π Core Information
πΉ Job Title: Marketing Manager North America
πΉ Company: OFX
πΉ Location: San Francisco, California, United States
πΉ Job Type: Full-time
πΉ Category: Marketing
πΉ Date Posted: 2025-07-02
πΉ Experience Level: 5-10 years
πΉ Remote Status: Hybrid (2 days in-office)
π Job Overview
Key aspects of this role include:
- Driving new customer acquisition and engagement through multi-channel campaigns targeting B2B clients in North America.
- Collaborating with various teams to implement strategies that optimize lead generation and conversion rates.
- Managing budget tracking and forecasting for geographies or campaigns.
- Acting as a brand ambassador and aligning campaigns to OFX brand and value proposition.
- Analyzing and identifying messaging, creative, and channels that drive profitable conversions.
ASSUMPTION: This role requires a strategic and hands-on B2B marketer with experience in campaign management, digital marketing, and data analysis to drive OFX's growth efforts in North America.
π Key Responsibilities
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Drive ideation, implementation, and execution of segment-based online marketing campaigns and programs to drive customer acquisition, activation, and engagement across the US and Canada.
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Collaborate with the broader marketing team on implementation, success metrics, analytics, audience segmentation, messaging, promotions, and retention strategies.
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Work with the Acquisition Analytics & Finance teams to identify and address issues and opportunities both technically and in planning/prioritizing.
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Communicate with North American leadership team and the sales and customer service teams to ensure marketing campaigns are understood, supporting sales targets and fully supported.
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Manage agencies, vendors, and partners.
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Partner closely with commercial teams on revenue-generating campaigns, emails, tradeshows, etc.
ASSUMPTION: This role involves a mix of strategic planning, hands-on execution, and cross-functional collaboration to achieve customer acquisition targets and drive business growth.
π― Required Qualifications
Education: BA/BS degree or equivalent experience
Experience: 5+ years of consumer and/or business campaign management marketing experience
Required Skills:
- Campaign management expertise and a passion for enhancing customer experience and revenue growth.
- Strong analytical skills and proficiency in Excel.
- Knowledge of digital tracking solutions (GA, GTM, DCM, or similar).
- Experience working with or managing agencies.
- Knowledge of Asana, Airtable, Pardot, or similar tools.
Preferred Skills:
- Experience in the financial services industry.
- Fluency in additional languages.
ASSUMPTION: Candidates with a strong background in B2B marketing, data analysis, and campaign management will be well-suited for this role.
π° Compensation & Benefits
Salary Range: $120,000.00 - $140,000.00 USD per year
Benefits:
- Flexible hybrid working model (2 days in-office).
- Parental leave and birthday leave.
- Learning and career development opportunities.
- Volunteer day, matched giving, and recognition programs.
Working Hours: Full-time (40 hours/week)
ASSUMPTION: The salary range provided is based on industry standards for a marketing manager role with the given experience level and location. Benefits are standard for the industry and company size.
π Applicant Insights
π Company Context
Industry: Financial Services
Company Size: 501-1,000 employees
Founded: 1998 (as a private company)
Company Description:
- OFX is a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world.
- With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks.
- OFX offers global business accounts, payments to 180 countries in 30+ currencies, and currency risk management solutions to simplify global payments.
Company Specialties:
- Money transfers
- Foreign exchange
- Technology
- Finance
- Currency exchange
- Multi-currency wallet
- International payments
- Currency risk management
Company Website: OFX
ASSUMPTION: OFX is a well-established company in the financial services industry, with a strong focus on global payments and currency exchange.
π Role Analysis
Career Level: Mid-level to senior-level marketing role
Reporting Structure: Reports directly to the Regional Marketing Manager or similar role
Work Arrangement: Hybrid (2 days in-office, 3 days remote)
Growth Opportunities:
- Potential to grow into a regional or global marketing leadership role.
- Opportunities to work on diverse campaigns and projects across various teams.
- Chance to gain experience in the financial services industry and expand industry-specific knowledge.
ASSUMPTION: This role offers opportunities for career growth and development within the marketing function and the broader financial services industry.
π Location & Work Environment
Office Type: Modern, collaborative office space
Office Location(s): San Francisco, Toronto, Edmonton
Geographic Context:
- San Francisco: Vibrant, tech-focused city with a high cost of living.
- Toronto: Multicultural city with a mix of urban and suburban areas, offering a balance between work and personal life.
- Edmonton: Growing city with a lower cost of living, offering a mix of urban and rural experiences.
Work Schedule: Flexible hours, with core working hours from 9:00 AM to 5:00 PM local time
ASSUMPTION: The hybrid work arrangement and flexible work schedule allow for a good work-life balance, with the option to work remotely for part of the week.
πΌ Interview & Application Insights
Typical Process:
- Online application and resume screening.
- Phone or video call with the HR team to discuss the role and qualifications.
- In-depth interview with the hiring manager and/or team members to assess cultural fit and skills.
- Final interview with the Regional Marketing Manager or similar role.
Key Assessment Areas:
- Marketing strategy and campaign planning.
- Data analysis and interpretation.
- Cross-functional collaboration and communication skills.
- Cultural fit and alignment with OFX's values.
Application Tips:
- Highlight relevant marketing campaign experience and results-driven approach in your resume.
- Tailor your cover letter to OFX's mission and values, explaining how your skills and experience make you a strong fit for the role.
- Prepare examples of successful marketing campaigns you've led, focusing on strategy, execution, and results.
ATS Keywords: B2B marketing, campaign management, digital marketing, data analysis, customer acquisition, lead generation, funnel optimization, brand ambassador, agency management, budget tracking, cross-functional collaboration
ASSUMPTION: The interview process will focus on assessing the candidate's marketing skills, strategic thinking, and cultural fit within the OFX team.
π οΈ Tools & Technologies
- Asana
- Airtable
- Pardot
- Google Analytics
- Google Tag Manager
- DoubleClick Manager
- Microsoft Excel
ASSUMPTION: Familiarity with these tools and technologies is required for the role, with a focus on digital tracking solutions and project management tools.
π Cultural Fit Considerations
Company Values:
- Always keep learning.
- Make a difference.
- Reward and recognition.
- Showing our social side.
- Benefits that mean something.
- A great work environment.
Work Style:
- Collaborative and cross-functional.
- Data-driven and results-focused.
- Flexible and adaptable.
- Inclusive and diverse.
Self-Assessment Questions:
- Do you actively seek out learning opportunities to improve your skills and knowledge?
- Are you comfortable working in a hybrid environment, balancing remote work and in-office collaboration?
- Do you thrive in a data-driven, results-focused work environment?
ASSUMPTION: OFX values a strong cultural fit, with an emphasis on continuous learning, collaboration, and a positive work environment.
β οΈ Potential Challenges
- Managing multiple campaigns and priorities simultaneously.
- Working with various teams and stakeholders to align on strategies and execution.
- Adapting to a hybrid work environment and balancing remote work with in-office collaboration.
- Keeping up with industry trends and best practices in digital marketing and data analysis.
ASSUMPTION: These challenges require strong organizational skills, adaptability, and a results-driven approach to succeed in the role.
π Similar Roles Comparison
- Unlike traditional marketing roles, this position focuses heavily on B2B marketing and customer acquisition strategies.
- OFX's industry-specific context requires an understanding of financial services and global payments.
- Career path comparison: This role offers opportunities to grow into regional or global marketing leadership positions within the financial services industry.
ASSUMPTION: This role is unique in its focus on B2B marketing within the financial services industry, offering a distinct career path compared to traditional marketing roles.
π Sample Projects
- Developing and executing a targeted digital marketing campaign to drive new customer acquisition in the US and Canada.
- Analyzing campaign performance data to optimize messaging, creative, and channels for improved conversion rates.
- Collaborating with the commercial team to create and execute revenue-generating email campaigns and tradeshow strategies.
ASSUMPTION: These sample projects illustrate the hands-on, data-driven, and cross-functional nature of the role, focusing on customer acquisition and engagement strategies.
β Key Questions to Ask During Interview
- Can you describe the current marketing strategies and campaigns for OFX in North America, and how this role fits into that landscape?
- How does the marketing team collaborate with other departments, such as sales and customer service, to ensure alignment and support for marketing campaigns?
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does OFX support the growth and development of its marketing team members?
- What are the most challenging aspects of working in a hybrid environment, and how does OFX support its employees in managing this dynamic?
ASSUMPTION: Asking these questions will help assess the role's priorities, team dynamics, and growth opportunities, as well as the company's approach to hybrid work and employee development.
π Next Steps for Applicants
To apply for this position:
- Submit your application through the OFX careers page.
- Tailor your resume to highlight relevant marketing campaign experience and results-driven approach.
- Write a cover letter explaining how your skills and experience make you a strong fit for the role at OFX.
- Prepare examples of successful marketing campaigns you've led, focusing on strategy, execution, and results.
- Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications.
β οΈ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.