Director of Marketing

ROLE OVERVIEW

The Director of Marketing leads the marketing function for Digital Onboarding, owning strategy and directly managing the marketing team. This role exists because our growth doesn’t come from paid advertising or complex lead scoring. It comes from being consistently visible as a thought leader to a buyer base we already know, and from turning an accelerating pace of product releases into clear, compelling stories that drive adoption. You’ll set the strategy, manage and develop the team, and make sure everything ships consistently and on-message, drawing on support from Product, Sales, Customer Success, and our Training Manager along the way. You’ll also be expected to pioneer more efficient ways of working within the team, including using AI and other emerging tools to get more done without adding headcount.

KEY RESPONSIBILITIES

Marketing Strategy & Leadership

• Own the overall marketing strategy and roadmap, directly managing the marketing team to hit demand generation, sales conversion, and retention goals.
• Set priorities and cadence for the marketing calendar so the team’s time goes to the highest-impact work rather than ad hoc requests.
• Own the ongoing evolution of the existing Ideal Customer Profile and buyer personas across the customer lifecycle.
• Translate the value propositions, competitive differentiation, and market intelligence developed by Product into clear messaging, content priorities, and marketing materials.
• Continuously improve how the team works, championing more efficient processes and using AI and automation tools to scale output without adding headcount.

Thought Leadership & Demand Generation

• Build and drive an always-on thought leadership strategy (LinkedIn, email, speaking, PR) as the primary demand engine.
• Design and execute the marketing calendar for prospect-facing events, social media, and campaigns to ensure consistent, on-message output.
• Author or oversee high-impact assets (white papers) that reinforce the value narrative.

Product Marketing & Launch Management

• Own the go-to-market and launch playbook for new features, partnering closely with Product and Engineering to keep pace with an accelerating release cadence.
• Turn Product’s input on capabilities and differentiation into simple, compelling narratives for business and technical audiences.
• Optimize messaging and content based on funnel performance, campaign insights, and sales feedback.

Sales Enablement & Conversion

• Own the strategy and narrative for sales enablement materials (pitch decks, one-pagers, battle cards, competitive positioning), turning Product’s value proposition and competitive inputs into finished resources.
• Partner with Sales and Customer Success to identify and close gaps across the funnel with targeted content and enablement, with the Training Manager supporting delivery of training to individual teams.

Product Adoption & Retention

• Collaborate with Customer Success and Product on usage patterns, adoption challenges, and expansion opportunities.

Customer Marketing & Engagement

• Own customer marketing programs, including Customer Forums, user groups, and other customer engagement events that strengthen customer relationships and community.
• Develop and execute the customer communication strategy, ensuring coordinated customer messaging across marketing initiatives, and create customer storytelling assets including case studies, testimonials, and customer spotlights to support advocacy, retention, and sales.

WHAT YOU’LL BRING

Must-Haves:

• 6-8+ years of experience in product marketing, solutions marketing, or B2B SaaS marketing, including proven experience directly managing marketing team members
• Proven experience developing positioning, messaging, and GTM strategies that drive measurable outcomes
• Experience supporting both pre- and post-sales marketing across the customer lifecycle
• Strong content and storytelling skills, with the ability to simplify complex concepts and sustain a consistent point of view
• Highly collaborative and comfortable operating with lean resources across a cross-functional organization
• Practical experience using AI or productivity tools to work more efficiently and make faster, better-informed decisions

Nice-to-Haves:

• Experience marketing to banks, credit unions, or financial institutions
• Experience with marketing automation platforms

COMPANY OVERVIEW

Digital Onboarding enables financial institutions to help people and businesses thrive by making it easier for them to stay financially organized and secure. Our digital engagement platform is designed specifically for financial service companies which makes us unique and easy-to-use from the start. We drive customer engagement and satisfaction by using a combination of highly personalized email, text and individually generated websites.

We are a digital team which means we hire the best and brightest from across the country. We like working with intelligent and kind people that fight for great ideas, want to get things done, and think creatively to challenge the status quo.

We are a growing company. All of our employees possess an over-the-top team approach towards achieving our goals. We operate in a dynamic industry that in turn creates a fast-paced environment; contributions are highly encouraged and recognized.

The above listed responsibilities should act as a guideline of expectations for this role and is not meant to be all-encompassing. The duties and responsibilities of this position may change from time to time, at the sole discretion of Digital Onboarding.

This is a full time, exempt position.