About the role
CapIntel is looking for a Product Marketing Lead to build and lead our product marketing function from the ground up. Reporting to the VP of Product, you’ll shape how wealth advisors and retail investors understand, adopt, and gain value from CapIntel. This role is about creating clarity in our product story, enabling powerful go-to-market strategies, and driving measurable business impact in close partnership with Product, Marketing, and Revenue teams.
What You’ll Do
- Build the foundation: Establish core product marketing processes, frameworks, and playbooks that scale as the business grows.
- Lead launches: Drive strategy and execution for major launches, aligning to roadmap priorities and adoption goals.
- Measure what matters: Define and track KPIs for adoption, enablement, and campaign performance—using data to inform decisions and iterate.
- Roll up your sleeves: Write messaging, sales enablement materials, decks, competitive analyses, and launch documentation.
- Turn insights into action: Gather and synthesize customer feedback, product usage data, and market signals to refine positioning and go-to-market strategies.
- Work cross-functionally: Partner with Product, Marketing, and Revenue leaders to ensure messaging and launches are consistent and impactful.
- Support monetization: Provide customer and market context to help shape pricing, packaging, and value communication.
What We're Looking For
- 4+ years in B2B SaaS product marketing with a track record of leading launches and driving adoption.
- Experience building product marketing from 0–1 in a start-up or scaling environment.
- A strong communicator who can simplify complex concepts into compelling narratives.
- Metrics-driven, with confidence using data to guide decisions and measure impact.
- Hands-on operator who’s comfortable owning both strategy and execution.
- Collaborative mindset with experience partnering across Product, Marketing, and Revenue.
- Experience in WealthTech, FinTech, or other compliance-focused B2B industries.
- Background working in B2B2C or hybrid B2B/B2C environments.
The Interview Process
- 30-Minute Video Interview with a member of the Talent Acquisition team
- 45-minute Video Interview with the VP, Product
- 45-minute Video Interview with the Director, Solutions Architecture
- 60-minute Presentation to cross-functional leaders
Equal Opportunity
CapIntel is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.