Solutions Marketing Manager, Financial Services

Posted 4 Days Ago
Be an Early Applicant
8 Locations
Remote
103K-150K Annually
Mid level
Big Data • Machine Learning • Software • Analytics
We are a leader in Analytic Process Automation.
The Role
Lead go-to-market strategy and execution for Alteryx in financial services by developing messaging, industry-specific content, campaigns, and sales enablement assets. Partner with Sales, Demand Gen, Product Marketing, and RevOps to drive pipeline, adoption, and reusable solutions across banking, capital markets, wealth management, and insurance.
Summary Generated by Built In

Meet the Moment with Alteryx


We're living through a once-in-a-generation shift in how work gets done. Data, automation, and AI are quickly becoming the center of every business decision - and Alteryx is leading the transformation.


You'll be working on the challenges that sit at the heart of modern business. No matter your role, the work you do will help organizations move faster, see more clearly, and tackle questions that used to feel impossible.


If you're ready to meet the moment with innovation, curiosity, and excellence, there's a place for you here.

We are seeking a highly motivated Financial Services Solutions Marketing Manager to support the go-to-market strategy for Alteryx within the financial services industry, one of the company’s most important growth priorities. This role will focus on bringing our industry strategy to life through credible and authentic content, messaging, campaigns, and field-facing assets that demonstrate exactly how Alteryx solves the unique business problems faced by financial institutions. You will work closely with Sales, Demand Gen, and Product Marketing teams to translate strategy into scalable programs that drive awareness, pipeline, and adoption across banking, capital markets, wealth management, and insurance.
 

This is an ideal role for someone who thrives at the intersection of financial services, data platforms, AI, and GTM execution, and is excited to turn complex ideas into practical, high-impact marketing outputs.
 

What You’ll Do

As the Financial Services Solutions Marketing Manager, you will:

  • Support Financial Services GTM Execution - Help execute the go-to-market strategy for Alteryx’s financial services initiatives, translating strategic direction into industry-specific campaigns, plays, and field-facing assets.

  • Own Industry Buyer GTM — Act as the primary owner of the financial services buyer personas (e.g., Risk, Compliance, Finance Operations), translating messaging and positioning into campaigns, sales plays, and field-facing assets.

  • Develop Messaging & Positioning - Contribute to the development and refinement of messaging and positioning for financial services use cases, ensuring consistency across marketing, sales, and partner channels.

  • Drive Authentic Content Creation - Lead the development of credible and authentic content that highlights how Alteryx solves unique business problems in the financial sector, including thought leadership, whitepapers, and joint campaigns.

  • Enable the Field to Win - Build and maintain sales enablement assets such as battlecards, solution briefs, demos, and presentations that help Sales and Customer Success teams effectively position Alteryx within the financial services industry.

  • Support Campaigns & Pipeline Programs - Partner with Demand Generation and RevOps to support campaigns, sales plays, and programs that drive pipeline and customer engagement for financial services solutions.

  • Create Scalable Content & Assets - Develop reusable assets that translate Alteryx's value into clear, financial services-relevant use cases, helping scale impact beyond one-off engagements.

  • Contribute Market & Competitive Insights - Stay informed on financial services industry trends, regulatory shifts, and competitive positioning, contributing insights that help refine messaging and inform GTM execution.

  • Partner Cross-Functionally - Work closely with Product, Core PMM, Solutions Marketing, and Sales teams to ensure alignment between product capabilities, messaging, and go-to-market execution.

What You’ll Bring
  • 3-5 years of experience in Product Marketing, Solutions Marketing, or GTM roles in B2B SaaS (financial services technology, data, analytics, AI, or cloud platforms preferred).
  • Familiarity with the financial services industry (including retail banking, capital markets, wealth management, or insurance).

  • Experience supporting product launches, campaigns, or GTM programs.

  • Strong storytelling skills — able to translate technical concepts into clear, credible, and customer-focused messaging tailored to finance professionals.

  • Ability to work cross-functionally and manage multiple stakeholders.

  • Comfortable operating in a fast-paced, evolving environment.

  • Strong execution mindset with attention to detail and quality.

  • Curiosity and interest in Agentic AI, data platforms, modern analytics architectures, and how they apply to complex financial use cases.

  • BA/BS degree required; advanced degree (MBA or similar) a plus.

  • Willingness to travel (~20%) for customer meetings and events, partner engagements, and internal meetings.
     

What Success Looks Like in Your First 6–12 Months
  • Financial services messaging is clearly articulated and consistently used across marketing and sales materials.
  • High-quality enablement assets (battlecards, demos, solution briefs) are actively used by the field.

  • Authentic, industry-specific content initiatives are executed effectively with measurable engagement.

  • Campaigns and sales plays contribute to pipeline and revenue growth for financial services opportunities.

  • Reusable content and assets are created to scale financial services storytelling.

  • Strong cross-functional relationships built across Product, Partner, and GTM teams.

Compensation

Alteryx is committed to fair, equitable, and transparent compensation. Final compensation is determined by several factors, including but not limited to relevant work experience, education, certifications, skills, and geographic location.

The base salary range for this role in the United States is $103,000 - $135,000. This role is also eligible for a target annual bonus of 10% of base salary, based on individual and company performance.

In addition to base pay and bonus eligibility, this role includes clear forms of additional compensation, such as:

  • A monthly Connectivity Plus stipend of $150 to support remote work-related expenses

  • An annual $200 home office reimbursement

Alteryx offers a comprehensive benefits package designed to support your health, financial security, and overall well-being, including:

  • Medical, dental, and vision coverage

  • 401(k) with company match

  • Paid parental leave, caregiver leave, and flexible time off

  • Mental health support and wellness reimbursement

  • Career development and education assistance

#LI-AD1

#LI-REMOTE

Find yourself checking a lot of these boxes but doubting whether you should apply? At Alteryx, we support a growth mindset for our associates through all stages of their careers. If you meet some of the requirements and you share our values, we encourage you to apply. As part of our ongoing commitment to a diverse, equitable, and inclusive workplace, we’re invested in building teams with a wide variety of backgrounds, identities, and experiences.

Benefits & Perks:

Alteryx has amazing benefits for all Associates which can be viewed here.

For roles in San Francisco and Los Angeles: Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Alteryx will consider for employment qualified applicants with arrest and conviction records.

This position involves access to software/technology that is subject to U.S. export controls. Any job offer made will be contingent upon the applicant’s capacity to serve in compliance with U.S. export controls.

Skills Required

  • 3-5 years in Product Marketing, Solutions Marketing, or GTM roles in B2B SaaS
  • Familiarity with the financial services industry (banking, capital markets, wealth management, insurance)
  • Experience supporting product launches, campaigns, or GTM programs
  • Strong storytelling skills; translate technical concepts into customer-focused messaging
  • Ability to work cross-functionally and manage multiple stakeholders
  • Comfortable operating in a fast-paced, evolving environment
  • Strong execution mindset with attention to detail and quality
  • Curiosity and interest in Agentic AI, data platforms, and modern analytics architectures
  • BA/BS degree
  • Willingness to travel approximately 20% for customer meetings and events

Alteryx Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Alteryx and has not been reviewed or approved by Alteryx.

  • Fair & Transparent Compensation Pay is frequently characterized as fair and competitive for the role, with total compensation (including stock/equity and benefits) described as a point of strong satisfaction. Competitive salaries and commissions are positioned as a tool to attract and retain talent.
  • Healthcare Strength Medical, dental, and vision coverage is described as comprehensive, including employer-paid coverage for employees alongside life and disability insurance, FSAs, and mental health support. Wellness programming and related supports (such as fitness reimbursements and organized workouts) reinforce the perceived strength of health-related offerings.
  • Wellbeing & Lifestyle Benefits Perks and lifestyle supports are described as broad, spanning items like health club reimbursement, home-office stipends for remote work, commuter support, and office amenities such as meals and snacks. Flexibility-oriented benefits are also present through hybrid/virtual eligibility and volunteer time.

Alteryx Insights

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The Company
HQ: Irvine, CA
1,786 Employees
Year Founded: 1997

What We Do

Alteryx is a leader in Analytic Process Automation (APA). The Alteryx APA platform unifies analytics, data science and business process automation in one easy-to-use platform to accelerate digital transformation. Every data worker, regardless of technical acumen, is empowered to be curious and solve problems.

Why Work With Us

Alteryx’s mission is to deliver breakthroughs. We promise customers our technology will help them deliver breakthrough outcomes. We make a similar commitment to employees: Working at Alteryx will be your breakthrough. Whether you are looking to make a change in your career or your life, Alteryx is a place where you will make it happen.

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