Marketing Manager

Sales & Marketing

FullTime      REMOTE

About Position

Opportunity: Marketing Manager


Terafina Inc. provides omnichannel sales solutions that enable community banks and credit unions to grow organically by offering their customers and members a modern and unified onboarding experience.


Terafina is looking to fill a Marketing Manager role to increase market awareness and outreach, and generate new high quality leads that translate into new customers. As a growing young company, this is a unique opportunity to work very closely with the Director of Marketing and learn in a fast paced and fun environment. 


The ideal candidate will have an ability to work independently and a demonstrated track record to deliver high quality results. This individual should be super organized, show initiative, and work well in a team environment that is easily adaptable to change. 

Key Attributes

  • Super organized - attention to detail

  • Shows initiative - willing to be proactive and go the extra mile 

  • Flexibility 

  • Humility - team first attitude

Key Responsibilities

  • Project management - help manage sales pipeline 

  • Website management - content development and monitoring 

  • Social media management and creating images and infographics

  • Event research (live and virtual)

  • Market research and competitive analysis - what are others doing to get their message out - how can we be better at Terafina?

  • Help research and draft press releases and blogs as well as content for case studies and white papers for review 

  • Quarterly highlights and newsletters (develop and manage using Constant Contact for distribution etc. - content creation and distribution) 

  • Other/misc - help with anything else that comes up 


Key Areas 


  • Manage lead generation efforts (ie. partner, internal, external, website) to ensure proper response time as well as follow-up related inquiries

  • Streamline processes to mature outreach efforts and increase high quality touchpoints to existing, new and prospective clients

  • Salesforce: Review, update and manage target segments and distribution lists (streamline constant contact lists with internal google drive lists to ensure information is accurate, current and easily accessible and understandable)

  • Vendor relationships: research new trends in leveraging key vendor relationships and how best to partner



  • Work with and manage contract web developer/content manager to:

    • Update website frequently to feature latest messaging and story evolution, newest announcements with client partnerships, and featuring Terafina events and highlights throughout the year

    • Review website traffic, SEO, google Ads, google analytics to improve outreach efforts and leverage Zoho membership

    • Create better reporting mechanisms for utilizing chat bot functions and identifying visitors to site

    • Update and enhance offerings on website to better tell Terafina story and messaging

    • Work with developer to add video testimonials of key client partnerships to showcase Terafina relationship

    • Work with developer to add video features of Terafina leadership to educate target audience on how Terafina works and operates together to exceed its client expectations



  • Oversee all aspects of live and virtual tradeshow process for 4-6 tradeshows (including application, demo, speaking, pre during and post outreach efforts)

    • Manage planning and execution of happy hours and podcasts related to specific tradeshows

  • Identify potential speaking/panel engagements for senior level staff 

  • Develop thought leader series (virtual) dinner to highlight compelling industry topic that features key client change agents and promoters of Terafina solution (opportunity for current clients to learn from one another as well as share stories with potential prospects) 

  • Look for awards and recognition opportunities for Terafina in fintech space and other applicable areas

  • Identify regional shows and executive roundtable opportunities for Terafina exposure



  • Continue to feature thought leaders through client showcases (ie. video testimonials, interviews; printed articles) to demonstrate power of Terafina solution

    • Help create new client (video/podcast) testimonials to feature on website

    • Assist in producing client acquisition / client success press releases 

    • Help in creating features on internal employee expertise to showcase product and industry expertise and experience

  • Client recognition: curate personalized and appropriate gift ideas for clients; partners; internal employees etc. 

  • Plan, execute and manage client, partner, staff, and advisor appreciation ideas (monthly features; thank you gifts for participation in Terafina sponsored events ie. podcasts, webinars, thought leader dinners)


  • Identify and execute the most effective social media tactics to raise Terafina’s visibility as a (thought) leader in Omnichannel Sales. (linkedin & twitter) 

  • Produce short articles on key topics related to Terafina initiatives (ie. unification of branch and digital channels) that can be promoted on LinkedIn and other relevant social media channels 

  • Identify other creative avenues to increase brand outreach and awareness



  • Continue to refine target audience outreach through research and analysis on latest industry trends

  • Conduct research for case studies, whitepapers, blogs and help develop preliminary drafts for review 

  • Help create podcast, webinar, video and written content to increase brand awareness and reach (feature client partners; internal staff; other ways to showcase product enhancements) 

  • Create compelling visuals to best tell Terafina story (ie. infographics, one-to-two page overviews, ads) 



  • Bachelors in Marketing/Communications (Masters preferred but not required) 

  • 5-7 years of experience  

  • Required: Strong oral and written communication skills 

  • Preferred: Project management experience

  • Preferred: Adobe Creative Suite (ie. Photoshop, InDesign) 

  • Preferred: Familiarity with Salesforce and Constant Contact

  • Bonus: Familiarity with Meltwater platform



  • May require travel post Covid 

  • Remote position (ideally based in ET time zone)

Apply Now


What We Value:

  • Respect:  Value others.  Treat others how they want to be treated.  Welcome feedback.  Listen, seek to understand.  Be on time.

  • Accountability:  Look in the mirror.  Do what you say you are going to do.  Take responsibility.  Own your mistakes.  Take action.

  • Professionalism:  Communicate constructively.  Be open and honest.  Be inclusive.

Terafina Inc. based in San Ramon, CA unifies the digital onboarding and sales experience for banks and credit unions across the digital, branch, and call-center channels. Terafina offers the broadest spectrum of products digitally to your customers including all consumer deposits, consumer lending, mortgage, small business deposits, small business lending and commercial deposits on one single platform.

Terafina helps financial institutions turn their online and mobile engines into strong conversion tools that drive growth by strategically leveraging and positioning product offerings - all while building a collaborative and seamless experience across your channels. By maximizing sales opportunities at every touchpoint and interaction, Terafina reduces friction and moves more applications to completion.

Terafina’s leadership team has deep subject matter experience in bank product management, acquisition sales management and the financial services software space. We view our industry-leading platform as an enabler to our clients’ long term success to achieve their top-line business growth, profitability and customer engagement goals. Our mission is to be an active partner with clients before, during and after delivery of our platform.

Quick and Easy

Unified Experience

Speed to

Leverage Branch Expertise
in Digital Age


Are you ready to synchronize your branch, call center and digital channels in a way like never before?

Our sales team is ready to help you. Call us at 510-573-6210 or email us at