Teams at PenChecks, Inc.

The Marketing Manager will build and execute B2B and B2C marketing strategies across positioning, demand generation, content, sales enablement, lifecycle marketing, events, digital channels, and thought leadership. The role will improve NextLevel IRA conversion and retention, establish marketing KPIs and reporting, manage agencies and vendors, oversee budgets, and partner cross-functionally with Revenue, Sales, Product, Legal, and Compliance. This remote individual contributor role requires occasional travel.

The Product Manager defines product vision, strategy, roadmaps, requirements, and success metrics for digital products. They conduct customer and market discovery, lead cross-functional teams through delivery and launch, manage priorities and dependencies, and use product, customer, financial, and operational data to optimize outcomes. The role requires influencing stakeholders without formal authority and coordinating design, engineering, compliance, marketing, sales, and operations teams.