Job Description

Red Oak is the industry’s first and only compliance connectivity platform purpose-built for the financial services industry. We specialize in advertising review, registration and licensing management, employee supervision, and content distribution; helping Wealth Managers, Asset Managers, Broker-Dealers and Banks reduce risk, drive efficiency, and stay ahead of regulatory demands.

Founded in 2010 by compliance and technology veterans, our mission is simple: to reduce regulatory risk, make the complex simple, and deliver best-in-class support to our clients. Today, more than 2,300 firms trust Red Oak to help them navigate compliance with confidence.

Objectives of the Role:

As a Growth Marketing Manager at Red Oak, you will sit within the Marketing team and work closely with Sales, Product, and Customer Success to drive scalable, data-informed growth strategies across the customer lifecycle. You will lead cross-functional initiatives, optimize funnel performance, and implement growth experiments that directly impact revenue and customer engagement.

Key Responsibilities:

• Develop and execute growth strategies that drive user acquisition, product adoption, and customer expansion across Red Oak’s SaaS platform.
• Manage and scale email marketing programs, including segmentation, automation, and performance optimization.
• Oversee marketing automation workflows and nurture campaigns to improve lead quality and conversion.
• Plan, execute, and optimize digital advertising campaigns across platforms such as LinkedIn and 6sense.
• Manage and continuously improve website content, user experience, and conversion experiments (e.g., A/B testing, personalization).
• Partner with Sales to optimize lead generation and conversion rates through data-driven experimentation and funnel analysis.
• Collaborate with Product and Customer Success teams to identify and implement initiatives that improve onboarding, engagement, and retention.
• Own and manage growth analytics dashboards, providing visibility into key performance indicators (KPIs) and actionable insights for leadership.
• Identify and evaluate new channels, tools, and technologies that can support scalable growth and customer success.
• Work closely with Revenue Operations to ensure alignment between growth initiatives and broader go-to-market strategies.
• Monitor market trends, customer behavior, and competitive activity to inform growth planning and positioning.

Skills/Qualifications:

Experience: 5+ years in growth, marketing, or revenue-focused roles within a SaaS or financial services technology environment.

Education: Bachelor’s degree in Marketing, Business, Analytics, or a related field. Advanced certifications in growth marketing, analytics, or product-led growth are a plus.

Technical Proficiency: Strong command of marketing automation platforms, CRM systems (e.g., Salesforce), and analytics tools (e.g., Google Analytics, Mixpanel, HubSpot). Experience with A/B testing tools, customer journey mapping, and funnel optimization.

Analytical Mindset: Ability to interpret complex data, identify trends, and translate insights into actionable strategies.

Industry Knowledge : Familiarity with financial services workflows, compliance considerations, and SaaS growth models.

Communication: Excellent written and verbal communication skills, with the ability to influence cross-functional teams and present to senior stakeholders.

Work Structure:

Red Oak values the energy and creativity that comes from working together in person. To support this cultural value, this hybrid role is based out of our North Austin HQ with a minimum of 3 days (Tues-Thurs) in the office each week.

At Red Oak, we believe that our success is directly tied to the satisfaction and success of our customers. If you are passionate about customer satisfaction, have a knack for problem-solving, and thrive in a dynamic, fast-paced environment, we would love to hear from you. Join us and be a part of a team that is committed to making a difference for our customers every day.

At Red Oak, we believe that our success is directly tied to the satisfaction and success of our customers. If you are passionate about excellence, have a knack for problem-solving, and thrive in a dynamic, fast-paced environment, we would love to hear from you. Join us and be a part of a team that values hard work, innovation, and a lot of fun along the way!

Job Tags

Similar Jobs