Marketing Manager

Location: Waltham, MA (hybrid)

ERGO NEXT's mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience.  Simply put, wherever you find small businesses, you’ll find ERGO NEXT.  Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in.

This exciting new role sits on our Agent Marketing team. We drive acquisition of new commercial agents, activation of newly appointed agents, and growth of our relationships with existing agencies. We also enable our territory managers in the field and co-market with our aggregator partners.  We’re an agile, data-driven team that tests quickly, learns from the results, and builds on what works.

What You’ll Do: 

Email Marketing via Bloomreach

• Build campaign templates
• Set up email campaigns and email journeys; set deployment criteria with review from a manager or senior team member
• Set up logic in email journeys; create A/B testing and targets
• Send comms to Agent Support Team
• Investigate and troubleshoot email-related issues, escalating to senior team members as needed
• Support miscellaneous reporting/email attribution analysis requests
• Maintain the Agents Marketing Calendar

Marketing Management

• Assist in creating and coordinating incentives for the agency channel
• • Create incentive flyers and promotional materials; track results and communicate them to the team
  • Manage the incentive platform: Tremendous.com
• Support gift-giving initiatives for the agency channel, including researching vendors and coordinating fulfillment:
  • Automate gifts via Swag.com
  • Manage inventory and delivery
  • Track spend against an established budget
  • Plan and coordinate specific campaigns like: Holiday Gifts, End-of-Year Awards, Top 50 Welcome gifts, etc., 
• Assist in the coordination of conventions
  • Register sales representatives for their approved events
  • Pack and ship conference equipment for each event
  • Design and ship requested swag, flyers & handouts
  • Report and track event follow-up and performance
• Develop marketing collateral & print assets
  • Collect sales team requirements and help plan deliverables
  • Create co-branded PDFs and presentations for partners in Adobe Acrobat Pro
  • Create banners in Figma and apply them in email and ad campaigns
  • Order business cards & marketing printouts

MarTech Project Support

• Support project management for marketing technology initiatives, such as data integrations and new product/portal rollouts, working closely with a manager or senior team member
• Help gather and document requirements from stakeholders across marketing, engineering, and data teams
• Coordinate with those stakeholders throughout a project: tracking progress, answering questions, and sharing regular status updates
• Support the development of reports and dashboards to track project and campaign performance

What We Need: 

• Bachelor's degree in Marketing, Communications, Business, or a related field (or equivalent practical experience).
• 3 - 5+ years of experience in marketing, ideally with a focus on email/lifecycle marketing or marketing operations within a fast-paced or tech-oriented environment.
• Deep understanding of email service platforms (e.g., Bloomreach, Braze, HubSpot, or similar) and the mechanics of campaign journeys, deployment logic, and A/B testing.
• Excellent analytical, communication, and stakeholder management skills, with the ability to work cross-functionally across marketing, engineering, and data teams.
• Strong organizational skills with the ability to manage multiple concurrent projects - from campaign calendars to event logistics to MarTech initiatives without losing attention to detail.
• Experience managing or partnering with external vendors (e.g., incentive, gifting, or print/production vendors) and tracking spend against budget.
• Experience coordinating event or conference logistics (registration, shipping, on-site materials, follow-up reporting) is a plus.
• Insurance industry experience is a plus.

Unstoppable Qualities: 

• Insurance industry experience is a plus.