Overview

Job Title: Freelance Marketing Strategist (Financial Services)

Client Location: London (Remote)

Starting: 29/09/2025

Hours: Full-time

Duration: 2-3 weeks with potential to extend

Project Overview

• We are seeking an experienced consultant to support a strategic project for a leading US financial services company.
• The project will focus on redefining the middle market strategy, improving engagement with businesses generating $10M–$300M in revenue, and converting prospects into corporate banking clients.
• A key part of this initiative is developing a new communication strategy—covering market segmentation, channel usage, and content—within Salesforce Marketing Cloud to drive automation and scalability.

Target Audience & Product

• The primary audience is decision-makers such as CEOs and Heads of Finance at US-based middle market businesses.
• The product offering is a corporate banking solution, including corporate and employee cards, designed to encourage businesses to switch from existing providers.

Candidate Requirements

• Proven experience in financial services, with expertise in banking, corporate cards, or related product
• Strong background in strategy, communications, and market engagement initiatives
• Familiarity with Salesforce Marketing Cloud and CRM-driven communication strategies
• Ability to develop creative, scalable solutions for complex business challenges
• Previous consulting experience (e.g., with financial institutions or strategic projects) desirable