Out of the Box

Compensation

Full Description

Marketing Director About Out of the Box Technology (OOTB) Out of the Box Technology (OOTB) is a technology-enabled accounting and advisory firm that helps growing businesses manage their finances with clarity and confidence. As a trusted QuickBooks partner, we provide outsourced accounting, controllership, CFO advisory, and financial technology solutions to clients across a wide range of industries. Overview We are looking for a Marketing Director to lead and execute OOTB’s marketing strategy. This role will focus on driving pipeline growth, increasing brand visibility, and positioning OOTB as a trusted outsourced accounting and advisory partner. The Marketing Director will own the full marketing function and work closely with Sales, Leadership, and external partners to support both growth and long-term client engagement. Key Responsibilities Marketing Strategy Develop and execute a marketing strategy aligned with company goals for pipeline growth, brand awareness, and customer engagement. Manage external agencies and vendors to support key initiatives. Track and report on marketing performance, campaign results, and ROI. Email Marketing Own the email marketing strategy, including campaign planning, automation, segmentation, and optimization. Build and maintain nurture programs that support longer sales cycles, lead conversion, and customer retention. Content Development Create and oversee content across multiple formats, including blogs, whitepapers, case studies, videos, sales collateral, and social media. Develop and distribute prospect and client newsletters. Partner with internal subject matter experts, including Controllers, CFOs, and technology advisors, to produce thought leadership content that supports the buyer’s journey. Sales Enablement Develop sales enablement materials such as pitch decks, one-pagers, messaging frameworks, and training resources. Partner closely with sales leadership to ensure marketing efforts align with sales goals and revenue targets. Customer Marketing Develop and manage programs that highlight client success and advocacy. Create and promote case studies, testimonials, and client stories that demonstrate measurable results. Collect and use client feedback to inform marketing strategy, messaging, and content. Build initiatives that support customer retention and long-term engagement. Partner Marketing Build and execute co-marketing initiatives with strategic partners, including referral and technology partners. Manage partner communications, co-branded materials, and content syndication efforts. Event Management Plan and execute virtual and in-person events, including webinars, conferences, and tradeshows. Manage event promotion, logistics, and follow-up to drive engagement and measurable outcomes. Qualifications Bachelor’s degree required 8+ years of progressive marketing experience, preferably in B2B services, accounting, finance, SaaS, or professional services Proven success leading multi-channel marketing programs that drive measurable growth Strong working knowledge of HubSpot and Salesforce Excellent writing, communication, and storytelling skills Experience working closely with sales teams and external partners Highly organized, data-driven, and execution-focused Why Join OOTB Opportunity to own and shape the marketing function at a growing outsourced accounting and advisory firm Direct impact on pipeline growth, brand positioning, and revenue outcomes Close collaboration with experienced Controllers, CFOs, and technology advisors Remote-first environment with a high level of autonomy and trust Culture that values accountability, thoughtful execution, and continuous improvement