Marketing Lead

Conservative Financial Solutions

Harrison (OH)

On-site

USD 54,000 - 66,000

Full time

14 days+
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Job summary

Conservative Financial Solutions is seeking a Marketing Lead to drive the next phase of growth at our Ohio-based firm. You’ll partner with leadership to sharpen lead generation, campaigns, and follow-up processes, while bringing structure and accountability to marketing efforts.

This role combines growth, campaigns, and analytics. You’ll own initiatives across CRM (Redtail), email marketing (Constant Contact, Snappy Kraken), and reporting—building dashboards the team actually uses and scaling

Qualifications

  • 3–7+ years in marketing, growth, or campaign management.
  • Strong organizational and process-driven approach.
  • Comfortable interpreting data to drive decisions.
  • Ownership mindset and urgency.

Responsibilities

  • Develop and launch lead generation initiatives.
  • Test new ideas beyond current channels (events, referrals, paid media).
  • Optimize campaigns based on performance.
  • Turn marketing data into actionable insights.
  • Build dashboards used by the team.
  • Improve follow-up and conversion systems.
  • Grow into a leadership role over time.

Skills

Marketing strategy
Growth management
Campaign management
Data-driven decisions

Tools

Redtail CRM
Constant Contact
Snappy Kraken

Job description

  • Sees gaps and fixes them without being asked
  • Brings ideas—not just execution

About the Role

At Conservative Financial Solutions, we’re looking for a Marketing Lead to help drive the next phase of our growth.

This role sits at the intersection of:

You’ll work directly with leadership to:

  • Improve how we generate leads
  • Strengthen follow-up and conversion systems
  • Launch new campaigns
  • Bring structure and accountability to our marketing efforts

What You’ll Own

Growth & Campaigns

  • Develop and launch new lead generation initiatives
  • Test new ideas beyond our current channels (events, referrals, paid media)
  • Optimize campaigns based on performance
  • Turn marketing data into clear, actionable insights
  • Build simple dashboards the team actually uses
  • Identify what’s working—and scale it
  • Build structured follow-up processes for leads and event attendees
  • Ensure high-value prospects are properly nurtured
  • Help improve conversion from lead → client
  • Oversee execution across:
  • CRM (Redtail)
  • Email marketing (Constant Contact, Snappy Kraken)
  • Improve consistency, speed, and accountability
  • Provide direction and accountability to existing team members
  • Help raise the performance standard across the department
  • Grow into a leadership role over time

What Success Looks Like (First 90 Days)

  • A consistent, measurable follow-up system is in place
  • 1–2 new lead generation campaigns launched
  • Marketing reporting becomes actionable and used regularly
  • Increased urgency and execution across the team

Who You Are

You’re not waiting to be told what to do—you’re already thinking ahead.

  • Have 3–7+ years in marketing, growth, or campaign management
  • Are highly organized and process-driven
  • Are comfortable working with data and making decisions from it
  • Bring ideas and challenge the status quo
  • Have a strong sense of ownership and urgency

This is NOT for someone who:

  • Is early in their career without real-world experience
  • Only wants to “execute tasks”

This is a salary + performance-based incentive role.

  • Base salary starting at $60,000+
  • Performance bonuses tied to marketing results and company growth
  • Higher compensation available for candidates with proven experience and track record

We are looking for the right person, not just the lowest number. If you’ve delivered real results, we’re open to structuring compensation accordingly.

Why This Role Matters

This is a high-impact position with a clear path to leadership.

The right person won’t just support marketing—they’ll help shape how our company grows.

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