Marketing Executive ( Outreach & Prospect Engagement)

About The Role

What You’ll Do

• Run targeted outreach campaigns across email, LinkedIn, and CRM workflows
• Use clear messaging to introduce prospects to our wealth management offerings
• Build segmented prospect lists using tools like LinkedIn Sales Navigator, Apollo, Snov.io, and similar
• Maintain accurate and organized data inside Zoho CRM
• Coordinate with the marketing lead to refine messaging, ICPs, and weekly campaign goals
• Support outreach for other WalkingTree services when needed
• Track responses, engagement metrics, and improve outreach quality
• Communicate updates with internal stakeholders so everyone stays aligned
• Stay informed on basic IT concepts so you can speak comfortably with prospects
  

What We’re Looking For

• 2–3 years of experience in marketing outreach, demand generation support, or SDR-style marketing roles
• Strong written and verbal communication skills
• Hands-on experience with Zoho CRM and outreach tools like Sales Navigator, Snov.io, Apollo, etc.
• Ability to organize campaigns, maintain clean data, and follow structured processes
• A self-starter who can manage day-to-day outreach without constant supervision
• Comfortable handling stakeholder communication across teams
  

Nice to Have

• Experience in IT services, SaaS, fintech, or BFSI-focused products
• Exposure to marketing automation or CRM workflows
• Ability to help with basic content inputs for outreach messages
  

What This Role Offers

• A chance to work closely with the marketing leadership on focused outbound initiatives
• Exposure to BFSI, wealth management, and broader enterprise IT solutions
• Room to grow into campaign management or demand generation responsibilities