Holistiplan

Marketing Director (remote position)

Who We Are: Holistiplan is a fast growing, fast paced startup in the Financial Technology (FinTech) sector. Our award-winning software empowers financial planners to serve their clients better and more efficiently by leveraging machine learning to turn their client’s full tax return into a customized tax report in seconds. We believe it’s the future of tax planning, and the nearly 2,500 financial planning firms we’ve added as subscribers in our first two years seem to agree.

Who we’re looking for: We’re looking for someone awesome to add to our fun, positive, and hardworking team. More specifically, we’re looking for a team player who can help us creatively and effectively get our software in front of more financial planners so they can help more clients–because that’s why our founders (both CFP® Professional themselves) created the software in the first place. This person will be as passionate as we are about delighting our future and current customers and telling great stories about why our software matters.If you are an excellent verbal and written communicator, critical thinker, and problem solver, this might be the ideal job for you. We’re especially interested in finding someone with a flair for finding creative solutions instead of just following a script. Organization, attention to detail, and time management will be important too. SaaS or FinTech experience are strongly preferred but not mandatory. It is mandatory that the ideal candidate be a lifelong learner with an interest in becoming knowledgeable and proficient in our industry niche.

• Key tasks and responsibilities will include but are not limited to:
  · Working with VP of Sales & Marketing and Founders to develop marketing strategies that support revenue goals
  Creating and overseeing top of the funnel marketing initiatives
  Writing marketing content
  Developing event strategies including conferences and webinars
  Identifying sponsorship opportunities
  Activating sponsorship opportunities
  Developing customer appreciation and marketing programs
  Preparing consistently branded presentations & other materials used companywide
  Managing social media accounts
  Collaborating with other brands in our space on partnership opportunities
  Managing relevant parts of the company website

Cover letter and resume can be sent to jobs@holistiplan.com.