Head of Demand Gen & Growth Strategy

Retirement Planners of America; Plano (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Retirement Planners of America in Dallas is seeking a Lead Demand Generation Director to manage and optimize its lead generation pipeline and improve conversion across the sales funnel. You will evaluate sources, track performance, and collaborate with Marketing, Sales, Salesforce, and external vendors to drive qualified prospects.

This hands-on role combines analytics with strategic vendor management to guide investment decisions and maximize client acquisition in a regulated financial services

Qualifications

• Five or more years of relevant experience in demand generation, lead acquisition, marketing analytics, or sales operations.
• Demonstrated experience evaluating lead sources and improving conversion throughout a sales funnel.
• Strong analytical skills, ability to interpret data, investigate causes, and recommend action.
• Experience with Salesforce or a comparable CRM, including lead lifecycle tracking, attribution, reporting, and data quality.
• Proficiency in Excel and building dashboards using CRM reporting or BI tools.

Responsibilities

• Lead Acquisition and Sales Funnel Analysis: evaluate lead sources by quality, cost, and resulting client relationships.
• CRM and Lead Tracking: track leads across the pipeline and define routing requirements.
• Lead Nurturing and Reactivation: develop targeted nurture journeys and reactivation initiatives.
• Performance Reporting and Recommendations: build dashboards and deliver leadership updates with actionable insights.
• Vendor and Cross-Functional Leadership: manage vendors and align lead volume with advisor capacity.

Skills

Lead generation

Marketing analytics

Sales funnel optimization

CRM / Salesforce

Dashboarding / BI

Vendor management

Cross-functional collaboration

Data-driven decision making

Tools

Salesforce

Excel

BI tools

Job description

Retirement Planners of America in Dallas is seeking a Lead Demand Generation Director to manage and optimize its lead generation pipeline and improve conversion across the sales funnel. You will evaluate sources, track performance, and collaborate with Marketing, Sales, Salesforce, and external vendors to drive qualified prospects.

This hands-on role combines analytics with strategic vendor management to guide investment decisions and maximize client acquisition in a regulated financial services