SaaS Marketing Business Development Manager

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About The Plan Beyond

Life Continuity & Digital Legacy Platform

InsurTech, WealthTech, and Digital Trust

Think of us as the digital vault where insurance, estate, and life-planning converge with AI and data security.

January 2026

The Role

Business & Marketing Strategy Manager

business architecture and GTM playbook

You’ll bridge strategy with execution, working directly with the Founder to scale The Plan Beyond from concept to product-market domination.

What You’ll Lead

• Develop and execute

  go-to-market and growth strategies

  across insurance-tech, wealth, and SaaS verticals.
• Work closely with

  product and tech teams

  to define user journeys, onboarding flows, and subscription models.
• Build and manage

  strategic partnerships

  with insurers, financial advisors, law firms, and digital service providers.
• Lead the integration of

  payment systems, APIs, and third-party SaaS services

  into the platform.
• Oversee

  digital marketing and demand-generation funnels

  across email, WhatsApp, and paid media.
• Manage relationships with

  PR, creative, and tech vendors

  to ensure brand, product, and messaging alignment.
• Create frameworks for

  pricing, compliance, and data security storytelling

  — building user trust in an emerging category.
• Measure impact — track acquisition, activation, retention, and ROI metrics using analytics tools and dashboards.
• Contribute to

  strategic discussions with leadership

  , influencing roadmap, product positioning, and brand voice.

Ideal Qualifications

• Graduate or Postgraduate in

  Business, Marketing, or Technology.

• 5+ years of experience in SaaS, FinTech, or InsurTech

  business strategy, growth, or product marketing roles.
• Proven experience leading

  product launches or GTM campaigns

  for digital platforms or IT products.
• Understanding of

  insurance ecosystems

  , financial planning products, and compliance landscapes.
• Strong grasp of

  B2C SaaS growth metrics

  — CAC, LTV, retention, churn, activation, and funnel optimization.
• Comfort with tools like

  HubSpot, Notion, Zapier, GA4, Looker Studio, and Figma.

• Excellent written and verbal communication — crisp, persuasive, and strategic.

• Experience managing vendors, legal/IP, and technology partners.

• Bias for action, with the ability to work autonomously in a high-growth, low-structure startup environment.

• Deep empathy for end-users — you think about human behavior as much as conversion metrics.

Preferred Experience

• Exposure to

  RegTech, InsurTech, or WealthTech SaaS

  environments.
• Worked on or with

  insurance APIs

  , fintech integrations, or compliance-heavy SaaS systems.
• Experience in

  launching or scaling subscription-based digital products.

• Worked with cross-functional teams in tech, legal, and product

  environments.

Why Join Us

• Be part of

  India’s first life continuity SaaS platform

  , blending insurance, legacy planning, and digital trust.
• Work directly with visionary leadership building a product with

  tech, emotion, and societal impact.

• Exposure to SaaS growth playbooks, category design, and multi-channel launch execution.

• Freedom to build — we’re creating the blueprint, not following one.

• The chance to say, a few years from now:

  “I helped build The Plan Beyond.”