Senior Manager, Client Tax

• Own the execution of consumer demand-generation programs across paid media, organic, lifecycle, and referral channels, with performance measured through funded accounts and downstream client value.


• Build targeted campaigns for higher-value customer segments, partnering with Sales to define qualified prospects and optimize programs for conversion.


• Collaborate with Sales and Commercial Operations on lead definitions, scoring, routing, database feedback loops, and pipeline performance.


• Develop and maintain reporting across the full demand funnel, from initial engagement through sign-up, funding, and retained client value, using insights to guide investment and experimentation.


• Establish a consistent testing cadence across creative, audiences, offers, landing pages, and campaign approaches, translating learnings into repeatable growth programs.


• Integrate AI tools into day-to-day demand-generation workflows, including creative development, copy iteration, audience research, landing-page optimization, and campaign experimentation.


• Contribute to quarterly demand-generation planning and take ownership of execution against agreed priorities and targets.

Requirements

• 4–6 years of experience in demand generation, growth, or performance marketing, with a proven ability to generate high-quality consumer demand across multiple channels.


• Deep hands-on paid-media expertise, including ownership of budgets and campaigns across platforms such as Google, Meta, TikTok, YouTube, or programmatic advertising, with a focus on downstream value rather than acquisition cost alone.


• Experience supporting distinct consumer segments and adapting messaging, creative, and channel strategies to different customer profiles, including high-value prospects.


• Strong cross-functional collaboration skills, particularly with Sales and Product Marketing, including experience establishing lead definitions, feedback loops, campaign briefs, and messaging strategies.


• Demonstrated ability to use AI as a core productivity and growth tool, including generating and testing creative at scale, conducting research, building enrichment workflows, or accelerating data-driven insights.


• Strong analytical and problem-solving capabilities, with the ability to diagnose funnel issues, identify opportunities, prioritize initiatives, and make actionable recommendations.


• Experience working in a self-serve consumer environment alongside sales or advisory teams is an advantage.


• Lifecycle marketing experience, including onboarding, nurture, or re-engagement programs, is a plus.


• Familiarity with marketing automation or lifecycle platforms such as Braze, Iterable, HubSpot, or similar is beneficial.


• Experience in consumer fintech, investing, banking, or insurance is an advantage.

Benefits

• Base salary of CA$116,000–CA$145,000, with compensation determined by skills, experience, and role level; exceptional candidates may be considered above the stated range.


• Equity compensation for permanent employees, supported by transparent job levels and market-based compensation bands.


• Comprehensive health benefits and life insurance.


• Long-term group savings with employer matching.


• 20 vacation days, 4 wellness days, and unlimited sick and mental-health days annually.


• Ability to work outside Canada for up to 90 days per year.


• Remote work environment with flexibility and collaboration across North America.


• Employee resource groups supporting diverse communities and perspectives.


• Opportunity to work with talented, curious, and driven colleagues in a fast-moving environment.


• Exposure to emerging technologies, AI tools, and innovative approaches to marketing and growth.


• Accessibility support and accommodations throughout the hiring process where required.