Teams at Sapling Financial Consultants

Lead demand-generation strategy to build repeatable lead-gen systems and inbound funnels. Manage a marketing analyst and interns, run account-based marketing and targeted outbound sequences, build landing pages and tracking, enable sales with collateral, manage LinkedIn and content, and analyze pipeline metrics (CAC, ROAS, lead-to-meeting) to accelerate revenue growth.

Analyze, extract, clean, and model large datasets from multiple systems; build data warehouses and predictive models; create financial analyses, dashboards, and client reporting; implement and monitor models with client teams; support client relationships and contribute to proposals and marketing as needed.

Perform end-to-end BI and data analytics work: extract and transform large datasets, build data warehouses and predictive models, create dashboards and reporting, manage client relationships, oversee analysts, and contribute to proposals and marketing as needed.