Field Marketing Lead

2 Months ago • 7-10 Years • $120,000 PA - $168,000 PA

Job Summary

Job Description

The Field Marketing Lead will develop and execute revenue generation strategies targeting corporates, SLED, sell-side banking, and the energy sector. Responsibilities include developing and executing field marketing strategies, coordinating campaigns and events, collaborating with marketing and sales teams, and defining KPIs to track performance. This role involves driving demand, supporting revenue objectives, and ensuring successful execution of events and campaigns. The candidate will work with product marketing to develop tailored content and sales enablement materials and align with demand generation teams to enhance engagement. The position requires experience in financial services, banking, or energy industries.
Must have:
  • 7-10 years of experience in field marketing.
  • Deep understanding of target industries (finance, banking, energy).
  • Proven ability to lead cross-functional initiatives.
  • Extensive event planning and execution experience.
  • Proficiency in data-driven decision-making.

Job Details

Clearwater Analytics is seeking a dynamic Field Marketing Lead to drive high-impact revenue generation strategies targeting corporates, SLED, sell-side banking, and energy sector. In this role, you'll develop and execute field marketing programs that engage financial decision-makers, leveraging your fintech and programmatic field marketing experience to contribute to growth in a dynamic market.

As a Field Marketing Lead, you will collaborate with senior marketing and sales teams to implement marketing strategies that resonate with institutional investors across both private and public sectors, as well as banking and energy industries. Your responsibilities will include coordinating integrated campaigns, events, and account-based marketing (ABM) programs to drive demand and support revenue objectives.

This senior-level position is ideal for a marketing professional with 7–10 years of experience in B2B marketing within the financial services, banking, or energy industries.

Key Responsibilities

Strategic Planning and Execution

  • Develop and execute field marketing strategies targeting corporates, pensions, endowments state and local government, banking institutions, and energy sector organizations, ensuring alignment with Clearwater’s global marketing and sales goals.

  • Collaborate with sales leadership to identify key accounts and create tailored marketing programs aimed at driving results.

  • Develop messaging and field campaigns that emphasize Clearwater’s value proposition and address the unique challenges faced by public and private asset allocators, banking institutions, and energy companies.

Campaign and Event Coordination

  • Lead a variety of marketing activities, including hosted events, tradeshows, webinars, executive programs, and targeted digital campaigns.

  • Drive ABM initiatives for focusing on landing and expanding the highest priority accounts of the company.

  • Ensure the successful execution of events and campaigns, focusing on measurable outcomes including lead generation, revenue, new logo capture, and ROI.

Collaboration and Leadership

  • Work closely with product marketing to develop tailored content and sales enablement materials for asset allocators, banking institutions, and energy sector organizations.

  • Align with demand generation teams to create complementary digital campaigns that enhance engagement.

  • Partner with sales teams to gather insights, refine strategies, and deliver impactful programs that accelerate opportunities.

Measurement and Optimization

  • Define KPIs and track the performance of field marketing initiatives, including pipeline contribution and marketing-sourced revenue.

  • Utilize data and insights to optimize campaigns and events, ensuring continuous improvement and maximum impact.

  • Provide performance reports and insights to marketing and sales leadership.

Key Qualifications

  • Experience: 7–10 years in field marketing, ABM, or demand generation, with a focus on financial services, banking, or energy industries.

  • Industry Knowledge: Deep understanding of asset allocators, banking institutions, and energy sector organizations, including their operational needs, regulatory challenges, and decision-making processes across private and public sectors.

  • Leadership Skills: Proven ability to lead cross-functional initiatives and collaborate with sales and marketing stakeholders.

  • Event Management: Extensive experience in planning and executing events targeting senior decision-makers in asset allocation, banking, and energy sectors.

  • Analytical Skills: Proficiency in data-driven decision-making, with experience tracking ROI and pipeline contribution.

  • Education: Bachelor’s degree (BA/BS) in Marketing, Business, Finance, or a related field.

Salary Range

$120,000.00 - $168,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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