Campaign Manager, Financial Services

Intapp•US NC Remote, NC

5d•Hybrid

About The Position

The Campaign Manager, Financial Services is a key role within Intapp's marketing team, focusing on the complex and competitive financial services segment. This position is responsible for the entire campaign lifecycle for a vertical that includes private equity, investment banking, capital markets, and alternative asset management. The role reports to the Global Paid Media and Financial Services GTM Programs Director and directly impacts how Intapp engages with buyers and drives pipeline. The day-to-day involves translating business priorities and sales plays into integrated, multi-channel demand generation campaigns. This includes managing briefs, audience targeting, timelines, asset development, and performance reporting across various stakeholders. The Campaign Manager will collaborate with PMM, creative, marketing operations, field marketing, and editorial teams to ensure programs stay on strategy and schedule. A crucial aspect of the role is transforming campaign data into clear insights for the sales team and senior leadership. Experience with B2B campaign operations, marketing automation platforms, project management tools, and the financial services industry context is essential.

Requirements

Demonstrated experience in demand generation, campaign operations, or lifecycle marketing in a B2B environment, with a track record of executing programs that move pipeline
Strong cross-functional project leadership skills — comfortable managing multiple simultaneous workstreams, dependencies, and stakeholders across a matrixed organization
Familiarity with CRM, marketing automation, and campaign management platforms such as Marketo, HubSpot, Salesforce, Demandbase, or Pardot
An analytical mindset — able to diagnose funnel bottlenecks, interpret performance data, and translate insights into campaign adjustments
GTM and messaging fluency — able to connect campaign strategy to business objectives and engage credibly with field sales, PMM, and senior leadership
Experience in the financial services industry or within a highly matrixed organization

Responsibilities

Design and execute integrated, multi-channel demand generation campaigns across the financial services verticals, managing timelines, briefs, and launch plans from kickoff through measurement.
Own audience deployment in partnership with Marketing Operations — requesting and validating lists, segment filters, suppression logic, and play-based targeting to protect the buyer journey and cover gaps in target account coverage.
Lead cross-functional working teams across PMM, creative, partner marketing, client marketing, editorial, and channel owners to drive campaign execution from brief to launch.
Build and maintain a full-year integrated marketing plan that spans campaign sequencing, content milestones, paid activations, and event overlaps across all marketing functions.
Report campaign performance to senior stakeholders and sales leadership through regular readout meetings, QBRs, and steering committee presentations, translating data into pipeline impact and actionable recommendations.
Track deliverables, dependencies, and readiness in Asana with cross-functional teams to monitor risks, delays, and approvals.