B2B SaaS Marketing Boot Camp
When you hire your first Marketing Intern or Junior Employee, here is a list of tools and training to help them get started with B2B SaaS Marketing.
One of the questions we hear most often is: How do I build and structure my B2B SaaS marketing team?
As your SaaS business grows, your marketing function will require a different set of skills and structure. In the early stages – usually when a company is still building a marketing function – the CEO (or founder) owns a portion of the marketing responsibilities and hires specialists or agencies to fill the gaps. As the SaaS business evolves, the marketing department must also evolve in its structure and capabilities to scale properly.
Once you’ve created the marketing foundation, including a go-to-market strategy, positioning, messaging, design standards, content to support different stages of the funnel, a demand generation machine, marketing automation, and a good sales/marketing cadence – the marketing team (like your other teams) needs structure to scale properly.
At some point, the leadership team needs to graduate from the day-to-day execution and build an in-house marketing function.
It’s difficult to answer – and, in true consultant fashion, we usually say “it depends”.
Rather than hire for a certain title, think about equipping your team with the right skill groups. There are five primary skill groups that most B2B SaaS companies should look to fill on their marketing team: marketing leadership, product marketing, content marketing, demand generation/digital, and creative.
Some teams may need more of one skill group than another – some won’t need any of certain skills. “It depends”. Consider this list a starting point for your marketing team recruitment.
For more specifics on the responsibilities for each skill group, read on. If you’re trying to shift the marketing burden from your leadership team to your marketing team and hire your first full-time marketing team lead, click here to go the next section.
Below is a more detailed breakdown of the skill groups including an outline of responsibilities for each role. Remember that this is not a hard-and-fast list but a starting point to help you think about the skills you need for each area of the marketing function. Considering the marketing team structure early in the hiring process is crucial to ensure a well-rounded and effective team, especially in adapting quickly to market changes and evolving customer needs.
Act as part of the leadership team
Align marketing team efforts with sales, product and customer success to increase qualified pipeline, decrease sales cycles, reduce churn and grow ARPU
Identify growth opportunities and move toward them with the right balance of long and short term initiatives
Lead “Big M” Marketing, from positioning and brand strategy to spend optimization
Create quarterly OKRs supported by a budget that allows the team to reach its goals
Hire and manage team members, agencies, and vendors towards OKRs and revenue goals, ensuring marketing operations are fully aligned with these objectives to enhance efficiency and effectiveness across the board
Introduce a marketing operations manager to support data-driven strategies and refine marketing operations, ensuring the marketing team's activities are closely aligned with the company's strategic goals
Manage discretionary spend to maximize LTV/CAC ratios
Analyze and diagnose the funnel – understand where funnel friction occurs
Manage a leadership dashboard and report funnel & growth metrics out to the rest of the leadership team and board
Conduct competitive analysis, get insights, and build insights into marketing strategy and tactical materials
Work with Product Manager to develop pricing strategies and structures
Translate product features into prospect benefits and communicate product value to the market
Maintain customer personas and build targeting strategies into marketing campaigns
Develop a deep understanding of customers and user personas, build campaigns to position the product and introduce new product features
Conduct customer interviews and translate value statements into value propositions
Use product roadmap to inform future Marketing decisions
Train sales and customer success teams on messaging around product features and benefits
Understand and deliver content to drive marketing/sales goals (i.e. web content for SEO, testimonial PDFs for lead-in/sales enablement, nurture campaigns to move top-of-funnel leads down to sales, etc.)
Develop materials for the sales team to move people down the funnel (i.e. case studies, ROI calculator, battle cards, etc.) – headline copywriting should ideally be a core competency, long-form copy and design may be outsourced if needed
Interview industry experts within the team (sales, product, customer success) and create educational, thought leadership, and expert content for the market
Lead the company in developing and delivering content in your ideal “watering-holes”
Write straightforward, simple, succinct, meaningful ad and web copy to connect with target personas
Manage and execute PPC, paid social, remarketing, and other ad spend as part of the broader digital marketing efforts aimed at lead generation and brand awareness
Manage digital channels, including website, social, and online presence
Summarize (and report on) data to show levers affecting sales conversion/pipeline
Work with product marketing to own product landing page development
Work with other marketing team members to run A/B tests on the website, landing pages, and ads
Execute tactical marketing decisions based on data (Cost per MQL, OKRs based on funnel projections, efforts based on chance)
Understand, design, and execute campaign attribution
Manage the marketing data stack including qualified pipeline from marketing, funnel and content metrics, CPC, CAC, and website analytics
Managing a consistent brand style, including maintaining brand guidelines and distributing designed assets, are key components of effective brand marketing strategies. These efforts are crucial for brand marketers in developing and executing marketing plans that enhance the organization's brand image.
Design landing pages, sales assets, and brand templates
Develop product mockups, wireframes, design systems, UI / UX iterations
Create video, PDF, and illustrative content
We often work with highly-engaged CEOs or founders who get their hands dirty with the “Big M” (strategic) marketing. Sometimes they take ownership of tactical delivery as well. In early stages, a CEO's involvement in Big M marketing is a good thing. In many cases, a CEO should play a role in defining and leading a company's strategic narrative and deciding the big bets.
The head of product usually plays a role in product marketing. And more often than not, the demand generation and creative functions are filled by a collection of SEO/SEM/PPC/designer/developer agencies or freelancers.
That leaves a lot of early-stage SaaS company “marketing teams” looking like this:
The CEO, Head of product, and freelancers can fill some of the roles initially. But the freelancers and agencies don't usually speak with each other, follow a unified strategy, or move in the same direction. The executive team can't fulfill the entire marketing function since it's not their primary focus.
Content marketing is often ignored or outsourced. Many early-stage companies treat content marketing as an afterthought. People see it as an enigma or a waste of time, and it can be difficult to do without deep industry expertise and discipline. But leaving content on the back burner is a big mistake – but that's for another article.
You can move away from the mushy marketing team modeled above by bringing some of the marketing responsibilities in-house. This also frees up your leadership team to focus on progressing the other business functions as a whole. The main goals of hiring your first full-time marketing team member are to:
Reduce the marketing burden on the CEO and executive team members
Create an in-house industry, product, and vertical expert
Solve the siloed-agency problem – marketing efforts tend to be most successful when the team is integrated and moving toward the same goal
If you’ve received funding or have a steep growth trajectory, hiring three or four single-discipline marketers is a valid option. But this usually isn’t the easiest because you still need someone you trust to manage their performance. And that person should have at least some hands-on experience in each functional area.
For most companies, it’s realistic to afford one full-time marketer as you start to scale. As a first hire, someone with the following traits will help you achieve the three goals above:
Mid-level experience
YOE aren’t always a good indicator for this. Look for someone who has worked from the bottom of the marketing ladder and touched both ‘sides’ of marketing (management and execution). It’s ideal if they have experience with both the “Big M” and tactical aspects of marketing.
Multi-faceted or T-shaped
It’s ideal if this person has hands-on experience with 3–4 of the primary marketing skill groups. They should understand how to report quantitative success metrics from each area. They may have a deeper understanding in one area more than others (i.e. product marketing more than paid search, SEO).
Has domain or industry experience
Someone with a B2C background may not the best fit in this role – B2C and B2B marketing are very different disciplines. Ideally your hire has experience in a SaaS setting, but a strong B2B background is an OK proxy. Bonus points for someone who has worked in the industry you sell into. This can be especially helpful when it comes to content marketing. If you don’t have someone on your team that’s already an expert in the industry you sell into (this is usually covered by a founder or head of product), you should prioritize finding a marketing leader that is.
Has management/leadership experience (or potential)
You likely don’t need a VP right now. Instead, look for someone who knows enough to lead a marketing team or someone with the potential to become a team leader in the next 6 months.
With someone like the above, your marketing function might look more like this:
From here, you can hire a more experienced marketing leader to to own the team building and strategic responsibilities. Or – depending on your first marketing hire’s experience (and your timing) – they may be the right person to step into a leadership role and build a team of specialists under them as you scale.
It's crucial for the first marketing team leader to have a solid grasp of marketing strategies, guiding the team with a well-rounded understanding of both 'Big M' marketing strategies and hands-on tactical execution. This ensures the marketing team continuously tests and refines strategies, structuring around key functions like content marketing, product marketing, and acquisition marketing to achieve the company's marketing and business objectives.
Even with this framework, you may find it difficult to understand which marketing skill groups your company needs first. It's often challenging for CEOs that don't have deep marketing experience to know what to look for in their first marketing hire. If you're having trouble getting started, it might be worth exploring a short-term fractional marketing leader or coach, who can help asses your situation and make recommendations for next steps based on their experience. Or, here's another in-depth article on how to hire a B2B SaaS CMO.
If you already have a marketing team member, but they're not quite ready to step into the leadership role, a 6-month B2B SaaS go to market strategy framework with short-term coaching from a marketing leader might give them the right tools to get up to speed quickly.
While this article is aimed at finding a more seasoned marketing leader – these questions can help you benchmark a mid-level marketing leader.
In the early stages, it's common for the CEO or founder to take on marketing responsibilities while hiring specialists or agencies to fill gaps. It’s best to focus on establishing the marketing foundation including go-to-market strategy, positioning, messaging, and content for different funnel stages. Additionally, set up a demand generation machine, marketing automation, and a solid sales/marketing cadence.
After you’ve laid the foundation for your marketing function and are getting more aggressive with your growth goals, it’s time to start building your ideal in-house team. This usually happens when the company has developed a clear go-to-market strategy, defined its positioning, and established basic marketing processes.
The five skill groups you’ll need on your marketing team are leadership, product marketing, content marketing, demand generation/digital, and creative. Each of these skill groups plays a crucial role in driving different aspects of the marketing function, from strategy development to execution and analysis. While not all of your team members will individually represent all of these qualities, you should see them generally represented across your entire team.
Instead of hiring based solely on titles, focus on equipping the team with the right skill groups. Prioritize hiring individuals who possess the necessary skills and experience to effectively fill each of the five core marketing skill groups. Consider the current needs of your marketing function as well as your growth stage.
The first marketing team leader should ideally have mid-level experience, be “T-shaped,” have specific industry experience, and demonstrate serious leadership potential. They need to be capable of reducing the burden of marketing that’s on the CEO, and integrating marketing efforts across the organization.
Companies can consider hiring a short-term fractional marketing leader or coach for guidance, especially if they're unsure where to start. For existing, fully-fleshed in-house that is looking for strategy and guidance, a B2B SaaS go-to-market strategy workshop, playbook, or framework with coaching can be super helpful as well.
Mike was Kalungi's Head of Product and Marketing. He is also the co-author of T2D3 with Stijn Hendrikse.
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