In search of their first B2B Marketing leader to build and lead a high-performance marketing function

The Search Statistics 

  1. Number of days to the first round of resumes: 13
  2. Number of candidates considered: 6
  3. Number of candidates interviewed: 5
  4. Number of business days to complete the search: 30


The Search

A wealth-tech startup engaged us to help find their first B2B Marketing leader. Their CRO was managing the marketing strategy and execution and required an expert who could bring a strong balance of departmental leadership alongside execution to build and scale a high-performance marketing function.


The Client 

Our client is an industry leader offering a SaaS-based digital wealth management platform. With the aim to increase investor access to sophisticated wealth management advice, our client’s solutions empower wealth management firms and individual advisors to provide and manage virtually any investment for any investor through any distribution channel. Nest Wealth’s digital solutions are used across North America to deliver superior investment experiences to clients.


Search Requirements 

Nest Wealth required someone with experience in a fast-paced B2B startup environment and had the ability to build digital marketing, client acquisition, and branding initiatives from the ground up with tighter budgets/resources.

They were looking for a smart, self-starter who had proven experience scaling lead generation programs, managing multi-channel campaigns, analyzing market data/trends, and assisting with sales performance.


The Hire

The chosen candidate had 9 years of employment experience, all spent in marketing and 5 years working for various B2B SaaS organizations. They had experience running digital marketing, product launches, ABM, SEO, Content, multi-channel campaigns, and experiential marketing program.

They possessed a strong ability to craft, lead and implement revenue-driven campaigns, analytics and automation, growth tactics as well as streamline processes to scale Product and Marketing efforts.

This hands-on candidate had previously revamped an entire marketing function, building a demand gen engine and successful outbound program that tripled SQL conversion. They hold BAH in English & Philosophy, BA in Economics and Diploma in Graphic Design.

Since joining, this hire has built out the marketing team, executed on a huge backlog of items, and nailed down the strategy for the rest of the year (Q3/4 of 2021).


"It was a great experience working with the Martyn Bassett Associates team. They took the time to understand what we were looking for, what stage we were at, where we were in our growth cycle, and what we needed from a Director of Marketing in order for our organization to be successful." 

–– Denise Willett, Chief Revenue Officer

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When hiring our first CPO, we were looking to branch out beyond our network. The Martyn Bassett Associates team was able to source candidates that we were wanting, but unable to get on our own. We were presented with a wide range of fantastic candidates.

Robert Chen
Co-Founder & Chief Strategy Officer, Almi

What I love about working with this team is they’re there to help. I have weird requests, they jump on the phone and we figure it out. I need someone in a hurry, they hustle. I maybe need someone ages from now, they keep an eye out. I have a question about a salary, or am unsure about how to approach something – they know. We’ve used them for a few years, and we’ve had nothing but great experience working together. Wish I had found them a few years sooner.

Alan Smith
Co-Founder/CEO, Strategyzer

We were impressed with both the speed and the high-calibre of candidates we had to choose from. Martyn Bassett Associates really listen to what you’re looking for and the entire process is very smooth and stress-free.

Roger Barlow
CEO & Co-Founder, Diversys

The entire Martyn Bassett team was easy to work with and we were able to quickly develop an open and transparent partnership. Leveraging their strong expertise and extensive talent network, they helped us find the technology sales leaders and management services experts we needed.

Erin McLean
SVP, Marketing & Human Resources, Herjavec Group

A true value-adding partner in identifying talent. The team at Martyn Bassett Associates were quick to zero-in on our requirements and rigorous in pre-qualifying candidates for consideration. They are focused and fast! Their expertise and experience added value throughout the process and resulted in an outstanding final outcome for Roadpost. This is a team that will strive to exceed expectations.

Kim Layne
VP Marketing, Roadpost