Plan and execute Inbound Marketing strategies focused on generating qualified leads for the consultancy;
Build, optimize and manage relationship journeys within the CRM (Salesforce and Marketing Cloud);
Ensure that leads delivered to the commercial/sales team are properly qualified, tagged and prioritized;
Create and evolve multichannel communication cadences (email, WhatsApp, push) focused on conversion;
Develop persuasive copy for campaigns, flows and communications;
Create lead scoring and segmentation structures to prioritize outreach;
Continuously monitor and optimize the qualified leads database inside the CRM;
Work closely with the sales team to understand objections, improve approaches and increase conversion;
Create campaign and journey calendars, aligning content, timing and investor context;
Track funnel metrics (generation, qualification, activation and conversion) and propose ongoing improvements;
Prepare briefs and, when necessary, also execute parts of layouts and creative assets together with the team (or independently).

Bachelor's degree completed in Communication, Marketing, Public Relations, Economics or related fields.
Experience in the financial market (Advisory, Wealth Management or Investment Consulting);
Solid experience with Inbound Marketing and lead management;
Proficiency in Salesforce (especially Marketing Cloud) and/or HubSpot;
Experience with marketing automation, segmentation and lead scoring;
Ability to design complex, conversion-oriented journeys;
Strong sales-oriented copywriting skills;
Analytical profile, with data-driven decision making;
Familiarity with using Artificial Intelligence in day-to-day work to improve productivity;
Hands-on mindset, autonomy and a strong sense of ownership.

Health and dental insurance
Meal voucher – to ensure a pleasant midday break
Transportation voucher
Life insurance — because safety is also quality of life
Discounts on Wellhub (Gympass) or TotalPass and on Zenklub
Institutional partnerships that provide extra support for courses, services and more
Annual performance-based bonus — our culture rewards merit
One day off on your birthday — because your day should be yours!
Access to Suno Black subscription (for you and first-degree relatives)
Subscription to the Bull Plan
Status Invest

Marketing Analyst, Inbound & CRM (Mid-level)

Key skills