Toronto, Ontario, Canada
Summary
AI-powered learning platform for U.S. financial institutions and fintechs | B2B SaaS
Highlights
Owned digital demand generation and paid media strategy (Google Ads, LinkedIn Ads, Meta Ads) across a seven-figure annual budget, growing marketing-sourced pipeline 28% in 6 months while holding CAC flat against target.
Built attribution and revenue reporting infrastructure using HockeyStack and HubSpot, spanning first touch to closed-won revenue, giving Sales and leadership full-funnel visibility into MQL, SAL, SQL, and ARR performance.
Launched an AEO and AI Overviews/LLM visibility strategy to position the platform inside AI-powered search results, ahead of shifting fintech buyer research behavior.
Drove CRO and lifecycle experimentation — A/B testing across landing pages, creative, and email — reducing campaign time-to-launch 25% and lifting CTR 20% through an AI-augmented acquisition engine using LLMs and agentic workflows.
Built and scaled ABM programs targeting mid-market and enterprise financial institutions, improving deal velocity and pipeline quality; partnered with Sales and Product on GTM strategy and cross-segment messaging.
Built executive dashboards in HockeyStack tracking MQL volume by source, segment, and quality, giving leadership real-time visibility into marketing's contribution to revenue targets.