Context

Asset Class, a B2B FinTech SaaS provider, needed to accelerate qualified lead generation and pipeline velocity in a highly competitive space.

Issue:

The business sought to align marketing, product, and sales for a measurable boost in demand and conversions.

Approach

Customer-Centric Research:

  • Mapped key buyer personas and performed customer journey analysis to identify high-impact touchpoints.
  • Analyzed website and funnel analytics to locate bottlenecks and drop-off points.

Growth Marketing Strategy:

  • Developed an integrated content, email, and paid media plan tied directly to pipeline metrics.
  • Worked closely with product and sales teams to refine value propositions and ensure marketing aligned with real user needs.

Testing & Optimization:

  • Rolled out A/B testing across landing pages and nurture flows.
  • Established regular reporting to measure campaign effectiveness and iterate quickly.

Execution

  • Launched segmented email campaigns and new gated content offers tailored to each buyer stage.
  • Led a website refresh with improved copy and UX based on analytics insights.
  • Integrated marketing automation (SalesForce, GA) for better lead tracking and scoring.
  • Partnered with sales to develop follow-up playbooks for marketing-qualified leads (MQLs).

Outcome

  • Increased inbound MQLs by 40% within three months.
  • Reduced website bounce rate by 27% and reduced load speed to 2.1 seconds through targeted landing page optimization.
  • Aligned marketing and sales, resulting in improved lead-to-opportunity conversion rate.
  • Established a repeatable, data-driven campaign process for ongoing growth.

Tools & Frameworks Used

  • SalesForce (automation, CRM)
  • Google Analytics (funnel analysis)
  • A/B testing tools (Optimizely)
  • Figma (website/landing page updates)

Capabilities Demonstrated

  • Primary: Marketing
  • Secondary: Growth, Optimization, Product Strategy

Key Learnings

  • Alignment across marketing, product, and sales is critical for efficient growth.
  • Rapid experimentation (A/B testing, content variations) is essential for uncovering high-leverage opportunities.
  • Deep persona and journey work delivers compounding value—every touchpoint matters.

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