Account Based Marketing Manager at Altruist

Altruist is the modern custodian built exclusively for independent financial advisors. We combine a self-clearing brokerage firm with intuitive software that handles account opening, trading, reporting, and billing in one streamlined platform. Advisors across the United States partner with us to lower costs, save time, and deliver stronger results for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone, and we are growing quickly. We are now looking for an Account Based Marketing Manager to join our marketing team and lead the design and execution of our ABX strategy.

Key outcomes

• Design a comprehensive ABX strategy that aligns with company revenue goals and target account segments.
• Define key performance indicators and success metrics for all ABX initiatives.
• Partner with sales, operations, and analytics teams to identify and prioritize high-value target accounts based on data, product-market fit, and revenue potential.
• Segment accounts and develop tailored strategies for different tiers, including one-to-one, one-to-few, and one-to-many approaches.
• Work with cross-channel marketing partners to create and execute highly personalized, multi-channel campaigns across email, direct mail, digital ads, events, and content.
• Develop compelling messaging and assets tailored to the unique needs of key segments, personas, and accounts.
• Collaborate closely with the sales team to ensure ABX initiatives align with account planning and sales strategies.
• Work with sales enablement to create materials such as account insights, messaging frameworks, and playbooks.
• Leverage ABX tools and platforms to orchestrate campaigns, track engagement, and measure impact.
• Ensure accurate reporting and data hygiene in marketing and CRM systems.
• Monitor the performance of ABX initiatives, analyze campaign data, and provide actionable insights for continuous improvement.
• Present regular updates to key stakeholders that showcase ROI and impact on pipeline and revenue.
• Stay current with industry trends and emerging ABX techniques.
• Establish and document ABX best practices, processes, and frameworks to scale the program effectively.

Requirements

• Seven or more years of B2B marketing experience, including at least three years dedicated to ABX programs.
• Proven success implementing and scaling ABM strategies in a SaaS environment, preferably within fintech or a related industry.
• Strong understanding of sales and marketing alignment principles and experience working closely with sales teams to achieve shared goals.
• Exceptional analytical skills with a data-driven mindset and experience measuring ABX performance and ROI.
• Bachelor’s degree in marketing, business, or a related field.
• Deep knowledge of ABM tools and platforms such as 6sense, Demandbase, Terminus, HubSpot, and Salesforce.
• Excellent written and verbal communication skills.
• Ability to work in a hybrid work environment within the United States.
• Proficiency in English.

Preferred qualifications

• Sales enablement experience.

Compensation

The salary range for this position is $136,000 to $192,000 USD. We also offer equity compensation for eligible roles. Additional benefits include a hybrid work schedule, 401k savings plan with matching contributions and immediate vesting, medical insurance, dental insurance, vision insurance, paid time off, professional development opportunities, and wellness programs.

How to apply

We encourage you to apply if this opportunity aligns with your experience and interests. Please submit your application through our careers portal.