Forge · 9 hours ago
Director of Sales & Marketing
Newton, MA
Full-time
Onsite
Mid, Senior Level
$130K/yr - $180K/yr
7+ years expForge is a startup focused on enabling the energy transition through innovative HVAC solutions, specifically heat pumps. They are seeking a hands-on Director of Sales & Marketing to lead demand generation, sales performance, and revenue operations while managing a growing sales team and enhancing brand presence in the market.
FinanceFinancial ServicesFinTechMarketplaceTrading Platform
Responsibilities
Own lead volume and quality across channels (paid search/LSA if applicable, SEO, local listings, partnerships, referral programs, email/SMS, direct response)
Manage agency performance and budgets; set clear KPIs, briefs, and creative/testing priorities
Improve conversion through better landing pages, booking flows, speed-to-lead, and follow-up
Lead and coach a 5+ person sales team, plus an internal marketer and external agencies
Set clear goals, expectations, and weekly operating rhythms (1:1s, pipeline reviews, call coaching, team meetings)
Recruit, onboard, and develop talent as we scale
Own HubSpot administration and adoption: lifecycle stages, pipelines, lead routing, SLAs, automation, templates, reporting, and data hygiene
Build and continuously improve the end-to-end revenue process: inquiry booking estimate close handoff follow-up
Establish reliable attribution and dashboards that the team actually uses
Maintain and improve sales playbooks, talk tracks, objection handling, discovery checklists, and follow-up sequences
Partner with sales leaders/reps on call reviews, win/loss insights, pricing/packaging guidance (where relevant), and training plans
Ensure the team has the right collateral and tools (case studies, one-pagers, proposal templates, email sequences)
Own brand consistency across web, reviews/reputation, social presence, and customer communications
Develop messaging that reflects our value and differentiators, and ensures consistency across campaigns and sales conversations
Qualification
Required
7–10+ years in sales/marketing leadership roles (service business experience a plus; HVAC/home services a plus)
Proven ability to drive pipeline results
Strong demand gen instincts and ability to manage agencies and budgets
Deep hands-on experience with HubSpot (pipelines, automation, reporting, lifecycle stages)
Process-oriented operator: can design, document, roll out, and enforce workflows
Clear communicator who can align Sales, Marketing, and Delivery around shared goals
Preferred
Local SEO / reputation management experience (GBP, reviews, local landing pages)
Call center / appointment-setting optimization experience
Familiarity with seasonal demand planning and capacity-based marketing
Benefits
Career Growth : We believe in growth and promoting from within. Your dedication, skills and leadership can lead to fast advancement and we will support you in that growth;
Competitive Compensation : Your expertise is valued. We offer competitive pay, company stock options, potential bonuses and a clear understanding of how to reach your next pay increase;
Paid Time Off : We work hard at Forge, but also believe you need time with your family and/or friends to recharge. We offer paid holidays, vacation and sick time, as well as PTO increases based on factors like tenure or advancement;
Employee Benefits : Enjoy a comprehensive benefits plan, including health and dental insurance with generous employer contributions, a generous 401k match, mileage coverage, phone data stipends, and more.
Company
Forge
Forge is a global private securities marketplace creating an accessible, liquid, and transparent private market.
201-500 employees
H1B Sponsorship
Forge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (34)
2024 (34)
2023 (91)
2022 (21)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$357MKey Investors
StreamlinedScott Banister
2025-11-06Acquired
2022-03-22IPO
2021-09-13Post Ipo Equity· $68.5M
Leadership Team
Kelly Rodriques
Chief Executive Officer
Mark Lee
CFO
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