Field Marketing Lead, Insurance Solutions

Role Overview

• Develop and execute field marketing the insurance sector ensuring alignment with Clearwater’s global marketing and sales goals.
• Collaborate with sales leadership to identify key accounts and create tailored marketing programs aimed at driving results.
• Develop messaging and field campaigns that emphasize Clearwater’s value proposition and address the unique challenges faced by public and private asset allocators, banking institutions, and energy companies.
• Lead a variety of marketing activities, including hosted events, tradeshows, webinars, executive programs, and targeted digital campaigns.
• Drive ABM initiatives for focusing on landing and expanding the highest priority accounts of the company.
• Ensure the successful execution of events and campaigns, focusing on measurable outcomes including lead generation, revenue, new logo capture, and ROI.
• Work closely with product marketing to develop tailored content and sales enablement materials for asset allocators, banking institutions, and energy sector organizations.
• Align with demand generation teams to create complementary digital campaigns that enhance engagement.
• Partner with sales teams to gather insights, refine strategies, and deliver impactful programs that accelerate opportunities.
• Define KPIs and track the performance of field marketing initiatives, including pipeline contribution and marketing-sourced revenue.
• Utilize data and insights to optimize campaigns and events, ensuring continuous improvement and maximum impact.
• Provide performance reports and insights to marketing and sales leadership.

Requirements

• 7+ years in field marketing, ABM, or demand generation, with a focus on financial services or insurance.
• Deep understanding of asset allocators, banking institutions, and energy sector organizations, including their operational needs, regulatory challenges, and decision-making processes across private and public sectors.
• Proven ability to lead cross-functional initiatives and collaborate with sales and marketing stakeholders.
• Extensive experience in planning and executing events targeting senior decision-makers in asset allocation, banking, and energy sectors.
• Proficiency in data-driven decision-making, with experience tracking ROI and pipeline contribution.
• Bachelor’s degree (BA/BS) in Marketing, Business, Finance, or a related field.

Benefits

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits