• Developing and executing multichannel retention campaigns (especially email) that drive renewals and member engagement • Creating strategic campaign concepts for renewals marketing; working cross-functionally with renewals, investing, and product teams on strategy and implementation • Owning the creative execution of campaigns, including writing both short-form (~300 words) and long-form (~5,000 words) direct response messaging to suit different audience segments and campaign needs • Partnering with team members on A/B tests to continuously improve campaign performance and beat existing controls • Generating fresh marketing concepts regularly (new angles, new formats, new hooks) and bringing them to life with minimal handholding, from strategy through launch-ready execution • Proactively identifying opportunities throughout the member journey (emails, landing pages, in-product messaging, etc.) and taking action to improve renewal rates and member experience with compelling messaging • Analyzing customer data, performance metrics, and member feedback to tailor campaign strategies for optimal impact and response • Using performance learnings and feedback loops to refine current campaigns and inform future marketing strategies • Staying current on trends in financial publishing, direct response marketing, investor psychology, and market dynamics to continually improve retention strategies

• Build and launch campaigns across Sanity, Braze, Chameleon, Segment, Stripe, and Convert—from onboarding flows to renewal campaigns to win-back sequences • Develop and execute retention experiments end-to-end: hypothesis, setup, execution, analysis, and iteration across email, onsite, and retention touchpoints • Optimize critical moments in the subscription lifecycle—accelerating time-to-value, turning churn moments into saves, and maximizing renewal rates across 5 product tiers and add-ons • Deploy data-driven segmentation based on deep understanding of member behavior and lifecycle stage

• Execute holistic, consultative ABM programs across 1:1, 1:few, and 1:many cohorts—translating strategy into highly targeted, account-specific experiences that support pipeline creation and acceleration. • Conduct account and industry research to inform personalized messaging, outreach, and program design, including insights into buying committees, competitive landscape, timing signals, and business priorities. • Deliver white-glove support for priority accounts (1:1), ensuring a seamless, premium experience across all touchpoints—from first engagement through opportunity acceleration. • Plan and execute targeted ABM tactics, including: Executive and field events (dinners, workshops, sporting suites, roundtables), Virtual and in-person webinars tailored to account and vertical needs, Strategic gifting and direct mail aligned to account insights and deal stages, Coordinated outbound plays in partnership with Sales and XDRs. • Partner closely with Sales and XDR teams to align on account strategy, outreach sequencing, and follow-up motions that drive engagement and deal progression. • Support personalization at scale by operationalizing research insights into repeatable ABM plays for broader cohorts. • Track, measure, and report on performance, including account engagement, pipeline influenced, pipeline created, and deal acceleration metrics. • Document ABM plays and learnings to improve repeatability, scalability, and cross-functional visibility globally. • Continuously test and optimize ABM tactics, bringing forward insights and recommendations to evolve our approach and improve impact over time. • Regularly report results and insights to Marketing and Sales leadership, as well as Marketing peers, by monitoring performance via marketing dashboards and analysis tools.

Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.  We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners. We are looking for highly driven and analytical candidates to help drive the paid customer acquisition part of our business. We are in the process of growing one of the largest insurance comparison search marketplaces as we raise the bar for our online exposure through paid and organic search channels. The Partnership Marketing Manager will take a leadership position in maximizing our efforts to develop our consumer reach. This individual will be responsible for the diversification of our traffic sources and expanding our current affiliate base. We are seeking a top Partnership Marketing Manager to become an integral part of our team! The compensation for this position (base pay + performance based bonus) is $110,000-$140,000 annually. What You'll Do - Identify and recruit relevant top-producing traffic publishers - Identify and recommend new channels and traffic opportunities - Develop and manage successful/profitable marketing campaigns targeting our CPA goals - Actively consult with key affiliate partners on an ongoing basis to help exceed their revenue objectives by recommending and implementing best practices or additional products/services to promote - Screen current and potential affiliates for fraudulent activities - Analyze keywords, web traffic, and market trends to make data-based decisions - Manage communications between technical and creative teams - Analyze reporting, as well as partner insights, to recommend strategic improvements - Collaborate with the growth and management team to manage user conversion and engagement with the goal of increasing traffic from various channels What We're Looking For - 3+ years of experience with affiliate management and digital marketing - An advocate for data-driven decisions - Strong analytical thinking - Excellent communication and organizational skills What We Offer - Comprehensive Health Coverage: Health, dental, and vision insurance for you and your dependents. - Retirement Plans: 401(k) retirement plan with company matching contributions. - Paid Time Off: Generous PTO, holidays, and extensive paid product training. - Professional Development: Opportunities for career growth and advancement within a supportive environment that values employee development. - Flexible Work Options: Hybrid work arrangements, combining in-office and remote work opportunities. Why You'll Love It Here We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is.  We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.  Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let’s achieve success together! SmartFinancial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.