Bloom Equity Partners · 2 months ago
Operating Director, Marketing
Bloom Equity Partners is leveraging decades of investing and operating experience to unlock transformational growth in lower-middle market technology and software companies. The Operating Director, Marketing will drive scalable growth marketing strategies, develop standardized frameworks, and create operational leverage across the portfolio companies.
Financial ServicesSaaS
Responsibilities
Develop and implement standardized growth marketing frameworks that can be deployed across multiple portfolio companies
Build scalable demand generation programs (paid, organic, ABM, events, content) that drive qualified pipeline and revenue growth
Establish marketing operations infrastructure and best practices that support M&A integration and rapid scaling
Create centralized marketing technology stack strategies and vendor relationships to drive efficiency and cost savings
Own aggregate pipeline and revenue targets across the portfolio in partnership with sales leadership and operating partners
Establish consistent funnel metrics, reporting cadences, and performance dashboards across all companies
Drive data-driven optimization of campaigns, conversion rates, and customer acquisition costs
Build financial models linking marketing investment to pipeline generation and revenue outcomes
Partner with portfolio company CEOs, sales leaders, and product teams to align go-to-market strategies
Work closely with PE operating partners to support portfolio value creation initiatives
Collaborate with investment team to assess marketing capabilities of acquisition targets and build integration playbooks
Identify high-value market segments and develop targeted campaigns for vertical SaaS opportunities
Build industry-specific programs around government, education, cultural heritage, enterprise security, and corporate information management sectors
Leverage intent data, account-based marketing, and sophisticated segmentation to reach complex buying groups
Create differentiated positioning and messaging frameworks that can be adapted across portfolio brands
Design and implement marketing automation, CRM integration, and analytics infrastructure
Establish MarTech governance, including platform selection, implementation, and optimization
Drive testing frameworks for landing pages, messaging, channels, and conversion optimization
Build repeatable processes for campaign execution, lead management, and sales handoff
Qualification
Required
Bachelor's Degree in Marketing or related field
5+ years in marketing
Deep expertise in marketing automation platforms, CRM systems, and analytics tools (HubSpot, Salesforce, Google Analytics, etc.)
Strategic thinker who can also execute hands-on tactical work when needed
Exceptional analytical and problem-solving abilities; comfortable with data analysis, dashboards, and performance diagnostics
Proven ability to influence without direct authority and build consensus across distributed teams
Experience building systems, processes, and playbooks for scalability and replication
Ability to translate complex marketing concepts into clear business outcomes for non-marketing stakeholders
Strong project/program management skills with ability to drive multiple initiatives simultaneously
Preferred
Proven track record building and scaling demand generation programs in B2B SaaS environments
Experience working across multiple business units, divisions, or portfolio companies (PE, holding company, or multi-brand experience strongly preferred)
Deep expertise in Clay or other data enrichment products
Company
Bloom Equity Partners
Bloom Equity Partners is an investment firm focused on B2B Software companies.
Funding
Current Stage
Early StageRecent News
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