Director of Demand Generation & Revenue Operations

Key Responsibilities

Demand Generation & Pipeline Growth

• Own and execute enterprise-wide demand generation strategy across multiple business lines, driving qualified pipeline and revenue growth.
• Build and scale full-funnel acquisition programs that generate high-quality leads and accelerate the sales cycle.
• Develop and optimize multi-channel campaigns across email, digital, social, and outbound channels to maximize reach and engagement.
• Continuously improve MQL-to-SQL conversion rates and pipeline velocity through testing, optimization, and process refinement.

Revenue Operations & Infrastructure

• Design and implement attribution models and reporting frameworks that clearly track marketing impact on revenue and inform strategic decisions.
• Lead CRM strategy and optimization, including Salesforce architecture, reporting, automation, and data governance.
• Establish pipeline visibility and forecasting capabilities that provide executive leadership with actionable insights for decision-making.
• Align marketing and business development through shared metrics, processes, and accountability structures.

Performance Marketing & Paid Media

• Oversee paid media investment across channels including LinkedIn, Meta, search, and programmatic, ensuring optimal budget allocation.
• Optimize Customer Acquisition Cost (CAC), Lifetime Value (LTV), and ROI through rigorous testing, analytics, and strategic budget management.
• Manage agency and vendor relationships to ensure performance standards, efficiency, and alignment with company objectives.

Cross-Functional Leadership

• Build and mentor a high-performing team of demand generation and revenue operations professionals as the function scales.
• Partner closely with business development leadership to ensure alignment on pipeline targets, conversion strategy, and growth initiatives.
• Collaborate with product, services, technology, and executive stakeholders to support company-wide growth objectives.
• Drive a culture of accountability, performance measurement, and continuous optimization across all marketing functions.

Technology & Data Strategy

• Own the marketing and revenue technology stack, including CRM, marketing automation, and analytics platforms.
• Leverage data and analytics to inform strategy, optimize campaigns, and improve customer acquisition efficiency.
• Identify and implement systems and tools that improve scalability while reducing operational costs and complexity.

What We're Looking For

• Required Experience & Skills
• Proven track record of driving significant pipeline and revenue growth through integrated, data-driven marketing strategies.
• Deep expertise in performance marketing, paid media strategy, and customer acquisition across multiple channels.
• Strong hands-on experience with CRM platforms (particularly Salesforce), marketing automation tools, email platforms, and analytics solutions.
• Demonstrated ability to build, mentor, and lead high-performing, cross-functional teams in fast-paced environments.
• Strong analytical mindset with expertise in attribution modeling, ROI analysis, and data-driven decision-making.
• Excellent communication skills with the ability to influence stakeholders at all levels of the organization.

• Preferred Experience
• Background in financial services, fintech, or other complex B2B industries.
• Experience supporting multi-brand or multi-business line organizations.
• Familiarity with B2B, B2B2C, advisor-based, or enterprise sales models.
• Experience building revenue operations functions from the ground up.

Work Environment & Requirements

• Full-time position with a standard 40-hour work week.
• Hybrid schedule: 4 days on-site in Austin, Texas and 1 day remote.
• Flexibility to work extended hours as needed based on business demands and campaign timelines.
• Excellent verbal and written communication skills required.
• Proficiency with computer systems, including keyboard, mouse, and standard office technology.
• Role involves varying levels of physical activity, including extended periods of sitting, occasional walking, and the rare need to lift or transport office equipment.