📌 Core Information
🔹 Job Title: Director, Demand Generation
🔹 Company: Advisor360°
🔹 Location: Needham, Massachusetts, United States
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: May 12, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Owning and scaling the marketing engine to drive qualified pipeline and revenue
- Managing and optimizing paid digital programs across various channels
- Scaling marketing automation in HubSpot and collaborating cross-functionally
- Building, mentoring, and leading a team focused on paid media, lifecycle marketing, and campaign execution
ASSUMPTION: This role requires a strategic thinker with a strong background in B2B SaaS marketing and demand generation. The ideal candidate will have experience managing paid media campaigns and marketing automation platforms, as well as leading teams.
📋 Key Responsibilities
✅ Own the demand generation strategy to drive qualified pipeline and revenue across target personas, segments, and verticals
✅ Lead and optimize paid digital programs including paid search, display, retargeting, and paid social — with an eye on performance metrics and ROI
✅ Manage and scale our marketing automation in HubSpot—including email nurtures, lead scoring, A/B testing, and attribution tracking
✅ Collaborate cross-functionally with Product Marketing, Sales, RevOps, and Content to align campaign messaging and track funnel performance
✅ Forecast, measure, and report on campaign performance, conversion rates, and contribution to pipeline and bookings
✅ Continuously test and improve landing pages, ad creative, CTAs, and nurture flows to increase MQL-to-SQL conversion
✅ Evaluate and manage relationships with digital agencies, freelancers, and technology vendors as needed
✅ Build, mentor, and lead a small but mighty team focused on paid media, lifecycle marketing, and campaign execution
ASSUMPTION: The responsibilities listed above are based on the provided job description. However, the role may evolve over time, and additional or different responsibilities may be assigned.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field (or equivalent experience)
Experience: 8-12 years of experience in B2B SaaS marketing, with at least 5 years in a demand generation leadership role
Required Skills:
- Proven success in building and executing full-funnel digital campaigns that drive measurable revenue growth
- Deep knowledge of paid media strategy—particularly Google Ads, LinkedIn, retargeting networks, and programmatic display
- Hands-on experience with HubSpot for email marketing, lead scoring, segmentation, workflows, and reporting
- Strong understanding of SaaS funnels, sales cycles, and attribution models
- Excellent analytical skills—you love data and using it to guide decisions
- Comfortable rolling up your sleeves, working cross-functionally, and leading both strategy and execution
- Experience managing and mentoring a team, with a bias toward collaboration, innovation, and accountability
Preferred Skills:
- Experience with marketing automation platforms other than HubSpot
- Familiarity with the wealth management industry
ASSUMPTION: The required qualifications listed above are based on the provided job description. However, the hiring manager may have additional or different qualifications in mind. It's essential to tailor your application to highlight the skills and experiences that match these requirements.
💰 Compensation & Benefits
Salary Range: $150,000 - $180,000 per year (based on industry standards for a Director of Demand Generation role in the Boston area)
Benefits:
- Competitive base salaries
- Annual performance-based bonuses
- Equity value
- Comprehensive health benefits, including dental, life, and disability insurance
- Unlimited paid time off
Working Hours: Full-time position with standard business hours (Monday-Friday, 9:00 AM - 5:00 PM ET)
ASSUMPTION: The salary range provided is an estimate based on industry standards for the Boston area. The actual salary may vary depending on the candidate's experience, skills, and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically FinTech and wealth management software
Company Size: 501-1,000 employees (mid-sized company)
Founded: 2015 (based on LinkedIn profile)
Company Description:
- Advisor360° is a leading SaaS platform in the fintech space, trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience
- The company offers a holistic wealth management platform that accelerates digital transformation, increasing productivity and revenue while streamlining operations and reducing costs and regulatory risk
- Advisor360° believes in recognizing and rewarding performance, offering competitive compensation packages and comprehensive health benefits
Company Specialties:
- FinTech
- Financial Software
- Enterprise Software
- Wealth Management Software
Company Website: www.advisor360.com
ASSUMPTION: The company description and specialties listed above are based on the provided job description and LinkedIn profile. However, the company's offerings and focus may evolve over time.
📊 Role Analysis
Career Level: Director-level role, reporting directly to the Chief Marketing Officer (CMO)
Reporting Structure: This role will have a small team reporting directly to the Director, focusing on paid media, lifecycle marketing, and campaign execution
Work Arrangement: On-site, with the possibility of hybrid or remote work in the future
Growth Opportunities:
- As the company grows, there may be opportunities for the Director to expand their team or take on additional responsibilities
- With experience and success in this role, the Director may have the opportunity to advance to a VP or CMO-level position
ASSUMPTION: The career level, reporting structure, and work arrangement listed above are based on the provided job description. However, the actual career level, reporting structure, and work arrangement may vary depending on the company's organizational structure and the specific needs of the team.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space
Office Location(s): 400 1st Ave, Needham, Massachusetts 02494, US
Geographic Context:
- Needham is a suburb of Boston, offering a mix of urban and suburban living with easy access to the city
- The area is known for its strong public school system, diverse cultural attractions, and abundant outdoor recreation opportunities
- Advisor360°'s office is located in a bustling business park with nearby restaurants, shops, and amenities
Work Schedule: Standard business hours (Monday-Friday, 9:00 AM - 5:00 PM ET), with the possibility of occasional overtime or weekend work to meet project deadlines
ASSUMPTION: The office type, location, and work schedule listed above are based on the provided job description and LinkedIn profile. However, the office type, location, and work schedule may change over time as the company grows and evolves.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the HR team to discuss the role and assess cultural fit
- In-depth interview with the hiring manager (CMO) to discuss the role's responsibilities and the candidate's qualifications
- Case study or presentation to demonstrate the candidate's strategic thinking and problem-solving skills
- Final interview with key stakeholders to assess the candidate's fit within the team and company culture
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Paid media expertise and campaign management experience
- HubSpot proficiency and marketing automation knowledge
- Leadership and team management skills
- Cultural fit and alignment with company values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills, using keywords from the job description
- Prepare for behavioral interview questions using the STAR method (Situation, Task, Action, Result)
- Research the company and industry to demonstrate your knowledge and enthusiasm for the role
- Be prepared to discuss your approach to demand generation, paid media strategy, and marketing automation
ATS Keywords: Demand Generation, Paid Media, Marketing Automation, HubSpot, B2B SaaS, Campaign Management, Team Leadership, Strategic Thinking
ASSUMPTION: The typical interview process, key assessment areas, application tips, and ATS keywords listed above are based on industry standards and best practices for similar roles. However, the actual interview process, key assessment areas, application tips, and ATS keywords may vary depending on the company's specific hiring practices and the needs of the team.
🛠️ Tools & Technologies
- HubSpot (email marketing, lead scoring, segmentation, workflows, and reporting)
- Google Ads (paid search, display, and retargeting)
- LinkedIn (paid social media)
- Programmatic display platforms (e.g., Google Display Network, LinkedIn Display Ads)
- Marketing automation tools (e.g., Marketo, Pardot, or other similar platforms)
- Project management tools (e.g., Asana, Trello, or other similar platforms)
ASSUMPTION: The tools and technologies listed above are based on the required skills and responsibilities outlined in the job description. However, the actual tools and technologies used may vary depending on the company's specific needs and preferences.
👔 Cultural Fit Considerations
Company Values:
- Recognize and reward performance
- Collaborate and innovate
- Build a career and enjoy the ride
Work Style:
- Data-driven and analytical
- Strategic and creative
- Collaborative and team-oriented
Self-Assessment Questions:
- Do you thrive in a fast-paced, data-driven environment?
- Are you comfortable working cross-functionally and collaborating with various teams?
- Do you have a proven track record of driving measurable results through digital marketing campaigns?
ASSUMPTION: The company values and work style listed above are based on the provided job description and LinkedIn profile. However, the actual company values and work style may evolve over time as the company grows and changes.
⚠️ Potential Challenges
- Managing a small but mighty team with limited resources
- Balancing the need for strategic, long-term planning with the demands of day-to-day campaign management
- Keeping up with the latest trends and best practices in demand generation and marketing automation
- Adapting to the unique needs and preferences of the wealth management industry
ASSUMPTION: The potential challenges listed above are based on industry insights and best practices for similar roles. However, the actual challenges may vary depending on the company's specific needs and the individual's unique situation.
📈 Similar Roles Comparison
- Compared to other demand generation roles, this position places a greater emphasis on paid media strategy and management
- Unlike some other marketing roles, this position requires a strong understanding of SaaS funnels, sales cycles, and attribution models
- Career progression in this role may involve advancing to a VP or CMO-level position within the company or moving into a similar role at another organization
ASSUMPTION: The comparisons listed above are based on industry insights and best practices for similar roles. However, the actual comparisons may vary depending on the company's specific needs and the individual's unique situation.
📝 Sample Projects
- Developing and executing a comprehensive paid media strategy to drive qualified pipeline and revenue
- Optimizing marketing automation workflows in HubSpot to improve lead scoring, segmentation, and nurturing
- Collaborating with cross-functional teams to align campaign messaging and track funnel performance
ASSUMPTION: The sample projects listed above are based on the required skills and responsibilities outlined in the job description. However, the actual sample projects may vary depending on the company's specific needs and the individual's unique situation.
❓ Key Questions to Ask During Interview
- Can you describe the company's long-term vision for demand generation and how this role fits into that strategy?
- How does the company support the professional development and growth of its marketing team members?
- What are the biggest challenges facing the demand generation function at Advisor360°, and how can this role help address them?
- How does the company measure the success of its demand generation efforts, and what key performance indicators (KPIs) are most important?
- What is the company's approach to work-life balance, and how does that manifest in this role?
ASSUMPTION: The key questions to ask during the interview listed above are based on industry insights and best practices for similar roles. However, the actual key questions may vary depending on the company's specific needs and the individual's unique situation.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills, using keywords from the job description
- Prepare for behavioral interview questions using the STAR method (Situation, Task, Action, Result)
- Research the company and industry to demonstrate your knowledge and enthusiasm for the role
- Be prepared to discuss your approach to demand generation, paid media strategy, and marketing automation
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
