• Own and manage the digital marketing strategy and budget for the Equity Management business unit, making strategic investment decisions to maximize ROI • Analyze digital performance metrics, providing regular reports and insights to stakeholders, as well as educating stakeholders on best practices, emerging trends, and opportunities • Be the cross-functional lead and main point of contact for digital within the Equity Management BU, proactively collaborating with senior leaders in Marketing, Product, Sales, Customer Success, and other Departments • Develop and manage relationships with external vendors, agencies, and technology partners to extend capabilities and drive results • Lead competitive digital intelligence efforts, monitoring how competitors position themselves and identifying opportunities for differentiation • Develop comprehensive digital marketing strategies that align with business unit objectives and address the unique needs of equity management buyers • Design integrated, multi-touch campaigns that guide prospects through complex buyer journeys, from awareness through advocacy • Partner with product marketing to translate technical equity management features and compliance requirements into compelling digital content and messaging • Collaborate with both BU-assigned paid media specialists and shared web, SEO, and social media teams on campaign strategy, execution, optimization, and reporting— providing strategic direction and ensuring alignment with business objectives • Work with shared service digital team to incorporate website optimization efforts specific to equity management audiences to enhance user experience, increase conversion rates, and support SEO goals • Identify, evaluate, and test new digital channels and tactics to reach hard-to-access finance, legal, and HR audiences • Develop and execute account-based marketing (ABM) strategies for high-value enterprise prospects in coordination with sales leadership • Stay current on industry trends, emerging digital marketing technologies, and equity management market dynamics to maintain competitive edge and educate stakeholders • Analyze digital performance metrics and provide regular reports with strategic insights and recommendations to senior stakeholders and executive leadership • Work with RevOps to ensure accurate lead routing, attribution, and performance management that clearly demonstrate digital marketing ROI and contribution to pipeline and revenue • Be accountable for achieving specific digital MQL, pipeline, and booking goals aligned with broader business unit and company objectives • Lead the overarching A/B testing strategy for the Business Unit, using insights to drive continuous improvement and inform broader marketing strategies • Conduct post-campaign analysis to identify learnings and optimize future investments

• Manage and optimize paid campaigns across Google Ads, Meta, TikTok, and other platforms • Develop targeting strategies, audience segmentation, and testing frameworks • Monitor KPIs including ROAS, CPA, CTR, and conversion rates • Scale winning campaigns while maintaining efficiency • Manage budgets, bidding strategies, and campaign pacing • Develop digital marketing strategies aligned with growth objectives • Plan and execute multi-channel campaigns end to end • Coordinate creative assets, timelines, and workflows • Test new channels, platforms, and campaign approaches • Partner with founders or marketing leaders on strategic initiatives • Execute email campaigns, newsletters, and automated flows • Build and optimize funnels for acquisition, retention, and re-engagement • Segment audiences and personalize messaging • A/B test subject lines, copy, CTAs, and timing • Track performance across channels using analytics platforms • Analyze funnels, attribution, and customer journeys • Build reports and dashboards for stakeholders • Identify optimization opportunities and growth insights • Inform budget allocation through data-driven decisions • Oversee content distribution across digital channels • Maintain social calendars and publishing workflows • Review content for brand consistency and quality • Optimize repurposing workflows across platforms • Track engagement metrics and iterate strategy • Maintain marketing tools, automation, and workflows • Support AI-powered marketing processes • Document SOPs and best practices • Identify opportunities to improve efficiency through tooling

• Drive Revenue: Utilize marketing data analytics to identify opportunities for increasing revenue. • Develop and Monitor KPIs: Establish key performance indicators to track the success of marketing initiatives. • Analyze Marketing Data: Collect, analyze, and interpret marketing data to understand performance trends. • Data-Driven Strategy Development: Develop and execute marketing strategies informed by data-driven insights. • Cross-Functional Collaboration: Work closely with sales and marketing teams to ensure implementation of marketing initiatives. • Vendor Collaboration: Partner with external marketing vendors to coordinate campaigns and projects. • Lead Follow-Up Cadence: Create and maintain a structured process for following up with leads. • Drip Marketing: Design and manage email marketing drip campaigns. • Platform Assessment: Evaluate the firm's current marketing platforms to ensure they effectively track and analyze key metrics.

• Lead and execute the company’s internal marketing roadmap. • Develop weekly execution plans to ensure consistent output and progress. • Own brand positioning and messaging across all channels. • Coordinate specialists across SEO, paid ads, content, design, CRO, and sales enablement. • Translate strategic goals into clear briefs, timelines, and deliverables. • Ensure marketing initiatives are aligned and performance-driven. • Increase qualified traffic across relevant acquisition channels. • Optimize conversion from visitor to lead through continuous funnel improvements. • Refine landing pages, offers, and messaging based on performance data. • Develop one-pagers, capability decks, case studies, and pitch materials. • Align marketing messaging with sales feedback and market insights. • Track funnel metrics beyond vanity KPIs. • Provide clear reporting on performance, insights, and next steps. • Use data to guide strategy, prioritization, and optimization. • Provide high-level strategic input when required. • Join select client calls to present audits, strategy recommendations, or reporting.