- Design and execute tiered ABM programs (1:few and 1:1) targeting 50–100 priority financial services accounts across new logo and whitespace opportunities
- Build quarterly campaign plans driven by intent signals and account data from HubSpot and Salesforce
- Define success metrics and develop "campaigns-in-a-box", including briefs, assets, and playbooks for seamless, sales handoff
- Brief and guide the creation of bespoke landing pages, email sequences, and webinars
- Configure segments and workflows as needed
- Coordinate geo-targeted plays and joint sales and marketing motions
- Build dashboards to track ABM engagement signals, meetings booked, opportunities created, and pipeline influence
- Deliver clear reporting that demonstrates program ROI and informs ongoing strategy
- Leverage Gong insights to identify patterns in objections, wins, and buyer behavior
- Develop pitch decks and email sequences informed by call data
- Support customer marketing through nurture sequences for at-risk and expansion accounts
- Coordinate ABM plays that bridge sales-qualified leads through to customer retention and upsell
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