Value Creation Associate - Digital Marketing

Bloom-level, cross-portfolio individual contributor supporting digital demand, website performance, and marketing technology across Bloom portfolio companies.

Role Context

Bloom Equity Partners invests in Enterprise Software and business service businesses. Digital marketing is a consistent growth lever across the portfolio, but the maturity of digital programs, websites, and marketing technology varies significantly from company to company.

This role sits at the Bloom level and is deployed across portfolio companies in close coordination with other members of the Bloom Operating team. This is a 1099 role.

Role Purpose

Our Digital Marketing expert partners with Bloom portfolio companies to improve the commercial performance of their digital marketing programs. Where a digital demand strategy exists, the Digital Marketing expert assesses it and helps sequence improvements. Where none exists, the Digital Marketing expert helps build one.

This is a hands-on role: evaluating website quality, prioritizing changes that drive inbound lead performance, configuring business processes in core systems (CRM, marketing automation, analytics, CMS), and advising on the technology tools each business needs.

Success is defined by measurable improvements in pipeline contribution from digital channels at supported portfolio companies over activity volume or deliverable count.

Alignment with Bloom Value Creation

Pipeline Reliability: Improving the consistency and quality of marketing-sourced pipeline from digital channels.
Website Performance: Raising the commercial quality of portfolio websites as the primary inbound conversion surface.
Marketing Infrastructure: Standing up the CRM, automation, analytics, and attribution plumbing required for PE-grade reporting.
Efficient Spend: Partnering on paid channel mix, budget allocation, and vendor selection to improve return on marketing spend.
Cross-Portfolio Leverage: Identifying reusable playbooks, tooling decisions, and benchmarks that apply across portfolio companies.

Key Responsibilities

Digital Demand Strategy - Assess and Build

Assess existing digital demand strategies with portfolio marketing owners and identify where commercial results can be improved.
Build strategies where none exist, aligning on goals, channel mix, and measurement.
Translate commercial targets into digital demand plans with clear pipeline and efficiency expectations.
Support execution and provide ongoing guidance to the teams responsible for delivery.

Website Quality and Conversion Performance

Evaluate portfolio websites across commercial, technical, content, and user experience dimensions.
Identify prioritized opportunities to improve inbound performance: CRO, messaging, navigation, page speed, SEO fundamentals, and form and tracking hygiene.
Partner with portfolio teams and agencies to prioritize, brief, review, and validate website optimization work.
Work directly in CMS platforms (Webflow, WordPress, or equivalent) to diagnose issues and validate changes. While production development skills are not required, technical fluency to recognize good work, struggling work, and the difference between the two is.

Marketing Technology and Business Process Setup

Understand each portfolio company’s marketing stack and advise on the tools needed to meet commercial objectives.
Configure core systems: CRM (Salesforce, HubSpot, or equivalent), marketing automation, CMS, analytics, and tag management.
Define and implement lead lifecycle logic: routing, scoring, sales handoff, and sales-marketing SLAs.
Identify and help implement integrations, automations, and AI-assisted capabilities that reduce manual effort or improve conversion.

Digital Campaign Management

Apply established campaign management methodologies across paid search, paid social, display, retargeting, SEO, and email/nurture.
Advise on campaign structure, targeting, creative, landing page alignment, and budget pacing.
Review in-flight campaigns for commercial effectiveness and recommend specific changes based on performance data.
Ensure campaigns are built with measurement, attribution, and pipeline impact designed in from the start.
Review agency performance and deliverables through a commercial lens and recommend adjustments where return on spend is insufficient.

Attribution and Measurement

Work with portfolio marketing leaders to implement workable attribution frameworks: source tracking, multi-touch logic (when appropriate), UTM discipline, and CRM-based pipeline attribution.
Validate that analytics, tag management, CRM, and marketing automation are configured to produce reliable marketing-sourced pipeline and revenue reporting.
Support the Bloom-level reporting cadence so digital performance is legible in PE-grade dashboards and investment reviews.
Diagnose and resolve attribution breaks, including regressions from site launches, CRM changes, or tooling swaps.

Key Performance Indicators

The role is measured on a cross-portfolio view of the following outcomes at supported portfolio companies. The role influences rather than owns these:

Improvement in marketing-sourced pipeline contribution.
Website conversion rate and inbound lead volume against portfolio-specific baselines.
Cost per lead, cost per opportunity, and return on ad spend across supported paid programs.
Attribution framework coverage and reporting reliability.
Reliability and commercial quality of marketing technology configurations stood up through this role.
Adoption of Bloom-level playbooks, benchmarks, and tooling recommendations.

Candidate Profile

Experience and Qualifications

5 to 8 years in digital marketing across B2B SaaS, tech-enabled services, or comparable environments, weighted toward breadth over tenure. Agency-plus-in-house or multi-company experience is valued highly.
Demonstrated ability to evaluate website quality commercially and partner with teams on CRO.
Hands-on with CRM and marketing automation (Salesforce, HubSpot, Pardot, or equivalent): lead lifecycle, scoring, and routing.
Working knowledge of CMS (Webflow, WordPress, or equivalent), analytics (GA4, GSC, SEMRush, or equivalent), and tag management (GTM). Enough technical fluency to diagnose problems and validate work without writing production code.
Proven experience running or supporting digital campaigns across paid search, paid social, and SEO with clear pipeline outcomes.
Practical experience implementing attribution frameworks and diagnosing tracking issues end-to-end.
Commercial acumen and a daily orientation toward how digital marketing drives pipeline and revenue.

Preferred Background

PE-backed, high-growth, or founder-led experience.
Experience supporting multiple businesses in parallel (agency, consulting, operating partner, or portfolio roles).
Familiarity with AI-assisted marketing tooling for campaign operations, content, and analytics.

Behavioral Competencies

Commercial Orientation: Frames digital work in terms of pipeline, conversion, and return on spend rather than activity.
Earns Trust Quickly: Walks into unfamiliar portfolio companies and builds credibility with marketing leaders without triggering defensiveness.
Influences Through Collaboration: Moves programs forward by partnering with the people who own them. Knows when to press and when to defer.
Hands-On Judgment: Opens a CMS, CRM, or analytics tool to verify and help fix rather than delegating blindly. Recognizes good work, struggling work, and the difference between the two.
Data Discipline: Treats attribution, measurement, and reporting reliability as first-order concerns.
Pragmatism: Meets each portfolio company where it is and sequences work to produce commercial results quickly.
PE Readiness: Comfortable with the pace, rigor, and reporting expectations of a PE-backed environment.

How This Role Works

Individual contributor with no direct reports.
Does not own portfolio marketing budgets, agency contracts, or commercial targets; partners with the owners who do.
Does not lead post-acquisition marketing integration or ecommerce P&L; may contribute where digital demand or website work is involved.
Influence comes from expertise, credibility, and the quality of the work - not from line authority.
Compensation band is $175,000-$190,000 USD.

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Value Creation Associate - Digital Marketing