Marketing Specialist

FinOptimal image
Full Time
FinOptimal image
Remote (NY or Houston preferred)

SUMMARY:

Join FinOptimal, an emerging star in the fintech space at an exciting point in our trajectory. Originally established as an accounting firm, FinOptimal released proprietary accounting apps for QuickBooks in 2023,  surprising and delighting the accounting world with the game changing automation that originally made us successful.

Product reactions range from “holy sh*t, it’s that simple?” to “I cried when I turned it on, then cried again. My life has changed forever!”

And yes, those are real reactions.

WHAT YOU’LL DO:

Your goal as Marketing Specialist is to help us bolster our digital marketing efforts and expand on the positive brand awareness and supportive user base established.

You'll work creatively with sales, engineering and outsourced marketing partners to manage and optimize our marketing infrastructure across various digital platforms and develop and execute ad campaigns and marketing strategies.

You’ll report to the Director of Growth and Product, and you’ll be FinOptimal’s third full-time growth and product focused contributor. Title and compensation are flexible and will be commensurate with prior experience.

Ad Campaign Management: Help us run campaigns with creative that isn’t boring

  • Set up and manage paid advertising campaigns on LinkedIn, our primary focus area, and expand to platforms such as, Meta, X, YouTube, and Google, utilizing SEM techniques to enhance visibility and conversions.
  • Implement tracking parameters, UTMs, and conduct A/B testing to refine campaigns and improve effectiveness.
  • Manage and allocate budgets for campaign spending, maintaining an analytical approach to maximize ROI.

In-app Marketing: Help us make our app our best sales person

  • Collaborate with sales and engineering to identify key data points from our applications, using these insights to develop and implement targeted marketing triggers, including in-app notifications, emails, etc.

CRM: Help us keep track of the smart accountants who are using or want to to use our apps

  • Management of HubSpot platform, like customizing workflows, data architecture, and integrating third-party tools.
  • Leverage CRM data to support personalized marketing efforts and align closely with sales strategies.

Website Management: Help make our website and landing pages look good

  • Oversee and adjust our Webflow site, creating new pages as needed.
  • Use advanced analytics and data visualization tools to drive data-driven decisions and suggest strategic changes to our websites.

Content (Written, Visual, and Video): Help us build on our content game

  • Experience and interest in creating visually appealing compelling content and marketing assets, including graphic design with tools like Canva or Adobe.
  • Experience with SEO strategy, with tools like SEMrush and Zimmwriter to analyze and optimize our digital presence.

Outbound Email Campaigns: Send outbound emails that people don’t get angry at

  • Designing outbound email campaigns, utilizing prospecting software like Apollo, ZoomInfo, and Clay
  • Experience incorporating A/B testing and conversion rate optimization (CRO) strategies to enhance performance

MUST HAVE:

  • 4+ years of experience in B2B digital marketing operations with strengths in paid advertising and SEO
  • Experience implementing and running successful marketing campaigns without a reliance on huge paid advertising budgets
  • Desire to work in a fast-paced start-up environment
  • Self-start, with an ability to work independently and manage upwards
  • Analytical mindset with an appreciate for data hygiene
  • Great communication skills

GREAT TO HAVE:

  • Understanding of accounting and finance concepts
  • Experience marketing or selling other fintech apps
  • Desire to think outside the box, try new things, and take risks
  • A sharp eye and obsessive attention to detail
  • Interest in social media trends, with an appreciation for sh*t posting and offbeat content being a huge plus

THINGS YOU GET IN ADDITION TO MONEY:

  • Participation in the equity program to share in the company's success.
  • Fully covered medical, dental, and vision insurance.
  • Unlimited paid time off for a healthy work-life balance.
  • Opportunity to define your future role within the company and expand into areas where you excel.

ABOUT FINOPTIMAL

FinOptimal began in 2015 as a side-hustle of a CFO and Controller who despised manual accounting work. FinOptimal raised venture capital in late 2021 to expand our accounting and technology offerings, and in 2023 launched our flagship app Accruer. We’ve since launched our second app, Booker, and are on the verge of launching our 3rd in Q2 2024 with many more to follow. 

We have offices in Brooklyn, NY and Houston, TX.

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