Built on Real-World Finance Experience

Liv Data was built on the idea that finance consulting should be practical. Too often, companies work with a financial advisory firm that delivers recommendations without staying involved through execution. The result is a gap between strategy and reality, where initiatives stall, systems remain underutilized, and finance teams continue to operate under pressure.

Our team comes from hands-on experience across FP&A, accounting, and finance transformation. We’ve worked inside finance teams, not just alongside them. That perspective shapes how we operate today, as a financial advisory firm focused on delivering real business outcomes.

Responsibilities:

Social Media and Content Creation:

• Manage Liv Data's presence across LinkedIn, Instagram and Facebook.

• Build a content calendar covering services, educational content, team stories, company updates and approved

client outcomes.

• Create platform-specific posts, carousels, reels, stories and short videos.

• Write captions, articles, scripts and interview questions in a consistent brand voice.

• Engage with relevant audiences and manage comments and inquiries.

• Identify useful trends and campaign ideas that fit Liv Data's audience and business goals.

• Repurpose interviews, webinars and project insights into multiple content formats.

Content Shoots, Photography and Video:

• Propose content-shoot ideas, including leadership interviews, service explainers, team introductions and

behind-the-scenes stories.

• Prepare simple scripts, storyboards, shot lists and recording plans.

• Coordinate shoots with the US and India teams, including guiding colleagues through remote recording.

• Capture photographs and video where practical, and edit material supplied by other team members.

• Apply basic framing, lighting, audio, photo-editing and video-editing skills.

• Organize reusable photos, footage and branded assets.

• Obtain appropriate approvals before publishing people, client information or project material.

Marketing Materials and Brand Communication:

• Create brochures, service one-pagers, presentations, case studies, infographics and sales materials.

• Translate finance, AI and data topics into clear language for business leaders.

• Maintain consistent branding across digital channels, documents and presentations.

• Support webinars, events, newsletters and thought-leadership campaigns.

HubSpot and Email Marketing

• Manage HubSpot contacts, segmentation, forms, workflows and CRM data quality.

• Create newsletters, targeted email campaigns and lead-nurturing sequences.

• Connect website and campaign inquiries to the right follow-up process.

• Track lead sources, campaign responses and sales activity.

• Test messaging and calls to action to improve results.

• Follow appropriate consent, unsubscribe and contact-management practices.

WordPress Website and SEO:

• Build and update WordPress pages and landing pages using Elementor or similar tools.

• Maintain website content, forms, links, booking flows and marketing integrations.

• Improve navigation, mobile usability and conversion paths.

• Conduct keyword research and improve page titles, descriptions, headings, internal links and content.

• Monitor search visibility and identify technical SEO issues.

• Coordinate with technical support on hosting, security, backups, performance and complex development.

• Test changes before publishing them to the live website.

Lead Generation and Sales Development

• Identify target companies and decision-makers relevant to Liv Data's services.

• Run targeted campaigns and personalized outreach to generate qualified leads.

• Respond to inquiries, qualify opportunities and arrange introductory meetings.

• Participate in initial sales conversations and explain Liv Data's services clearly.

• Prepare tailored presentations, proposals and follow-up materials with leadership.

• Help move qualified opportunities toward signed engagements.

• Support approved paid campaigns across relevant channels, including LinkedIn, Google and Meta.

Reporting and Improvement:

• Track website traffic, search performance, social engagement, email results and conversions.

• Measure qualified leads, booked meetings and marketing's contribution to sales opportunities.

• Use results and sales feedback to improve campaigns.

• Share clear updates on priorities, progress, blockers and next steps.

Qualifications:

Required Skills and Experience:

• Hands-on digital marketing experience, supported by a portfolio.

• Strong writing, storytelling and communication skills.

• Experience creating content for LinkedIn, Instagram and Facebook.

• Ability to design professional marketing materials using Canva, Adobe tools or similar platforms.

• Basic photography, video-shoot planning and short-form video-editing skills.

• Practical experience with HubSpot, email marketing and lead nurturing.

• Hands-on WordPress experience and working knowledge of SEO.

• Familiarity with Google Analytics, Google Search Console and campaign tracking.

• Confidence communicating with prospects and supporting sales activities.

• Ability to organize work, meet deadlines and collaborate across time zones.

Preferred Experience:

• B2B marketing for finance, consulting, technology or professional services.

• Campaigns targeting CFOs, finance leaders, founders or business owners.

• Elementor, basic HTML/CSS and website integrations.

• Paid advertising, webinars and executive thought-leadership content.

• Proposal development and service-based sales.

• Responsible use of AI tools for research and content production, with human review for accuracy and

confidentiality.

What We Look For:

• Enthusiasm for building a brand and learning how the business works.

• Initiative to suggest ideas and take them through execution.

• Curiosity about finance, AI, data and automation.

• Creativity supported by good judgment and attention to detail.

• A focus on business outcomes — not only followers and impressions.

• Comfort receiving feedback, experimenting and improving.

• Ownership and collaboration in a small, growing team.

What the Role Offers:

• Direct collaboration with Liv Data's leadership, finance and technology teams.

• Exposure to real finance, AI, data and automation work.

• Space to contribute creative ideas and see their business impact.

• Opportunities to take on broader responsibilities as the company grows.