Position Overview:The Principal Marketing Strategist will serve as a strategic and analytical cornerstone of the marketing organization, driving go-to-market strategy, competitive intelligence, and market insights that directly support revenue growth. This role bridges product, sales, finance, and executive leadership - ensuring that market intelligence informs every major business decision, from new product development to investor communications.
This role would require you to be onsite 5 days a week in Somerset, NJ.
Key Responsibilities:Business & Financial Communications- Own and lead the Business Unit Review (BUR) process, partnering cross-functionally to develop compelling performance narratives and strategic recommendations
- Support the quarterly earnings process, coordinating marketing inputs, preparing key messaging, and ensuring accurate market context is reflected in investor communications
- Contribute to annual 10-K reporting by providing market data, competitive context, and category narrative in partnership with finance and legal teams
New Products & Market Expansion- Lead marketing strategy for new product launches and vertical expansion initiatives, from market sizing and positioning to launch planning and post-launch tracking
- Identify and evaluate whitespace opportunities across card categories, customer segments, and adjacent verticals to inform the product roadmap
Sales Enablement & RFP Support- Provide strategic marketing support for RFPs, crafting differentiated value propositions and ensuring proposals reflect current market positioning and competitive strengths
- Develop sales enablement materials that equip commercial teams with compelling, insight-driven content for key client engagements
Customer Insights & Competitive Intelligence- Build and maintain a robust customer insights program, synthesizing VOC (voice of customer) data, usage trends, and cardholder behavior to inform strategy
- Lead competitive intelligence efforts focused on card issuers - tracking product launches, pricing dynamics, partnership activity, and positioning shifts across the competitive landscape
- Conduct ongoing market analysis to identify category trends, macroeconomic forces, and emerging technologies shaping the financial card industry
Media & Brand Partnerships- Serve as the primary relationship lead with media buying partners, overseeing strategy, planning, and performance accountability across paid media channels
- Ensure media investment aligns with broader brand and demand generation objectives, optimizing for reach, efficiency, and measurable business impact
Qualifications:- 8+ years of progressive marketing experience, with at least 3 years in a senior or director-level role
- Experience in B2B marketing within financial services, fintech, payments, or adjacent technology sectors strongly preferred
- Demonstrated ability to translate complex market data and competitive insights into clear executive narratives and strategic recommendations
- Proven track record supporting investor relations, earnings communications, or financial reporting processes
- Strong cross-functional collaborator with experience working alongside finance, product, and sales leadership
- Exceptional written and verbal communication skills; comfortable presenting to C-suite and board-level audiences
- Proficiency with market research tools, analytics platforms, and media planning frameworks
- Bachelor's degree required; MBA or advanced degree preferred
We offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance, including medical, prescription, dental, and vision coverage; FSA/HSA options; company-paid life and disability insurance; 401(k) with company match; paid time off (PTO) and holidays; annual bonus opportunities; an employee assistance program (EAP); and opportunities for career growth and advancement.
Additional details will be provided during the hiring process.
