Strategy and roadmap: Quarterly marketing planning, KPI tracking, and weekly reporting to US leadership.
Team leadership: Manage and develop two Marketing Coordinators. Run weekly standups, set priorities, remove blockers, conduct performance reviews.
Brand stewardship: Maintain the company's voice, visual identity, and quality bar across every asset. Approve all work before MLO or external delivery.
HubSpot ownership: Operate and continuously improve HubSpot for marketing automation, drip campaigns, MLO opt-in controls, and reporting.
Compliance workflow: Partner with the compliance consulting firm on every flyer, email, and campaign. Ensure all materials meet TRID, RESPA, UDAAP, and state-level requirements.
MLO satisfaction: Run the marketing intake process, hold the team to a 48-hour SLA, and gather feedback from the MLO advisory group monthly.
Content calendar: Own the rolling 90-day content calendar covering rate flyers, market updates, social content, realtor materials, and seasonal campaigns.
Process documentation: Maintain the team's playbook in Waybook including request workflows, brand guidelines, and Claude prompt templates.
Reporting: Monthly marketing performance reports including SLA compliance, drip metrics, MLO adoption, and asset production volume.
Quarterly planning: Build subsequent quarterly plans and budget requests from performance data

5+ years of marketing experience with at least 2 years in a leadership or team management role.
Direct hands-on HubSpot experience including workflows, drip campaigns, list management, and reporting. HubSpot certification preferred.
Experience in mortgage, fintech, real estate, financial services, or another regulated industry.
Excellent written and spoken English.
Demonstrated ability to build process from scratch — not just execute someone else's playbook.
Comfort with AI tools (Claude, ChatGPT, etc.) as a daily part of your workflow.
Strong project management skills with experience juggling multiple workstreams simultaneously.
Familiarity with US mortgage regulations (TRID, RESPA, UDAAP) or proven ability to ramp on regulatory frameworks quickly.
Canva for Teams experience including brand kit and template lockdown.
Experience working with offshore/distributed teams or US-based clients.
Background in B2B2C or partner-enabled marketing models
HubSpot Marketing Hub
Canva for Teams
Claude Pro
Slack, Waybook, Google Workspace

Head of Marketing

Key skills