Lead Marketing & Field Readiness Consultant

Location:

About Commercial Bank

The Commercial Bank, also inclusive of Payments, is the heart of KeyBank's business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments business development, and payments products and solutions, the Commercial Bank serves a wide breadth of industry verticals and client segments. Our solutions support commercial entities of all sizes-from a mom-and-pop restaurant to a publicly traded corporation.

JOB SUMMARY

As a key member of the Commercial Product Marketing and Field Readiness Team, the Lead Marketing & Field Readiness Consultant plays an essential role in how KeyBank Commercial brings its Embedded Banking solutions to market-and how our field and sales teams are equipped to deliver them effectively.

This role partners closely with Product, Business Development (BD), Relationship Management and Corporate Center Marketing to execute Embedded Banking go-to-market strategies, develop differentiated product positioning, and build a scalable enablement ecosystem that empowers bankers, advisors, and sales teams to identify opportunities, articulate value, and deepen client relationships with Embedded Banking solutions.

The ideal candidate thrives in a fast-paced environment, is detail-oriented, and demonstrates exceptional ownership, accountability, and communication.

Key Responsibilities

Embedded Banking: Go-to-Market Strategy & Execution

• Drive execution of internal readiness and sales activation strategies for new and enhanced Embedded Banking products.
• Translate Embedded Banking product strategies into customer centric value propositions, marketing and sales enablement plans, and launch materials.
• Partner with Embedded Banking Product and BD teams to identify the right audiences, deployment channels, and success metrics for GTM campaigns / webinars / events.

Embedded Banking: Product Positioning, Messaging & Content Development

• Develop client-centric narratives and competitive messaging that differentiate KeyBank's Embedded Banking solutions and reflect market trends and evolving client needs.
• Build consistent Embedded Banking messaging frameworks and ensure alignment across Product, BD, Sales, and Marketing.
• Maintain deep knowledge of Embedded Banking product capabilities, roadmaps, and client use cases to support effective content development.

Embedded Banking: Sales Enablement & Field Readiness

• Build and maintain scalable Embedded Banking sales enablement tools including:
  • Pitch decks
  • Product one-pagers and sell sheets
  • Talk tracks and objection-handling guides
  • Competitive battle cards
  • Quick reference guides
  • Demo scripts and storyboard flows
  • "Meeting-in-a-Box" and campaign activation toolkits
• Create Embedded Banking materials that help front-line teams understand the why, what, and how behind solutions, enabling them to confidently engage prospects and clients.
• Structure and deliver virtual and in-person training sessions, product demos, and sales coaching modules in partnership with product experts.
• Manage a centralized Embedded Banking content repository to ensure field teams always have access to current and accurate materials.
• Gather feedback from the field to optimize Embedded Banking enablement content, improve training effectiveness, and inform product positioning.

Embedded Banking: Sales Play Development

• Build solution-focused sales plays that integrate products, market insights, and client needs into actionable guidance.
• Provide step-by-step playbooks outlining target segments, discovery questions, value proof points, partner roles, and follow-up actions.
• Enable adoption through training, communications, and field support.

Strategic Planning & Accountability

• Manage marketing and enablement projects end-to-end, including scoping, planning, design, execution, approvals, delivery, and ongoing maintenance.
• Maintain clear documentation, track progress, and proactively communicate status updates to stakeholders.
• Own commitments and deliver results with minimal escalation.
• Maintain a detailed content and campaign calendar with appropriate timelines and deadlines.

Marketing Collaboration

• Partner with Corporate Center Marketing to support integrated campaigns across paid, earned, social, and owned channels that drive brand awareness, engagement, and product adoption.
• Ensure product-specific content aligns with enterprise brand guidelines and messaging platforms.

Market Insights, Feedback Loops & Reporting

• Compile and synthesize market research, competitive intelligence, client feedback, and performance metrics to inform Embedded Banking product positioning and GTM enhancements.
• Evaluate Embedded Banking enablement materials and training programs for effectiveness and adoption; refine based on data and field insights.
• Provide reporting on campaign performance, sales engagement, content utilization, and product adoption.

Education

• Bachelor's degree in Marketing, Business, Finance, or related field.

Work Experience

• Minimum 5 years of experience in product marketing, sales enablement, or training within financial services industry or fintech B2B experience.
• Strong understanding of B2B financial solutions, especially in Commercial Banking.
• Applied experience building sales enablement frameworks, training content, and product positioning assets strongly preferred.

Skills & Competencies

• Marketing Strategy Development: leverage well-crafted marketing briefs to guide cross-functional teams, ensuring campaign objectives, audience insights, messaging and deliverables are clearly defined and executed with precision.
• Sales Enablement Expertise: Skilled at developing sales tools, training content, and structured plays that help teams sell more effectively.
• Exceptional Organization: Able to manage multiple workstreams with strong prioritization, accuracy, and attention to detail.
• Strategic Planning: Proficient in shepherding marketing and enablement projects from ideation to completion, tracking performance, and adapting based on results. Create detailed project plans with timelines, milestones, and dependencies, while prioritizing high-impact work.
• Strong Communication & Storytelling: Able to translate complex financial solutions into clear, compelling client-centric narratives.
• High Accountability & Ownership: Takes responsibility for commitments, communicates proactively, and delivers flawless execution.
• Content & Platform Proficiency: Experience with Salesforce, learning management systems, or enablement platforms; comfortable developing content for digital and in-person use.
• Cross-Functional Collaboration: Works effectively across product, risk, marketing, sales, L&D, and operations, using strong interpersonal skills and a solutions-oriented mindset.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.