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Segment Intelligence & Audience Development:
- Mine CRM, product usage, and intent data to identify net-new segments and expansion opportunities not currently targeted.
- Build and maintain prospecting lists for SDR and paid media campaigns, segmented by vertical, lifecycle stage, and behavioral signals.
- Map the customer base to identify accounts with low adoption or high processing volume, then build marketing audiences around them.
Demand Generation & Pipeline Influence:
- Build and maintain systems that connect marketing activity to pipeline, from first touch through opportunity creation.
- Coordinate with Demand Gen, Customer Marketing, and Product Marketing to design and automate multi-channel campaign workflows.
- Own closed-loop attribution, connecting ad platform data, campaign responses, and CRM opportunity data to prove what's working.
Customer Expansion & Wallet Share:
- Analyze product usage data to identify underusing customers and build targeted expansion campaigns.
- Build playbooks and campaign triggers for cross-sell and upsell across mortgage, SMB, and consumer lending verticals.
- Develop a data model linking customer engagement metrics to revenue expansion potential, surfacing prioritized accounts weekly.
Systems & Automation:
- Build and maintain automation workflows in HubSpot and connected tools to reduce manual list-building and campaign setup time.
- Integrate data sources into a unified view for the marketing team, and document all systems, data definitions, and workflows.
- Evaluate and pilot AI and automation tools to accelerate campaign execution without sacrificing targeting precision.
Ocrolus
Ocrolus provides an AI workflow and analytics platform that helps lenders automate borrower evaluation and make faster, more accurate lending decisions. As a remote-first company with over 400 customers and processing nearly one million credit applications monthly, the culture is built on empathy, curiosity, humility, and ownership.