Hybrid B2B Marketing Lead — Demand Gen & Pipeline

Charles Schwab; Austin (TX); Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

401(k) match

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a results-oriented marketing professional to lead B2B demand generation and sales enablement for Workplace Services. You will design, execute, and optimize full-funnel programs to turn prospects into qualified sales leads, while managing CAC and ROI with Salesforce CRM and Marketo.

You will partner with sales and cross-functional teams to scale channels, nurture journeys, and measure performance, driving pipeline growth and revenue impact in a hybrid work environment.

Qualifications

• 5-7 years of B2B marketing, demand generation, sales enablement, or marketing communications experience.
• Proven experience partnering with sales to generate leads, create pipeline opportunities, and support revenue growth.
• Strong knowledge of Salesforce CRM, including lead management, reporting, and campaign performance tracking.
• Experience using Marketo to execute lead nurture, segmentation, lead scoring, and automated campaigns.
• Demonstrated ability to build and optimize lead management processes to improve lead quality and conversion.
• Experience leveraging thought leadership, content marketing, digital campaigns, webinars, and events to generate demand.
• Strong analytical, project management, and strategic thinking skills with a track record of business impact.
• Experience developing demand generation and go-to-market strategies to support growth.
• Excellent written and verbal communication with the ability to synthesize data into insights.
• Proven ability to work in a matrixed organization and lead cross-functional initiatives.
• Results-oriented mindset with a focus on continuous optimization and measurement.
• Financial services or workplace benefits marketing experience preferred but not required.

Responsibilities

• Partner with Workplace Services leaders and sales to execute programs aligning to sales strategy.
• Lead demand generation, nurture, and pipeline acceleration to boost engagement and conversion.
• Leverage content, events, and insights to drive demand and capture new leads.
• Develop and optimize lead management processes including routing, scoring, and reporting.
• Use Salesforce and Marketo to build automated campaigns, journeys, segmentation, and lead scoring.
• Monitor campaign and pipeline performance; provide actionable recommendations.
• Create targeted campaigns and communications to support prospect acquisition and conversion.
• Collaborate with sales, service, and cross-functional teams to support onboarding and conversion.
• Share best practices with Schwab Retail Marketing and Advisor Services to maximize opportunities.
• Support evolution of the marketing tech stack and integrated channel strategy.

Skills

B2B marketing

Demand generation

Sales enablement

Marketing communications

Lead management

Campaign performance tracking

Analytical skills

Project management

Strategic thinking

Cross-functional collaboration

Communication skills

Tools

Salesforce CRM

Marketo

Job description

Charles Schwab is seeking a results-oriented marketing professional to lead B2B demand generation and sales enablement for Workplace Services. You will design, execute, and optimize full-funnel programs to turn prospects into qualified sales leads, while managing CAC and ROI with Salesforce CRM and Marketo.

You will partner with sales and cross-functional teams to scale channels, nurture journeys, and measure performance, driving pipeline growth and revenue impact in a hybrid work environment.