B2B Product Marketing Specialist

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

As a B2B Marketing Specialist, you will play a key role in our B2B marketing efforts, supporting initiatives across email, webinars, events, and general marketing activities to drive acquisition, activation and retention. Reporting to the Head of B2B Marketing, you’ll contribute to a wide range of projects, allowing you to gain diverse experience in a dynamic, mission-driven company poised for growth. This is an exciting opportunity to join our marketing team at a pivotal time, bringing your creativity and organizational skills to help craft a seamless experience for our partners and their clients.

About You

You are a detail-oriented B2B product marketer with a proven ability to collaborate cross-functionally and deliver impactful results. With expertise in email marketing, you excel at developing flows, optimizing campaigns, and ensuring seamless communications throughout the customer journey. You also have a knack for creating polished marketing materials using platforms like Canva, ensuring alignment with brand standards.

A strategic thinker with strong organizational skills, you thrive in managing multiple projects, from planning webinars to supporting conference activations. Analytical and results-driven, you leverage performance metrics to optimize campaigns and inform strategic decisions. You’re excited to join a mission-driven team and take on a role that lets you grow while making a meaningful impact.

About The Role

With support from the B2B Marketing Manager and Head of B2B Marketing, your key responsibilities will be:

Email Marketing

• Execute our monthly B2B newsletter, ensuring content is timely, engaging, and performance-optimized.
• Build and update email flows and execute one-off campaigns, ensuring seamless delivery and branding alignment.
• Compile Lifecycle Marketing (LCM) performance metrics and present them monthly through a scorecard.
  
  

Webinar Marketing

• Plan and execute webinars by collaborating with internal teams to develop content, secure speakers, and manage logistics.
• Coordinate pre- and post-event communications, including promotional emails, social posts, and follow-ups.
• Create and manage webinar marketing materials, such as slide decks, landing pages, and attendee resources.
  
  

Marketing Material Creation

• Collaborate with marketing and sales teams to develop and update B2B marketing collateral (e.g., one-pagers, postcards, sales decks).
• Partner with the social media team to ensure alignment on campaigns.
  
  

Conference/Event Marketing

• Support the strategy and execution of conference displays and activations.
• Design and create conference marketing materials for pre-event and on-site use.
• Execute pre- and post-event emails to optimize engagement.
• Attend conferences as needed to ensure seamless event execution.
  
  

General Marketing Support

• Assist with tracking and reporting performance metrics on a monthly scorecard.
  
  

Qualifications

• 2+ years of experience in a B2B marketing role.
• Proficiency in email marketing platforms (Iterable).
• Basic HTML experience for email design and troubleshooting.
• Experience with basic design tools (e.g., Canva).
• Exceptional organizational and project management skills, with the ability to balance multiple priorities.
• Strong communication and collaboration skills with an eagerness to contribute ideas.
  
  

Bonus Points For

• Experience working within the financial advisory industry or financial institutions.
• Experience in CRM platforms like HubSpot and Iterable.
• Experience running paid campaigns in Google and Meta.
• Experience in events management (both webinars and conferences).
  
  

Employee Benefits & Perks

• Compensation: Salary + Equity
• • Our salary range for this position is $65,000-$85,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
• PTO
• • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
• • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
  • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employee-sponsored 401k)
  • Guest speakers & reimbursement for learning opportunities
• Extra
• • Flexible work schedule + hours
  • Family-friendly work environment. We support the complexity of a remote world with the needs of families
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + Apple accessories
    

About Trust & Will

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required.
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.