COMPANY SUMMARY
Sapling Financial Consultants is a management consulting firm, founded in 2015. What started as an idea from a kitchen table has turned into a trusted advisor serving clients across North America. Headquartered in Toronto, Ontario, with newly opened satellite offices in Atlanta and New York, Sapling is supported by a team of 30 professionals, delivering high-quality financial modelling, due diligence, interim FP&A and data analytics solutions tailored to mid-market companies, private equity firms, investment banks, search funds and independent sponsors, infrastructure and electricity developers, as well as entrepreneurs.
More than half of Sapling’s clients are based in the U.S., reflecting its expanding geographic footprint and growing reputation in management consulting. The firm continues to scale its capabilities, invest in new talent and maintain flexibility in response to shifting market conditions. During periods of economic uncertainty, Sapling has consistently demonstrated steady growth. The firm was recognized for its excellence, being awarded the CanadianSME National Business Award for Best Professional Service in 2023, receiving Ragan’s 2025 Workplace Wellness Award in the category of Learning & Development – Wellness Initiatives, as well as being ranked among Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine for three years in a row.
Our guiding principle is We Live for A+. We aim for nothing less than top-tier work because that’s what our clients expect, and what we expect from ourselves. If you are someone who strives for excellence, not because you must, but because you take pride in doing great work and enjoy seeing how far you can go, then Sapling might be exactly where you belong.
POSITION SUMMARY, DUTIES AND QUALIFICATIONS
Position Summary
Why do clients pay very large amounts of money to hire a consulting or professional services firm, and how do they pick one amongst all of them? We don’t bake a cake that they can see before they buy, or build a car they can take for a test drive. Yet, they tend to perceive value in consulting services, and reputation, trust, relationship building, and consistent high quality deliverables is key in their decision making.
We are looking for a Marketing Manager who is passionate about marketing professional services and is energized by the opportunity to shape Sapling’s brand as it grows from a boutique firm into a Canadian professional services powerhouse. Our next big milestone is to triple our business, and this role will be instrumental in achieving our goal.
We are a boutique consultancy that differentiates itself from the big firms with best-in-class work and a strong functional expertise, and we have no interest in diluting our brand. In this role, you will work on understanding our clients needs and services, and find creative ways to strengthen and differentiate our brand and capture a larger market share.
The ideal candidate is a strategic and hands-on leader that brings significant marketing experience, strong business acumen, and experience within consulting, professional services, or high-performance services based businesses.
We’re looking above all for someone with a longer-term outlook who wants to join like-minded people in building a successful company founded on that principle of creating high-impact value for clients. Ultimately, you will play a large role in a small but growing team with big ambitions for the future.
Responsibilities
Marketing strategy and planning
- Turn business goals into a plan that the marketing team can act on
- The plan will be updated periodically and it involves defining the audience, marketing campaigns, choosing the most suitable channels (conferences and events, social media, SEO, email marketing, paid advertisement, word-of-mouth), and deciding how to use resources to achieve the business goals
Brand, Content, and Campaign management
- Craft compelling, differentiated messaging and value propositions tailored to CEOs, CFOs, private equity partners, and investment bankers
- Manage our online, LinkedIn, and in-person presence, and promote our teams financial thought leadership
- Manage and support the creation of internal thought leadership that supports our current content strategy and use to move prospects through every stage of the pipeline
- Oversee and get involved in the execution of various campaigns, coordinate with the people involved, manage timelines and ensure the work stays within budget
- Monitor campaign results and make changes based on data insights to improve results
- Work with the sales team to execute a keep warm strategy for our lead and customer base so that when our services are needed, we are who they think of first
Market and customer research
- Conduct market research and use customer data, competitor activity and previous campaign results to understand demand, customer needs, and make better decisions
- Use research to understand whether customers are losing interest, what they value most, or where the buying experience creates friction, to assist the company to improve the customer experience
Team and stakeholder leadership
- Manage performance and mentor a Marketing Analyst and marketing interns/co-ops
- Manage external vendor relationships: PR, website management and digital marketing, partnering with professional associations
- Collaborate with Sapling leadership, consulting, sales, and administrative team to accomplish Sapling’s growth goals
- As the company grows work on building a larger high-performing marketing team
Budget management
- Ensure available marketing budget is used effectively. Decide budget allocation across campaigns and channels and monitor spending as it progresses
- Plan and manage budget based on results as they are coming in, to maximize returns across campaigns and channels
Performance measurement
- Collect and analyze results data to measure performance against original goals, and use lessons to improve results on current and future initiatives
- Define the right metrics to measure objectives, a campaign focused on lead generation might be assessed through qualified leads and conversion rates, while a sales campaign may place more weight on revenue and return on investment
Skills & Qualifications
- 5+ years of prior marketing experience, with a strong preference for candidates with experience in consulting, professional services settings, or B2B services
- Understanding a B2B buyer journeys, demand generation, lead nurturing, and conversion optimization
- Proven ability to develop sharp messaging and positioning for complex, multi-stakeholders services
- Strong track record for managing people, projects, and budgets with successful measurable outcomes
- A self-starter with high creative standards who takes ownership and is comfortable working in a high-performance, fast-paced environment
- Excellent verbal and written communication skills
- Strong understanding of and experience using CRM systems, marketing automation platforms, and digital analytics
APPLICATION DETAILS
Start Date: ASAP
Location: Toronto
Compensation Range: CAD $100-$140k
Job Type: Permanent, full-time
- Resume
- Cover Letter (non-AI) focusing on your career achievements and goals and how they will help make you successful in the role
- Answering a couple of questions on our online form
- Portfolio or Relevant Work Examples
We do not use AI to review your application. When it is reviewed, it is reviewed by a human being, likely a senior one, at Sapling.
Sapling Financial Consultants is an equal opportunity employer that is committed to inclusion and diversity.
