Smartleaf

• Managing all phases of the sales process from prospecting to continued relationship management • Building strategic relationships at the executive level and down to individual advisors d• Understanding wealth advisors’ pain points and demonstrating solution functionality and benefits • Creating sales plans, generating proposals, assisting with advisor training and onboarding • Transitioning new clients to the client services team and supporting asset onboarding and upsell opportunities

• Design and execute campaigns and ABM targeting Smartleaf’s core market of RIAs, wealth managers, and enterprise wealth management firms • Build and manage email nurture sequences in HubSpot across multiple buyer segments and funnel stages, from first touch through sales-ready • Own event and webinar promotion end-to-end: pre-event campaigns, registration workflows, post-event follow-up sequences, and lead capture • Develop and execute content distribution strategy across email, LinkedIn, and owned channels; partner with the writer to align content calendar to pipeline goals • Build and manage a basic SEO content program in collaboration with the writer, identifying keyword opportunities and ensuring content is distributed for organic reach • Run structured A/B tests on messaging, subject lines, CTAs, and audience segments; report results and iterate • Partner tightly with sales on pipeline targets, lead handoff, MQL definitions, and regular pipeline reviews • Serve as primary HubSpot administrator: manage user access, contact properties, list segmentation, and platform hygiene • Build and maintain HubSpot workflows, enrollment logic, and automation sequences that support campaign programs • Own lead scoring model and lifecycle stage definitions in collaboration with sales • Maintain contact database health: list hygiene, deduplication, opt-out compliance, and CAN-SPAM adherence • Set up campaign tracking infrastructure including UTM parameters and campaign attribution in HubSpot • Produce recurring HubSpot-based campaign performance reports and share with marketing and sales leadership