Full-Time

Marketing Manager

Demand Generation

Posted on 9/11/2026

Brightplan

Brightplan

51-200 employees

Fiduciary digital financial planning platform

Compensation Overview

$125k - $145k/yr

+ Annual performance bonus

No H1B Sponsorship

Remote in USA

Remote

Occasional travel for meetings and events is required; travel is expected to be less than 10%.

Bachelor's

Category
Growth & Marketing (1)
Required Skills
CRM
HubSpot
Salesforce
Marketing

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Requirements
  • A bachelor's degree in Marketing, Business, Communications, or a related field, or equivalent practical experience.
  • At least 5 years of B2B marketing experience, including at least 3 years of hands-on demand generation, growth marketing, or integrated campaigns.
  • Experience supporting direct enterprise sales teams and working with channel or partner sales organizations.
  • Demonstrated success developing and measuring demand generation strategies tied to pipeline and revenue goals.
  • Hands-on experience executing and optimizing integrated campaigns across multiple marketing channels.
  • Practical experience with account-based marketing and enterprise sales motions.
  • Ability to use campaign and funnel data to optimize performance and improve pipeline contribution.
  • Proficiency with CRM and marketing automation platforms such as Salesforce, HubSpot, Marketo, or Pardot.
  • Experience managing B2B events from pre-show planning through execution and post-event follow-up, with an emphasis on measurable results.
  • Ability to balance strategic planning with hands-on execution in a lean, fast-paced marketing organization.
  • Strong analytical, project management, and cross-functional collaboration skills.
Responsibilities
  • Develop and execute quarterly and annual demand generation plans aligned with target audiences, pipeline goals, bookings targets, and business priorities.
  • Own integrated, multi-channel campaigns across digital, email, paid media, webinars, events, content syndication, nurture programs, and account-based marketing.
  • Build campaigns that engage enterprise buying groups across complex, multi-stakeholder sales cycles.
  • Manage campaigns end to end, including audience segmentation, messaging, launch, optimization, and performance measurement.
  • Partner with Sales to align campaigns with target accounts, buyer needs, sales priorities, and pipeline opportunities.
  • Test and optimize campaigns, channels, messaging, and audiences based on performance data and market insights.
  • Create campaign content and supporting assets, including messaging, presentations, case studies, and other sales-facing materials, using market knowledge and AI-enabled tools.
  • Develop and execute account-based marketing programs targeting priority enterprise accounts and buying groups in close collaboration with Sales and strategic partners.
  • Build joint demand generation programs with brokers, consultants, strategic alliances, and ecosystem partners to increase engagement and generate partner-sourced opportunities.
  • Create co-branded campaigns, partner toolkits, and supporting assets that help reach target enterprise audiences through strategic partner channels.
  • Measure and report on campaign performance, lead and opportunity conversion, marketing-sourced pipeline, partner engagement, campaign return on investment, and contribution to bookings goals.
  • Analyze campaign and funnel performance to identify drop-off points, improve conversion, and optimize results.
  • Partner with Sales Operations, Sales, and Marketing leadership to improve lead management, campaign attribution, funnel performance, and reporting visibility.
  • Gather insights from customers, prospects, Sales, and partners to refine messaging, audiences, campaign effectiveness, and go-to-market strategy.
  • Use AI-enabled tools to accelerate campaign development, audience research and segmentation, personalization, content creation, testing, analysis, and reporting.
  • Identify opportunities to automate manual processes, expand internal capabilities, and improve efficiency through AI where appropriate.
  • Explore emerging AI-enabled marketing tools and identify opportunities to enhance team productivity while maintaining brand quality and compliance.
Desired Qualifications
  • Experience collaborating with brokers, consultants, or strategic distribution partners.
  • Industry experience in financial wellness, employee benefits, fintech, or wealth management.
  • Experience in a venture-backed or high-growth startup environment.
  • Familiarity with B2B2C go-to-market strategies.

BrightPlan provides a financial wellness platform for employers and their employees. It offers a digital suite that includes financial planning, investment advice, and goal-setting tools, all certified for fiduciary excellence. The platform is accessed by employees through a subscription paid by their employer, creating a steady revenue stream for BrightPlan while helping companies improve workforce productivity, engagement, and retention. The product is designed to address total financial wellness, combining planning, investment guidance, and goal tracking in one online platform. BrightPlan differentiates itself by focusing on fiduciary-grade guidance and a comprehensive, employer-facing subscription model that targets corporate clients seeking to attract and retain top talent. The company’s goal is to help organizations improve employee financial health, which in turn supports talent retention and overall business performance.

Company Size

51-200

Company Stage

Early VC

Total Funding

$60.2M

Headquarters

Los Gatos, California

Founded

2015

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Simplify Jobs

Simplify's Take

What believers are saying

  • March 2026: BrightPlan posted 41% recurring revenue growth and $7.6 billion AUA.
  • August 2026: BrightPlan ranked No. 125 in software on the Inc. 5000.
  • March 2026 capital from Riverside Acceleration supports global distribution, partner growth, and AI personalization.

What critics are saying

  • BrightPlan reported only 64 employees in July 2026, crushing scale against 9.2 million users.
  • Enterprise financial wellness faces fierce competition from Fidelity, Mercer, Morgan Stanley, and new AI tools.
  • If recurring revenue slows after 2026 funding, BrightPlan's expansion story collapses within 12 months.

What makes Brightplan unique

  • March 2026: BrightPlan claims 9.2 million employees served across 50+ countries.
  • BrightPlan combines AI Coach, human advisors, and multilingual guidance for enterprise workforce financial wellness.
  • June 2026: Brandon Hall Group named BrightPlan an Eminence Partner for HCM excellence.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Vacation

Remote Work Options

Company Equity

Performance Bonus

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

3%
Associated Press
Sep 8th, 2026
BrightPlan raises Series C from ABS Capital after 230% revenue growth serving 10M employees

BrightPlan, an AI-powered financial wellness platform for global enterprises, announced the first closing of its Series C funding round led by ABS Capital Partners. The round supports the company's continued expansion after achieving over 230% revenue growth in the past three years. The company now serves more than 10 million employees across 50-plus countries and maintains zero enterprise customer churn. BrightPlan recently ranked number 125 in software on the 2026 Inc. 5000 list. The funding will support platform innovation, expansion of enterprise distribution and partner networks, and enhancement of global advisory capabilities. Jennifer Krusius, partner at ABS Capital Partners, joins BrightPlan's board of directors as part of the investment. Additional investors are expected to join before the round's final close within 90 days.

PR Newswire
Aug 18th, 2026
BrightPlan ranks no. 125 in software on Inc. 5000 with 230% revenue growth

BrightPlan has been ranked number 125 in software on Inc. magazine's 2026 Inc. 5000 list of America's fastest-growing private companies. The financial wellness platform achieved over 230% revenue growth over three years. The recognition comes as BrightPlan marks its 10th anniversary. The company now serves more than 10 million employees across 50-plus countries through its AI-driven enterprise financial wellness platform. "This recognition is about more than growth. It's about the growing impact of our mission," said Marthin De Beer, founder and chief executive officer of BrightPlan. The company's growth has been driven by its AI-first approach and strategic partnerships with leading employers. BrightPlan provides both digital and human financial advisory services to employees globally.

BrightPlan
Jun 17th, 2026
BrightPlan certified as Smartchoice(R) Preferred Provider by Brandon Hall Group.

BrightPlan certified as Smartchoice(R) Preferred Provider by Brandon Hall Group. Brandon Hall Group, the leader in Empowering, Recognizing and Certifying Excellence in HCM recently announced that BrightPlan is certified as a Smartchoice(R) Preferred Solution Provider. Confirming that BrightPlan delivers a leading solution for global enterprise organizations supporting employees' financial health. Boca Raton, FL June 17, 2026 - After an extensive review Brandon Hall Group confirms that BrightPlan is living their mission, financial wellness for all. "We have evaluated the current market contenders and came away incredibly impressed with how BrightPlan is leading thought and innovation around delivering financial wellness support," said Michael Rochelle, BHG's Chief Strategy Officer. "Their ability to deliver enterprise-grade capabilities, personalized employee experiences, and global scalability is unsurpassed." The analyst team at Brandon Hall Group has spent a considerable amount of time understanding BrightPlan as well as the market in which they operate. The team has conducted in depth briefings and a thorough evaluation of BrightPlan's product/service value proposition. Brandon Hall Group's Smartchoice(R) Preferred Provider Program provides a world-class membership center for knowledge, resources and advisory support to the entire BrightPlan organization to ensure its certification reflects the highest standards a Provider can attain in the market. "This partnership reflects the growing importance of financial wellbeing in the workplace and validates the work our team has invested over the past decade to help organizations better support their employees' financial health," said Marthin De Beer, Founder and CEO of BrightPlan. "We constantly strive to embody best practices in our quest to lead the market and bring financial wellness to all, and we proudly partner with organizations that view financial wellbeing as a strategic investment to enhance employee wellbeing and drive stronger organizational results." Brandon Hall Group has consistently been the leading independent analyst firm and confirms that BrightPlan's offerings measurably benefit the organizations they work with. About Brandon Hall Group inc. Brandon Hall Group is the only professional development company that offers data, research, insights and certification to Learning and Talent executives and organizations. The best minds in Human Capital Management (HCM) choose Brandon Hall Group to help them create future proof employee development plans for the new era. For over 30 years, BrightPlan LLC has empowered, recognized and certified excellence in organizations around the world influencing the development of over 10,000,000 employees and executives. Its HCM Excellence Awards was the first to recognize organizations for learning and talent and is the gold standard, known as the "Academy Awards of Human Capital Management." Its cloud-based platform delivers evidence-based insights in the areas of Learning and Development, Talent Management, Leadership Development, Diversity and Inclusion, Talent Acquisition and HR/Workforce Management for corporate organizations and HCM solution Providers. About BrightPlan. BrightPlan is redefining financial wellness with an unmatched personalized, mobile-first experience that empowers employees, wherever they are, to take control of their financial future. From AI guidance to live, in-country advisors, BrightPlan LLC help employees achieve lasting success. For employers, BrightPlan delivers powerful global insights to proactively address workforce needs, streamline benefit navigation, and elevate wellness strategies. More than a point solution, BrightPlan is your strategic partner in driving meaningful, measurable impact. For more information, visit www.brightplan.com. To protect your privacy, this form requires functional cookies. Please update your cookie preferences to continue. Explore its latest insights. Helpful panels, worksheets, and research - curated for HR & Finance leaders.

Gulf & Main Magazine
Mar 12th, 2026
BrightPlan hits 9.2M employees, $7.6B AUA as Riverside Acceleration Capital invests

BrightPlan, an AI-powered financial wellness platform for enterprises, has surpassed 9.2 million employees served across over 50 countries, with $7.6 billion in assets under advisement. The company reported 41% year-over-year recurring revenue growth and 68% CAGR over five years, with industry-leading customer retention of 1.2% churn. Riverside Acceleration Capital has invested in the company, alongside existing investors, to support global expansion and product innovation. The funding will scale BrightPlan's enterprise distribution network and advance AI-driven personalisation across its platform. The company's AI Coach delivers real-time financial guidance in multiple languages, combining digital tools with human advisors. BrightPlan's partner ecosystem continues expanding, integrating financial wellness capabilities into retirement, benefits and HR technology offerings for employers worldwide.

PR Newswire
Mar 12th, 2026
BrightPlan Surpasses 9.2 Million Employees Globally, Expands Enterprise Growth and AI Leadership

/PRNewswire/ -- BrightPlan, the AI-powered financial well-being platform for global enterprises, today announced strong enterprise momentum with 41%...