SaaS Marketing Business Development Manager

Company:
The Plan Beyond Pvt. Ltd.

Location:
Gurgaon, Haryana (Hybrid) | Occasional travel to Jalandhar, Punjab

Experience:
5+ years (Tech, SaaS, or FinTech experience preferred)

Reports To:
Founder & CEO

About The Plan Beyond

The Plan Beyond is India's first
Life Continuity & Digital Legacy Platform
— a secure SaaS ecosystem that helps individuals and families
organize, protect, and transfer
their life's most critical data: from legal and financial records to policies, investments, and personal memories.

We sit at the intersection of
InsurTech, WealthTech, and Digital Trust
— building a platform that ensures your family's future is never left to chance.

Think of us as the digital vault where insurance, estate, and life-planning converge with AI and data security.

Set to launch in
January 2026
, The Plan Beyond is backed by a leadership team with deep experience across global business, technology, and brand ecosystems. We're now assembling a founding team that wants to build something with
purpose, precision, and permanence
.

The Role

We're seeking a
Business & Marketing Strategy Manager
who can think like a
founder
, execute like a
growth operator
, and communicate like a
storyteller
.

You'll be responsible for building the
business architecture and GTM playbook
for our SaaS platform — spanning product-market fit, digital partnerships, launch strategy, and marketing funnels.

You'll bridge strategy with execution, working directly with the Founder to scale The Plan Beyond from concept to product-market domination.

What You'll Lead

• Develop and execute
  go-to-market and growth strategies
  across insurance-tech, wealth, and SaaS verticals.
• Work closely with
  product and tech teams
  to define user journeys, onboarding flows, and subscription models.
• Build and manage
  strategic partnerships
  with insurers, financial advisors, law firms, and digital service providers.
• Lead the integration of
  payment systems, APIs, and third-party SaaS services
  into the platform.
• Oversee
  digital marketing and demand-generation funnels
  across email, WhatsApp, and paid media.
• Manage relationships with
  PR, creative, and tech vendors
  to ensure brand, product, and messaging alignment.
• Create frameworks for
  pricing, compliance, and data security storytelling
  — building user trust in an emerging category.
• Measure impact — track acquisition, activation, retention, and ROI metrics using analytics tools and dashboards.
• Contribute to
  strategic discussions with leadership
  , influencing roadmap, product positioning, and brand voice.

Ideal Qualifications

• Graduate or Postgraduate in
  Business, Marketing, or Technology.
• 5+ years of experience in SaaS, FinTech, or InsurTech
  business strategy, growth, or product marketing roles.
• Proven experience leading
  product launches or GTM campaigns
  for digital platforms or IT products.
• Understanding of
  insurance ecosystems
  , financial planning products, and compliance landscapes.
• Strong grasp of
  B2C SaaS growth metrics
  — CAC, LTV, retention, churn, activation, and funnel optimization.
• Comfort with tools like
  HubSpot, Notion, Zapier, GA4, Looker Studio, and Figma.
• Excellent written and verbal communication — crisp, persuasive, and strategic.
• Experience managing vendors, legal/IP, and technology partners.
• Bias for action, with the ability to work autonomously in a high-growth, low-structure startup environment.
• Deep empathy for end-users — you think about human behavior as much as conversion metrics.

Preferred Experience

• Exposure to
  RegTech, InsurTech, or WealthTech SaaS
  environments.
• Worked on or with
  insurance APIs
  , fintech integrations, or compliance-heavy SaaS systems.
• Experience in
  launching or scaling subscription-based digital products.
• Worked with cross-functional teams in tech, legal, and product
  environments.

Why Join Us

• Be part of
  India's first life continuity SaaS platform
  , blending insurance, legacy planning, and digital trust.
• Work directly with visionary leadership building a product with
  tech, emotion, and societal impact.
• Exposure to SaaS growth playbooks, category design, and multi-channel launch execution.
• Freedom to build — we're creating the blueprint, not following one.
• The chance to say, a few years from now:
  "I helped build The Plan Beyond."