospects through the sales funnel.
- Partner across sales, marketing, and business teams to develop and optimize lead management processes, including lead qualification, routing, scoring, tracking, and reporting.
- Utilize Salesforce CRM and Marketo to build, execute, and optimize automated campaigns, nurture journeys, audience segmentation, and lead scoring programs.
- Monitor and analyze campaign, lead, and pipeline performance, providing insights and recommendations to improve marketing effectiveness and sales outcomes.
- Develop and execute targeted marketing campaigns, communications, and content that support prospect acquisition, engagement, and conversion.
- Partner with sales and service teams to support prospect communications, onboarding efforts, and client conversion activities.
- Collaborate with Schwab Retail Marketing and Advisor Services marketing partners to leverage best practices, audience insights, and integrated marketing opportunities.
- Support the evolution of the marketing technology ecosystem and integrated channel strategy to drive measurable business impact.
What you have
- 5-7 years of B2B marketing, demand generation, sales enablement, or marketing communications experience.
- Proven experience partnering with sales organizations to generate leads, create pipeline opportunities, and support revenue growth.
- Strong working knowledge of Salesforce CRM, including lead management, reporting, campaign performance tracking, and sales-marketing alignment.
- Experience using marketing automation platforms, preferably Marketo, to execute lead nurture, segmentation, lead scoring, and automated campaign strategies.
- Demonstrated ability to build and optimize lead management processes that improve lead quality and conversion.
- Experience leveraging thought leadership, content marketing, digital campaigns, webinars, and events to generate demand, acquire leads, and support pipeline growth.
- Strong analytical, project management, and strategic thinking skills with a demonstrated ability to drive business results.
- Experience developing demand generation and go-to-market strategies that support business growth objectives.
- Excellent written and verbal communication skills with the ability to synthesize data into actionable insights and recommendations.
- Proven ability to work effectively within a matrixed organization and lead cross-functional initiatives.
- Results-oriented mindset with a focus on continuous optimization, measurement, and business impact.
- Financial services, retirement, wealth management, or workplace benefits marketing experience preferred, but not required. Candidates with strong B2B demand generation, lead management, sales enablement, and marketing automation experience from other industries are encouraged to apply.