Great question. Difficult to answer, without knowing more about you as a human (feel free to reach out to me on LI and we can chat more specifically). That said, here is my general thinking on the subject: First, leverage your experience. You sales background is a huge asset. Use your experiences to help the Marketing team get a better understanding of customer pain points, buyer personas, and the nuances of the sales funnel. Your team will find your knowledge to be invaluable in crafting effective demand generation strategies that resonate with potential customers. That said, you will have a lot to learn about how the function of "demand generation" works. * Digital Marketing: Learn about SEO, SEM, social media marketing, and content marketing. This is often the largest discretionary spend in your entire company. Experts here command executive attention, have a huge impact on spending decisions and can make or break your top of funnel volume. * Marketing Automation Tools: Get hands-on experience with tools like HubSpot, Marketo, or Pardot. Learn how scoring works. Get a sense of how email campaigns are developed, what your marketable database looks like, and how you can help the team improve their segmentation efforts. * Data Analysis: Marketing data is adjacent to Sales data, but it's a whole new pile of stuff (100's of metrics across the different parts of the org) to learn. Get a sense of what matters most and what are nice to do metrics. Develop skills in analyzing data to understand campaign performance and ROI. * Content Creation: Work with the content team to understand the machinery. How does content marketing generate leads? What content is mapped to what stage? How is that content scored? You can be a big help here; help the team brainstorm new and relevant topics at the awareness, consideration and decision stages. Help the PMM team develop one pagers for sellers that actually matter. I'd suggest that you work to deepen your understanding of the customer journey from awareness to decision. Spend some time with the PMM team, growth team, or your lifecycle marketing person. Get a sense of how your organization creates create touch points that guide potential customers through the funnel will be essential in a demand generation role. What are the "aha" moments in your product that signal a potential long-term paying customer? How many touches in your SDR sequences or in your marketing nurture emails. One interesting, big concept to consider: How can you start to shift your focus from individual sales (1:1) to broader, more programmatic marketing strategies (1:Many). Consider how you can leverage what you know, and how you can apply it at scale, to attract, engage, and convert leads to closed won. Making this mental shift will be critical to your success in Marketing and Demand Generation. This is a big one, a mandatory IMO. Please please please please please communicate your career aspirations with your current manager or HR department. You need to find the right balance between being direct but non-threatening. You want them to know what you want and when, but not make them feel like you have checked out or are not worth continuing to advocate for and invest in. Managing this carefully will be key to making a smooth transition between roles. The marketing landscape is constantly evolving. Stay curious, keep learning, and be adaptable to new tools and trends in demand generation. Attend events, participate in webinars, and read read read read read everything you can get your hands on. Continuous improvement will be key to your long-term success, whatever path you choose to pursue. Of course, I'd be remiss if I did not suggest you work to connect with professionals who are already in demand generation roles. You can't go wrong seeking mentorship from experienced colleagues and industry experts. Their guidance can provide valuable insights and help you navigate the transition smoothly. Some thoughts if you are still in your Sales role: Demonstrate your capability and interest in demand generation. Spend some time with your DG partners. Offer to assist with marketing campaigns, contribute to content creation, and help with lead nurturing efforts. Showcase your company knowledge, your proactive approach and you're going to win both kudos and a better chance at landing a Marketing role. Finally, I'd recommend working to build your "T-shaped career." A generalists breadth and broad understanding of marketing concepts will help you accelerate and become successful and valuable in smaller companies. As you grow, you'll develop the long leg of that "T" - your specialization. This will become more and more important as you grow in seniority and look to take on more senior roles. Companies usually hire because they have a problem they want to address, and they are looking for folks who have specialties in addressing them. This WILL become a huge part of your later career value proposition, so start thinking about it now.

I look for three traits when I hire - 1) does this person have a strong sense of ownership especially around accountability and delivering results, 2) openness for feedback and a growth mindset - do they enjoy learning and want to improve on their approach and outcomes, and 3) will this person be a good culture fit. At a former company I've worked at, we used to call this the "eye of the tiger".

A typical career path for a Demand Generation manager that I have seen involves starting within marketing operations or digital marketing. This is not all-inclusive, but I feel is common. Having a background in marketing operations makes for a strong demand generation marketer due to understanding how the business all connects between departments, between the tech stack and important processes like lead scoring, lead routing and more. Digital marketing is also a natural path because these individuals own channels that feed into the demand generation world and drive awareness or revenue for the business. Ultimately though, demand generation requires a person who is hungry, numbers driven and can problem solve quickly. So no matter your current focus, try to learn from the demand gen team at your org and find a community of likeminded marketer - like exitfive! When it comes to moving forward after you have built a solid career within demand generation, natural moves are to continue in this path which could also be named Growth Marketing, Revenue Marketing or Integrated Marketing. From my experience it's just so important to understand that our job is to drive revenue for the business.

First, congratulations on your new role! I love this question because it suggests you have already come to the realization that there are significantly more things that you could establish as KPIs than things you should establish as KPIs. A good manager earlier in my career told me once that good goals are those you can a) directly influence and b) easily translate into detailed plans to achieve them. In other words, try to avoid “goals by wishful thinking,” which is often how early-stage companies approach setting Marketing objectives. If I was in your shoes, here’s where I’d start: 1. Understand the Sales Process: If you haven’t already, define the lead stages & what will happen at each. Is Marketing qualifying leads or is Sales? This will help you understand what your team is accountable for vs what you can/should hold Sales accountable for. (Typical KPIs: MQLs, SALs, SQLs) 2. Know How Much Pipe You Need: This is harder in early-stage companies where GTM processes are less mature and changing rapidly; however, you should be able to establish baselines for stage-to-stage CVR% and C/W%, which are critical to understanding how much pipeline you need to generate. (Typical KPIs: Marketing Contributed Pipeline (MCP), Marketing Originated Bookings (MOB). 3. Establish a North Star: Finally, start by asking what the business is trying to achieve and on what timeline. What % of growth is Marketing expected to drive? If this is a brand new company or nascent category, awareness might also be a challenge that you need to invest in solving. Regardless, starting with the big picture will help you understand where to allocate resources and whether your budgets are sufficient to generate what the business is expecting of you.

* Vanity Metrics: Metrics like social media followers or email opens that don’t correlate with pipeline or revenue are dangerous to focus on. They look good but rarely drive business outcomes. * MQL Quantity Over Quality: Pushing for a specific MQL count without ensuring alignment with sales can lead to wasted resources on low-quality leads. * Unrealistic Targets: Setting goals like 10x growth in a single quarter without proper market conditions or resources can damage team morale.

For marketers transitioning into Demand Generation, the key is to demonstrate a strong grasp of marketing fundamentals and a strategic mindset. Start by showcasing your understanding of marketing channels, the funnel, and key Demand Generation metrics like conversion rates, pipeline contribution, and ROI. Employers want to see that you can think both analytically and creatively when executing campaigns. Leverage your existing marketing experience to highlight relevant skills. For example, if you come from product marketing, emphasize your expertise in messaging and positioning—both critical for demand programs. If your background is in content marketing, illustrate how storytelling and content strategy play a role in lead generation. Understanding how different marketing functions collaborate to drive demand is a huge advantage, so demonstrate your ability to work cross-functionally to execute campaigns. Creativity is also essential. Be prepared to discuss how you would activate a campaign in the market, optimize performance, and scale results. Employers value candidates who can not only strategize but also roll up their sleeves to get things done. Finally, show initiative by familiarizing yourself with Demand Generation best practices, tools (such as marketing automation platforms and CRM systems), and emerging trends. Demonstrating a proactive learning mindset will reinforce your ability

Demand generation often serves as a bridge between sales and product, but the way I collaborate with each team can vary significantly. Here’s my high-level approach: * Understand business goals and metrics: Focus on understanding the goals and metrics each team owns. Sales typically tracks revenue-related KPIs like pipeline and bookings, while the product team focuses on adoption metrics - such as activation and retention - and usage, including breadth and depth. In self-serve model, product might also prioritize the growth of paying customers and self-serve revenue. To align demand generation efforts, work to establish shared goals or, at minimum, clarify how marketing supports these objectives. * Use BI reporting for alignment: I eliminate silos with joint dashboards built in Tableau and Looker, tailored to each team’s needs - real-time pipeline for sales, usage trends for product. Understanding how data is captured ensures reporting aligns with their priorities, keeping everyone on the same page. * Create consistent rituals: We review these dashboards in weekly or bi-weekly cadence with respective teams, spotting business trends and adjusting demand gen/ sales/ product strategies. Note: You can also create separate reporting for operational purposes, tailored for the marketing team to use alongside joint dashboards Example of marketing/ sales alignment: * Marketing contributes % into the overall pipeline. * Marketing/ sales meet weekly using Tableau, pulling data from Salesforce and other sources and analyze top-funnel (eg. leads, MQLs, SQLs) and down-funnel metrics (eg. meetings, Stage 1 opps), tracking conversion rates between stages. This reveals issues - like slow MQL-to-SQL progression - prompting discussions and joint solutions. Example of marketing and product alignment: * Marketing plays a crucial role in driving customer acquisition and activation. * Collaborate with the product team to use Tableau or another tool to track and visualize performance metrics end-to-end, from acquisition through to retention and paid conversion.

Despite working at a Fortune 500 company, we're relatively simple. We use a good amount of our own technology (IE: Marketing Cloud for invites at large scale events, Salesforce CRM, Slack, Tableau). For event logistics and project management towards an event, we primarily use Google spreadsheets and Quip. We've also explored Asana to support this as well. We also have our go to agencies and vendors for event production and work with them via Slack. Given how big our event portfolio can be across the company, we have a Tableau dashboard that allows us to see which events are coming up. We also have a self-serve pre-event and post-event Tableau dashboards for our event leads to pull performance. 

Is there such thing as offline channels in 2025? :D I recall a conversation with a CEO skeptical of out-of-home (OOH) advertising, like billboards. When I asked if he knew of Shen Yun, the Chinese performing arts troupe, he immediately recognized them and proved my point about billboards! We've also seen positive results from OOH campaigns, but the key is creating impactful billboards: simple, clear, and distinctive (always tricky). Measuring their effectiveness can be done through brand surveys, tracking traffic increases from specific geographic areas, or monitoring booth traffic at events. Speaking of events, they offer a valuable opportunity to extend digital campaigns into the offline world. Maintaining consistent messaging and branding between our digital and event presence reinforces our go-to-market strategy and strengthens branding.

I've had success working with DG agencies across paid media, operations, and lifecycle, as well as challenges, and have learned a few key strategies to make these relationships as productive as possible. Most importantly, when working with third parties, accountability is everything. Here is how I create it: * Clear KPIs: Before signing a contract with a new agency, I require mutually agreed-upon KPIs so both parties have clear expectations from the start. These serve as a valuable reference point throughout the engagement. * Onboarding like an employee: Since agencies aren’t internal, their approach can sometimes misalign with company strategy. To minimize this, I expect agency partners to onboard as much like an internal employee as possible. Ideally, this includes everything from listening to sales demos to reviewing key documentation (ICP, messaging, positioning, value props, etc.). * Connect the dots: To set agencies up for success, I ensure they have visibility into what’s working across other channels and what’s on the roadmap. I also introduce them to internal team members to foster alignment—whether they’re focused on paid media, operations, or another function. The common theme across the points above is trying to reduce the disconnect that exists by nature of being a third party. If you are going to spend the time and energy evaluating different agencies, moving them through legal and procurement, and onboarding them, make sure you are setting both parties up for success from the start.