Marketing Specialist


Greenwich, CT/New York, NY

The Company

IntellPro is a SaaS-based technology company that is fundamentally reshaping the way institutional investment teams collaborate and invest. We deliver a seamless, turnkey solution to some of the world’s most sophisticated investment management teams. IntellPro was developed by highly accomplished industry practitioners for industry practitioners including hedge funds, mutual funds, and other global asset managers.


  • Create, measure, optimize and support integrated marketing campaigns to acquire and retain customers and reach results oriented KPIs
  • Deliver regular reports of campaign results and maintain regular measurement of the ROI of campaigns (reporting directly to the company’s President and VP of Sales)
  • Write, edit and proofread copy for promotional materials within marketing campaigns using modern tools
  • Manage operational aspects of the campaign workflow including timelines, asset development, budget tracking and cross-department collaboration
  • Collaborate with sales team by creating collateral, landing pages, webinars, emails, and assorted materials to attract and convert leads
  • Support online and offline marketing logistics for conferences and events, including planning collateral, presentations, event management, promotional materials, and post-event follow-up
  • Communicate progress updates and help troubleshoot potential issues to management team


  • Bachelor’s degree in marketing, communications or a related field required
  • 3+ years in SaaS companies
  • 3+ years of direct work experience in campaign management, ideally in relevant financial services industries
  • Balance of left-brain data obsession and right-brain creativity
  • Strong marketing campaign ideation and design capabilities
  • Track record of delivering results across all online and offline demand generation channels and significantly scaling revenue contribution
  • Experience of email, marketing automation, and CRM tools; Salesforce and Pardot wizardry is a must
  • Knowledge of institutional investment (buy-side/sell-side) workflows would be nice
  • Knowledge and ability to fully use Adobe Illustrator


  • Salary commensurate with experience, highly competitive (Bonus and Equity)
  • Comprehensive health, vision, and dental benefits
  • Flexible work environment

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