COMPANY SUMMARY
Sapling Financial Consultants is a management consulting firm, founded in 2015. What started as an idea from a kitchen table has turned into a trusted advisor serving clients across North America. Headquartered in Toronto, Ontario, with a newly opened satellite offices in New York and Atlanta, Sapling is supported by a team of 30 professionals, delivering high-quality financial modelling, due diligence, interim FP&A and data analytics solutions tailored to mid-market companies, private equity firms, investment banks, search funds and independent sponsors, infrastructure and electricity developers, as well as entrepreneurs.
Our company operates on a hybrid model, with the entire team in-office (Yonge/Sheppard) Tuesdays and Wednesdays, and the balance of days at home. Our hybrid model reflects the independence that our team is entrusted with in completing their work.
More than half of Sapling’s clients are based in the U.S., reflecting its expanding geographic footprint and growing reputation in management consulting. The firm continues to scale its capabilities, invest in new talent and maintain flexibility in response to shifting market conditions. During periods of economic uncertainty, Sapling has consistently demonstrated steady growth. The firm was recognized for its excellence, being awarded the Canadian SME National Business Award for Best Professional Service in 2023, receiving Ragan’s 2025 Workplace Wellness Award in the category of Learning & Development – Wellness Initiatives, as well as being ranked among Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine for two years in a row.
Our guiding principle is We Live for A+. If you are someone who strives for excellence, not because you must, but because you take pride in doing great work and enjoy seeing how far you can go, then Sapling might be exactly where you belong.
POSITION SUMMARY, DUTIES AND QUALIFICATIONS
Position Summary
We are looking for an ambitious Marketing Manager who is seeks a launchpad for the next phase of their career. As Sapling grows from a boutique firm into a Canadian powerhouse, you have the opportunity to shape marketing and demand generation at our firm. Your mandate is to help the company achieve our vision of tripling business over the next three years - and - grow with it.
As one of the architects of growth, you will help build repeatable lead-generation systems that feed directly into our sales pipeline. You will manage a marketing analyst, guiding their technical skills to automate outreach, build conversion funnels and empower our sales to close more deals, faster.
We think big and act fast and that differentiates us from big firms. We bring best-in-class work and strong functional expertise to work every day; the ideal candidate can not only keep up but also win respect through their work ethic and attention to detail.
We’re looking above all for someone with a longer-term outlook who wants to join like-minded people in building a wildly successful company founded on that principle of creating high-impact value for its clients.
Our company is on a hybrid model, with the entire team in-office (Yonge/Sheppard) Tuesdays and Wednesdays, and the balance of days at home. Our hybrid model is a reflection of the independence that our team is entrusted with in completing their work.
Responsibilities
- Account-Based Marketing: With the assistance of your team, scrape, qualify, and map target institutional profiles into Salesforce. Push content and support the building of strong relationships into key accounts.
- Pipeline Automation: Oversee the creation and optimization of highly targeted, low-volume outbound sequences using tools like Salesforce & Salesloft to orchestrate outreach campaigns.
- Funnel Management: Architect the digital landing pages, automated email sequences, and tracking infrastructure to grow our top of funnel leads, building an inbound machine.
- People Management: Performance manage and mentor a Marketing Analyst and marketing interns/co-ops.
- Sales Enablement: Arm our sales representatives with concise one-pagers and case studies that directly support the selling methodology.
- Online Brand: Manage our online and LinkedIn presence to promote our teams financial thought leadership and develop lead magnets.
- Performance Tracking: Collect and analyze result data, to measure Lead Generation Costs, Customer Acquisition Cost, Return on Ad Spend (ROAS), Lead-to-Meeting conversion rates, and pipeline velocity.
- Content Management Pipeline: Manage and support the creation of internal thought leadership that supports our current content strategy and use to move prospects through every stage of the pipeline
- Audience Management: Work with the sales team to execute a keep warm strategy for our lead and customer base so that when our services are needed, we are who they think of first.
Skills & Qualifications
- 3-5+ years in B2B performance marketing, demand generation or revenue operations, preferably targeting high-ticket services in finance targeting Private Equity or Investment Banking.
- Highly proficient in CRM (Salesforce), outbound automation (Salesloft/Outreach), and marketing automation platforms. Experience with Google Analytics, WordPress, ZoomInfo.
- Strong consideration for those that have worked in finance, mergers and acquisitions.
- Experience preferred for candidates who have managed customer acquisition costs, return on ad spend, lead to meeting conversions, and/or website lead conversions.
- Strong problem-solving skills, self-improvement, and intellectual curiosity to learn new industries, businesses, and technical systems.
- Excellent analytical judgement to gain valuable insights and assess the reasonability of pipeline metrics and campaign ROI.
- The ability to create, edit and assess compelling thought leadership content.
- Strong communication skills to understand and communicate business needs, gain buy-in and manage expectations.
- The desire and capability to do great work comes from within. A passion for solving complex problems, self-improvement and curiosity to learn new industries, businesses, and technical skills.
- Track record of managing multiple projects simultaneously while maintaining high standards, meeting deadlines, and accountability.
- Solutions-driven individual who brings creativity and grit to overcoming obstacles.
APPLICATION DETAILS
- Start Date: ASAP
- Location: Toronto
- Compensation: $80K-$100K base + bonus
- Application Materials:
- Non-AI Cover Letter focusing on your career achievements and goals and how they apply or translate to this role.
- Answering a couple of questions on our online form.
We do not use AI to review your application. When it is reviewed, it is reviewed by a human being, likely a senior one, at Sapling. This reflects the care with which we do all our work. At Sapling, you are a person in whose growth we are deeply vested - you are not a number, and not data for a large language model
Sapling Financial Consultants is an equal opportunity employer.
