Freelance Marketing Strategist (Financial Services)
Project Overview
We are seeking an experienced consultant to support a strategic project for a leading US financial services company.
The project will focus on redefining the middle market strategy, improving engagement with businesses generating $10M–$300M in revenue, and converting prospects into corporate banking clients.
A key part of this initiative is developing a new communication strategy—covering market segmentation, channel usage, and content—within Salesforce Marketing Cloud to drive automation and scalability.
Target Audience & Product
The primary audience is decision-makers such as CEOs and Heads of Finance at US-based middle market businesses.
The product offering is a corporate banking solution, including corporate and employee cards, designed to encourage businesses to switch from existing providers.
Candidate Requirements
- Proven experience in financial services, with expertise in banking, corporate cards, or related product
- Strong background in strategy, communications, and market engagement initiatives
- Familiarity with Salesforce Marketing Cloud and CRM-driven communication strategies
- Ability to develop creative, scalable solutions for complex business challenges
- Previous consulting experience (e.g., with financial institutions or strategic projects) desirable
This role is for a limited time only
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