Sun Life director leading advisor marketing, channel enablement and advisor experience across wealth and insurance. Driving advisor engagement, product adoption, client acquisition and sales growth.
About the role
- Director of Field Marketing driving regional demand for Quandri’s AI-powered insurance software. Building scalable field programs, managing events and budgets, and growing a regional marketing team.
Responsibilities
- Establish the strategy, operating rhythms, and measurement needed to generate demand for Quandri’s software in priority regions
- Work closely with regional Sales teams to understand markets, target accounts, and pipeline goals
- Develop a focused mix of hosted events, sponsored conferences, executive dinners, meetups, local digital programs, and other relevant tactics
- Build the field marketing plan for defined regions, decide where to invest, and develop repeatable programs that can scale
- Manage field events from start to finish, including venues, vendors, staffing, on-site materials, and execution
- Coordinate pre-event outreach, meeting goals, next steps, and personalized follow-up recorded in HubSpot
- Set goals for meetings, qualified opportunities, and sourced and influenced pipeline
- Report results and refine the field marketing plan
- Own the field marketing budget and assess programs against cost and pipeline contribution
- Hire, coach, and lead region-specific field marketers as the function expands
- Report to the CMO
Requirements
- 5+ years of field marketing or regionally focused marketing experience in a SaaS company
- Experience building field marketing programs from scratch and creating repeatable processes
- Experience supporting multiple regions or distributed Sales teams and adapting programs to local needs
- A record of delivering field programs that generate demand and measurable sales opportunities
- Experience owning event or field marketing budgets and making investment decisions based on results
- Experience hiring, coaching, or managing marketers as a team grows
- Strong organizational skills and attention to detail, with the ability to manage several programs, events, and stakeholders at once
- A collaborative, hands-on approach: you’re willing to execute programs yourself as well as set the strategy
- Familiarity with HubSpot for tracking, measuring, and reporting on field and event activity
- Willingness to travel up to approximately 40% for events and customer engagements while the regional team is being built; travel is expected to decrease to approximately 20% once marketers are staffed in their regions
Benefits
- Employee stock options, granted based off experience level upon hire and subject to a standard vesting schedule
- Employee stock options based on experience level
- Comprehensive health benefits, including $500 Lifestyle Spending Account
- Four weeks of paid vacation per year
- Work anywhere in the world for 60 calendar days of the year
- Parental leave top-ups: 6 months for birthing parents, 8 weeks for non-birthing parents (up to $100,000 annual salary)
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