• Prospectar novos clientes (inbound e outbound); • Qualificar leads e identificar oportunidades de negócio; • Conduzir reuniões comerciais (online e/ou presenciais); • Apresentar e demonstrar o software (demos); • Elaborar propostas comerciais e negociar condições; • Acompanhar o funil de vendas e atualizar CRM; • Trabalhar em conjunto com marketing, pré-vendas e pós-vendas; • Acompanhar métricas de desempenho (pipeline, taxa de conversão, ticket médio); • Manter relacionamento com clientes e apoiar estratégias de upsell e cross-sell;

• Participar do planejamento e da implementação das estratégias de marketing digital, atuando em parceria com times como Produto, Tecnologia, Comercial, entre outros; • Atuar nos diferentes canais de relacionamento com o cliente, como e-mail marketing, WhatsApp, Push e Web Push; • Desenvolver recomendações e insights a partir de análises de dados reais; • Realizar a gestão das campanhas implementadas, incluindo monitoramento, análise e comparação de performance.

Role Description The Director of Americas Field Marketing will lead regional field marketing strategy and execution across the U.S. and Canada, driving pipeline generation, revenue acceleration, and customer engagement in alignment with sales priorities. This role owns the end-to-end field marketing plan and calendar for the region — ensuring all programs, events, and campaigns are strategically aligned to business goals and deliver measurable pipeline impact. As the central orchestrator of all regional marketing activity, this person will partner closely with Sales, Demand Generation, and Product Marketing to execute high-impact programs with a strong emphasis on events as a core pipeline driver. Key Responsibilities - Field Marketing Strategy & Planning - Own and develop the quarterly and annual field marketing plan and calendar for the Americas, aligned to regional revenue targets and sales priorities. - Translate business goals into a structured mix of programs, including events, campaigns, ABM initiatives, and industry engagements. - Allocate budget strategically across programs to maximize pipeline impact and ROI. - Pipeline Generation & Event Orchestration - Serve as the central owner of all regional events — including trade shows, owned events, executive dinners, third-party sponsorships, and internal events. - Design and execute event strategies as pipeline-generating engines, ensuring clear targeting, account alignment, and follow-up plans. - Oversee end-to-end execution: audience segmentation, messaging, promotion, attendee acquisition, onsite experience, and post-event conversion. - Drive innovation in event formats and experiences to increase engagement, differentiation, and pipeline contribution. - Sales Alignment & Regional Leadership - Partner closely with Regional Sales VPs and sales leadership to align marketing programs with account priorities, territory plans, and pipeline coverage needs. - Act as the primary liaison between Sales and Marketing, ensuring tight coordination on priorities, messaging, and execution. - Enable sales teams with relevant campaigns, events, and content to support prospecting, deal acceleration, and customer expansion. - Campaign Execution & Cross-Functional Collaboration - Collaborate with Demand Generation, Product Marketing, and Digital teams to execute integrated, omni-channel campaigns within the region. - Ensure global campaigns and product launches are effectively localized and executed to drive regional impact. - Orchestrate multi-touch programs that combine digital and in-person experiences to accelerate buyer engagement. - Performance, Analytics & Optimization - Establish and track key performance metrics, including pipeline generation, pipeline influence, conversion rates, and ROI. - Analyze program performance and funnel metrics to continuously optimize strategy, budget allocation, and execution. - Provide regular reporting and insights to sales and executive leadership on marketing impact and pipeline contribution. - Customer Marketing & Advocacy - Partner with Sales to identify and secure customer participation in events, case studies, and regional marketing initiatives. - Support the development of customer stories and reference programs to strengthen credibility and pipeline conversion. Qualifications - 8–12+ years of B2B marketing experience, with a strong focus on field marketing in enterprise software or technology. - Proven track record of building and executing field marketing plans that drive measurable pipeline and revenue impact. - Deep experience managing and executing a wide range of events, including trade shows, executive programs, and owned events. - Strong understanding of enterprise sales cycles, account-based marketing, and marketing attribution. - Exceptional ability to partner with Sales and influence senior stakeholders. - Highly organized with strong project management skills and the ability to manage multiple priorities simultaneously. - Analytical mindset with experience using data to drive decisions and optimize performance. - Excellent communication and presentation skills with executive presence. - Willingness to travel up to 50%. Additional Information - Strategy is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, creed, color, religion, national origin, gender, sex, sexual orientation, gender identity, disability, veteran status, age, genetic information, or any other legally-protected basis. - Strategy provides reasonable accommodation for qualified individuals with disabilities in the hiring process. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at [email protected] . - Visit Strategy’s Careers page for additional information.

Role Description ERGO NEXT's mission is to help entrepreneurs thrive by building the only technology-led, full-stack provider of small business insurance in the industry. What You’ll Do: - Create and execute the overall marketing and advertising strategy for the agent channel. - Partner with the insurance team on new product and sector launches. - Work with the marketing teams of our Top 50 national brokers, agency group partners, and wholesalers (where allowed) to create and deliver co-sponsored marketing campaigns. - Develop performance marketing processes to analyze success of campaigns. - Create and oversee the marketing budget for the agent channel. - Manage and oversee key personnel such as marketing managers, copywriters, graphic designers, and other stakeholders that drive growth in the agent channel. - Provide OKR management, creative direction, creating content or briefs, final approvals, and implementation. - Manage our convention exhibitor strategy, organizing calendar, logistics, swag purchasing, and more. - Oversee and manage external advertising strategy, including analyzing results, creating ad copy and assets, collaborating with the Google and Bing SEM teams, and more. - Create marketing assets for the sales team, including training presentations, flyers, promo videos, and more. - Oversee our incentive programs, gifts, and promotional gifting. - Collaborate with PR and social media team for external communications. - Collaborate with other key stakeholders such as product, sectors, and IPM to align their release efforts with our communication and marketing strategy. Qualifications - 5+ years of experience of marketing to independent agents. - Understand how to drive performance marketing campaigns - tracking the success of what we deliver. - Experience managing direct reports and cross-functional partners. - 5+ years of experience managing or overseeing SEM campaigns. Benefits - Partially subsidized medical plan. - Fully subsidized vision/dental options. - Life insurance. - Disability insurance. - 401(k). - Flexible paid time off. - Parental leave. - Potential eligibility for our annual performance-based incentive program. Company Description Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized, and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow.