Portfolio Company Positions

Location: Remote

Reports to: CEO

Stage: High-growth app startup

Role Overview

We’re looking for a Director of Marketing to own and scale our customer growth engine. This role is responsible for driving qualified lead generation, improving lead-to-customer conversion, and building a scalable, data-driven customer pipeline that fuels predictable growth.

This is a builder role, you’ll design the strategy, execute hands-on in the early stages, and evolve the system as the company scales. We are looking for someone with a can-do attitude, the ability to think big, and the willingness to roll up their sleeves to help scale this team.

About the Company

At WealthRabbit, our mission is simple–make retirement planning accessible, affordable, and stress-free for small businesses and the people who power them.

Only a fraction of small employers offer retirement benefits today, not because they don’t care, but because traditional options are expensive, complex, and time-consuming. We built WealthRabbit to change that.

Founded by CPAs and technologists who’ve spent over a decade working alongside small business owners, WealthRabbit was born from the same conversation we heard again and again: “We want to offer retirement benefits, but we just can’t afford it or figure it out.”

That’s why we built a better solution. One that’s easy to use, transparent in pricing, secure by design, and genuinely focused on the needs of small teams. Our platform helps business owners support their employees’ futures without adding administrative burden to their day.

We’re a collaborative, customer-first team that values clarity, trust, and smart growth. If you’re excited about building meaningful technology, simplifying complex problems, and helping small businesses thrive, you’ll feel right at home here.

Core Responsibilities

Customer Growth & Pipeline Ownership

• Own the entire customer growth pipeline, from awareness through conversion and retention
• Design, manage, and continuously refine the lead generation and lead conversion strategy
• Build a scalable customer acquisition framework that supports long-term growth
• Identify friction points in the funnel and optimize for conversion at every stage

Lead Generation & Demand Creation

• Develop and execute multi-channel lead generation programs (digital, content, paid, partnerships, lifecycle)
• Drive high-intent, qualified leads aligned to ICP and product use cases
• Test, iterate, and scale channels based on performance and ROI
• Partner with support/sales to ensure seamless lead handoff and follow-up

Conversion Optimization

• Optimize onboarding, nurture, and conversion flows across the customer journey
• Build and manage lifecycle marketing programs (email, in-app, automation)
• Improve activation for new customers
• Own key conversion metrics (MQL ➔ SQL ➔ Customer, activation rates, CAC, LTV)

Data, Analytics & Insights

• Define and track KPIs across the funnel
• Build dashboards and reporting to measure pipeline health and growth efficiency
• Use insights to inform strategy, prioritize initiatives, and forecast growth
• Continuously experiment and A/B test to improve performance

Brand & Go-to-Market Support

• Ensure consistent messaging across acquisition and conversion channels
• Support product launches/enhancements and go-to-market initiatives
• Translate product value into clear, compelling customer narratives

Selective Events & Field Growth

• Identify and attend a small, high-impact set of industry events that directly support lead generation and partnerships
• Be intentional about events, quality over quantity
• Work events end-to-end: pre-event outreach, on-site conversations, and post-event follow-up to drive pipeline
• Use events as a learning channel to validate messaging, ICP fit, and market signals

Team & Vendor Management

• Hire, manage, and mentor marketing team members as the company scales
• Manage agencies, contractors, and tools as needed
• Build repeatable processes and playbooks for future growth

Required Qualifications

• 7–10+ years of marketing experience, with significant experience in high-growth startups or app-based products
• Proven success in building and scaling lead generation and conversion pipelines
• Strong understanding of funnel optimization, lifecycle marketing, and growth metrics
• Hands-on experience with marketing automation, CRM, and analytics tools
• Highly analytical, test-and-learn mindset
• Comfortable wearing multiple hats

Preferred Qualifications

• Experience in B2B SaaS or mobile app growth
• Background in product-led growth or freemium models
• Experience partnering closely with sales and product teams
• Prior experience building a marketing function from the ground up

What Success Looks Like

• A clearly defined, measurable, and scalable customer growth pipeline
• Consistent flow of qualified leads converting into customers
• Improved conversion rates, reduced CAC, and predictable growth
• A marketing engine that can scale with the business

Benefits

• Compensation: competitive salary with retirement plan and potential equity.
• Generous time off: flexible paid time off, sick days, and company holiday
• Flexibility: we exist with the understanding that life outside of work comes first. Our family-first approach prioritizes employee well-being.