Senior Marketing Lead, B2B

Branch Financial, Inc.

Job Overview

Location

Branch HQ

Job Type

Full-time

Full Job Description

📋 Description

• Own end-to-end marketing strategy and execution for Branch’s independent-agency channel, the primary engine for selling home and auto insurance.
• Design and launch campaigns that drive measurable producer behavior: increased quote activity, platform adoption, and consistent conversion rates.
• Lead a deliberate brand-building initiative to rebuild trust and credibility with the independent-agency community.
• Plan, execute, and nurture all agency events—from regional in-person meetings with Branch leadership to post-event follow-up campaigns that convert relationships into pipeline.
• Craft and refine the core messaging for Branch, ensuring agents have a clear, one-sentence understanding of what Branch offers and the sales tools to communicate it effectively.
• Architect and fully own the HubSpot CRM instance: design data models, segmentation rules, automation workflows, and performance reporting systems—not just use the tool, but build and maintain its infrastructure.
• Manage and continuously optimize agent loyalty and incentive programs to increase retention and engagement.
• Monitor brand health and sentiment within the independent-agency market, translating insights into data-driven campaign adjustments and strategic priorities.
• Maintain and support the HubSpot infrastructure for Ember, Branch’s B2B servicing platform for small mutual carriers, ensuring pipeline tracking and nurture sequences remain functional.
• Identify when Ember’s B2B demand generation needs to scale beyond light-touch marketing and recommend dedicated resource allocation.
• Define, track, and report KPIs in business-aligned language that enables leadership to make informed decisions.
• Partner closely with sales, distribution, and business development teams to align marketing efforts with go-to-market strategy and influence broader channel strategy.
• Contribute to the evolution of Branch’s overall marketing function, helping to build capability and structure behind the agency channel over time.
• Operate with a builder’s mindset: thrive in ambiguity, shape processes from scratch, and own outcomes end to end rather than following a pre-existing playbook.
• Apply analytical, creative, and curious instincts to challenge conventional B2B marketing approaches and innovate where the channel demands it.
• Communicate with exceptional clarity in writing—used daily to align teams, document strategy, and drive action across functions.

🎯 Requirements

• 6+ years of B2B marketing experience, with strong candidates typically having closer to 10 years
• Deep, architectural-level ownership of HubSpot: data modeling, segmentation logic, automation design, and reporting
• Proven track record of tying marketing initiatives directly to business outcomes and measurable metrics
• Experience in channel, partner, or field marketing, specifically with a partner or agency network
• Excellent written communication skills with a demonstrated ability to use clear writing to align teams and move work forward
• Insurance, insurtech, or financial services experience is a meaningful plus; independent-agency experience is a strong plus

🏖️ Benefits

• Above-market salary with pay equity and transparency based on experience and performance
• Remote-first work model with provided home office setup and monthly internet stipend
• $1000 vacation stipend after first year of employment
• Employee stock options as a full-time part-owner of the company
• Comprehensive medical, vision, and dental coverage
• 401(k) with company contribution matching

Skills & Technologies

Senior

Remote

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Branch Financial, Inc.

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About Branch Financial, Inc.

Branch Financial, Inc. revolutionizes the insurance industry by providing home, auto, and umbrella coverage with unparalleled simplicity and significant savings. Their platform allows customers to get covered in seconds by leveraging secure databases to build profiles and offer personalized pricing. Branch differentiates itself by minimizing advertising, partnering with leading lending companies, and making bundling instant, all designed to make insurance more affordable. Backed by world-class investment partners, the company prioritizes a seamless digital experience, enabling customers to manage policies and claims with ease, suggesting a highly efficient and adaptable operational model for a modern clientele.

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