Marketing Conversion & Optimization Specialist

$50,000 - $55,000 yearly
  • XY Planning Network, LLC
  • Bozeman, MT, USA
  • Jun 27, 2018
Full time Marketing

Job Description

XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

As our Conversion & Optimization Specialist, you will be instrumental in helping us communicate the right message, to the right people, at the right time. Using your deep expertise with HubSpot, you’ll optimize our inbound marketing efforts across all of our audiences, leveraging our content to help us achieve our goals. We’re looking for a pro who is excited about creative problem-solving using the latest technology to get the job done. This is an opportunity to manage multiple projects in a fast-paced, high-growth startup environment with a strong team. This position reports to the Director of Marketing, Jennifer Mastrud.  


  • Collaborate closely with marketing and sales colleagues to achieve shared goals, increasing lead-to-customer conversion rates and client engagement metrics
  • Assist with executing the overall marketing, communications, and sales strategies, increasing marketing efficiencies through use of automation
  • Expertly use HubSpot to innovate solutions and inform decisions for multiple lines of business  
  • Manage segmentation of audience, client- and prospect-facing, and assist in developing/executing customized communication plans for each group
  • Use smart content to optimize for each segment and progressively profile contacts
  • Craft error-free emails to execute the communication plan
  • Assess key conversion points in the marketing funnel and develop optimization plans
  • A/B test and continually measure the performance of communications
  • Manage technical aspects of content delivery using HubSpot 
  • Carefully follow multi-step processes with consistency and diligence to complete regularly scheduled tasks; develop processes as needed
  • Maintain quality data and organized files and resources for use by the team
  • Understand and report on KPIs that speak to the effectiveness of our communications

Compensation & Benefits:

  • Starting salary: $50k-55k DOE
  • Bonus: up to 20% of base salary based on company-wide goals
  • Matching 401K (4.5% match on 6% contribution)
  • Health insurance 
  • Open vacation policy (Required to take a minimum of 3 weeks per year)
  • Flexible work hours
  • Occasional travel such as to our national conference in the fall

Please submit your cover letter, writing samples, and resume via XYPN's career site:


  • Extensive and recent proficiency with HubSpot, and with integrating the system with other technologies
  • Expertise in Google Analytics and marketing KPIs
  • Experience with A/B testing and optimization
  • Exceptional written communication skills 
  • Previous experience in a conversion/optimization role
  • College degree in relevant field
  • Highly organized
  • Critical thinker
  • Comfort with technology and learning new tools
  • Background in personal finance or industry exposure

What would make us drool:

  • Experience and/or exposure to the personal finance industry

XY Planning Network is an Equal Opportunity Employer.