Account Based Marketing Manager

About Altruist

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! 

If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!

But first, our values

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.

Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire an Account Based Marketing Manager to join our growing marketing team and lead the design and execution of our ABX strategy. This cross-functional role will be instrumental in developing a comprehensive ABX playbook with orchestrated plays executed across GTM teams that resonate with high-value accounts, driving deeper engagement, accelerating pipeline, and increasing revenue.

Your impact

• Design a comprehensive ABX strategy that aligns with the company’s revenue goals and target account segments.
• Define key performance indicators (KPIs) and success metrics for ABX initiatives.
• Partner with sales, operations, and analytics teams to identify and prioritize high-value target accounts based on data, product-market fit, and revenue potential.
• Segment accounts and develop tailored strategies for different tiers (e.g., one-to-one, one-to-few, one-to-many).
• Work closely with cross-channel marketing partners to create  and execute highly personalized, multi-channel campaigns, including email, direct mail, digital ads, events, and content.
• Develop compelling messaging and assets tailored to the unique needs and challenges of key segments, personas, and accounts.
• Collaborate closely with the sales team to ensure ABX initiatives are aligned with account planning and sales strategies.
• Work closely with sales enablement to create materials, including account insights, messaging frameworks, and playbooks.
• Leverage ABX tools and platforms to orchestrate campaigns, track engagement, and measure impact.
• Ensure accurate reporting and data hygiene in marketing and CRM systems.
• Monitor the performance of ABX initiatives, analyze campaign data, and provide actionable insights for continuous improvement.
• Present regular updates to key stakeholders, showcasing ROI and impact on pipeline and revenue.
• Stay up to date with industry trends and emerging ABX techniques.
• Establish and document ABX best practices, processes, and frameworks to scale the program effectively.

What you bring

• Experience
  • 7+ years of B2B marketing experience, with at least 3 years dedicated to ABX programs.
  • Proven success in implementing and scaling ABM strategies in a SaaS environment, preferably within fintech or a related industry.
  • Strong understanding of sales and marketing alignment principles and experience working closely with sales teams to achieve shared goals. Sales enablement experience is a plus.
  • Exceptional analytical skills with a data-driven mindset and experience measuring ABX performance and ROI.
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as marketing, business, or a related field
• Technical aptitude - You’re technologically savvy and have deep knowledge of ABM tools and platforms (e.g., 6sense, Demandbase, Terminus, HubSpot, Salesforce).
• Ownership - The pride you pu