Securing continuity and improving efficiency: Campaign Marketing executive for SAAS fintech
Our client, a fast-growing fintech SaaS company, faced a temporary gap in its demand generation team. In a competitive market with ongoing shortages of digital and marketing talent, this created a risk to campaign continuity and operational stability. EOLIS provided immediate reinforcement. Beyond safeguarding day-to-day operations, our consultant implemented new workflows that cut the repetitive workload nearly in half, leaving the client with a more efficient and scalable marketing setup after the assignment ended.
Our services
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Continuity & Capacity
Rapid deployment of a campaign marketing consultant who integrated directly into the Demand Generation team.
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Marketing operations
Ownership of daily demand generation activities: campaign execution, email marketing, reporting and advertising support.
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Workflow automation
Identification and implementation of HubSpot automations that significantly reduced manual workload, creating a scalable foundation for future growth and freeing time for strategic initiatives.
What was the challenge?
The client needed immediate operational support to maintain the campaign performance during a temporary absence in the team. At the same time, the marketing team was manaing a high operational workload, leaving limited capacity for optimisation, innovation and strategic initiatives. The challenge was therefore twofold: ensure continuity while improving the efficiency and structure of daily marketing operations.
What steps were taken?
- Integrated into the Demand Generation team
- Managed campaign execution and daily marketing operations
- Maintained email workflows, reporting and advertising support
- Identified inefficiencies in existing marketing processes
- Implemented workflow automations in HubSpot
- Collaborated with field marketing and business units
- Ensured alignment with overall marketing strategy
What are the results
The clients marketing campaigns and communications continued without disruption throughout the temporary absence, ensuring full operational continuity. By automating key workflows, repetitive manual tasks were reduced by nearly 50%, significantly lowering the day-to-day operational workload. This efficiency gain allowed the marketing team to redirect its focus toward higher-value initiatives, including campaign strategy and experimentation with AI-driven projects. Although workflow optimisation was not part of the original assignment, the improvements introduced delivered lasting value to the marketing operations.
What did we deliver?
We provided immediate operational continuity while strengthening the marketing engine for the long term. Our consultant fully owned campaign execution and daily marketing operations, implemented workflow automations that cut repetitive tasks nearly in half, and improved collaboration across teams, leaving the client with a more efficient, scalable setup than before.
Project skills used
Hard skills
These are the technical abilities and knowledge that were required to execute the task at hand. In this case, we needed:
Soft skills
Best defined as interpersonal attributes that make communication and collaboration work and run more smoothly:
Relevant expertise at every turn.
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